Asit C Mehta Investment PMS – Review, Strategies, Returns, Charges & more

Asit C. Mehta Investment Portfolio Management Services is a part of the Nucleus Group of Companies. It is SEBI-registered portfolio manager holding a PMS Licence. This house caters to ultra HNIs for their PMS investment options.

Asit C. Mehta Investment assists an investor in finding the best routes to manage their equity exposure with the help of their experienced team. Let us find out what are the Ratings, Review, Strategies, Commission Models, Yearly Returns & much more of  Asit C. Mehta Investment PMS.PMS Offers

Asit C Mehta PMS – Customer Ratings & Review

This table can help to identify the performance of Asit C. Mehta Investment PMS broking house in the respective category.

Asit C Mehta PMS Ratings
Returns Performance 3.3 / 5
Services 3.1 / 5
Charges 3.2 / 5
Experience 3.4 / 5
Strategies 3.2 / 5
Client Support 3.3 / 5
Overall Ratings 3.3 / 5
Star Ratings ★★★★★

The table itself speaks about the rankings of Asit C. Mehta Investment PMS. It is clearly visible that their performance is super good. The scores in every category are beyond expectations. There is no such field in which they have failed to excel.

Overview of Asit C Mehta Portfolio Management Services

Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Asit C. Mehta Investment & Deena Mehta
Yr. of Establishment 1995

Asit C Mehta PMS

The foundation of Asit C. Mehta Investment PMS house was laid in the year 1995 jointly under the leadership of Mr. Asit C. Mehta Investment and Ms. Deena Mehta.

The registered office of this Private Company is situated in Mumbai, Maharashtra. Take a look at the different types of Asit C. Mehta Investment PMS, their PMS Charges, PMS Returns & more from the table here below.

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Types of Asit C Mehta Investment PMS

Types of PMS
Discretionary Yes
Non-Discretionary Yes

PMS in share market is broadly categorized into Discretionary and Non-Discretionary PMS. Asit C. Mehta Investment PMS house provides both the PMS facilities to their clients.

If you enrol for Discretionary PMS with them, then the investment decision remains at discretion of the Fund Manager.

You will have no say in the investment process as a client. If you intend to enrol for Non-Discretionary PMS with them, then your portfolio manager will only give you ideas and investment suggestions.

The choice and timing of your investment decisions will completely be at your discretion as the investor. Many clients prefer to register for Discretionary Portfolio Management.

Asit C Mehta PMS Fund Managers Details

Take a note of the details of the Fund Managers of Asit C. Mehta Investment PMS from the table here below:

Fund Manager’s Details
Name Asit C Mehta
Experience 21 Years
Highest Qualification CA
AUM (in Cr.) Approx 1,500 Cr.
Number of Clients 200+
Investment Tenure Minimum 3 yr.

Mr. Asit C. Mehta Investment himself is the most desired and favourable Fund Manager of Asit C. Mehta Investment PMS broking house.

He has a multi dynamic experience of 21 long years in the sector of finance and is very well versed with all the terms of finance in and out. He is a Chartered Accountant by profession.

The schemes proposed by him for investment are always out of the box keeping in mind the objective of the investor. It is only because of his smart skills he is always in demand and is in top list of the investors.

The Fund Manager Asit C. Mehta Investment of this PMS broking house holds nearly Rs. 1,500 Cr. worth AUM for the clients. At the same time Asit is also in a position to handle more than 200 PMS clients.

At least 3 years is the minimum term of tenure chosen by the clients for making investments with Asit C. Mehta Investment PMS house.

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Asit C Mehta PMS Strategies

This table draws our attention towards the Portfolio Management Services Strategies offered by Asit C. Mehta Investment PMS house:

Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

From the above table it is crystal clear that Asit C. Mehta Investment PMS broking house works on Large CAP Strategy, Diversified Strategy and Small-Midcap Strategy. They have multiple types of PMS strategies to be offered to the client.

Asit C Mehta Large Cap Strategy

The aim of this strategy is mainly is to achieve capital appreciation by making investments in Indian companies or in the sectors that have potential for growth.

The belief is to predominantly invest in companies that are inclined towards growing earnings at a fast pace and are reasonably priced. An alpha gets generated by active sector rotation which helps to identify key macroeconomic and sectoral themes.

This effort would subsequently help in spotting the stocks that will benefit from the same. In simple words it means how one can successfully invest in companies that have a proven track record, quality management and good growth potential.

Asit C Mehta Diversified Strategy

The aim of this strategy is to derive benefit from the long-term compounding effect on investments. Therefore the investments out here are usually done in stocks irrespective of index movements.

