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Bay Capital Investment PMS – Review, Strategies, Returns, Charges & more

Bay Capital Investment PMS is the leading and Indian independent investment firm. The company is engaged in investing investor funds exclusively in public traded securities and aims to deliver consistent compounding returns by investing in the market leading companies.

The company experts believe in investing clients fund in the way they manage their capital with utmost care.

This article provides information on Customer ratings and reviews, returns/performance, Fund manager details, fee structure and commission and so on.PMS Offers


Bay Capital Investment PMS – Customer Ratings & Review

Find Client ratings of Bay Capital Investment Portfolio Management Services –

Ratings
Returns Performance3.5 / 5
Services3.4 / 5
Charges3.5 / 5
Experience3.3 / 5
Strategies3.2 / 5
Client Support3.4 / 5
Overall Ratings3.4 / 5
Star Ratings★★★★★

Overview of Bay Capital Investment Portfolio Management Services

Find a detailed overview of the Bay Capital Investment portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipKeyur Majmudar
Yr. of Establishment2006

Bay Capital Investment PMS is the well renowned private Indian independent investment firm. It2006 was established in the year 2006 in Mumbai; Maharashtra.

Mr. Keyur Mujmudar is the founder of Bay Capital Investment PMS.The philosophy of the company is to is to protect clients capital and always keep the investors interest ahead of their own. The company investors include endowments, foubdations, family, offices, and corporate pension funds.

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


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Types of Bay Capital Investment PMS

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Discretionary portfolio management service is the services where portfolio managers are responsible to takes the decisions regarding the investor’s portfolio.

The customer is free from burden to take any decision regarding their investment. The investors can discuss with the portfolio manager regarding their investment but cannot take decisions

Non-Discretionary portfolio management service is the services where investors are responsible to takes the decisions regarding their own portfolio.

The customer is free from burden to take any decision regarding client’s investment. The portfolio management can discuss with the investors regarding their investment but cannot take decisions


Bay Capital Investment PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Bay Capital Investment PMS company.

Fund Manager’s Details
NameRAVI SRIVASTAVA
Experience8 Yrs
Highest QualificationPGDM
AUM (in Cr.)63 Cr.
Number of Clients157
Investment TenureMinimum 3 yr.

Ravi Shrivastav is the partner and head of research at Bay Capital Investment PMS.He has over 8 years of professional experience in strategy and decision consulting, investment analysis, merger and acquisitions.

Prior joining Bay Capital Investment PMS, Ravi was an engagement manager with Singapore Based strategy consulting firm.

He is an elect iconic and communication engineer from NIT, Nagpur and PGDM from Indian Institute Of Management, Ahmadabad (IIMA).He is also a CFS charter holder


Know Fund Managers of Other Portfolio Management Service Companies

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Kotak PMSNJ Wealth PMSReliance PMS
Mastertrust Capital PMSOld Bridge Capital PMSRight Horizons PMS

Bay Capital Investment PMS Strategies

The below table is providing details about the Bay Capital Investment portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

DEPTH OVER BREADTH

Long term trade on public equities, concentrated portfolio (15-20 business).Our main aim on the 20% of market permit us to avoid noise from 80% of the market.

BUT GREAT BUSINEESS

The firm looks for the companies with sustainable high return on capital employed and impeccable corporate governance standards and sponsor history available at modest price.

DON’T TRADE MUCH

Grab the power of compounding through long term holding and low turnover (5-20%).Also has positive implications for expenses ratio (lower market impact/ commissions and for long term taxable investors.


Bay Capital Investment PMS Returns / Performance

The below table is giving details about Bay Capital Investment PMS returns and performance-

Returns (CAGR)
3 Year9.2%
5 Year10.3%
7 Year11.2%
10 Year8.4%
11 Year Plus8.9%

Below lines show the brief detail about the percentage of rate of return of Bay Capital Investment PMS.The firm has show the exemplary performance in different years.

The percentages of rate of return of different years are as follows:-

  • In first 3 years, returns gained by the company was 2%, returns
  • For 5 years, returns gained by the company was 10.3%
  • In first 7 years, returns gained by the company was 11.2%
  • For 10 years, returns gained by the company was 8.4%
  • In more than 10 year, returns gained by the company was 8.9%

Know Returns of other PMS Brands

Systematix PMSTata Asset Management PMSUTI Asset Management PMS
T Ram Financial PMSTrust Investment PMSVal Q Investment PMS
Tamohara Investment PMSTulsian PMSValuequest Investment PMS

Bay Capital Investment PMS Investment Plans

Below the given table is providing details about the Bay Capital Investment 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

Bay Capital Investment PMS offers distinct investment plans to the investors, Some of the investment plan offered to the customers by the company are mentioned below.

Investors are bound to invest minimum 25 lakhs in any of the investment plan offered by the company

  • For Bronze plan minimum investment of (25L – 50L) can be made.
  • In Silver plan minimum investment of (50L – 1 Cr.) can be made
  • In the Gold plan minimum investment of (1 Cr. – 5 Cr.) can be made
  • For Platinum plan more than 5 crore can be invested

Bay Capital Investment PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Bay Capital Investment PMS house are as follows-

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

Bay Capital Investment PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.21% of Investment
Investment  – 50L – 1 Cr.1.11% of Investment
Investment – 1 Cr. – 5 Cr.1.01% of Investment
Investment – 5 Cr. Plus0.91% of Investment

In the Prepaid commission model, investors are obliged to pay the commission charges prior the investment period starts. Here is the detail of the percentage imposed by the Bay Capital Investment PMS under this model on the investors

In case, the prepaid amount lies in between (25L.-50L.), then investors are obliged to pay 1.21% of total investment value.

