Angel Broking PMS – Review, Strategies, Returns, Charges & more

Angel Broking PMS is gaining speed in the portfolio management space in the country. Angel Broking is one of the largest independent full service retail broking houses in terms of clients on NSE.

They have been awarded the “Major Volume Driver” award by the BSE for five consecutive years from 2004 to 2008.

We would discuss in depth about the Ratings, Review, Strategies, Commission Models, Yearly Returns & much more in relation to Angel Broking Portfolio Management Service for gaining more knowledge.

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Angel Broking PMS – Customer Ratings & Review

Angel Broking PMS Ratings
Returns Performance3.1 / 5
Services2.9 / 5
Charges2.5 / 5
Experience3.3 / 5
Strategies3.2 / 5
Client Support3.0 / 5
Overall Ratings3.1 / 5
Star Ratings★★★★★

Overview of Angel Broking Portfolio Management Services

This table will provide details about Angel Broking PMS:

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipDinesh Thakkar
Yr. of Establishment1989

Angel Broking PMS

Angel Broking started as a sub-broker business and today is one of the largest independent full service retail broking houses servicing through a pan-India network of over 110 branches.

The company was founded by Mr. Dinesh Thakkar in the year 1989 having its headquarters in Mumbai, Maharashtra. This broking house is a member of BSE and NSE and aims at offering Institutional Investors the facility to perform and execute any trade in the Indian Equity Markets.

Angel Broking PMS is a known name in the industry as well as in the category for their PMS performance. They have a dedicated team of fund managers who are expert in their field to look after the PMS business.

Let’s have a look in detail on the types of Angel Broking PMS, their Charges, Returns & more.


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    Types of Angel Broking PMS

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    Both the Discretionary as well as Non-Discretionary PMS are offered by this broking house. In Discretionary PMS a complete leeway is given to the PMS fund manager to select stocks and create a portfolio for the client.

    Though there is a broad policy framework that is first put in place based on which such discretionary decision are taken and the fund manager is required to adhere to such conditions. On the other hand, in Non-Discretionary PMS there is no discretion given to the PMS fund manager.

    Here the fund manager is required to take the client’s approval before any transaction. Any unapproved transaction here will be treated as null and void. The investor can claim compensation in this case. The clients usually opt for the Discretionary Portfolio Management.


    Angel Broking PMS Fund Managers Details

    This table gives you the entire details about Angel Broking Portfolio Management Service Fund Managers.

    Fund Manager’s Details
    NameMayuresh Joshi
    Experience11 Years
    Highest QualificationCS
    AUM (in Cr.)Approx 1,000 Cr.
    Number of Clients50+
    Investment TenureMinimum 3 yr.

    Angel Broking PMS has a vast number of Fund Managers working with them. Mr. Mayuresh Joshi is the best and is known for his expertise in portfolio construction, asset allocation and performance measurement among them.

    He is a Company Secretary by training and an expert in Corporate Law. With his past experience of 11 years, Mr. Mayuresh Joshi plays an important role in building multiple verticals for the Angel Group.

    He has several techniques and has a varied portfolio of clients across Angel’s HNI, MNI and SME.

    Angel Broking PMS Fund Managers approximately hold Rs. 1,000 cr. as AUM and they handle more than 50 PMS clients. The minimum investment tenure preferred by the clients in Angel Broking PMS at least 3 years.


    Know Fund Managers of Other Portfolio Management Service Companies

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    IIFL PMSMotilal Oswal PMSPorinju Veliyath PMSKotak PMS
    Angel Broking PMSAxis PMSDHFL Pramerica PMSEdelweiss PMS

    Angel Broking PMS Strategies

    Here in this table you will see the details about Angel Broking Portfolio Management Service Strategies:

    Strategies
    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    As you can see in the table there are different types of PMS strategies provided by Angel Broking PMS. You will find all types of Investment strategies readily available with them.

    They work on Large CAP Strategy, Diversified Strategy as well as Small-Midcap Strategy.

    Angel Broking Portfolio Management Service offers their customers a choice of two different schemes. Each scheme caters to varying wealth creation goals and risk-appetites.

    The client can choose one or a combination of two or more of the schemes depending on their risk-appetite and the type of investor they classify themselves as.

    Angel Lotus Portfolio

    Their endeavor is to create wealth over the medium for longer term through investments in equities and across market capitalization by solely focusing on fundamentals of the companies that would blend with value and growth investing.


