Banyan Tree Advisors PMS – Review, Strategies, Returns, Charges & more

Banyan Tree Advisors PMS is a 15 years old portfolio management firm in the city of Bangalore which has been providing investment and portfolio management services to the clients for growth and accumulation of client’s wealth.

The article below is a review of Banyan Tree Advisors Portfolio Management Services which will take through all the aspects of the firm that you as an investor would like to know.

The article contains all the details regarding the investment returns, charges of investment via this firm, its fund manager’s details and much other information that you would like to know about the firm.PMS Offers


Banyan Tree Advisors PMS – Customer Ratings & Review

Ratings
Returns Performance3.9 / 5
Services3.7 / 5
Charges3.8 / 5
Experience3.9 / 5
Strategies3.8 / 5
Client Support3.7 / 5
Overall Ratings3.8 / 5
Star Ratings★★★★

Overview of Banyan Tree Advisors Portfolio Management Services

Find a detailed overview of the Banyan Tree Advisors portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationBangalore, Karnataka
LeadershipSandeep Talwar & W S Ravishankar
Yr. of Establishment2004

The Banyan Tree Advisors Portfolio Management Service is a brainchild of Sandeep Talwar and W S Ravishankar. They both decided to form this investment firm in the city of Bangalore to serve the investors with their need for investment and management of the portfolio.

The firm was started in the year 2004 as a private organization. The core team at Banyan Tree Advisors PMS includes Ravishankar and Sandeep Talwar along with Shyam Prabhu and Jigar Shah.

They all are well experienced in the investment field with degrees like CFA and CA. The client relationship team is headed by Vishal Thakkar and Ajay Merchant in this firm.

Now, we will have a discussion about Banyan Tree Advisors portfolio management service company review, its PMS returns, PMS charges and more.


Types of Banyan Tree Advisors PMS

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Banyan Tree Advisors PMS offers both discretionary and non-discretionary type of portfolio management services. In the first kind of services, the clients give all the responsibilities and the decision making power to the fund manager regarding their investment and funds.

This means the fund manager will seek new investment opportunities, alter as required with the market changes, and make a decision on his own to invest the client’s money.

The client is only interested in a certain amount of profit percentage at the end of the year. While the non-discretionary kind of services does not leave the decision making power with the fund manager.

The clients take all kind of investment consultancy from the fund manager and then at the end, the decision is taken by the investor himself. Both the services are available at this firm, you can choose as per your investment goals and ideas.


Banyan Tree Advisors PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Banyan Tree Advisors PMS company.

Fund Manager’s Details
NameW.S Ravishankar
Experience25 years
Highest QualificationMBA,CFA
AUM (in Cr.)Approx 1700 Cr
Number of Clients1000+
Investment Tenure3-4yrs

The current Banyan Tree Advisors PMS Fund Manager is W.S Ravishankar who is also the founder member of the firm. He is having more than twenty-five years of experience in the field of investment and portfolio management.

He is an MBA as well as a CFA with a broad amount of asset under his management. Ravishankar manages around 1700 crore of asset which is the assets of more than one thousand clients.

The average investment tenure used by him is around 3 to 4 years.


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Banyan Tree Advisors PMS Strategies

The below table is providing details about the Banyan Tree Advisors portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

The fund manager and the core investment team at the firm use Banyan Tree Advisors PMS Strategies which is like investing in the companies which are selling shares at a discount.

This means the shares of the companies are available at a great discount if compared to the intrinsic value of the shares of the company.

The second point which the fund manage check is that whether the company is providing dividends every year or not, their business model, how profitable the company is and also whether the company’s business model is viable under any economic condition or not.

The third aspect of the investment strategy includes analysis of the future prospect of the company and what are the steps the company is taking to realize the opportunities lying in front of it.

So, these are the main three important points of the investment strategy followed by the Banyan Tree Advisors PMS fund manager.


Banyan Tree Advisors PMS Returns / Performance

The below table is giving details about Banyan Tree Advisors PMS returns and performance-

Returns (CAGR)
3 Year9.5%
5 Year11.3%
7 Year12.6%
10 Year14.0%
11 Year Plus13.0%

The overall all the Banyan Tree Advisors PMS Returns are comparatively on the higher side. Whether you talk about its 11 years and more than that return which is currently at 13 % is higher than the market average, its 10 years returns are also higher which is now at 14%.

Its seven years returns are at a roaring high of 12.6% which is quite more than the normal in the market for seven years returns.

The 5 years returns which is one of the crucial things for the investors to check while investing is at 11.3% and the 3 years return is presently at 9.5%.

So, this establishes that fact the firm provides a return that is normally higher than the average return you will earn in the market which is a great benefit for the investors and opportunity as well.


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Banyan Tree Advisors PMS Investment Plans

Below the given table is providing details about the Banyan Tree Advisors 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

The Banyan Tree Advisors PMS Investment Plans includes four different plans for four different investment amount range.

For the investors who want to invest between Rs. 25 lakhs to 50 lakhs, the plan available is Rs. Bronze plan.

For the investors with an investment amount of Rs. 50 lakhs to 1 crore can opt for the Silver plan and gold plan is for them who has Rs. 1 crore to 5 crores of capital to invest with the firm.

