Barclays Securities PMS – Review, Strategies, Returns, Charges & more

Barclays Securities PMS does not really need an introduction. They’ve been associated with some of the greatest feats in history. Talk about funding world’s first steam railway in 1819. Or, maybe about unveiling the world’s first ATM in 1967.

They’ve always hit the futuristic mark a lot earlier than their competitors. Anyway, we’re not here to discuss their legacy. In fact, we’re here to discuss how good they really are. And, that too for a specific segment.

We’re referring to Barclays Securities Portfolio Management Services segment. Today’s article will be about reviewing them for being a PMS company. And, the review will be inclusive of the following: –

  • Parts and fragments fr
  • om their 300 old legacy. In fact, we’ll rather focus on their Indian representative. And, we’ll include the details of their founders in this part. We’ll even tell you about the place and year of their inception.
  • We’ll describe all the PMS types they have to offer to their clients. This part will include the proper difference between them all.
  • We’ll give you a detail about their fund managers. In fact, we’ll state their educative qualification and their experiences.
  • We’ll expound their strategies behind investment. This part will include the complete details of all the strategies. It’ll explain the implementation process for each one of them. It’ll even tell you about the composition of portfolios.
  • We’ll present to you a chart describing the company’s CAGR. This part will tell you about the differences in return you’ll get. And, it’ll explain the prime reasons for the occurring differences.
  • And More

PMS Offers


Barclays Securities PMS – Customer Ratings & Review

Find Client ratings of Barclays Securities Portfolio Management Services –

Ratings
Returns Performance 3.9 / 5
Services 3.6 / 5
Charges 3.7 / 5
Experience 3.8 / 5
Strategies 3.6 / 5
Client Support 3.7 / 5
Overall Ratings 3.7 / 5
Star Ratings ★★★★★

Overview of Barclays Securities Portfolio Management Services

Find a detailed overview of the Barclays Securities portfolio management service in the table given below-

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Uma Ratnam Krishnan
Yr. of Establishment 1990

Barclays Securities has a rich international history of more than 300 years. However, Barclays Securities PMS in India came in around 1990.

And, it was under the leadership of Uma Ratnam Krishnan, that they flourished. At present, they have their headquarters located in Mumbai, Maharashtra.

And, they’re serious about helping out their clients through every possible means. And, that is supported by their high talented staff across the country.

The company represents specific financial segments in India. We’re referring to Wealth & Investment Management and Equity Sales & Trading.

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


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Types of Barclays Securities PMS

There are 2 types of Barclays Securities Portfolio Management Services –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

Barclays Securities PMS is a part of the international financial giant. And, that provides additional exposure to them as a company. Thus, they keep up with the international financial trends.

Speaking of which, they’re not confined with their approaches. And, by approaches, we mean the ones they implement for their clients’ sake.

That’s why they provide two PMS options to their clients. The first one is called discretionary PMS. And, it enables the fund manager to manage the assets independently.

Fund managers don’t even require the clients’ permission for fund alterations in this. This keeps the clients relaxing at bay. The second one has entirely different functionality.

It requires the company to grant the clients with financial advisory. Once done, the company must then ask for clients’ permission for investment alterations.

In short, the clients are kept in power with this type of PMS. And, the fund managers must act accordingly.


Barclays Securities PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Barclays Securities PMS company.

Fund Manager’s Details
Name Narayan Shroff
Experience 18 Years
Highest Qualification MBA
AUM (in Cr.) 338 Cr.
Number of Clients 61
Investment Tenure 3-4yrs

Narayen Shroff is the head fund manager for Barclays India at present. In fact, he’s an MBA with 18 years of industrial experience. And, this makes him more than capable for undertaking the job.

He manages a total 338 Cr. worth of assets for 61 clients. And, even you can seek his expertise for your investments. All you’ll ever need to do is invest for at least 3-4 years.


Know Fund Managers of Other Portfolio Management Service Companies

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Barclays Securities PMS Strategies

The below table is providing details about the Barclays Securities portfolio management service strategies-

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

Barclays Securities has always been about innovating. And, they’re up for all sorts of innovations when it comes to their clients. That’s why they’ve kept their ideas open for investments strategies.

In fact, they invest upon all sorts of portfolios. And, we’re talking about small, mid and large-cap portfolios. All they need is a strong research before investing.

Furthermore, requirements of the client are kept in mind as well. However, this does not define their entire approach.

In fact, it’s just a fragment of the entire thing. And, there are things they do before finalizing their investment. They follow the following procedure: –

  • A bunch of portfolios with a potential for long term capital appreciation are chosen.
  • Their past performance tracks are acquired through ground research.
  • The company pays attention to the portfolios’ management committee.
  • Final portfolios are selected as per the clients’ requirements. Even the risk factor and risk profile of the clients are taken into consideration.

In other words, investment philosophy of Barclays Securities PMS are: –

  • Value oriented investment strategies with moderate risk factors.
  • Active monitoring of the invested upon portfolios.
  • Unorthodox thinking while creating the investment plans.

Barclays Securities PMS Returns / Performance

The below table is giving details about Barclays Securities PMS returns and performance-

Returns (CAGR)
3 Year 10.2%
5 Year 9.1%
7 Year 9.6%
10 Year 7.5%
11 Year Plus 7.8%

We’ve presented a chart with the exact expected CAGR of the company above. It has been categorized into five segments. And, each segment is determined by the investment tenure.

