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Arihant Electrum PMS is a customer-centric organization that always works to keep its client’s interests before its own. This article will cover all its investment plans, services, strategies, performance, commission slab, and benefits.

If you are interested and looking for an experienced PMS, read ahead to get all the needed information about Arihant Electrum PMS:

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Arihant Electrum PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Arihant Electrum Portfolio Management Services –

Arihant Electrum PMS Ratings
Returns Performance 3.8 / 5
Services 3.9 / 5
Charges 3.8 / 5
Experience 3.1 / 5
Strategies 3.2 / 5
Client Support 3.1 / 5
Overall Ratings 3.9 / 5
Star Ratings ★★★★★

The above ratings given in the table will help us to understand better the performance of Arihant Electrum PMS broking house in every field.


Overview of Arihant Electrum Portfolio Management Services

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership NA
Yr. of Establishment 2020

Electrum Portfolio Managers (Formerly known as Arihant Asset Management Limited) a Private Limited Company, was incorporated in 2020, with its head office in Mumbai, Maharashtra.

Despite being a relatively new company in financial services, it is not amateur when it comes to servicing its premium clients.

To offer consistent risk-adjusted returns over an extended period, Arihant Electrum Portfolio Management Services focuses on finding expanding firms that are priced reasonably.

The cornerstone of their investing methodology is finding companies with sizable competitive advantages, a competent management team with a proven track record in corporate governance, and disciplined financial management.


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    Types of Arihant Electrum PMS

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    The PMS provides both discretionary and non-discretionary PMS.

    As part of the Discretionary PMS, the Portfolio Manager will, by the approved agreement, have complete and total discretion over the types and weightage of securities kept in the portfolio and transacted on behalf of the client.

    As for non-discretionary types of Arihant Electrum PMS, the portfolio of the Client shall be managed in consultation and accordance with the Client’s instructions, permission, or mandate.

    The purpose is to advise clients on investing in equities, debt, and other assets based on their financial goals and risk appetite.


    Arihant Electrum PMS Fund Managers Details

    Fund Manager’s Details
    Name NA
    Experience NA
    Highest Qualification NA
    AUM (in Cr.) Approx 153.61 Cr.
    Number of Clients 133
    Investment Tenure Minimum 3-5 yrs.

    The Arihant Electrum PMS Fund Managers manage around Rs.153.61 Cr. in AUM and serve over 133 PMS customers. The minimum investment duration for any client in Arihant Electrum PMS is 3-5 years.


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    Arihant Electrum PMS Strategies

    Strategies
    Arihant Electrum – Laureate Portfolio SMALL & MIDCAP

    Arihant Electrum PMS Strategies has one significant investment approach:

    The Electrum Laureate Strategy

    The investment approach favors smaller and mid-sized businesses having the potential to expand significantly over an extended period.

    The Electrum Laureate Strategy is concentrated on making investments in high-quality growth companies at fair valuations.

    Key characteristics of the companies included in the portfolios

    • Corporate governance and a strong management history
    • A leader in the corresponding industry, product, or region
    • Focus on specialized skills and/or goods
    • Value mispricing and event-based opportunities
    • Has strong growth potential

    Arihant Electrum PMS Returns / Performance

    Strategy Arihant Electrum – Laureate Portfolio
    Category SMALL & MIDCAP
    Return (CAGR) 1M 0.06%
    3M 16.36%
    6M 7.87%
    1Y 4.43%
    2Y NA
    3Y NA
    5Y NA
    Since Inception 45.26%
    Inception Year Nov, 2020

    The table shows detailed information on the Arihant Electrum PMS Returns / Performance.

    The returns are a good indicator that the PMS services provided have proper growth prospects than the peers in the market. The investments which have been made during the inception of the company, today provide a return of 45.26%.


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    Arihant Electrum PMS Investment Plans

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

    There are various options for Arihant Electrum PMS Investment Plans. Customers who are investing between IN.25 Lakh and INR.50 Lakh should select the bronze option.

    Between Rs.50 lakh and Rs.1 crore, the silver option is offered. The gold plan requires an investment between Rs.1 crore and Rs.5 crore and the clients choosing the platinum plan invest more than Rs.5 crore.


    Arihant Electrum PMS Fee Structure or Commission Slabs

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

    The organization provides quite a versatile fee structure to choose from. There are currently three options in the Arihant Electrum PMS Fee Structure.


    Arihant Electrum PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.0% of Investment
    Investment – 50L – 1 Cr. 1.4% of Investment
    Investment – 1 Cr. – 5 Cr. 1.1% of Investment
    Investment – 5 Cr. Plus 1.2% of Investment

    The Arihant Electrum PMS Prepaid Commission is systematic and trench-wise. The first slab is between Rs. 25 Lakh and Rs. 50 Lakh and the commission percentage is 1% of the investment.