    Angel Broking PMS Returns / Performance

    In this table you will see the details about Angel Broking Management Service Performance:

    Returns (CAGR)
    3 Year11%
    5 Year9%
    7 Year7%
    10 Year12%
    11 Year Plus13%

    Angel Broking PMS offers very good rate of returns. They have fruitfully managed at beating 10 years Mutual Fund Returns.

    With performance for a period of 3 Years the returns offered by Angel Broking PMS is around 11%, for 5 year the rate is 9%, for 7 year it is 7%, for 10 year it is 12% and for 11 plus years the rate of return is around 13% CAGR.

    It is this attractive rate of return that sets Angel Broking PMS house apart from the other set of PMS houses in India.


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    Angel Broking PMS Investment Plans

    This table will give the details related to Angel Broking Portfolio Management Service investment slabs:

    Investment Plans
    Bronze (25L – 50L)Yes
    Silver (50L – 1 Cr.)Yes
    Gold (1 Cr. – 5 Cr.)Yes
    Platinum (5 Cr. Plus)Yes

    The above table clearly illustrates the different Investment slabs offered by Angel Broking PMS to the clients. The minimum investment amount required mandatory for any Portfolio Management Services house is Rs.25 Lakh.

    The Bronze plan of Angel Broking PMS starts with a range of INR 25 Lakh upto INR 50 Lakh. The range of Silver Plan is Rs.50 Lakh to Rs.1 Crore. The Gold plan is in the rage of between Rs.1 Crore & Rs.5 Crore.

    This broking house also has a Platinum plan for clients who would prefer to invest more than Rs.5 Crore with them.

    There is a different commission range of Angel Broking PMS for each set of plan. You will end up paying less if you invest big. In simple words High investments will be leading towards elite services & low commission.


    Angel Broking PMS Fee Structure or Commission Slabs

    The Fees Structure of Angel Broking Portfolio Management Services is stated here below:

    Commission / Fees Structure
    Prepaid CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

    Angel Broking has 3 types of categories for their fees.


    Angel Broking PMS Prepaid Commission

    In this type the Management Fees or Commission has to be paid in advance before the start of the actual tenure. As type of model is a prepaid model, a comparatively lower commission is charged here when compared with the other types of models.

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.2% of Investment
    Investment  – 50L – 1 Cr.1.1% of Investment
    Investment – 1 Cr. – 5 Cr.0.9% of Investment
    Investment – 5 Cr. Plus0.7% of Investment

    The Angel Broking PMS Prepaid Commission model totally depends on the amount of Investment. If the investments made by you are in the range of Rs.25 Lakh – Rs.50 Lakh then the prepaid commission levied would be 1.2% of the Investment.

    When you invest in the range of Rs.50 Lakh to Rs.1 Crore, the prepaid commission would be 1.1% of total investment.

    For an investment of more than Rs.1 Crore and up to Rs.5 Crore, the prepaid fee is 0.9% of the total investment. When the investment is of above Rs.5 Crore, then the management fees would be 0.7% of the amount invested.


    Angel Broking PMS Volume% Commission

    In this type of Commission the Fees Structure entirely depends on the total number of transactions done by the Fund Manager. The fees would also depend on other factors like market condition and other aspect of investment.

    In this type of commission model one ends up in making a higher commission payout.

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.12% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.11% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.09% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.07% of Total Transaction Volume

    In this type of model the commission amount depends on the situation of the market and the loyalty of the Fund Manager.

    When a yearly transaction volume is done in between Rs.25 Lakh to Rs.50 Lakh, the Management fees applicable would be 0.12% of total transaction volume.

    If the transaction is done in between Rs.50 Lakh to Rs.1 Crore, then 0.11% of total transaction amount would be the fee that needs to be paid.

    When your transaction volume is high then there is a decrease in the commission i.e. if the transaction volume is above Rs.1 Crore and up to Rs.5 Crore, the charges are 0.09% of total volume.

    For any transaction volume exceeding above Rs.5 Crore, the management fees charged is 0.07% of total transaction volume.


    Angel Broking PMS Profit Sharing% Commission

    This type of model is one of the most convenient model for any investor because in this format the Management fee is paid only after the profit is realized.

    Though the percentage of the commission is very high but at the same time the risk is pretty low.

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L20% of Profit
    Profit Amount – 5L – 10L18% of Profit
    Profit Amount – 10L – 50L16% of Profit
    Profit Amount – 50L Plus14% of Profit

    As mentioned above, Profit Sharing model suits the best for any client as this model is totally dependent on the performance of the portfolio.

