Axis PMS – Review, Strategies, Returns, Charges & more

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.

PMS Offer

Axis PMS – Customer Ratings & Review

Axis PMS Ratings
Returns Performance4.2 / 5
Services4.1 / 5
Charges3.3 / 5
Experience3.9 / 5
Strategies4.0 / 5
Client Support3.8 / 5
Overall Ratings3.8 / 5
Star Ratings★★★★


Overview of Axis Portfolio Management Services

The table given below is providing information about the overview of the Axis portfolio management service company.

Company TypePublic
Registered LocationMumbai, Maharashtra
LeadershipChandresh Nigam
Year of Establishment1996

Axis PMS

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
NameTrideep Bhattacharya
Experience20 Years
Highest QualificationMBA
AUM (in Cr.)Approx 35,000 Cr.
Number of Clients520+
Investment TenureMinimum 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.

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Axis PMS Strategies

The table below is providing the entire details about Axis Portfolio Management Service Strategies-

Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

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-

Returns (CAGR)
3 Year12%
5 Year10%
7 Year15%
10 Year22%
11 Year Plus23%

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.

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Axis PMS Investment Plans

The table given below is showing the details about the investment slabs of Axis PMS.

Investment Plans
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
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

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 – 50L2% of Investment
Investment  – 50L – 1 Cr.1.8% of Investment
Investment – 1 Cr. – 5 Cr.1.5% of Investment
Investment – 5 Cr. Plus1.2% 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 – 50L0.25% 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. Plus0.17% 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 – 5L33% of Profit
Profit Amount – 5L – 10L31% of Profit
Profit Amount – 10L – 50L28% of Profit
Profit Amount – 50L Plus25% 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.

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Axis PMS Charges

The table given below is showing the charges levied by the Axis PMS house-

Management FeesAs per commission model
Upfront Fees1.2% – 1.8% of Asset Value
Brokerage Charges0.02% – 0.05% of Total Transaction Value
Custodian Charges0.033% – 0.43% of Asset Value
Depository Charges0.16% – 0.21% of Asset Value
Exit Load – within 12 months1.5% – 2.5% of Withdrawal Value
Exit Load – post 12 monthsFree 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
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

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.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 3 to 10 Times a month
Issue Resolving TAT7 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.

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  1. Invest in PMS / PCG

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