Bellwether Capital PMS – Review, Strategies, Returns, Charges & more

Bellwether Capital PMS forms a new breed of financial advisory company. They’re concerned with critical wealth management activities. And, they’ve helped many clients achieve good financial outcomes through their expertise.

In today’s article, we will diagnose Bellwether Capital Portfolio Management Services as a PMS provider. And, our review will include the following:-

• Basic information about the company. This part will be inclusive of their inception details. It’ll include information on the place and year of their constitution. It’ll even tell you about their founder.
• Brief about the type of portfolio management services they provide.
• Detailed information about the experience and expertise of their fund managers.
• Detailed inputs on all the strategies they implement for revenue generation.
• List of the expected return volumes they promise to provide.
• Brief of all the investment plans they offer to their clients.
• Details of all the commission structures they follow.
• Brief about their prepaid commission rates and plans.
• Elaboration of their volume% commission rates.
• Brief about their profit-sharing commission rates.
• A complete description of the PMS-based charges they levy from their clients.
• List all the benefits one can acquire while investing with them.
• Detailed information about the support their customer care provides.
• And, last, a conclusion to the article. This will sum up the company’s pros and cons.

Bellwether Capital PMS – Ratings & Review by Top10StockBroker

Overview of Bellwether Capital Portfolio Management Services

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

Bellwether Capital was introduced in the year 2004 in the city of Mumbai, Maharashtra. It was Ranjit Dongre and Miten Mehta’s efforts that made the company a reality.

Despite a recent entry into the capital market, they’ve made a name for themselves. And, they envision becoming a favoured equity portfolio manager shortly.

The company represents a unique investment philosophy. They are biased towards mid-cap portfolios with the potential to grow big. And, this unique approach has enabled them to return over 1,600% in just 15 years.

Now, we will discuss the Bellwether Capital portfolio management service company review, its PMS returns, PMS charges and more.

Types of Bellwether Capital PMS

Bellwether Capital PMS does not discriminate in the type of PMS they offer. They’re pretty flexible about their approach. Perhaps, that’s why they offer both Discretionary and Non-Discretionary PMS.

The first one allows the fund manager to act on clients’ behalf. This even involves altering the source fund to various portfolios.

The second one, though, requires the fund manager to seek clients’ permission. This event requires the company to provide advice to the clients.

Bellwether Capital PMS Fund Managers Details

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

Miten Mehta is the leading fund manager for Bellwether Capital PMS. He has an educational qualification in commerce. Hee is a qualified B.Com.

Moreover, his experience of 16 years has fetched huge benefits to the clients. At present, he manages the app. 1,200 cr. worth of assets for over 400 clients. One must have an investment tenure of a minimum of 4 years to ask for his expertise.

Know Fund Managers of Other Portfolio Management Service Companies

Bellwether Capital PMS Strategies

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

Bellwether Capital grants investments across large-cap, mid-cap and small-cap portfolios. However, they have certain strategies that come into play while investing:-

Bellwether – Long-Term Growth

This fund largely invests in large-cap and mid-cap, having the potential to raise investors’ stakes significantly. They seek more mid-cap investment options with the potential of becoming large-cap. This way, the fund yields impressive returns on mid-cap funds.

The portfolio includes stocks from varied segments to ensure diversification and keep the risk under control. The entity operates on the simple philosophy of investing in listed equity for the medium to long term to realize full value.

Bellwether Capital PMS Returns / Performance

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

Bellwether Capital PMS Returns are massive at times. They have expertise in investments in terms of 3 years. They provide their clients 22.62% compound annual growth rate on this.

For investments of 1 years term, they grant a CAGR worth -1.22%. And, the CAGR for 2, 3, and 5 years terms is 32.13%, 15.96% and 13.39%. Know the Returns of other PMS Brands

Bellwether Capital PMS Investment Plans

The given table is providing details about the Bellwether Capital portfolio management service investment plans.

Bellwether Capitals PMS plans grant four different kinds of investment terms. The Bronze plan allows investments worth 25 – 50 L. The Silver plan allows the clients to invest 50L – 1cr.