So, if you look carefully, the chart shows highest CAGR for 3-year investments. In fact, the 3-year investments are expected to fetch 10.2% CAGR. 5-year investments are expected to produce 9.1% CAGR.

9.6% CAGR is expected to be produced by 7-year investments. All the investments worth 10 years may fetch in 7.5% CAGR. And, the CAGR for the investments above 11 years is expected to grant 7.8%.


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Barclays Securities PMS Investment Plans

Below the given table is providing details about the Barclays Securities 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

Barclays Securities PMS has four major distinctions in investment plans. And, they offer their clients to invest as per value brackets. The first bracket refers to the Bronze plan.

It covers up investments within 25L-50L. Next comes the Silver plan. It covers up investments within a range of 50L-1Cr. Third one in line covers investments across a range of 1Cr.-5Cr.

It’s called the Gold plan. And, the last one in line is known as the Platinum plan. It covers up all investments above 5Cr.


Barclays Securities PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Barclays Securities PMS house are as follows-

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

There are three major distinctions for Barclays Securities PMS’s commission plan. We’re referring to the prepaid, volume% and the profit-sharing plans.


Barclays Securities PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 0.95% of Investment
Investment  – 50L – 1 Cr. 0.85% of Investment
Investment – 1 Cr. – 5 Cr. 0.75% of Investment
Investment – 5 Cr. Plus 0.70% of Investment

First in line of commission plans falls the prepaid plan. This is charged annually from the clients. And, it’s charged as per the total investment value. It has four more distinctions based on investment plans.

The first one caters to the bronze plan holders. It charges them with 0.95% commission. Second one is meant to cater the silver plan holders. This one charges them 0.85% commission rate.

Third in line is the one catering to gold plan. This one charges the clients with 0.75% commission rate. And, the last one is for the platinum plan holders. This one charges them with a commission rate of 0.70%.


Barclays Securities PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.123% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.113% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.103% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.093% of Total Transaction Volume

This is the second commission plan that’s been set up the company. Even this is charged annually. However, the charging parameter for this one is different.

It charges based on the transactions made for asset appreciation. These are transactions made by the fund manager. Even this has four distinctions.

First distinction is meant to cater the bronze plan holders. They’re charged at 0.123% commission rate. Next comes the one for the silver plan owners.

They’re charged at 0.113% rate. Third one is meant for the gold plan holders. They’re charged at 0.103% commission rate. And, the last one is aimed at platinum plan owners. They’re charged 0.093% commission.


Barclays Securities PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 21.3% of Profit
Profit Amount – 5L – 10L 19.3% of Profit
Profit Amount – 10L – 50L 17.3% of Profit
Profit Amount – 50L Plus 15.3% of Profit

This is the last one of the commission plans. And, it’s most popular with the clients. The reason behind this is that they only pay after realizing their profits.

And, even the commission in this is charged over the profit earned. And, even this has four categories. The first one charges 21.3% rate from the bronze plane owners.

Second one charges 19.3% rate from the silver plan owners. Third one is meant for the gold plan owners. And, it charges them 17.3% commission rate.

The last one is for the platinum plan owners. This charges them with 15.3% rate.


Know Charges models of other Portfolio Management Service Providers

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Barclays Securities PMS Charges

The below-given table is giving information about Barclays Securities Portfolio Management Service Charges-

Charges
Management Fees As per commission model
Upfront Fees 0.79% – 0.94% of Asset Value
Brokerage Charges 0.007% – 0.017% of Total Transaction Value
Custodian Charges 0.15% – 0.25% of Asset Value
Depository Charges 0.15% – 0.25% of Asset Value
Exit Load – within 12 months 0.75% – 1.05% of Withdrawal Value
Exit Load – post 12 months Free

You must pay these charges apart from commission: –

  • Depository Charges worth 0.15%-0.25% of asset value.
  • Management fee in accordance as per commission plan opted.
  • An upfront fee worth 0.79%-0.94% of asset value.
  • Brokerage charges worth 0.007%-0.017% of total transaction value.
  • Custodian charges at 0.15%-0.25% of asset value.
  • And, exit load at 0.75%-1.05% of withdrawal value. This is charged for transactions within 12 months of investments.

Barclays Securities PMS Benefits

Find the details about Barclays Securities PMS advantages in the table given below-

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

You may expect to receive the following benefits while investing with Barclays Securities PMS: –

  • A chance to increase your investment capital to a certain extent at will.
  • Updates on your investments through SMS and Email.
  • Complete performance reports of your investments through various means.
  • Flexible investment and commission models to engage with.

Barclays Securities PMS Customer Care

The table given below is showing a detailed view of Barclays Securities PMS Customer Care.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support Yes
Relationship Manager Support Yes
Call to Fund Manager Yes – 10 Times a month
Issue Resolving TAT 21 working days

You may expect the following support from Barclays Securities PMS’s customer care: –

  • Provision to call the fund manager up to 10 times a month.
  • Support regarding your portfolio through call and email.
  • Access to a relationship manager to sort out your doubts.
  • Issue resolution promise within 21 working days.

Barclays Securities PMS Conclusion

Well, there’s nothing much we have to say about Barclays Securities PMS. All we can say is that your investment is secure with them. And, they know how to do their job and get you some great returns.


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