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
Bonanza Portfolio PMS – Customer Ratings & Review
|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|
Overview of Bonanza Portfolio Portfolio Management Services
Find a detailed overview of the Bonanza Portfolio portfolio management service in the table given below-
|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 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|
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|
|AUM (in Cr.)||66 Cr.|
|Number of Clients||320|
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.
Know Fund Managers of Other Portfolio Management Service Companies
|ICICI Pru PMS||Aditya Birla PMS||Alchemy PMS||ASK PMS|
|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Bonanza Portfolio PMS Strategies
The below table is providing details about the Bonanza Portfolio portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
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: –
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.
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-
|11 Year Plus||9.2%|
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.
Know Returns of other PMS Brands
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|HDFC PMS||IDFC PMS||Karvy PMS||Credent Asset PMS|
|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
Bonanza Portfolio PMS Investment Plans
Below the given table is providing details about the Bonanza Portfolio 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|
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|
|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 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 – 50L||0.115% 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. Plus||0.075% 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 – 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 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.
Know Charges models of other Portfolio Management Service Providers
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|Prabhudas Lilladher PMS||Narnolia PMS||Accuracap PMS||SATCO PMS|
|Alfaccurate Advisors PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
Bonanza Portfolio PMS Charges
The below-given table is giving information about Bonanza Portfolio Portfolio Management Service Charges-
|Management Fees||As per 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 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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
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.
|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
Ques – Who is the current Fund Manager of Bonanza Portfolio PMS?
Answer – 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 qualification of PGDBM.
Ques – What is the investment strategy of Bonanza Portfolio PMS?
Answer – Bonanza Portfolio interests their clients with their two investment strategies, which are – Growth and Value. Bonanza Portfolio Value in more inclined towards small and mid cap investments while the Bonanza Portfolio growth talks about investing on fundamental and technical research.
Ques – What are the benefits of investing with Bonanza Portfolio PMS?
Answer – 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 been granting clients with remarkable returns in the first 3 months itself. Other benefits which clients get at Bonanza Portfolio are –
- Time to time back office reports
- Email update
- A flexible commission model
- Exposure to a company which is lead by experts with massive experience.
Ques – Is it worth investing in Bonanza Portfolio PMS?
Answer – Owning to the expert hub which Bonanza Portfolio is today, it’s definitely a wise decision to invest with Bonanza Portfolio. Taking in 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 client trust with them.
Ques – What is the fee structure of Bonanza Portfolio PMS?
Answer – At Bonanza Portfolio the clients are provided with two fee structures for both the investment plans. The fee structure for Bonanza Portfolio Growth is following – AMC (fixed fee) – 2.50%, AMC (for the first year at variable fee) – 1%. The fee structure for Bonanza Portfolio value is following – AMC (fixed fee) – 2%, AMC (first year for variable fee) – 0%, with profit sharing of 25% above hurdle of 3% to 6.25% every quarter.
Ques – Where can I check return or performance of Bonanza Portfolio PMS?
Answer – The given article gives complete information about the return information of the Bonanza Portfolio. From first month to a year, the article covers it all.
Ques – How to call or reach Bonanza Portfolio PMS customer care?
Answer – Bonanza Portfolio grants a complete customer care service to all their clients. Clients at Bonanza Portfolio are granted with – relationship manager, email and call support and as well as issue resolving TAT.
Ques – Where to find complete details about Bonanza Portfolio PMS?
Answer – Customers can refer to various websites in order to avail information regarding Bonanza Portfolio; however we take extreme pride in providing in-depth information about the same in our given article.
Ques – How can I invest with Bonanza Portfolio PMS?
Answer – Investing with Bonanza Portfolio is a cake walk. 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.
Ques – What is the approx AUM of Bonanza Portfolio PMS?
Answer – The total asset under management under the Bonanza Portfolio can be calibrated into a value of around Rs 66 Cr.
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