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Bonanza Portfolio PMS considers itself to be a financial powerhouse. And, they’re not wrong in thinking so. They’ve been known as the fastest-growing financial organization.

And, it’s made possible by having 5 mega group companies under them. They operate from over 1700 branches across 560 cities. Today, we’ll draft a detailed review of Bonanza Portfolio Management Services. And, the review will include: –

  • Bits and parts of their inception story. This part will include the date and place of their inception. Furthermore, it’ll describe a bit about their founder.
  • Hints about the types of PMS they offer.
  • We’ll brief them about their fund managers. This part will consist of the info about their experience. It’ll even tell you about the net worth of assets they manage.
  • We’ll brief you about the strategies they use. We’re referring to the ones used for making revenue for their clients.
  • We’ll brief you about the expected returns they guarantee. This part will consist of a detailed chart. And, will even explain the different sets of returns as per investment.
  • We’ll brief you about the plans for the investment they have. This part will even briefly about the varying investment plans. And, it’ll even explain the factors leading to plan variation.
  • In this article, We’ll briefly on their commission structure. We’ll specify all the commission plans they have.
  • We’ll brief you about their prepaid commission plans.
  • Here, We’ll brief you about their volume% commission plan.
  • We’ll even brief you about their profit-sharing commission plan.
  • We’ll brief you about the extra charge you must pay. This’ll include the description of charges besides the commission rates.
  • And more

PMS Offer

Bonanza Portfolio PMS – Ratings & Review by Top10StockBroker

Returns Performance 3.7 / 5
Services 3.8 / 5
Charges 3.6 / 5
Experience 3.8 / 5
Strategies 3.7 / 5
Client Support 3.5 / 5
Overall Ratings 3.6 / 5
Star Ratings ★★★★★

Overview of Bonanza Portfolio Portfolio Management Services

Find a detailed overview of the Bonanza Portfolio portfolio management service in the table given below-

Company Type Private
Registered Location New Delhi
Leadership Shiv Kumar Goel
Satya Prakash Goel
Yr. of Establishment 1994

Bonanza Portfolio PMS took off in the year 1994. And, Shiv Kumar Goel and Satya Prakash Goel were the ones who made it possible.

They have their headquarters in New Delhi. And, provide their financial services through 1700+ branches across the country. They’re part of NSE, BSE, NCDEX, NMCE, MCX, MSEI, ICEX, CDSL & NSDL.

They dream of becoming the most reputed financial distributors across the globe. And, their customer-centric efforts do not prove otherwise.

Furthermore, they’re honest with their business approach. And, that’s what makes them special. Now, we will discuss the Bonanza Portfolio portfolio management service company review, its PMS returns, PMS charges and more.

Types of Bonanza Portfolio PMS

Types of PMS
Discretionary Yes
Non-Discretionary Yes

Bonanza Portfolio PMS grants its customers all the support they can. And, they’ve succeeded in their attempt so far. They simply act to satisfy their clients.

Perhaps, that’s why they provide both Discretionary and Non-Discretionary PMS. The first enables their fund manager to take independent decisions.

It does not seek the permission of the clients at all. The second category, however, requires the active engagement of clients. The clients get valuable advice from the company.

And, then they’re supposed to grant permission for portfolio alterations. The fund manager acts as per the clients’ will in this type.

Bonanza Portfolio PMS Fund Managers Details

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

Fund Manager’s Details
Name Abhishek Misra
Experience 21 yrs
Highest Qualification PGDBM
AUM (in Cr.) 66 Cr.
Number of Clients 320
Investment Tenure 4 yrs

Abhishek Misra leads the company’s fund management department at present. He’s a PGDBM and has an experience of 21 years. Over 66 Cr. worth of assets are allocated to his supervision.

And he helps to serve more than 320 clients. You must invest for a minimum of 4 years to get your portfolio managed by him.

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Bonanza Portfolio PMS Strategies

The below table is providing details about the Bonanza Portfolio portfolio management service strategies-

Bonanza – Edge MULTI CAP
Bonanza – Growth LARGE & MIDCAP
Bonanza – Value MULTI CAP

Bonanza knows its way through the portfolio management business well. And, they’re smart enough to invest in all three portfolio categories. We’re referring to the small, mid and large-cap portfolios.

Nonetheless, they’ve found their manner of making investments. Their robust PMS and advisory services have gained them over 50,000 clients. And, the credit goes to their unusual approach.

They have three specific strategies to roll with. Both yield high results. But, it’s the way of investing that makes all the difference. So, here’s a brief of both strategies: –

Bonanza – Edge

This PMS fund of Bonanza referred to as PMS Edge emphasizes creating wealth and generating long-term gains by investing in small-cap and mid-cap investments.

The entity chooses these stocks based on superior earning growth in the near future and special opportunities in the future. Here, the “Bottom-up” approach is applied.

To offer consistent and growing returns, the stocks picked are the ones that will grow in size and earnings in the future.