Asit C Mehta Small – Midcap Cap Strategy

The aim of this strategy is to include large cap, high risk and return along with dynamic stocks that would help the portfolio of any investor to grow at a very decent pace.

Asit C Mehta PMS Returns / Performance

The details about Asit C. Mehta Investment Portfolio Management Service Returns are represented in this table:

Returns (CAGR)
3 Year 9%
5 Year 12.0%
7 Year 9.5%
10 Year 11.0%
11 Year Plus 12.0%

A good rate of return for their investments is the motive of every investor. There is a strict guideline by SEBI which clearly specifies that the minimum investment required for opening a PMS account is Rs. 25 Lakh.

All Portfolio Management Service providers abide to this regulation by default. No investor can escape from this rule. Asit C. Mehta Investment PMS broking house disburses very attractive rate of returns that no where disappoints the client at all.

For an investment up to a period of 3 Years this PMS house offers 9.0% returns, for 5 years they give a rate of 12.0%, for a period of 7 years the rate of return is 9.5%, for 10 years the returns are 11.0% and for a period of 11 plus years the rate of return is 12.0% CAGR.

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Asit C Mehta PMS Investment Plans

This table entails the investment slabs offered by Asit C. Mehta Investment Portfolio Management:

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

The Investment slabs of Asit C. Mehta Investment PMS broking house varies with the amount of Investments made. In total Bronze, Silver, Gold and Platinum are the four types of Investment Plans offered by Asit C. Mehta Investment PMS broking house.

The Bronze plan starts with the mandatory amount of INR 25 Lakh and is valid up to INR 50 Lakh. Silver Plan is in within the range of Rs.50 Lakh and is applicable to Rs.1 Crore.

The advantage of their Gold plan can be acquired by investing in between Rs.1 Crore up to Rs.5 Crore. The Platinum plan which is premium in nature fits to the bill of only those investors who are willing to spend more than Rs.5 Crore.

The Commission slabs proposed by Asit C. Mehta Investment PMS house varies with the schemes they recommend. Your goal to pay less commission can be fulfilled by your own willingness to spend more and make big investments with them.

Asit C Mehta PMS Fee Structure or Commission Slabs

The following is the Fees Structure of Asit C. Mehta Investment PMS Management Services:

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

Asit C. Mehta Investment PMS house has split their fees or the commission in to 3 sections.

Asit C Mehta PMS Prepaid Commission

Here the investor will make an advance payment before doing any transaction and before the beginning of the actual tenure.

This model being prepaid in nature demands a very low rate of commission.

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.5% of Investment
Investment  – 50L – 1 Cr. 1.4% of Investment
Investment – 1 Cr. – 5 Cr. 1.2% of Investment
Investment – 5 Cr. Plus 1.0% of Investment

In this model it is the investment value that decides what percentage of commission is to be paid to Asit C. Mehta Investment PMS broking house.

For investments made in between Rs.25 Lakh and up to Rs.50 Lakh 1.5% of the Investment value is the prepaid commission. 1.4% of total investment shall be the prepaid commission for investments amounting in between Rs.50 Lakh to Rs.1 Crore.

If your investment surpasses Rs.1 Crore and is up to Rs.5 Crore, the prepaid fee charged by Asit C. Mehta Investment PMS house is 1.2% of the total investment. The management fees for investments booming beyond Rs.5 Crore would be 1.0% of the total amount invested.

Asit C Mehta Investment PMS Volume% Commission

Volume% commission is derived by calculating the total number of transactions done by your respective Fund Manager.

Several other factors like market condition and other aspects of investment are also given weightage at the time of crafting commission for the client.

The investors are seen incurring huge amount as commission with this kind of model.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.15% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.14% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.12% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.10% of Total Transaction Volume

This type of commission structure is determined keeping in mind the situation of the market and role of your Fund Manager.

If the transaction volume in a year is in between Rs.25 Lakh to Rs.50 Lakh, the Management fees charged by Asit C. Mehta Investment PMS house is roughly 0.15% of the total transaction volume.

When the incurred transaction value is in between Rs.50 Lakh to Rs.1 Crore, then 0.14% of total transaction amount has to be paid to them. Low rates of commission would be applicable for huge amounts invested.

If your transaction volume is above Rs.1 Crore and up to Rs.5 Crore, then 0.12% of the total transaction volume would be charged to you.

Once your transaction volume exceeds over Rs.5 Crore, the Management fees to be paid to Asit C. Mehta Investment PMS house is 0.10% of total transaction volume.

Asit C Mehta PMS Profit Sharing% Commission

All the investors are most likely interested in this type of commission structure. There is a simple funda here that the Management fees are paid by the investors post realizing their profit only.

