The Axis PMS company is the leading and top-notch PMS solution providing company across the country. This content is going to acknowledge you about Axis portfolio management services, its strategies, types, benefits, charges, yearly returns, investment plans, commission models etc.
Axis PMS – Customer Ratings & Review
|Axis PMS Ratings|
|Returns Performance||4.2 / 5|
|Services||4.1 / 5|
|Charges||3.3 / 5|
|Experience||3.9 / 5|
|Strategies||4.0 / 5|
|Client Support||3.8 / 5|
|Overall Ratings||3.8 / 5|
Overview of Axis Portfolio Management Services
The table given below is providing information about the overview of the Axis portfolio management service company.
|Registered Location||Mumbai, Maharashtra|
|Year of Establishment||1996|
Axis bank is one of the renowned PMS solution providing companies in India.
The Axis bank was established by Mr Chandresh Nigam in the year 1996 and its headquarters are located in Mumbai, Maharashtra. The PMS company comes under the broking houses listed in the stock market and are registered under SEBI.
Portfolio Management Services is one of the best investment solutions of Axis bank provided to its clients. They are very good PMS players and also popular for the same. The broking house also has a list of portfolio managers who manage the investment portfolios of their business.
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Types of Axis PMS
The table given below is providing details about the types of Axis PMS-
|Types of PMS|
The Axis PMS company offers Discretionary PMS and Non-Discretionary PMS both. Normally, a large number of clients go for discretionary because in this the account management is totally done through portfolio manager. And some customers use to prefer consultancy in order to make strong and final decisions regarding the investment.
Axis PMS Fund Managers Details
Find the entire details of Axis PMS fund manager through the table given below-
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 35,000 Cr.|
|Number of Clients||520+|
|Investment Tenure||Minimum 3 yr.|
Axis Portfolio Management Service providing company normally have numerous fund managers for managing investment portfolios. But Mr Trideep Bhattacharya is expertise in portfolio management sector, holding 20 years of working experience in it.
He is highly qualified in Management of Business Administration (MBA) and also has broad exposure to the investment portfolio management sector at several levels across the world.
The Axis PMS fund manager normally holds around Rs. 35000 Cr. of AUM and manages 520+ clients as well. For any client, the Axis PMS offers minimum investment tenure of 3 years.
Know Fund Managers of Other Portfolio Management Service Companies
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|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Axis PMS Strategies
The table below is providing the entire details about Axis Portfolio Management Service Strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
As shown in the above-given table that Axis Portfolio Management Service provides several types of strategies. They usually make use of Large Cap Strategy, Diversified Strategy and Small-Mid Cap Strategy.
All these types of strategies are available for Axis PMS clients.
Here is the list of some basic strategies used by Axis Portfolio Management Service company.
AXIS Discretionary Portfolio Management Services
The discretionary portfolio management service is an ultra-modern investment engine that is good at offering a wide range of exclusive investment strategies in order to financialize on varied opportunities available in the money market.
The Axis bank provides its expertise services to suggest PMS solution from the well-known third-party stock provider (financial institutions/ fund houses), who normally invest the money of clients in various financial instruments typically based on the stated investment portfolio.
Axis Structured Products
Structured products are a type of investment that normally offers the probable opportunity for earning very high returns as compared to those provided by standard fixed deposit and some other unused products greatly present in the market.
This kind of products normally have returns that can easily be connected to the performance of a prime benchmark for instance- single stock, nifty or bunch of stocks.
Therefore, structured products can be greatly useful to the customer’s investment portfolio as they are good at providing flexibility to customize an investment plant in order to meet specific financial goals.
Axis Private Equity & Real Estate Funds
Private equity and real estate funds offer a unique opportunity to customers in order to invest in well-known privately growing businesses. This kind of products usually has lower connections with standard asset classes.
Axis PMS Returns / Performance
The table given below is providing the details about Axis portfolio management service performance and returns-
|11 Year Plus||23%|
The rate of return of Axis PMS is actually very appealing. The Axis PMS has the capacity of beating around ten plus years of Mutual Fund Returns.
