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.
Angel Broking PMS – Customer Ratings & Review
|Angel Broking PMS Ratings|
|Returns Performance||3.1 / 5|
|Services||2.9 / 5|
|Charges||2.5 / 5|
|Experience||3.3 / 5|
|Strategies||3.2 / 5|
|Client Support||3.0 / 5|
|Overall Ratings||3.1 / 5|
Overview of Angel Broking Portfolio Management Services
This table will provide details about Angel Broking PMS:
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||1989|
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|
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|
|AUM (in Cr.)||Approx 1,000 Cr.|
|Number of Clients||50+|
|Investment Tenure||Minimum 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
|ICICI Pru PMS||Aditya Birla PMS||Alchemy PMS||Ask PMS|
|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Angel Broking PMS Strategies
Here in this table you will see the details about Angel Broking Portfolio Management Service Strategies:
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
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:
|11 Year Plus||13%|
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.
Know Returns of other PMS Brands
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|HDFC PMS||IDFC PMS||Karvy PMS||Credent Asset PMS|
|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
Angel Broking PMS Investment Plans
This table will give the details related to Angel Broking Portfolio Management Service investment slabs:
|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|
|Profit Sharing% Commission||Yes|
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 – 50L||1.2% of Investment|
|Investment – 50L – 1 Cr.||1.1% of Investment|
|Investment – 1 Cr. – 5 Cr.||0.9% of Investment|
|Investment – 5 Cr. Plus||0.7% 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 – 50L||0.12% 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. Plus||0.07% 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 – 5L||20% of Profit|
|Profit Amount – 5L – 10L||18% of Profit|
|Profit Amount – 10L – 50L||16% of Profit|
|Profit Amount – 50L Plus||14% 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 PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
Angel Broking PMS Charges
This table will give the details of Angel Broking Portfolio Management Service Charges:
|Management Fees||As per commission model|
|Upfront Fees||0.5% – 0.8% of Asset Value|
|Brokerage Charges||0.005% – 0.02% of Total Transaction Value|
|Custodian Charges||0.1% – 0.3% of Asset Value|
|Depository Charges||0.1% – 0.1.5% of Asset Value|
|Exit Load – within 12 months||0.7% – 1.2% of Withdrawal Value|
|Exit Load – post 12 months||Free|
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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
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:
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 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.
Invest in Angel Broking PMS – Fill up the form Now!
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