    The profit sharing is 20% for a portfolio with profit range between Rs.2.5 Lakh to Rs.5 Lakh. If the profit range is in between Rs.5 Lakh to Rs.10 Lakh, then 18% of the Profit needs to be shared.

    For huge amounts of profit like Rs.10 Lakh to Rs.50 Lakh, the profit sharing is 16% and if your profit exceeds Rs.50 Lakh, then the sharing of profit is 14% to Angel Broking PMS team.

    This broking house also makes customized commission models as per the requirement of the client.

    In addition to this Commission or Management Fees, there are several other charges like Upfront Fees, Brokerage, Depository Charges, Custodian Charges and Exit Load levied by PMS house.


    Know Charges models of other Portfolio Management Service Providers

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    Alfaccurate Advisors PMSMarcellus PMSEmkay Investment PMSInvesco PMS

    Angel Broking PMS Charges

    This table will give the details of Angel Broking Portfolio Management Service Charges:

    Charges
    Management FeesAs per commission model
    Upfront Fees0.5% – 0.8% of Asset Value
    Brokerage Charges0.005% – 0.02% of Total Transaction Value
    Custodian Charges0.1% – 0.3% of Asset Value
    Depository Charges0.1% – 0.1.5% of Asset Value
    Exit Load – within 12 months0.7% – 1.2% of Withdrawal Value
    Exit Load – post 12 monthsFree

    Let us take a look at what are the other charges that needs to paid to Angel Broking PMS:

    Management Fees – Here the fees would be as per the commission model that is agreed upon between the client & the PMS team.

    Upfront Fees – The upfront fees charged by Angel Broking PMS team which is more like a prepaid value is in between 0.5% – 0.8% of the asset value.

    Brokerage Charges – Brokerage charges would be in between 0.005% – 0.02% of total transaction value.

    Custodian Charges – The custodian change charge levied by the PMS house from their clients ranges in between 0.1% – 0.3% of Asset Value.

    Depository Charges – The PMS depository charges ranges in between 0.1% – 0.1.5% of Asset Value.

    Exit Load Fees – The exit load fees charged by PMS house for any withdrawal taking place in within 1 year of portfolio creation is 0.7% – 1.2% of withdrawal amount. There is no Exit Load fess if the withdrawal happens after a period of 1 year. It is free of cost.


    Angel Broking PMS Benefits

    This table brings in a better understanding of the benefits of Angel Broking Portfolio Management Services:

    Benefits / Advantages
    Top-up FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateYes
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    Listed here below are the various benefits offered by Angel Broking PMS:

    This PMS house has the facility to do a Top-up.

    The clients can check all the reports with their detailed portfolio and investments online.

    There is a provision of Email Update, SMS Update and WhatsApp Update with regards to all the transactions that take place in the clients account.

    Flexible investment plans and flexible commission models are provided by this broking house to all sets of clients as per their satisfaction.

    Not only this, Angel Broking PMS house also has a massive experience in Portfolio Management Services.


    Angel Broking PMS Customer Care

    This table provides details about Angel Broking PMS Client Support:

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportYes
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 5 to 10 Times a month

    Angel Broking Portfolio Management Service Customer Care team provides loads of support to its customers. There is a Direct Call support Facility to resolving any type of queries. This house also provides Email and WhatsApp support to their clients.

    All their customers can avail the support from Relationship Manager.

    They also provide the facility to making direct call to the fund manager for at least 5 to 10 times in a month. The issue resolving TAT period with Angel Broking PMS team is 10 working days.


    Angel Broking PMS Conclusion

    Angel Broking offers professional Portfolio Management Services (PMS) to HNIs who intend in seeking customized solutions to realize their investment goals.

    They give a customized offering by providing a range of investment options that would be best suited for the client in the current market scenario.

    The Portfolio Managers of the broking house are equipped to create an investment portfolio in order to meet the unique needs of the clients across various investment avenues like Equities, Fixed Deposits, Bonds, etc.

    For your future growth prospects can choose to join hands with Angel Broking PMS house and seize opportunities provided by the Equity Markets.


    Angel Broking FAQs

    Ques – How can I invest with Angel Broking PMS?

    Answer – In the country’s portfolio management room, Angel Broking PMS is gaining momentum. In terms of customers on NSE, Angel Broking is one of the biggest independent full service retail broking houses. To invest in Angel Broking PMS, the procedure is absolutely easy and hassle free. Once you open our site, you will find a Invest In Angel Broking PMS fill up form right on the website One needs to fill in the compulsory details that are required including your name, mobile number and city of Residence. Select your service requested and click on submit. This way you will be led to the further steps of investment.

