BNP Paribas PMS is considered to be one of the best rated banks in the world and from time to time it had been counted to be under the leading asset managers of the world.
The company comes first when it is about giving the best professional advice and management. In this article, we will have a detailed review of BNP Paribas Portfolio Management Services, its strategies, investment plans, prepaid commission, yearly returns and much more.
BNP Paribas PMS – Customer Ratings & Review
Find Client ratings of BNP Paribas Portfolio Management Services –
|Returns Performance||3.9 / 5|
|Services||3.8 / 5|
|Charges||3.8 / 5|
|Experience||3.9 / 5|
|Strategies||4.0 / 5|
|Client Support||3.7 / 5|
|Overall Ratings||3.9 / 5|
Overview of BNP Paribas Portfolio Management Services
Find a detailed overview of the BNP Paribas portfolio management service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||2003|
BNP Paribas Portfolio Management Services is a private based company which is a part of BNP Paribas Management India Private Limited.
The company has a registered location in Mumbai, Maharashtra which was founded by Anand Shah.
The company was established in the year of 2003 & has been known to be one of the few broking houses which are listed under Stock Market.
Now, we will have a discussion about BNP Paribas portfolio management service company review, its PMS returns, PMS charges and more.
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Types of BNP Paribas PMS
There are 2 types of BNP Paribas Portfolio Management Services –
|Types of PMS|
BNP Paribas PMS is good at offering both Discretionary and Non-discretionary PMS to their clients. The clients of BMS Paribas have the liberty to choose their own preferred portfolio management service.
BNP Paribas Portfolio Management Services provides discretionary PMS type where the fund managers handles and manages the whole investment portfolio whereas in terms of non-discretionary type, the clients prefers to make their decision and thus the fund manager here will be required to take the client’s approval before taking any kind of transaction.
BNP Paribas PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of BNP Paribas PMS company.
|Fund Manager’s Details|
|Name||Mr. Sharad Kumar Sharma|
|AUM (in Cr.)||145 Cr.|
|Number of Clients||200|
BNP Paribas has a huge list of Fund managers under the BNP Paribas Fund Managers but Mr. Sharad Kumar Sharma stands out to be a highly educated and experienced find manager that is available in the company.
Mr. Sharad Kumar Sharma who has 30 years of experience is qualified in Masters of Finance. Generally speaking, the BNP Paribas Fund Managers is capable of holding
145 crore AUM. He is also capable enough to manage portfolio of 200 clients. The clients of BNP Paribas Portfolio Management Services prefer to have 3 years of investment tenure.
Know Fund Managers of Other Portfolio Management Service Companies
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|Trivantage Capital PMS||Kotak PMS||IIFL PMS|
|Trustline Holding PMS||Motilal Oswal PMS||Aditya Birla PMS|
BNP Paribas PMS Strategies
The below table is providing details about the BNP Paribas portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
Under BNP Paribas PMS strategies, the company offers all types of strategies. The company provides Large Cap Strategy, Diversified Strategy and Small-Midcap strategy.
The Exclusive portfolio seeks for generating capital appreciation over the medium to long-term which can be achieved with concentrated investments applied in stocks spanning across various sectors.
Fixed Income Portfolio
BNP Paribas Portfolio Management Services offers a diverse range of fixed income strategies which enables the institutional investors to exploit all the opportunities which is offered by the global bond markets.
Thematic Sector Select Portfolio
The main objective of this portfolio is to generate capital appreciation over the medium to long term which is doneat a time by putting investment I the selected sectors.
BNP Paribas PMS Returns / Performance
The below table is giving details about BNP Paribas PMS returns and performance-
|11 Year Plus||8.2%|
The BNP Paribas PMS has an excellent BNP Paribas PMS Returns. The return rate under BNP Paribas PMS Returns is quite healthy and impressive.
The BNP Paribas house manages to beat 10 years Mutual Fund Returns. The 3 years performance for BNP Paribas PMS is around 9.8%, for 5 years is 7.8%, for 7 year it is 10.3%, for 10 year it is 7.7% .
The return for 11 year plus is around 8.2% CAGR. The healthy performance with the exciting rate of returns together is what makes BNP Paribas PMS the best broking Company across the country.
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|AC Choksi PMS||Alder Capital Advisors PMS||Angel Broking PMS|
BNP Paribas PMS Investment Plans
Below the given table is providing details about the BNP Paribas 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|
The BNP Paribas PMS provides various investment slabs that are available to the their clients. According to the BNP Paribas PMS, the client is required to pay a minimum investment amount of Rs.25 Lakh.
The Bronze plan of BNP Paribas PMS starts with a range of INR.25 lakh upto INR.50 lakh. The range of silver is between Rs.50 lakh and Rs.1 crore.
The Gold plan starts with Rs.1 crore which exceeds upto Rs.5 crore. The platinum plan is for those clients who prefer to invest more than Rs.5 crore.
BNP Paribas PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by BNP Paribas PMS house are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
According to the BNP Paribas Portfolio management Services fee structure, the BNP Paribas PMS has categorized 3 types of fess.
The three types of fee structure included in the BNP Paribas Portfolio management services commission are prepaid commission, Volume% commission and profit sharing% commission.
