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Anvil Wealth PMS – Review, Strategies, Returns, Charges & more

Anvil Wealth PMS is a well-known PMS provider. They have a strong belief in serving well. In fact, they emphasize on integrity, research and dedicated support.

Beside, advisory they offer their clients diverse financial solutions. And, they have memberships of NSE and BSE for that.

Anyway, today, we’ll lay a detailed review of Anvil Wealth Portfolio Management Services. And, our review will consist of the following: –

  • Hints about their origin. In fact, we’ll describe in detail about their beginning. It’ll cover the info about the place and year of their inception. It’ll even brief about their founder.
  • We’ll describe about the types of PMS they offer.
  • We’ll tell you about their fund managers. This part will include information about their experience. This’ll even tell you about the net worth of assets they manage.
  • In this Article, We’ll tell you about the strategies they use. And, we’re referring to the ones that make money.
  • We’ll tell you about the returns you may expect. It’ll include a detailed chart. It’ll even have an explanation for returns different on investment terms.
  • We’ll describe about all the investment plans they offer. This part will explain the existing difference in plans. It’ll even describe about the factors leading to different plans.
  • We’ll discuss their commission structure in detail. This part will establish the various commission plans.
  • Here, We’ll discuss in detail about their prepaid commission plan.
  • We’ll describe their volume% commission plan.
  • We’ll even describe about their profit-sharing commission plan.
  • And more

PMS Offers


Anvil Wealth PMS – Customer Ratings & Review

Find Client ratings of Anvil Wealth Portfolio Management Services –

Ratings
Returns Performance3.5 / 5
Services3.3 / 5
Charges3.4 / 5
Experience3.3 / 5
Strategies3.6 / 5
Client Support3.4 / 5
Overall Ratings3.4 / 5
Star Ratings★★★★★

Overview of Anvil Wealth Portfolio Management Services

Find a detailed overview of the Anvil Wealth portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipMr. Anuj Sheth
Yr. of Establishment1997

Anvil Wealth PMS started off in 1997, Mumbai. Their opening was supported by the efforts of their founder Anuj Shethi. Mr. Shethi put in a lot of efforts to ensure their inception.

And, ever since their beginning, they’ve catered to a diversified clientele. At present, they’re one of the few companies providing advisory services to NRI clients.

And, this is just one of their strong attributes. They even provide custom investment plans. And, they pride themselves over this fact. Perhaps, this has been the main reason for their long sustenance.

Now, we will have a discussion about Anvil Wealth portfolio management service company review, its PMS returns, PMS charges and more.


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Types of Anvil Wealth PMS

There are 2 types of Anvil Wealth Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Anvil Wealth PMS is all about making their clients happy. And, they use all their resources to do so. As far as PMS is considered, they provide two kinds of support.

We’re referring to Discretionary and Non-Discretionary PMS. Discretionary PMS allows the fund manager to act without restrictions. This includes deciding portfolio alterations on clients’ behalf.

Non-Discretionary PMS, however, acts in another way. It requires active participation of the clients. Simply putting, the company provides clients with advisory and then seeks their permission. This means that the fund manager is bound by some means.


Anvil Wealth PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Anvil Wealth PMS company.

Fund Manager’s Details
NameKaushal Chandrana
Experience7yrs
Highest QualificationCA
AUM (in Cr.)580 Cr.
Number of Clients360
Investment Tenure3yrs

At present, Kaushal Chandrana is the leading fund manager for Anvil. And, being a CA, he has more than apt knowledge for the job. He even has an experience of 7 years.

And, he’s managing over 580 Cr. of assets for 360 clients. And, you must abide by some rules to seek his expertise. Take the investment term for starters. You must invest for a minimum of 3 years to get him onboard.


Know Fund Managers of Other Portfolio Management Service Companies

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Anvil Wealth PMS Strategies

The below table is providing details about the Anvil Wealth portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Anvil is smart about their strategies. They like to stir things up bit. In fact, they prefer using all the resources at their disposal. And, that’s why they invest in all three portfolio categories.

We’re referring to small, mid and large-cap portfolios. However, they prefer investing as per their clients’ true needs. This includes a lot of market research. And, they have two specific strategies for this:-

Portfolio Management Service (HNI Clients):

This is a discretionary PMS provided to the HNI Clients. It includes the company performing a severe research. They use real time data and many tools for this research.

And, the research includes risk profiling the client. Once, this gets done, the company creates a custom PMS strategy. And, that’s when the real work begins.

The research is further used for client feedback. In short, this strategy seeks for one to three years of investments.

Portfolio Management Service (NRI Clients)

This is another worthy strategy from the company. However, it’s only specific to NRI Clients. In short, it’s a discretionary PMS with advisory for NRI clients.

This includes the creation of a custom PMS based on the clients’ status. And by status, we mean risk profile. The company uses HDFC Bank for reporting in this case.

The bank serves best with its license enabling NRI Investments, in this case. The company provides monthly reports of the clients’ portfolio. They even report clients’ dividend details, transaction details and DP holdings.