The Gold plan is for clients with an investment capacity of 1cr. – 5 cr. And, last, the Platinum plan is for investments over 5cr.

All the plans are further categorized as per investment terms. Thus, allocating various benefits to the clients based on their investment volume and period.

Bellwether Capital PMS Fee Structure or Commission Slabs

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

Bellwether Capital PMS Commissions are categorized into three structures. And, the clients can choose the commission plantar at their convenience. The plans are based on Prepaid, Volume% and Profit-Sharing.

Bellwether Capital PMS Prepaid Commission

Bellwether Capital charges its clients based on investment capital. The charges are levied every year. And, the client may choose to pay them in advance.

This even ensures that the commission rates charged are less. The Prepaid Commission plan seeks a 1.10% charge on investment for the Bronze plan.

The Silver plan holders are charged 1.00% of the investment. The Gold plan bearers need to pay a 0.90% commission on investment. And, the Platinum plan holders are charged 0.80% of the investment.

Bellwether Capital PMS Volume% Commission

Bellwether Capital has a provision for Volume% Commission. This is a model where the clients pay according to the transactions made. We’re referring to the transactions made by the fund manager.

The enlisted commission rate may seem to be less. But the overall charges usually surpass the expected amount. This happens due to multiple transaction requirements as per the market.

Bellwether has distinct charges as per the Volume% Commission rates. They charge 0.110%, 0.105%, 0.095% and 0.085% respectively. And, these charges are levied as per bronze, silver, gold and platinum plans.

Bellwether Capital PMS Profit Sharing% Commission

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

Another commission model followed by Bellwether is Profit-Sharing. Here, the clients only pay upon realizing their net profit. The commission is levied every year and is usually higher.

However, this remains popular with the clients. The clients must pay a 22.9% commission for investments under the Bronze plan. 22.0% commission rates are applicable for investments under the Silver Plan. A A A

A 20.5% commission rate is charged for the Gold Plan investments. An 18.1% commission is incurred for the Platinum Plan investments.

Know Charges models of other Portfolio Management Service Providers

Bellwether Capital PMS Charges

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

The aforesaid table describes Bellwether Capital PMS charges. You must understand that these charges stand out from the commission rates. These must be paid as per the norms of the company. The company is rather strict about these.

So, here’s the complete list of what you must pay:-

• You must pay an upfront fee of 0.65% – 0.95% of asset value.
• You must pay a brokerage fee as well. It is charged at 0.008% – 0.022% on the overall transaction value.
• You must pay depository charges to the company. They are charged at 0.15% – 0.32% of asset value.
• You must even pay a custodian charge. This is charged at 0.19% – 0.35% of asset value.
• And, you will be charged 0.86% – 1.50% of the withdrawal value. This will only be charged if you withdraw within 12 months of the deposit.

Bellwether Capital PMS Benefits

Find the details about Bellwether Capital PMS advantages in the table given below-

Bellwether Capital PMS offers many benefits including:-

• The provision for a top-up facility. This enables the clients to increase their investment amount upon will.
• Right to information about the status of their investment. This includes facilities like Back-Office Reports. It even includes Portfolio View and Detailed View.
• They keep their clients updated through Email, SMS and WhatsApp. This enables the clients to track the performance of their investments.
• The provision to choose from many flexible commission models.
• The provision to choose from many flexible investment plans.
• And, an experience of 15 years to rely upon.

Bellwether Capital PMS Customer Care

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

Bellwether Capital Customer Care services are prompt and reliable. Here’s the list of all the support they grant:-

• They provide support over call. This way, the clients can learn about their investments over a call.
• They provide support email. It helps the clients to stay informed through simple email threads.
• The clients get to call the fund manager 6 – 7 times a month. This helps the clients to get detailed info on their investments. This also helps them to grasp the condition of the market.
• They ensure any troubling issues are resolved within 13 working days.

Bellwether Capital PMS Conclusion

We believe Bellwether Capital PMS can be trusted with Portfolio Management Services. We believe they have been doing pretty well in this field over years.

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