The PMS performance of Axis bank for 3 years is 12%, for 5 years is 10%, for 7 years is 15%, for 10 years is 22% and for 11 years plus is 23% CAGR.
The healthy return rate and best PMS performance have made Axis the best and renowned booking company of the country.
Know Returns of other PMS Brands
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|HDFC PMS||IDFC PMS||Karvy PMS||Credent Asset PMS|
|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
Axis PMS Investment Plans
The table given below is showing the details about the investment slabs of Axis PMS.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The better understanding of Axis PMS investment plans is given in the above table. All the investment plans mentioned in the above table are available for existing Axis PMS clients. For any PMS solution providing company, the minimum amount of Rs. 25L is required for investment.
Axis PMS has all the investment plans available for their customers. Its bronze investment slab starts from Rs. 25L-Rs. 50L. The Silver investment plan ranges from Rs. 50L- Rs. 1 Cr.
High investment plans include gold and platinum. The Gold investment slab typically ranges from Rs. 1Cr. to Rs. 5 Cr. And the platinum plan goes over Rs. 5 Cr.
Since the Axis PMS has customized all the investment plans by keeping in mind the requirements of clients, it also has various commission modules. Basically, huge investments lead to a soothing service facility and low commission charges as well.
Axis PMS Fee Structure or Commission Slabs
The entire table given below is providing the details about the types of Axis PMS commission slabs.
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Typically, the commission models are personalized into 3 different divisions.
Axis PMS Prepaid Commission
Under this commission model, the commission or management charges are paid priorly before starting up of real tenure. As it is a prepaid model, the commission fees are imposed lower than other commission models.
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||2% of Investment|
|Investment – 50L – 1 Cr.||1.8% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.5% of Investment|
|Investment – 5 Cr. Plus||1.2% of Investment|
The Axis PMS prepaid commission model has a dependency on the total investment amount.
If the investment starts from Rs. 25L- Rs. 50L then the commission charge will be 2% of the total investment amount. If it ranges between Rs. 50L to Rs. 1 Cr. the commission charge will be 1.8% of the total investment amount.
With high investment amount like Rs. 1 Cr. to Rs. 5 Cr. the commission will likely be 1.5% of investment value. And if the investment amount is more than Rs. 5 Cr then the commission fees will be 1.2% of the investment.
Axis PMS Volume% Commission
The volume % commission model is entirely dependent on the transactions that are done via the portfolio manager. This type of fees structure is dependent on investment aspects and market situation as well. This commission model leads to huge commission amount.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.25% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.23% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.20% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.17% of Total Transaction Volume|
Normally, the commission amount is charged according to two main things including- fund manager’s loyalty and the market situation.
If the annual transaction volume ranges from Rs. 25 lakh to Rs. 50 lakh then 0.25% of total transaction volume is charged as management fees. If the transaction amount is between Rs. 50 lakh to Rs. 1 Cr. then 0.23 % of total transaction volume is levied.
However, with extensive transaction value, the commission charges decrease. For example- if the transaction volume ranges from Rs. 1 Cr. to Rs. 5 Cr the management charges will be 0.20% of total transaction amount. If it is more than Rs. 5 Cr. plus then the commission charges will be 0.17% of total transaction volume.
Axis PMS Profit Sharing% Commission
The profit sharing % Commission model is extremely useful and suitable. As the investor has to pay management fees once the profit is received. In this commission model, the profit percentage is high and the risk is quite low.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||33% of Profit|
|Profit Amount – 5L – 10L||31% of Profit|
|Profit Amount – 10L – 50L||28% of Profit|
|Profit Amount – 50L Plus||25% of Profit|
Profit sharing commission model comes handy when an investor plans to invest because the model is totally dependent on the portfolio performance. Normally, this commission model is offered to old clients or to the clients having huge investment portfolios.
For an investment portfolio with a profit range of Rs. 2.5L- Rs. 5L, 33% of profit is to be shared. If the Portfolio with profit range between Rs. 5L- Rs. 10L, profit sharing will be 31%.
