Capgrow Capital PMS – Review, Strategies, Returns, Charges & more

Capgrow Capital PMS is a Mumbai, Maharashtra-based company. They registered as a company last year. And, yet they’re on their way to getting enlisted in the big league.

In today’s article, we’ll focus on creating a review for Capgrow Capital Portfolio Management Services. And, our review will include the following: –

• Tad bits of their origin story. We’re referring to the reasons for their existence. This part will include the details of their founders. And, it’ll establish the place and time of their inception.
• Elaboration of the type of PMS they grant to their clients. This part will distinguish the services into two parts.
• A complete description of their fund managers’ educative and industrial qualifications. This section will even tell you about the net worth of the assets they manage.
• Complete details of their investment strategies. This part will elaborate on their overall investment approach. And, it’ll pair the right strategy with the right kind of clients.
• Insight into the CAGR they promise to provide. This part will include a detailed chart distinguishing the returns. And, the distinction will be made as per the terms of investment.
• Description in detail of all their commission plans. This part will include the details of the charging criteria.
• Establishment of all the additional charges they incur upon their clients. This part will tell you about the reasons behind these charges.
• Establishments of all the services rendered by their customer care.
• And, the last part will conclude the entire article based on the company’s pros and cons.

Capgrow Capital PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Capgrow Capital Portfolio Management Services –

Overview of Capgrow Capital Portfolio Management Services

Find a detailed overview of the Capgrow Capital portfolio management service in the table given below-

Capgrow Capital PMS was brought into existence in the year 2018. The credit for their existence can be given to their founder Arun Malhotra.

The company functions from within its headquarters in Mumbai, Maharashtra. And, they’re involved in providing their clients with certain PMS-related support.

They follow the values of integrity, transparency and excellence. They prefer not to complicate their approach. And, that’s one of the reasons they’re favoured among clients.

Now, we will discuss Capgrow Capital portfolio management service company review, its PMS returns, PMS charges and more.

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Types of Capgrow Capital PMS

There are 2 types of Capgrow Capital Portfolio Management Services –

Capgrow is a new company to enter the business of the giants. But they know their ways just right. For instance, they know that their clients prefer getting options.

And, that’s why they grant them two options in terms of PMS. We’re referring to discretionary and non-discretionary PMS.

Capgrow Capital PMS Fund Managers Details

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

Capgrow Capital PMS may be a new business, but they know their way. They have a proper team of professionals to handle things discretely.

Arun Malhotra (Fund Manager)

Mr Arun Malhotra has managed to cater for 26 years of rich experience in the Indian Capital markets. His early works go back to the year the 1990s when he was associated with BLB Ltd, followed by DBS Securities and Manning and Napier, New York.

He is then known to have moved back to India, where he started the U.S. Hedge fund in Mumbai. He managed to acquire returns above the benchmark indices, post which he was also associated with European Investment Bank for their business in India.

As far as his educational qualifications are of concern, he has an executive MBA from FMS Delhi (1997-2000) and his full-time two-year M.B.A (2001-03) from one of the top business schools in Finance – Simon Business School, University of Rochester, New York.

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Capgrow Capital PMS Strategies

The below table is providing details about the Capgrow Capital portfolio management service strategies-

Capgrow Capital PMS are open to experimentation. However, they do with complete caution. This means that they commence proper research before taking a step.

And, this even reflects in the investment ideology. They invest in almost all sectors. And, the list includes small, mid and large-cap companies. They even invest in diversified strategies.

Their approaches are derived from five key principles: –

• Management Quality
• Earnings Growth
• Adequate Margin of Safety
• Intrinsic Value
• Size of the Opportunity

And, that’s not even the entire picture. They make investments to match both, the short and long-term and, they do so by deploying differentiated strategies goals. Here’s what they do: –

Equity Growth Strategy

This strategy is known as the group of comforters. The objective is to gain sustainable long-term capital growth. Investments are made into established companies with high growth potential and strong fundamentals. The overall approach has the following aspects: –

Economic Moat: Businesses with a competitive moat create value for shareholders in long run. Therefore, only companies having these are selected for investment: –

• Brand recollection and high values
• High-cost efficiency
• Disruptive business model
• Sticky products/services
• Cutting-edge technology

Management Quality: The company pays paramount importance to a company’s management before investing in them. They believe that an above-average company with good management is better than a well-established company with poor management.