BNP Paribas PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.2% of Investment|
|Investment – 50L – 1 Cr.||1.1% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.0% of Investment|
|Investment – 5 Cr. Plus||0.9% of Investment|
Before the actual tenure starts, BNP Paribas Portfolio management services prepaid commission is paid in advance.
As per the prepaid commission table suggests, the investment done in the ranges between 25 lakh and 50 lakh , the prepaid commission levied would be 1.2% of the investment.
The investment done between 50 lakh and 1 crore will have prepaid commission of total 1.1% of investment. While an investment between 1 crore and 5 crore is made, a commission of 1.0% is levied of the total investment.
When the investment is done above Rs 5 crore, then the management fees would be 0.9% of the amount invested.
BNP Paribas PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.114% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.107% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.100% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.090% of Total Transaction Volume|
BNP Paribas Portfolio management services Vuume% commission is highly dependent on total number of transaction that is done by the Fund Manager.
If the yearly transaction volume ranges between Rs 25 lakh and 50 lakh, then the management fees charges is 0.114% of the total transaction volume.
If the transaction volume is between Rs 1 crore and 5 crore, then the management charge is 0.017% of total transaction volume.
Since high transaction volume tends to decrease commission, transaction volume of Rs 1 crore and 5 crore, the management charge becomes 0.100% of the total transaction volume whereas if transaction volume gets beyond Rs 5 crore, then the management fee charges for 0.090% of the total transaction volume.
BNP Paribas 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||22.8% of Profit|
|Profit Amount – 5L – 10L||20.8% of Profit|
|Profit Amount – 10L – 50L||18.5% of Profit|
|Profit Amount – 50L Plus||15.3% of Profit|
The BNP Paribas PMS Profit Sharing Commission has been known to be a highly convenient module among all the investors as they are needed to pay the management charges only after the financial gain is realized.
The client holding a portfolio with financial gain ranging between Rs 2.5 lakh and Rs 5 lakh, the profit percentage stand up to be 22.8%, the clients with profit amount ranging between Rs 5 lakh and 10 lakh has profit sharing percentage of 20.8 lakh.
The clients with big profit value like Rs 10 lakh to 50 lakh, the profit sharing turns out to be 18.5% whereas the client with profit amount more than Rs 50 lakh, the profit sharing will be 15.3%.
Know Charges models of other Portfolio Management Service Providers
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|Asit C Mehta Investment PMS||Bay Capital Investment PMS||Capgrow Capital PMS|
|Barclays Securities PMS||BNP Paribas PMS||Capstocks Securities PMS|
BNP Paribas PMS Charges
The below-given table is giving information about BNP Paribas Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.75% – 0.85% of Asset Value|
|Brokerage Charges||0.006% – 0.022% 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% – 1.15% of Withdrawal Value|
|Exit Load – post 12 months||Free|
BNP Paribas provides a quick list of BNP Paribas portfolio Management Services Charges which are as follows:
Management fees: The Management fees of BNP Paribas PMS would be as per the commission model that had been agreed between client and the PMS team.
Upfront Fees: The upfront fees levied by the BNP Paribas PMS team is in between 0.75% and 0.85% of the asset value.
Brokerage Charges: Out of total transaction the brokerage charges levied by the company ranges between 0.0006% and 0.022%.
Custodian Charges: The custodian charges charged by the PMS house from their clients are in between 0.15% and 0.25%.
Depository Charges: BNP Paribas PMS depository charge ranges between 0.155 and 0.255 of asset value.
Exit Load Charges: The exit load charges are normally dependent on the duration of withdrawal transactions where if the withdrawal transaction happens within 12 months, then the commission charges would be from 0.75% to 1.155 of the total withdrawal value whereas if the withdrawal takes place post 1 year, then the withdrawal transaction becomes free.
BNP Paribas PMS Benefits
Find the details about BNP Paribas PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Here is the complete list of benefits found in the BNP Paribas PMS house-
- BNP Paribas PMS house provides top-up facility to all its clients.
- They even provides to their clients a login access to the Back Office so that the clients can anytime get a detailed view of their investment portfolios and reports.
- The update of Email and SMS offered to all the BNP Paribas PMS house helps the clients to have access to all the transaction updates happening in their own account.
- Both flexible commission model and flexible investment plans are provided to the BNP Paribas PMS house to all set of clients as their satisfaction demands.
- BNP Paribas PMS house has a proficient experience in the Portfolio Management Services.
BNP Paribas PMS Customer Care
The table given below is showing a detailed view of BNP Paribas PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 2 to 5 Times a month|
|Issue Resolving TAT||11 working days|
The BNP Paribas Portfolio Management Services Customer Care is excellent which provides a ton of support to its clients whenever it is required.
The direct call facility is available to the BNP Paribas Portfolio management Service which is always ready to solve any kind of queries.
The Email- and Watsapp support is active in this broking house. The Relationship manager is always available to support the customers.
The clients are allowed to make direct call to the fund manager for atleast 2 to 5 times in a month. The company takes 11 of working days to successfully issue resolving TAT.
BNP Paribas PMS Conclusion
BNP Paribas PMS are well equipped to create an excellent investment portfolio to meet all the unique demands of the clients across various investment avenues like Fixed Income portfolio, thematic sector select portfolio and exclusive portfolio.
They have some of the excellent advantages that the clients can enjoy like it provides top-up facility, flexible commission model, flexible investment plans, portfolio view and many more.
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