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Asian Markets Securities PMS – Review, Strategies, Returns, Charges & more

Asian Markets Securities PMS is also popularly known as AMSEC. They are Indian client centric financial services provider. They have transformed from being a brokerage house to a full-service financial powerhouse.

Today’s article will review Asian Markets Portfolio Management Servies segment in details. And, our review will include: –

  • The story of their foundation in bits and parts. This part will include the details of their founders. This part will even tell you about the place and year of their origin.
  • Exclusive description of all of the PMS related services. This part will distinguish each service in details.
  • Description of their fund managers’ potentials. This part will let you in on their experience. It’ll even establish their educative background. And, it’ll enlist the value of the assets they manage at present.
  • Details about all of their investment strategies. This part will include the process of their implementation. And, it’ll match the strategies with suitable client types.
  • Specification of the CAGR the company promises. This part will include a descriptive chart as well.
  • Insight into each and every one of their investment plans. This part will distinguish the plans, based on their investment tenure.
  • Description to all of their commission plans. This part will include the pros and cons of each plan. And, it’ll even describe the way the plans charge.
  • Details of all the additional charges the company incurs upon them.
  • The last part will be a conclusion to the entire article. It’ll enlist all the pros and cons of the company.

PMS Offer


Asian Markets Securities PMS – Customer Ratings & Review

Find Client ratings of Asian Markets Securities Portfolio Management Services –

Ratings
Returns Performance3.7 / 5
Services3.8 / 5
Charges3.6 / 5
Experience3.8 / 5
Strategies3.7 / 5
Client Support3.5 / 5
Overall Ratings3.6 / 5
Star Ratings★★★★★

Overview of Asian Markets Securities Portfolio Management Services

Find a detailed overview of the Asian Markets Securities portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipAsha Kailash Biyani
Yr. of Establishment1997

Asian Markets Securities PMS has a headquarters located in Mumbai, Maharashtra. They were incorporated in the year 1997 by Asha Kailash Biyani. The company initiated as a brokerage house.

However, they’ve evolved into a full-service financial powerhouse since their inception. They strive to be valued as a trusted global financial services team.

And, their vision is to offer innovative financial products and services. Their values include integrity, passion, ethics, mutual respect and innovation.

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


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Types of Asian Markets Securities PMS

There are 2 types of Asian Markets Securities Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Asian Markets Securities PMS has been known for their innovative approaches. However, they tend to stick to the fundamentals for certain aspects of business.

This includes offering their clients with multiple financial services options. Speaking of that, they even provide two forms of PMS to their clients. We’re referring to Discretionary and non-discretionary PMS.

The first one is meant for the clients who prefer to relax. These clients do not intervene in asset management at all. This puts the asset related decisive power onto the fund manager’s hands.

The second one functions in an entirely different manner. This one requires the company to grant the clients with regular advisory.

And, it even requires the company to seek clients’ permission post asset alterations. This puts the clients in charge of their own investments.


Asian Markets Securities PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Asian Markets Securities PMS company.

Fund Manager’s Details
NameAsha Kailash Biyani
Experience22 Yrs
Highest QualificationB.Com, DSES
AUM (in Cr.)30 Cr.
Number of Clients48
Investment TenureMinimum 3 yr.

Asian Markets Securities PMS has different professionals leading different segments of the company. And, their PMS segment is led by Bidare Manjunath. Manjunath has acquired a degree in MA (Economics) from Bits Pilani.

And, he has an experience of 30 years in the industry. This makes him rather suitable for the job at hand. At present, he manager 48 clients with a cumulative asset worth of 30Cr.

You’ll have to invest for at least 3 years with the company to get his expertise for your assets.


Know Fund Managers of Other Portfolio Management Service Companies

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Trustline Holding PMSMotilal Oswal PMSAditya Birla PMS

Asian Markets Securities PMS Strategies

The below table is providing details about the Asian Markets Securities portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Asian Markets Securities PMS has been known for their innovative financial approach. And, this means that they’re always open to invest in different portfolios.

This also means that they invest in all three of small, mid and large cap portfolios. However, this investment approach does not confine merely there.

In fact, it’s way more complex than this. They have a very specific investment strategy that goes by the name of: –

AMSEC Life

It’s a discretionary portfolio strategy aimed at providing medium to long terms returns. That’s achieved by investing in hand picked small, mid and large cap companies.

In other words, this is a multi-cap portfolio investment strategy. the approach is kept simple. Although, the mix of top-down and bottom-up approach is preferred.

25-30 carefully chosen companies are chosen to be invested upon. The companies are selected from diversified backgrounds. Risk minimization is kept at the highest priority.

Sector exposure limit of 30% and single stock limit of 10% is maintained. This strategy includes the following parameters: –

  • Low portfolio churn: This is done to diversify the growth potential and minimize the risk.
  • Buy and hold approach: This is primarily done to maximize growth. It even helps in long terms capital appreciation.
  • Principle of margin of safety is followed.
  • The strategy focuses to balance in between growth and value.
  • Well managed companies with sustainable growth prospect and good balance sheet are selected.
  • Even the merging sectors and turn around stories play a vital role.

