Bonanza Portfolio PMS – Review, Strategies, Returns, Charges & more

Bonanza Portfolio PMS considers themselves to be a financial power house. 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 on 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 about their fund managers. This part will consist the info of their experience. It’ll even tell you about the net worth of assets they manage.
  • We’ll brief about the strategies they use. We’re referring to the ones used for making revenue for their clients.
  • We’ll brief about the expected returns they guarantee. This part will consist of a detailed chart. And, well even explain the different set of returns as per investment.
  • We’ll brief about the plans of investment they have. This part will even brief about the varying investment plans. And, it’ll even explain the factors leading to plan variation.
  • In this article, We’ll brief about their commission structure. We’ll specify about all the commission plans they have.
  • We’ll brief about their prepaid commission plans.
  • Here, We’ll brief about their volume% commission plan.
  • We’ll even brief about their profit-sharing commission plan.
  • We’ll brief about the extra charge you must pay. This’ll include the description of charges beside the commission rates.
  • And more

PMS Offer


Bonanza Portfolio PMS – Customer Ratings & Review

Ratings
Returns Performance3.7 / 5
Services3.8 / 5
Charges3.6 / 5
Experience3.8 / 5
Strategies3.7 / 5
Client Support3.5 / 5
Overall Ratings3.6 / 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-

Overview
Company TypePrivate
Registered LocationNew Delhi
LeadershipShiv Kumar Goel
Satya Prakash Goel
Yr. of Establishment1994

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 headquarter 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 have a discussion about Bonanza Portfolio portfolio management service company review, its PMS returns, PMS charges and more.


Types of Bonanza Portfolio PMS

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Bonanza Portfolio PMS grants their 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 active engagement of clients. The clients get valuable advisory 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
NameAbhishek Misra
Experience20 yrs
Highest QualificationPGDBM
AUM (in Cr.)66 Cr.
Number of Clients320
Investment Tenure3yrs

Abhishek Misra leads company’s fund management department at present. He’s a PGDBM and has an experience of 20 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 minimum 3 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-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Bonanza knows their 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 own 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 two 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 the strategies: –

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 is made as per market changes.

This strategy undergoes severe diversification. It’s granted over 20% growth rate in merely 3 years of 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 on mid-cap portfolios. And, only the stocks with up trend get selected.

The approach is to invest in upto 100% equities. The company diversifies the 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-

Returns (CAGR)
3 Year7.5%
5 Year6.8%
7 Year7.9%
10 Year8.7%
11 Year Plus9.2%

The gist of 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 7.5% for 3 year-investments.

A CAGR of 6.8% is promised for 5-year investments. 7-year and 10-year investments get 2.9% and 8.7% CAGR. And, investments over 11 years get 9.2% CAGR.


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Bonanza Portfolio PMS Investment Plans

Below 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 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 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 are as follows-

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

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 – 50L1.32% of Investment
Investment  – 50L – 1 Cr.1.22% of Investment
Investment – 1 Cr. – 5 Cr.1.02% of Investment
Investment – 5 Cr. Plus0.82% of Investment

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

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

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


Bonanza Portfolio PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.115% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.105% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.090% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.075% of 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 charges on 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 – 5L22.0% of Profit
Profit Amount – 5L – 10L21.5% of Profit
Profit Amount – 10L – 50L20.0% of Profit
Profit Amount – 50L Plus18.0% of Profit

The last format of 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 post profit acquisition.

However, the rates in this plan are higher than its 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 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-

Charges
Management FeesAs per commission model
Upfront Fees0.56% – 0.76% of Asset Value
Brokerage Charges0.007% – 0.027% of Total Transaction Value
Custodian Charges0.22% – 0.35% of Asset Value
Depository Charges0.21% – 0.41% of Asset Value
Exit Load – within 12 months0.81% – 1.21% of Withdrawal Value
Exit Load – post 12 monthsFree

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

  • The clients must pay a management fee. This gets charged as per 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 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 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 FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

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

  • The expertise of 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 SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 to 9 Times a month
Issue Resolving TAT13 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.


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