    The second trench is when there is an investment of Rs.50 Lakhs till Rs.1 Cr for which 1.4% commission is charged.

    The next one is when the investment amount is between Rs.1 Cr. and Rs.5 Cr. for which the commission is 1.1% and 1.2% for any investment above Rs.5 Cr.


    Arihant Electrum PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.13% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.15% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.12% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.11% of the Total Transaction Volume

    The Arihant Electrum PMS Volume% Commission is calculated on the transaction volume. If the transaction volume is between 25 lakhs and 50 lakhs, 0.13% of the transaction volume is treated as commission.

    For transactions between 50 Lakh and 1 Cr., a 0.15% commission is charged, and for 1 Cr. to 5 Cr.volume of the transaction, 0.12% is charged. The final slab is of 0.11% commission charged on transactions above 5 Cr.


    Arihant Electrum PMS Profit Sharing% Commission

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L 16% of Profit
    Profit Amount – 5L – 10L 14% of Profit
    Profit Amount – 10L – 50L 13% of Profit
    Profit Amount – 50L Plus 11% of Profit

    The profit generated by the investments made by the fund manager serves as the foundation for the Arihant Electrum PMS Profit Sharing% Commission.

    The charge is 16% of the profit when the investments make a profit between Rs. 2.5 lakh and Rs. 5 lakhs.

    The commission can be levied at a rate of 14% for earnings between Rs. 5 and Rs. 10 lakhs and 13% for profits between Rs. 10 lakhs and Rs. 50 lakhs. And an 11% commission is charged to investments that profit more than Rs. 50 lakhs.


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    Arihant Electrum PMS Charges

    Charges
    Management Fees As per the commission model
    Upfront Fees 1.5% – 2.2% of Asset Value
    Brokerage Charges 0.01% – 0.06% of Total Transaction Value
    Custodian Charges 0.25% – 0.45% of Asset Value
    Depository Charges 0.21% – 0.31% of Asset Value
    Exit Load – within 12 months 1.2% – 2.2% of Withdrawal Value
    Exit Load – post 12 months Free

    This is the list of all the Arihant Electrum PMS Charges levied by the organization on the clients.

    Management Fee: Fixed Fees assessed by the terms and conditions of the agreement about the Portfolio Management Services provided to Clients.

    Custodian fees: If the custodian is changed mid-investment, the organization will charge 0.25% to 0.45% of the asset value.

    Brokerage costs: Brokerage costs are 0.01% to 0.06% of the total transaction value.

    Upfront Fees: For any further management services, the PMS team charges an extra price. The cost is 1.5% to 2.2% of the asset value.

    Depository Fees: Depository fees range from 0.21% to 0.31% of asset value.

    Exit Fees: Exit load charges are computed by the PMS provider based on the duration and volume of the client’s withdrawal. The cost is between 1.2% and 2.2% of the Withdrawal Value if done within a year of the investment. Once a year has passed, the withdrawal is free.


    Arihant Electrum PMS Benefits

    Benefits / Advantages
    Top-up Facility Yes
    Back office Reports Yes
    Email Update Yes
    SMS Update Yes
    Watsapp Update No
    Portfolio View Yes
    Detailed View Yes
    Flexible Commission Model Yes
    Flexible Investment Plans Yes
    Massive Experience Yes

    The following are some of the advantages of using Arihant Electrum as your PMS service provider. It offers not just a variety of customizable investment programs, but also a variety of commission kinds.

    Another one of Arihant Electrum PMS benefits is that they give extensive reports on trends and studies, as well as a full perspective of the portfolio established.

    They also conveniently give SMS and email alerts on all sorts of transactions executed by the fund management by their client’s investment objectives.


    Arihant Electrum PMS Customer Care

    Customer Care
    Call Support Yes
    Email Support Yes
    Chat Support No
    Watsapp Support Yes
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 1 – 7 times a month
    Issue Resolving TAT 7 working days

    This company’s customer service has a lot to offer. Arihant Electrum PMS Customer Care offers a variety of communication options, including email and WhatsApp.

    Clients can also speak openly with their fund manager 1 to 7 times each month. In the event of a complaint, the PMS team responds within 7 days with a suitable solution.


    Arihant Electrum PMS Conclusion

    Arihant Electrum PMS strives to be an organization that prioritizes relationships above profits in all of its interactions with its premium clients, employees, vendors, partners, and shareholders.

    As a result, if you want to become engaged with PMS, Arihant Electrum should be your first pick.


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