The platinum plan is offered to the investors whose investment is going to be above Rs. 5 crores.


Banyan Tree Advisors PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Banyan Tree Advisors PMS house are as follows-

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

There are three elements in the Banyan Tree Advisors Portfolio Management Service Fee Structure. The fee structure includes a prepaid commission, then there is volume commission and finally, there is profit sharing % commission.

The prepaid commission is charged on the basis of the amount of money you invest with the firm. The volume commission is based on the amount of transaction you do or your fund manager does on behalf of you.

Profit-sharing is nothing but a percentage of profit made on your investment by the fund manager or you under the fund manager’s guidance.

All these Banyan Tree Advisors PMS commissions are charged by the portfolio management service company from the investor.


Banyan Tree Advisors PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.6% of Investment
Investment  – 50L – 1 Cr.1.5% of Investment
Investment – 1 Cr. – 5 Cr.1.25% of Investment
Investment – 5 Cr. Plus1.10% of Investment

The Banyan Tree Advisors PMS Prepaid Commission starts with 1.10% for the highest investment amount which is anything above 5 crores of rupees and this falls under the platinum plan.

For the gold plan or any investment amount between 1 crore to 5 crores attracts a prepaid commission of 1.25%.

The commission rises with the decrease in investment amount and thus for the silver and bronze plan the percentage is 1.5% and 1.6% respectively.


Banyan Tree Advisors PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.16% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.15% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.13% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.11% of Total Transaction Volume

The Banyan Tree Advisors PMS Volume% Commission is charged on the basis of the transactions made and it is highest for the bronze plan where the transaction volume varies between Rs. 25 lakhs to 50 lakhs and the commission is 0.16% of the total volume of the transaction.

The volume commission for the silver plan is 0.15% and for the gold plan it is 0.13 and finally, for the platinum plan, it is the lowest at 0.11% of the transaction volume in total. So, as you raise your investment, the volume commission reduces.


Banyan Tree Advisors PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L25% of Profit
Profit Amount – 5L – 10L23% of Profit
Profit Amount – 10L – 50L21% of Profit
Profit Amount – 50L Plus18% of Profit

The minimum Banyan Tree Advisors PMS Profit Sharing Commission is 18% which is for the profit of 50 lakh Rupees and more.

For the profit ranging between 10 lakhs to 50 lakhs of Rupees, the percentage of profit is around 21% and 23% for the profit amount of Rs. 5 lakhs to 10 lakhs.

The highest commission under this section is for the profit range within 2.5 lakhs to Rs. 5 lakhs and the commission on the same is 25%. The more profit you made with the firm, the less percentage of profit you have to share with the firm.


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Banyan Tree Advisors PMS Charges

The below-given table is giving information about Banyan Tree Advisors Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.93% – 1.55% of Asset Value
Brokerage Charges0.007% – 0.030% of Total Transaction Value
Custodian Charges0.29% – 0.39% of Asset Value
Depository Charges0.17% – 0.27% of Asset Value
Exit Load – within 12 months1.15% – 2.5% of Withdrawal Value
Exit Load – post 12 monthsFree or 0.4% of Withdrawal Value

There are various other charges that you have to count while investing with any portfolio management firm, so let us see the Banyan Tree Advisors PMS Charges.

The management fees are charged according to the commission model used by the firm which is discussed above. The upfront fees are charged within the range of 0.93% to 1.55% of the asset value.

The brokerage charges are between 0.007% and 0.030% of the total transaction value. The custodian charges are starting from 0.29% of the value of the asset of the investor and can range up to 0.39%.

The depository charges are between 0.17% and 0.27% of the asset value. The exit load on the withdrawal value within twelve months of the investment is 1.15% to 2.5%.

This charges reduces and even gets nullified when the withdrawals are made post 12 months.  The maximum exit load after twelve months can be 0.4% of the amount withdrawn.


Banyan Tree Advisors PMS Benefits

Find the details about Banyan Tree Advisors 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

The main Banyan Tree Advisors PMS Benefits are –

  • The firm provides back-office reports to the investors
  • There are top-up facilities
  • There are various plans to suit the investment goals and budget of the different investors
  • Updates are sent via email and SMS
  • The investors get a view of their portfolio – details view is also available
  • There is a fund manager and investment team who are highly experienced
  • Flexible commission models which help the investors

Banyan Tree Advisors PMS Customer Care

The table given below is showing a detailed view of Banyan Tree Advisors PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 5 Times a month
Issue Resolving TAT11 working days

If you want to contact the Banyan Tree Advisors PMS Customer Care then you can call on their support phone number or email them.

The relationship manager’s services are always available for investors who want to avail the same. The limit for calling the fund manager in a month is up to 5 times.

The average time taken by the customer care team to resolve issues is around 11 working days.


Banyan Tree Advisors PMS Conclusion

In Banyan Tree Advisors PMS Conclusion, we can say that this firm has the potential to provide great returns which it already does and the returns are above the market average and its peers.

The firm offers various other benefits to the investors and if you are looking for an experienced portfolio management company in Bangalore, then Banyan Tree Advisors PMS can be a great option.


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