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 the 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 investments 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.
- Complete description of the PMS based charges they levy from their clients.
- List of all the benefits one can acquire while investing with them.
- Detailed information about the support their customer care provides.
- And, at last, a conclusion to the article. This will sum up the company’s pros and cons.
Bellwether Capital PMS – Customer Ratings & Review
|Returns Performance||3.5 / 5|
|Services||3.4 / 5|
|Charges||3.5 / 5|
|Experience||3.3 / 5|
|Strategies||3.2 / 5|
|Client Support||3.4 / 5|
|Overall Ratings||3.4 / 5|
Overview of Bellwether Capital Portfolio Management Services
Find a detailed overview of the Bellwether Capital portfolio management service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|Leadership||Ranjit Dongre and Miten|
|Yr. of Establishment||2004|
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 of a recent entry to the capital market, they’ve made a name for themselves. And, they envision to become a favored equity portfolio manager in the near future.
The company represents a unique investment philosophy. They are biased towards mid-cap portfolios with a potential to grow big. And, this unique approach has enabled them to return over 1,600% in just 15 years.
Now, we will have a discussion about Bellwether Capital portfolio management service company review, its PMS returns, PMS charges and more.
Types of Bellwether Capital PMS
|Types of PMS|
Bellwether Capital PMS do not discriminate in the type of PMS they offer. In fact, 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 in altering the source fund to various portfolios.
The second one, though, requires the fund manager to seek clients’ permission. This even requires the company to provide advisory 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.
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 1200 cr|
|Number of Clients||400+|
Miten Mehta is the leading fund manager for Bellwether Capital PMS. He has his educational qualification in commerce. In fact, he is a qualified B.Com.
Moreover, his experience of 15 years has fetched huge benefits to the clients. At present, he manages app. 1,200 cr. worth of assets for over 400 clients. One must have investment tenure of minimum 3 years to ask for his expertise.
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|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Bellwether Capital PMS Strategies
The below table is providing details about the Bellwether Capital portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
Bellwether Capital grants investments across large-cap, mid-cap and small-cap portfolios. However, they have certain strategies that come into play while investing:-
Their approach is to invest in equity stocks registered with recognized exchanges. This poses a potential risk factor while promising good returns.
This approach includes investing in value stocks. These are the stocks trading below the intrinsic value of the company. So, investing in these stocks fetches good returns over a longer period.
Long Term Investments:
The company often sticks to this style of investing. It requires investing on growth stock portfolios for longer terms. This lessens the risk of loss. But, at the same time, it promises lesser return volumes.
Short Term Investments:
The company prefers to invest in the long-term stocks for objective fulfillment. However, under certain situations, they invest in the short-term stocks. These investments are made to ensure instant benefits for clients.
Small and Mid-Cap Investment:
There are several occasions when the small and mid-cap portfolios perform better than large-cap. The company keeps an eager eye for such situations. Thus, investing in small and mid-cap stocks and gaining the extra benefits.
Bellwether Capital PMS Returns / Performance
The below table is giving details about Bellwether Capital PMS returns and performance-
|11 Year Plus||8.6%|
Bellwether Capital PMS Returns are massive at times. In fact, they expertise in investments term of 3 years. They provide their clients 11.3% compound annual growth rate on this.
For investments of 5 years term, they grant a CAGR worth 7.5%. And, the CAGR for 7, 10, and 11 years term is 8.8%, 7.9% and 8.6%.
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Bellwether Capital PMS Investment Plans
Below the given table is providing details about the Bellwether Capital portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
Bellwether Capitals PMS plans grant four different kind of investment terms. The Bronze plan allows investments worth 25 – 50 L. The Silver plan allows the clients to make an investment of 50L – 1cr.
The Gold plan is for the clients with investment capacity of 1cr. – 5 cr. And, at 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 in 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 are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Bellwether Capital PMS Commissions are categorized in three structures. And, the clients can choose the commission plan as per their convenience. The plans are based on Prepaid, Volume% and Profit-Sharing.
Bellwether Capital PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.10% of Investment|
|Investment – 50L – 1 Cr.||1.00% of Investment|
|Investment – 1 Cr. – 5 Cr.||0.90% of Investment|
|Investment – 5 Cr. Plus||0.80% of Investment|
Bellwether Capital charges their 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 1.10% charge on investment for the Bronze plan.
The Silver plan holders are charges at 1.00% of investment. The Gold plan bearers need to pay 0.90% commission on investment. And, the Platinum plan holders are charged at 0.80% of investment.
Bellwether Capital PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.126% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.120% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.105% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.090% of Total Transaction Volume|
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-
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||22.9% of Profit|
|Profit Amount – 5L – 10L||22.0% of Profit|
|Profit Amount – 10L – 50L||20.5% of Profit|
|Profit Amount – 50L Plus||18.1% of Profit|
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 still remains popular with the clients. The clients must pay 22.9% commission for investments under the Bronze plan. 22.0% commission rates are applicable for investments under the Silver Plan.
20.5% commission rate is charged for the Gold Plan investments. And, 18.1% commission is incurred for the Platinum Plan investments.
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Bellwether Capital PMS Charges
The below-given table is giving information about Bellwether Capital Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.65% – 0.95% of Asset Value|
|Brokerage Charges||0.008% – 0.022% of Total Transaction Value|
|Custodian Charges||0.19% – 0.35% of Asset Value|
|Depository Charges||0.15% – 0.32% of Asset Value|
|Exit Load – within 12 months||0.86% – 1.50% of Withdrawal Value|
|Exit Load – post 12 months||Free|
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. In fact, the company is rather strict about these.
So, here’s the complete list of what you must pay:-
- You must pay an upfront-fees 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 transactions 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 withdrawal value. This will only be charged if you withdraw within 12 months of deposit.
Bellwether Capital PMS Benefits
Find the details about Bellwether Capital PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Bellwether Capital PMS offers many benefits including:-
- The provision for 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.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 6 to 7 Times a month|
|Issue Resolving TAT||13 working days|
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 on 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. In fact, we believe they have been doing pretty good in this field over years.
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