Arihant Electrum PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 19, 2022Arihant 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:
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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