The risk involved here is bare minimal but the percentage of commission charged is an expensive affair.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 27% of Profit
Profit Amount – 5L – 10L 25% of Profit
Profit Amount – 10L – 50L 22% of Profit
Profit Amount – 50L Plus 19% of Profit

This model is a big hit in the market and is widely chosen by investors because the commission required to be paid here depends on the basis of the performance of the portfolio.

27% is the profit sharing for a portfolio that earns profit in between Rs.2.5 Lakh up to Rs.5 Lakh. 25% is the Profit volume that would be given to this PMS house for any profit ranging in between Rs.5 Lakh to Rs.10 Lakh.

If your take home profit is in between the range of Rs.10 Lakh to Rs.50 Lakh, the profit sharing is 22%. If your profit scales over and above Rs.50 Lakh, then 20% of the total profit has to be shared with Asit C. Mehta Investment PMS team.

Over and above the Commission or Management Fees charged by Asit C. Mehta Investment PMS house, there are a several other charges as well like Upfront Fees, Brokerage, Depository Charges, Custodian Charges and Exit Load fees which are also demanded by this PMS house. Let us take a look on what these charges are all about in the table given below.

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Asit C Mehta PMS Charges

The details of Asit C. Mehta Investment Portfolio Management Services Charges are explained in this table:

Management Fees As per commission model
Upfront Fees 1.1% – 2.1% of Asset Value
Brokerage Charges 0.015% – 0.035% of Total Transaction Value
Custodian Charges 0.035% – 0.45% of Asset Value
Depository Charges 0.14% – 0.24% of Asset Value
Exit Load – within 12 months 1.3% – 2% of Withdrawal Value
Exit Load – post 12 months Free or 0.3% of Withdrawal Value

Management Fees – The management fees of Asit C. Mehta Investment PMS house is calculated as per the commission terms agreed by the two parties both the client & the PMS team.

Upfront Fees – 1.1% – 2.1% of the asset Value would be the upfront fees that you will pay to Asit C. Mehta Investment PMS team.

Brokerage Charges – The Brokerage charges would fall somewhere in between 0.015% – 0.035% of total transaction value.

Custodian Charges – You also need to pay charges for changing your custody to this PMS house which would be in between 0.035% – 0.45% of Asset Value.

Depository Charges – The depository charge would be in between 0.14% – 0.24% of Asset Value.

Exit Load Fees – The Exit load fees is 1.3% – 2% of the withdrawal value if the amount has been withdrawn in within a period of 1 year after your portfolio was created.

On occasions there is no Exit Load fee for any withdrawal taking place after one year. It is absolutely free for the clients but not necessary for all the clients.

For those clients on whom the Exit Load Fee would be applicable will have to pay 0.3% of Withdrawal Value to this broking house. The decision of charging the fees or making it free is in the hands of the PMS house.

Asit C Mehta PMS Benefits

Here are the benefits of partnering with Asit C. Mehta Investment Portfolio Management Services:

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 benefits offered by Asit C. Mehta Investment PMS house are listed down:

There is a Top-up facility for the clients.

An array of web services is offered by them which also enables you to generate the latest reports and portfolio information.

Any transactions taking place in your respective account are updated on Email and SMS immediately by them.

They have very flexible Investment Plans and Commission Models to choose from.

The services offered by Asit C. Mehta Investment PMS house brings in satisfactory results which is the outcome of their massive experience in Portfolio Management Services.

Asit C Mehta Investment PMS Customer Care

This table explains what kind of Client Support can be derived from Asit C. Mehta Investment PMS:

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
Relationship Manager Support Yes
Call to Fund Manager Yes – 2 to 5 Times a month
Issue Resolving TAT 12 working days

The Customer Care support extended by the team of Asit C. Mehta Investment PMS house is the most talked about discussion by the investors. There have been no grievances heard from the investors.

The investors are given the liberty to directly make calls if they have any issues or queries of any sort.

This PMS house gives a full support of Email to their clients.

You can approach their Relationship Manager without any hesitation.

One can also call their Fund Managers directly for at least 2 to 5 times in a month to make the doubts clear.

Asit C. Mehta Investment PMS team makes it a point to ensure that they will sort all the issues in within 12 working days.

Asit C Mehta PMS Conclusion

Asit C. Mehta Investment PMS house professionally manages the investor’s portfolio with the help of their expert portfolio managers.

The managers assist largely in delivering consistent performance over a long term while managing the investment risk effectively. Their portfolio managers adopt a diversified investment strategy for mitigating risk.

Get the freedom and flexibility to customize your investment portfolio based on your risk profile and financial objectives with Asit C. Mehta Investment PMS house.

They are always there to mould your portfolio for managing internal as well as external risks and challenges.

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