Bonanza Value

This is inclined towards a mix of small and mid-cap investments. And, the portfolios with strong fundamentals and growth potential get selected. The approach includes upto 100% investment in equities.

This even invests upto 10% on particular stocks. The portfolios get monitored rigorously. And, the alterations in investment are made as per market changes.

This strategy undergoes severe diversification. It’s granted over 20% growth rate in merely 3 years of the investment term. And, that’s way more than the industry benchmark.

Bonanza Growth

This strategy bases the investments on fundamental and technical research. It includes investments in mid-cap portfolios. And, only the stocks with up trend get selected.

The approach is to invest in upto 100% equities. The company diversifies its equity portfolio across multiple sectors. And, they even come in cash whenever the market’s about to correct.

It’s been awarded by a leading business channel CNBC TV 18. And, it’s helped the company to get recognized as India’s top financial advisor. This strategy has helped to gain over 29% profit in five years.

Bonanza Portfolio PMS Returns / Performance

The below table is giving details about Bonanza Portfolio PMS returns and performance-

Strategy Bonanza – Edge Bonanza – Growth Bonanza – Value
Return (CAGR) 1M 0.49% -0.27% 1.90%
3M 10.57% 14.41% 15.67%
6M -1.78% -0.22% 1.42%
1Y 1.65% -4.12% -7.11%
2Y 48.19% 19.08% 28.19%
3Y 35.32% 18.42% 21.95%
5Y 12.50% 12.03% 6.37%
Since Inception 17.64% 17.97% 19.40%
Inception Year Aug 2015 Apr 2010 Sep 2011

The gist of the expected annual CAGR has been reported in the table above. We’re referring to the Compound Annual Growth Rate of portfolios.

And, as you can see, longer investment terms fetch better profits. The company promises a CAGR of 17.64% for 3 year-investments.

A CAGR of 1.65% is promised for 1-year investments. 2-year and 3-year investments get 48.19% and 35.32% CAGR. And, investments over 5 years get 12.50% CAGR.

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Bonanza Portfolio PMS Investment Plans

The given table is providing details about the Bonanza Portfolio 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

Bonanza Portfolio Investment Plans consist of four different verticals. And, the categories get defined by the investment period. The first category or Bronze Plan holds investments between 25L-50L.

The second category of the Silver Plan refers to investments worth 50L-1Cr. The third category or Gold Plan gets investments between 1Cr.-5Cr. And, the final category of Platinum Class refers to investments of more than 5Cr.

Bonanza Portfolio PMS Fee Structure or Commission Slabs

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

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

Like all good PMS providers, Bonanza offers three ways to pay off commission. They grant Prepaid, Volume% and the Profit-Sharing Commission plans.

Bonanza Portfolio PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.32% of Investment
Investment – 50L – 1 Cr. 1.22% of Investment
Investment – 1 Cr. – 5 Cr. 1.02% of Investment
Investment – 5 Cr. Plus 0.82% of Investment

This plan requires commission rates to get paid in advance. And, the overall rates are less, since the payment mode is advanced. This gets categorized into four segments.

And, each segment is defined as per the investment plan chosen. The first category of the Bronze Plan requires 1.32% of the commission. The second category of Silver Plan bearers must pay a 1.22% commission.

The third category or Gold Plan bearers must pay a 1.02% commission. And, the fourth category of Platinum Plan bearers must pay 0.82% commission. The commission rates must be paid based on the total investment value.

Bonanza Portfolio PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.115% of the Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.105% of the Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.090% of the Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.075% of the Total Transaction Volume

This is a model where the clients pay based on the transactions. We’re referring to the ones made by the fund managers. And, these transactions are made as per market alteration.

The Bronze Plan holders must pay off 0.115% commission. The Silver Plan holders must pay off 0.105% commission. The Gold Plan holders must pay off 0.090% commission.

And, the Platinum Plan holders must pay off 0.075% commission. Do understand that the commission gets charged on the total transaction value.

Bonanza Portfolio 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 22.0% of Profit
Profit Amount – 5L – 10L 21.5% of Profit
Profit Amount – 10L – 50L 20.0% of Profit
Profit Amount – 50L Plus 18.0% of Profit

The last format of the commission plan is the Profit-Sharing Plan. This requires clients to pay as per realized profit. It’s most popular with clients as the payment gets made the post-profit acquisition.

However, the rates in this plan are higher than their counterparts. The Bronze Plan Bearers must pay off a commission of 22.0%. Silver Plan holders must pay off a commission of 21.5%.

Gold Plan Holders must pay off a commission of 20.0%. And, the Platinum Plan holders must pay a commission rate of 18.0%. Just to remind you again, the commission is charged on realized profits.