For huge profit amount of Rs. 10L- Rs.50L, 28% of profit is to be paid. If the profit amount is more than 50 L then 25% of profit is shared.
The above-mentioned commission models are convenient and customize as per the client’s requirements. Normally, with management and commission charges, various other charges like brokerage charges, upfront fees, custodian charges, exit load and depository charges are also levied by the company.
Know Charges models of other Portfolio Management Service Providers
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|Alfaccurate Advisors PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
Axis PMS Charges
The table given below is showing the charges levied by the Axis PMS house-
|Management Fees||As per commission model|
|Upfront Fees||1.2% – 1.8% of Asset Value|
|Brokerage Charges||0.02% – 0.05% of Total Transaction Value|
|Custodian Charges||0.033% – 0.43% of Asset Value|
|Depository Charges||0.16% – 0.21% of Asset Value|
|Exit Load – within 12 months||1.5% – 2.5% of Withdrawal Value|
|Exit Load – post 12 months||Free or 0.8% of Withdrawal Value|
Here is the quick list of charges imposed by the Axis PMS house are as follows-
- Management Fees– The management charges are levied as per the commission model and the agreement done between the client and the PMS team regarding the investment.
- Upfront Charges- upfront charges are also taken by the PMS team of Axis. The range of upfront charges is between 1.2% to 1.8% of the total asset value. They are taken as the prepaid amount.
- Brokerage Charges- Brokerage charges are basically levied on the basis of all the transactions done via fund manager or portfolio manager. The charges typically range between 0.02% to 0.05% of the total transaction value.
- Custodian Charges- Custodian charges are also taken from clients by the Axis PMS team. They normally range from 0.033%-0.43% of total asset value.
- Depository Charges- Depository charges its fees normally ranges between 0.16% to 0.21% of total asset value.
- Exit Load charges- Exit load charges are charges annually. If the withdrawal is done within a year then the charges to be paid will be 1.5% to 2.5% of total withdrawal value. If the withdrawal is done after a year then sometimes the charges will be 0.8% of total withdrawal amount and sometimes it is free.
Axis PMS Benefits
The table given below is showing the details about the benefits of Axis PMS house.
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Here is the complete list of advantages the Axis PMS house have-
- The Axis PMS normally offer Top-up facility to all its existing customers in order to provide high satisfaction.
- Axis PMS house also provides Back Office login access to all its clients, so that they can have a detailed view of their investment portfolios and reports anytime.
- Email and SMS update is also provided to all the Axis portfolio management service clients for the betterment and convenience. Clients can get an update regarding all the transactions happening in their own account.
- Axis PMS is also good at providing flexibility to its existing clients like its flexible commission models and flexible investment plans provide convenience in understanding everything easily.
- Asset Management house has massive experience of around 20 years which attracts a lot of clients on a regular basis.
Axis PMS Customer Care
The table given below is providing the details about Axis portfolio management service customer care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 3 to 10 Times a month|
|Issue Resolving TAT||7 working days|
Axis PMS Customer Care provides good support to all of its clients. It allows clients to directly call their portfolio manager in order to resolve any kind of issue. Email support is also given to all the clients for better understanding and convenience as well.
The Axis PMS also offers Relationship manager support to all of its existing clients so that the relationship between client and manager is remains good. Clients with high net worth can call 10 times to their fund manager regarding any portfolio issue. And clients with low net worth can make calls to their fund manager minimum 5 times in a month.
The query resolving TAT of Axis PMS company is only 7 working days.
Axis PMS Conclusion
As with the above information, it is clear that the Axis portfolio management service company is best among all the PMS solution providing companies. It has a really a good range of strategies which has given an extremely amazing performance to their clients.
The flexible commission models and investment plans of the Axis PMS provide a lot of support and convenience to all of its clients or customers. Their services and support system is also very favorable as well as well structured.
The Axis PMS solution should be in the top of your list if you are looking for the best stock broking and PMS service providing company. The company has all the aspects you are looking for. All you need is to study its investment plans, types and commission modules for better understanding.
Invest in Axis PMS – Fill up the form Now!
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