If the prepaid amount lies in between (25L.-50L.) then investors are obliged to pay 1.11% of total investment value.

In case, the prepaid amount lies in between (50L.-1 CR.) then investors are obliged to pay 1.01% of total investment value.

If the prepaid amount lies in between (1 CR.-5CR.) then investors are obliged to pay 1.10% of total investment value.

If the prepaid amount reaches above 5 crore then investors are obliged to pay 0.91% of total investment value.


Bay Capital Investment PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.128% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.118% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.108% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.098% of Total Transaction Volume

Volume percentage commission model relies on the number of transaction done by the portfolio manager. Here is the detail of the percentage imposed by the Bay Capital Investment PMS under this model on the investors

If the transaction volume lies in between 25L-50L, then investors are obliged to pay 0.128% of Total Transaction Value.

In case, the transaction volume lies in between 50L-1Cr. then investors are obliged to pay 0.118% of Total Transaction Value

If the transaction volume lies in between 1L-5 Cr. then investors are obliged to pay 0.108% of Total Transaction Value

In case, the transaction volume reaches above 5 crore, then investors are obliged to pay 0.098% of Total Transaction Value.


Bay Capital Investment PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L23.1% of Profit
Profit Amount – 5L – 10L21.1% of Profit
Profit Amount – 10L – 50L19.1% of Profit
Profit Amount – 50L Plus16.1% of Profit

Profit sharing commission model relies on the percentage of profit gained by the investors. Here is the detail of the percentage imposed by the Bay Capital Investment PMS under this model on the investors

If the profit amount lies in between 2.5L-50L, then investors are obliged to pay 23.1% of total profit amount

In case, profit amount lies in between 5L-10L, then investors are obliged to pay 21.1% of total profit amount

If the profit amount lies in between 10L-50L, then investors are obliged to pay 19.1% of total profit amount

If the profit amount reaches above 50 lakhs then investors are obliged to pay 16.1% of total profit amount


Know Charges models of other Portfolio Management Service Providers

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Veda Investment Managers PMSWealth Advisors PMSWizemarkets Analytics PMS
Ventura Securities PMSWealth Managers PMSZenmoney PMS

Bay Capital Investment PMS Charges

The below-given table is giving information about Bay Capital Investment Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.78% – 0.99% of Asset Value
Brokerage Charges0.008% – 0.028% of Total Transaction Value
Custodian Charges0.16% – 0.36% of Asset Value
Depository Charges0.18% – 0.33% of Asset Value
Exit Load – within 12 months0.78% – 1.09% of Withdrawal Value
Exit Load – post 12 monthsFree
  • Management Fees-The management fees is the feed ask by the investors for managing their portfolio by the company experts. The fees are paid by the investors on the basis of their commission model chosen.
  • Upfront Fees-The upfront fees is the advance fees which is paid by the investors before their investment term starts. They impose upfront fees of 78% – 0.99% of Asset Value
  • Brokerage Charges-The brokerage charge is the fees asked from the investors for hiring the brokerage services. They impose brokerage fees of 008% – 0.028% of Total Transaction Value
  • Custodian charges– The custodian charges which the investors of the They have to pay is 16% – 0.36% of Asset Value
  • Depository Charges-The depository charge are the fee investors have to pay to the depository companies for opening their dematerialization account. The depository charges which the investors of the Bay Capital Investment PMS has to pay is 18% – 0.33% of Asset Value
  • Exit charge-The exit charge sis the fees investors has to pay to the company when they withdrawn their account. The exit charge which the investors of the Bay Capital Investment PMS has to pay is 78% –1.09% of Withdrawal Value

Bay Capital Investment PMS Benefits

Find the details about Bay Capital Investment 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 company retains one of the largest and most experience research team retains cumulative experience of over 100 years
  • Their ground presence in India enables intense research and in-depth due diligence
  • They appraise a business from owners mindset and prefer management who thinks about decades instead of quarters
  • This company continually focus on risk and seek views which are against their thesis to prevent mental bias
  • The company look for the management of our portfolio companies by highlighting area of concerns and providing different insights

Bay Capital Investment PMS Customer Care

The table given below is showing a detailed view of Bay Capital Investment PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 to 7 Times a month
Issue Resolving TAT13 working days

Bay Capital Investment PMS offers exemplary customer support services to the investors.

It permits the investors to directly call to fund manager for resolving their investment related issues also it offers e-mail support to the customers where customers can resolve their issues by sending e-mail.

The call to fund manager facility available by the Bay Capital Investment PMS for minimum 6-7 times in a month which implies investors can call fund manager for resolving their issues for minimum 6-7 times in a month. The issue resolving Tat of Bay Capital Investment PMS is 13 working days.


Bay Capital Investment PMS Conclusion

Bay Capital Investment PMS is the top performing investment management company in India.

Investment house makes every effort to provide optimum returns to the investors and offers various investment plan opportunities to the customers.

The company portfolio managers are highly experience and ensure to satisfy the investors in every possible way.

Investment house customer support service also helps the customers in every possible way which enables the investors to resolve the issue in the earliest possible time.


Know everything about more PMS companies

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