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Bonanza Portfolio PMS Charges

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

Management Fees As per the commission model
Upfront Fees 0.56% – 0.76% of Asset Value
Brokerage Charges 0.007% – 0.027% of Total Transaction Value
Custodian Charges 0.22% – 0.35% of Asset Value
Depository Charges 0.21% – 0.41% of Asset Value
Exit Load – within 12 months 0.81% – 1.21% of Withdrawal Value
Exit Load – post 12 months Free

Bonanza Portfolio PMS charges are varied as per the services provided. And, we’re referring to the ones besides commission charges. So, here’s a glimpse of what the list holds: –

  • The clients must pay a management fee. This gets charged as per the commission model.
  • The clients must an up-front fee. This gets charged at 0.56%-0.76% of asset value.
  • The clients must pay the brokerage fee. This gets charged at 0.007%-0.027% of the transaction value.
  • The clients must pay Custodian Charges. This gets charged at 0.22%-0.35% of asset value.
  • The clients must pay depository charges. This gets charged at 0.21%-0.41% of asset value.
  • The clients must pay an exit load charge. This gets charged at 0.81%-1.21% of the withdrawal value.
  • The exit load is only charged for withdrawals within 12 months of investment.

Bonanza Portfolio PMS Benefits

Find the details about Bonanza Portfolio 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

Bonanza offers many advantages to its clients. And, the list includes: –

  • The expertise in serving diversified clientele.
  • The experience of 20 years of portfolio management.
  • The flexibility of investment and commission-paying models.
  • Regular updates through WhatsApp, Email and SMS.
  • Reporting through Portfolio View, Detailed View and Back-Office Reports.

Bonanza Portfolio PMS Customer Care

The table given below is showing a detailed view of Bonanza Portfolio PMS Customer Care.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
Relationship Manager Support Yes
Call to Fund Manager Yes – 6 to 9 Times a month
Issue Resolving TAT 13 working days

Bonanza Portfolio PMS provide numerous supports through their customer care. And, the list unfolds as: –

  • Provision of swift and accurate support over different media. This includes Call and Email facilities.
  • Provision of a dedicated relationship manager.
  • Provision for calling the fund manager around 6-9 times a month.
  • Instant issue resolution provision within 13 working days.

Bonanza Portfolio PMS Conclusion

We believe Bonanza Portfolio PMS is best at what they do. And the fact that they’ve been recognized as India’s finest proves our belief.

Bonanza Portfolio PMS FAQs

Check out various FAQs related to Bonanza Portfolio:

Who is the current Fund Manager of Bonanza Portfolio PMS?

Bonanza Portfolio was established in the year 1994 and the company runs under the leadership of shiv Kumar Goel and Satya Prakash Goel. Mr Abhishek Mishra is the fund manager at the company with an experience of 20 years and qualifications in PGDBM.

What is the investment strategy of Bonanza Portfolio PMS?

Bonanza Portfolio interests its clients with its two investment strategies, which are – Growth and Value. Bonanza Portfolio Value is more inclined towards small and mid-cap investments while the Bonanza Portfolio growth talks about investing in fundamental and technical research.

What are the benefits of investing with Bonanza Portfolio PMS?

Bonanza Portfolio has been remarkably impressing clients with their return performances. Thus, one of the many benefits that you get after joining hands with Bonanza Portfolio is that they have been granting clients remarkable returns in the first 3 months. Other benefits which clients get at Bonanza Portfolio are –

  • From time to time back office reports
  • Email update
  • A flexible commission model
  • Exposure to a company which is led by experts with massive experience.

Is it worth investing in Bonanza Portfolio PMS?

Owning to the expert hub which Bonanza Portfolio is today, it’s a wise decision to invest with Bonanza Portfolio. Taking into note various experts all around the clock to the investment models that are extremely investor friendly, it has been one of the many reasons why they have a client trust them.

What is the fee structure of Bonanza Portfolio PMS?

At Bonanza Portfolio the clients are provided with two fee structures for both investment plans. The fee structure for Bonanza Portfolio Growth is following – AMC (fixed fee) – 2.50%, AMC (for the first year at a variable fee) – 1%. The fee structure for Bonanza Portfolio value is following – AMC (fixed fee) – 2%, AMC (the first year for a variable fee) – 0%, with profit sharing of 25% above the hurdle of 3% to 6.25% every quarter.

Where can I check the return or performance of Bonanza Portfolio PMS?

The given article gives complete information about the return information of the Bonanza Portfolio. From the first month to a year, the article covers it all.

How do call or reach Bonanza Portfolio PMS customer care?

Bonanza Portfolio grants a complete customer care service to all its clients. Clients at Bonanza Portfolio are granted – relationship manager, email and call support and as well issue-resolving TAT.

Where to find complete details about Bonanza Portfolio PMS?

Customers can refer to various websites to avail information regarding Bonanza Portfolio; however, we take extreme pride in providing in-depth information about the same in our given article.

How can I invest with Bonanza Portfolio PMS?

Investing with Bonanza Portfolio is a cakewalk. Interested individuals are required to visit the official stock broker’s website, where they will be provided with a customer service form; one can enter their name, and mobile number, after which Bonanza Portfolio will reach out to them through a call.

What is the approx AUM of Bonanza Portfolio PMS?

The total asset under management under the Bonanza Portfolio can be calibrated into a value of around Rs 66 Cr.

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