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.
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|
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
|Registered Location||Mumbai, Maharashtra|
|Leadership||Asit C. Mehta Investment & Deena Mehta|
|Yr. of Establishment||1995|
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|
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|
|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:
|MID CAP||ACE MIDCAP|
|LARGE CAP||ACE 50|
|LARGE CAP||ACE 15|
|MULTI CAP||ACE MULTICAP|
|MULTI CAP||ACE REGULAR INCOME|
|MULTI CAP||ACE ALLOCATOR|
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 ACE Midcap Strategy
This strategy is a bit more inclined towards the universe of 150 stocks. The adopted idea for this strategy is to select pure mid cap stocks. The stocks selected are picked up on the basis of best quality yet the most undervalued stocks, which are set to rise in the future.
Asit C Mehta Ace 50 Strategy
The facets of this strategy are stocks which are from the ultra large cap universe. They are probably the largest 50 stocks in the market, weighed as per market capitalization, having minimum average daily liquidity.
The framework which is chosen for this particular strategy is high quality stocks in risk mitigated and possess the ability of alpha return generation. So, the picking up is done from the 50 ultra large cap stocks, which are most undervalued.
Asit C Mehta ACE 15 Strategy
The intent of the portfolio managing company, via this strategy is to create a structure of 15-20 equal weighted most undervalued stocks. The chosen ones are the high quality stock in risk mitigated and alpha generating scientific investing framework.
Asit C Mehta ACE Multicap Strategy
Picking up on stocks for this strategy, Asit C Mehta chooses the stocks with greater than INR 1000 Cr market capitalization. Also, a minimum average daily liquidity of INR 1 cr over preceding 3 months is as well taken into account.
Strategy is consideration is total cap of 25 equal- weighted, undervalued but high value stocks with risk mitigation. Such stocks which also fulfil the criterion of alpha generating scientific framework are chosen for the final portfolio.
Asit C Mehta ACE Regular Income Strategy
Portfolio created via this strategy is a focus on broad market equity and debt securities in risk mitigated and alpha generating scientific investing framework. This strategy is expected to fetch the investors with 1% of the closing value per month, on a regular basis.
Asit C Mehta ACE Allocator Strategy
This strategy is best referred to as multi-asset all season portfolio. This portfolio is all set to contain multi asset equity. This portfolio is built in such a way that, it will fetch positive returns in all kind of market situation, both ups and downs of the market.
Asit C Mehta PMS Returns / Performance
The details about Asit C. Mehta Investment Portfolio Management Service Returns are represented in this table:
|Category||MID CAP||LARGE CAP||LARGE CAP||MULTI CAP||MULTI CAP||MULTI CAP|
|Strategy||ACE MIDCAP||ACE 50||ACE 15||ACE MULTICAP||ACE REGULAR INCOME||ACE ALLOCATOR|
|Inception||Dec, 2017||Dec, 2017||Dec, 2017||Aug, 2018||Oct, 2018||Jan, 2018|
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.
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Asit C Mehta PMS Investment Plans
This table entails the investment slabs offered by Asit C. Mehta Investment Portfolio Management:
|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|
|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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||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:
|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.
Invest in Asit C Mehta PMS – Fill up the form Now!
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