Asian Markets Securities PMS Returns / Performance

The below table is giving details about Asian Markets Securities PMS returns and performance-

Returns (CAGR)
3 Year10.3%
5 Year8.2%
7 Year9.8%
10 Year7.8%
11 Year Plus7.7%

As you can see, we’ve presented a chart describing the promised CAGR above. The chart is divided into five parts. And, each part is determined by the investment tenure.

So, the 3-year investments are expected to yield 10.3% CAGR. The 5-year investments are supposed to yield 8.2% CAGR. All the investments worth 7 years are expected to fetch a CAGR of 9.8%.

The 10-year investments are supposed to fetch 7.8% CAGR. And, all the investments beyond 11 years are expected to get 7.7% CAGR.


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Asian Markets Securities PMS Investment Plans

Below the given table is providing details about the Asian Markets Securities 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

Asian Markets Securities PMS grants four distinctions in terms of investment models. And, each of the distinction is determined by the investment value.

Therefore, they tend to follow the industry standards for investment plan categorization. So, the first category is called the bronze plan.

This one caters to the investments worth 25L-50L. Second category is called the silver plan. This one caters to the investments within the range of 50L-1Cr. Third in line is the gold plan.

This one is meant for the investments within the range of 1Cr.-5Cr. And, the last category is called the platinum plan. This one refers to the investments above 5Cr.


Asian Markets Securities PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Asian Markets Securities PMS house are as follows-

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

Asian Markets Securities PMS does not merely offer options pertaining to investment plans. They even have 3 plans to offer in terms of commission models.

We’re referring to the prepaid, volume% and the profit-sharing plans. And, their clients are free to choose either.


Asian Markets Securities PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.10% of Investment
Investment  – 50L – 1 Cr.1.00% of Investment
Investment – 1 Cr. – 5 Cr.0.90% of Investment
Investment – 5 Cr. Plus0.80% of Investment

The first plan charges the clients in advance. And, the charges are determined as per the investment plan. So, the bronze plan holders are charged at a rate of 1.10%.

The silver plan holders are charged at a rate of 1.00%. Gold plan holders are charged at a rate of 0.90%. And, the platinum plan holders are charged at a rate of 0.80%.


Asian Markets Securities PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.109% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.104% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.090% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.075% of Total Transaction Volume

The second plan charges the clients as per the transactions made by the fund manager. We’re referring to the ones made to the assets for delivering promised returns.

So, the bronze plan holders are charged at a rate of 0.109%. Silver plan holders are charged at a rate of 0.104%. Gold plan holders are charged at a rate of 0.090%.

And, the platinum plan holders are charged at a rate of 0.075%.


Asian Markets Securities PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L21.5% of Profit
Profit Amount – 5L – 10L19.5% of Profit
Profit Amount – 10L – 50L17.4% of Profit
Profit Amount – 50L Plus15.1% of Profit

The third plan charges the clients on the basis of the realized profits. And, that’s the reason why this plan’s so popular with the clients. Even this one has four distinctions.

So, the bronze plan clients are charged at a rate of 21.5%. The silver plan clients are charged at a rate of 19.5% commission. Gold plan clients are charged at a rate of 17.4% commission.

And, the last ones are the platinum plan holders. They’re charged at a rate of 15.1% commission.


Know Charges models of other Portfolio Management Service Providers

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Ventura Securities PMSWealth Managers PMSZenmoney PMS

Asian Markets Securities PMS Charges

The below-given table is giving information about Asian Markets Securities Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.55% – 0.75% of Asset Value
Brokerage Charges0.007% – 0.017% of Total Transaction Value
Custodian Charges0.15% – 0.25% of Asset Value
Depository Charges0.15% – 0.25% of Asset Value
Exit Load – within 12 months0.85% – 1.15% of Withdrawal Value
Exit Load – post 12 monthsFree

There are certain extra charges Asian Markets Securities PMS incurs from the clients. Here’s the complete list of all such charges: –

  • They tend to charge their clients with a management fee. This is charged on the basis of the selected commission model.
  • They tend to charge the clients with a brokerage charge. This is charged at 0.007-0.017% of the transaction value.
  • They tend to charge the clients with an upfront fee. This is charged at 0.55-0.75% of the asset value.
  • They tend to charge the clients with a custodian charge. This is charged at 0.15-0.25% of the asset value.
  • Depository charges are incurred at 0.15-0.25% of asset value.
  • And, an exit load in case of withdrawal within 12 months of investments is sought. It’s charged at 0.85-1.15% of withdrawal value.

Asian Markets Securities PMS Benefits

Find the details about Asian Markets Securities 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

Asian Markets Securities PMS grants many benefits including: –

  • Real time updates related to investment.
  • Accurate and regular reports related to investments.
  • Access to many flexible commission and investment models.
  • Massive experience of the company and the fund manager.

Asian Markets Securities PMS Customer Care

The table given below is showing a detailed view of Asian Markets Securities PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 3 to 6 Times a month
Issue Resolving TAT12 working days

Asian Markets Securities PMS’s customer care grants: –

  • A dedicated relationship manager.
  • Provision to call the fund manager 3-6 times a month.
  • A promise to resolve issues within 12 working days.
  • Support through call and email.

Asian Markets Securities PMS Conclusion

To conclude, we’d say that Asian Markets Securities PMS has all the qualities of a promising PMS company.


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