    Ques – Who is the current fund manager of Angel Broking PMS?

    Answer – Angel Broking PMS works with a vast number of Fund Managers. Mr. Mayuresh Joshi is the best and is renowned among them for his portfolio building, asset allocation and performance assessment expertise. He is a company secretary and a specialist in corporate law by experience. With his past 11 years of experience, Mr. Mayuresh Joshi plays an important role in the Angel Group’s construction of multiple verticals.He has several techniques and has a varied portfolio of clients across Angel’s HNI, MNI and SME.

    Ques – What is the approx AUM of Angel Broking PMS?

    Answer – Alchemy Pvt Ltd has a huge list of Fund managers or Portfolio managers. Mr.Mayuresh Joshi is the highly experienced and educated fund manager available in the company. He has more than 10 years of experience in portfolio management service sector .Generally, the fund managers of the Alchemy PMS is good at holding AUM of 1,000 Cr and manages the portfolio of around more than 50 clients. The investment tenure of the company is a minimum of 3 years.

    Ques – Where can I check return or performance of Angel Broking PMS?

    Answer – Angel Broking PMS has very good return rates. They have managed to beat 10 years of Mutual Fund Returns fruitfully. The returns given by Angel Broking PMS for a period of 3 years are around 11 percent, the rate for 5 years is 9 percent, for 7 years it is 7 percent, for 10 years it is 12 percent and for 11 plus years the rate of return is around 13 percent CAGR.

    Ques – What are the different strategies used by Angel Broking PMS?

    Answer – The article provides the various strategies that Alchemy incorporates within the form of a table in our website. AS per the table in our website, there is Large CAP Strategy, Diversified Strategy and Small-Midcap. Strategy are the work of Angel Broking PMS. Angel Broking Portfolio Management Service provides a choice of two separate systems for their clients. Each framework caters to various goals and risk-appetites for wealth development. Depending on their risk appetite and the type of investor they identify themselves as to select one or a combination of two or more of the schemes.

    Ques – Where to find the fee structure and commission rate of Angel Broking PMS?

    Answer – The data regarding all the details of Angel Broking PMS is present in the website. We have provided detailed information with all the important heads and done so in the form of tables and charts. Henceforth, to find the fee structure and commission rate of Alchemy PMS, one can locate the details easily in our website provides.

    Ques – How to call or reach Angel Broking PMS customer care?

    Answer – Angel Broking PMS gives priority to their clients. There is a Direct Call support Facility to resolving any type of queries. This house also provides Email and WhatsApp support to their clients. All their customers can avail the support from Relationship Manager. They also provide the facility to making direct call to the fund manager for at least 5 to 10 times in a month. The issue resolving TAT period with Angel Broking PMS team is 10 working days.

    Ques – What are the benefits of investing with Angel Broking PMS?

    Answer – The facility for this PMS house is to do a Top-up. With their comprehensive portfolio and investments online, clients can review all the reports. For all transactions that take place in the customer account, there is a supply of Email Update, SMS Update and WhatsApp Update. This brokerage offers flexible investment plans and flexible commission models to all sets of customers according to their satisfaction. Not only this, Angel Broking PMS house also has a massive experience in Portfolio Management Services.

    Ques – What are the different charges involved with Angel Broking PMS?

    Answer – There are various charges involved in the Marcellus PMS. The taxes that are levied include: Upfront fees, Brokerage charges, Custodian charges, Depositary charges and Exit Load Charges. The management fee is decided on the basis of the commission model opted, the fund manager, risk, investment amount. The Upfront Charges are normally in the range of 0.5%-0.8% the total Asset value. The Brokerage charge is levied by the PMS is 0.005% – 0.02% of total transaction value. DP Charges is between 0.1%-0.1.5% of total Asset value. The Custodian charges  is charged between 0.1%-0.3% of the total Asset value. The Exit load Charges is charged on the basis of the total amount withdrawn by the investor within one year of portfolio creation. For more details, please visit the website provides.

    Ques – Where can I find all the details about Angel Broking PMS?

    Answer – All the details regarding the Alchemy portfolio management services are provided in the website. To make the work absolutely feasible and flexible for our customers, we have provided the data through charts, maps and graphs. This way the customer can easily locate all the information they require easily within our website.


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