Anvil Wealth PMS Returns / Performance

The below table is giving details about Anvil Wealth PMS returns and performance-

Returns (CAGR)
3 Year8.9%
5 Year8.4%
7 Year9.2%
10 Year10.3%
11 Year Plus11.2%

The table above explains about the returns you may expect from the company. It shows the CAGR for various investment terms. And, by CAGR, we mean compound annual growth rate.

Do understand, that the company is strict about this part. They even do not allow aa much as a flinch in this case. Simply putting, they believe in delivering what they promise.

So, they provide 8.9% CAGR for 3-year investments. They give 8.4% return on 5-year investment. All the 7-year investments get 9.2% CAGR.

All 10-year investments get 10.3% CAGR. And, the investments for more than 11 years get 11.2% CAGR.


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Anvil Wealth PMS Investment Plans

Below the given table is providing details about the Anvil Wealth portfolio management service investment plans.

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

The company has four investment categories. The first lies between 25L-50L and is called Bronze Plan. The second is Silver Plan with 50L-1Cr. investment. Third is the Gold Plan with 1Cr.-5Cr. investment. And, the Platinum Plan has investments more than 5Cr.


Anvil Wealth PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Anvil Wealth PMS house are as follows-

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

The company grants three commission paying schemes to the clients. We’re talking about the Prepaid, Volume% and the Profit-Sharing plans.


Anvil Wealth PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.29% of Investment
Investment  – 50L – 1 Cr.1.19% of Investment
Investment – 1 Cr. – 5 Cr.0.99% of Investment
Investment – 5 Cr. Plus0.79% of Investment

As the name goes, this requires paying the commission in advance. And, Anvil has devised several categories for this scheme. In fact, they use the investment models as the deciding parameter.

The clients pay 1.29% of investment for Bronze Plan. They pay 1.19% of investment for Silver Plan. 0.99% of investment is incurred for Gold Plan. And, the Platinum Plan holders must pay 0.79% of the investment.


Anvil Wealth PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.122% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.115% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.105% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.090% of Total Transaction Volume

This requires the clients to pay on per transaction basis. And, these are the transactions made by the fund manager. Even this scheme categorizes commission as per investment plan.

So, the clients must 0.112% of total transaction volume for Bronze plan. The commission for Silver plan is 0.115% of transaction volume.

The clients must pay 0.105% of transaction volume for Gold plan. And, the Platinum plan bearers must pay .0.090% commission rate.


Anvil Wealth PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L21.3% of Profit
Profit Amount – 5L – 10L19.3% of Profit
Profit Amount – 10L – 50L17.3% of Profit
Profit Amount – 50L Plus15.3% of Profit

Most popular commission scheme till date is the Profit-Sharing Scheme. The clients don’t pay anything in advance in this. In fact, the commission is paid after realizing the profit.

So, Bronze plan bearers must pay 21.3% of their profits. The Silver plan bearers must pay 19.3% of their profits. Gold plan bearers enjoy a 17.3% commission rate. And, the Platinum Plan bearers must pay 15.3% of their profits.


Know Charges models of other Portfolio Management Service Providers

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Anvil Wealth PMS Charges

The below-given table is giving information about Anvil Wealth Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.67% – 0.97% of Asset Value
Brokerage Charges0.008% – 0.038% of Total Transaction Value
Custodian Charges0.19% – 0.41% of Asset Value
Depository Charges0.18% – 0.38% of Asset Value
Exit Load – within 12 months0.80% – 1.20% of Withdrawal Value
Exit Load – post 12 monthsFree

Anvil raises many other charges beside the commission rates. And, we’re talking about the ones based on PMS. It’s a must for every client to pay this. And, the list includes: –

  • Paying an up-front fee based on asset value. This lies between 0.67-0.97%.
  • Paying a management fee as per commission model.
  • Paying the brokerage fee per transaction value. This lies between 0.008-0.038%.
  • Paying a custodian fee based on asset value. This lies between 0.19-0.41%.
  • Paying the depository charge based on asset value. This lies between 0.18-0.38%.
  • Paying for the exit load based on withdrawal value. This lies at 0.80-1.12% of withdrawal value. This must be paid in case of a withdrawal within 12 months of investment.

Anvil Wealth PMS Benefits

Find the details about Anvil Wealth PMS advantages in the table given below-

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

You’ll not be wrong to expect benefits from investing with Anvil. In fact Anvil Wealth PMS grants these all: –

  • They offer flexibility of Investment and Commission model.
  • Anvil Wealth offers real time updates through SMS, email and WhatsApp.
  • They grant the provision for top up.
  • They have detailed reporting plans. This includes Back-Office reports, Detailed View and Portfolio View.

Anvil Wealth PMS Customer Care

The table given below is showing a detailed view of Anvil Wealth PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 8 to 9 Times a month
Issue Resolving TAT16 working days

Anvil Wealth PMS has a brilliant customer care. In fact, they provide several supports like: –

  • Permission to call the fund manager 8-9 times a month.
  • Active issue resolution time of 16 working days.
  • Instant support over call and email.
  • Provision of a dedicated relationship manager.

Anvil Wealth PMS Conclusion

There isn’t much to be said about Anvil Wealth PMS. In fact, they’re doing pretty great out there. And, one of their strongest attributes is the provision for custom PMS.

In short, we deem them as the perfect company to trust your investments on.


Know everything about more PMS companies

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