Special Situations Strategy

This is an event-driven strategy aimed at long-term capital appreciation. It focuses on special situations to utilize and add up to the returns. The situations may include the following: –

• Buy-Backs
• Delisting
• Spin-Offs
• Demergers
• Distressed Situations

This is a future-oriented strategy. It tends to buy and hold stocks of certain companies. The company, however, acts swiftly in case of an unlikely occurrence. The strategy functions based on ‘behavioural finance.

Capgrow Capital PMS Returns / Performance

The below table is giving details about Capgrow Capital PMS returns and performance-

We have presented a chart with accurate CAGR values right above this segment. The chart is distinguished based on varying investment terms.

And, as you can see, the chart’s been divided into five sections. Therefore, the first division refers to the 2018-19 investments. The return rate is not available.

The 2017-18 investments hold the next place. they are expected to generate X% CAGR. The 2016-17 investments are expected to gain a CAGR of Y%. 2016-19 investments are expected to generate X% CAGR.

And, the investments for All time are expected to generate Y% CAGR.

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Capgrow Capital PMS Investment Plans

The given table is providing details about the Capgrow Capital portfolio management service investment plans.

Capgrow Capital provide its clients with many options in terms of services. And, this is even reflected in their investment plans. The company distinguishes the investment plans into 4 categories.

And, each category is defined by the investment value. The first category refers to the silver plan with an investment bracket of 50L-1Cr.

The third one is known as the gold plan. It caters to the investment bracket of 1Cr.-5Cr. And, the last one in the series is known as the platinum plan. It caters to investments above 5Cr.

Capgrow Capital PMS Fee Structure or Commission Slabs

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

Capgrow Capital PMS has three distinct commission plans to offer. We’re referring to the prepaid, volume% and profit-sharing model.

Capgrow Capital PMS Prepaid Commission

The first commission plan in the series is called the prepaid plan. This plan requires the clients to pay the commission in advance. And, that’s why the commission rate required is less.

The plan charges the clients as per their investment models. The bronze plan holders are incurred with a rate of 1.25% on investments.

Silver plan holders are incurred with a rate of 1.20% commission on their investment. Gold plan holders must pay off a commission rate of 1.05% on their investments.

And, the platinum plan holders are subjected to pay a 0.85% commission rate.

Capgrow Capital PMS Volume% Commission

The second plan in the series of commission plans is called the volume% plan. It charges the clients as per transactions made by the fund manager. These transactions are made to alter the asset investments as required.

And, they see to the fact the promised delivery of returns is met. This pan has four categoric distinctions. The first one caters to the bronze plan and charges 0.122%.

The next category charges silver plan holders at 0.115%. The third category charges the gold plan holders 0.105% of transactions. And, the last category is aimed at the platinum plan holders. It charges them at 0.090%.

Capgrow Capital PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

The third plan in the series is the profit-sharing plan. This charges the bronze plan holders at a 22.7% rate. The silver plan holders are charged at a 21.5% rate. Gold plan holders are charged at a 19.5% rate. And, the platinum plan holders are charged at a 17.0% rate.

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Capgrow Capital PMS Charges

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

Capgrow Capital PMS incurs these extra charges: –

• A management fee by the commission model.
• An upfront fee at 0.62-0.92% of asset value.
• A custodian charge at 0.18-0.32% of asset value.
• A depository charge at 0.16-0.30% of asset value.
• A brokerage fee at 0.005-0.025% of the total transaction value.
• An existing load for withdrawals within 12 months of investments. It’s charged at 0.70-1.00% of the withdrawal value.

Capgrow Capital PMS Benefits

Find the details about Capgrow Capital PMS advantages in the table given below-

Here are the benefits of investing with Capgrow Capital PMS: –

• The clients get to increase their investment value upon will. This is done through the company’s top-up facility.
• Access to several commission and investment plans.
• Regular asset-related updates through email and SMS.
• Regular asset-related reports through Back-Office.

Capgrow Capital PMS Customer Care

The table given below is showing a detailed view of Capgrow Capital PMS Customer Care.

Capgrow Capital PMS has a firm customer care that grants: –

• Call facility to the fund manager for clients 9-11 times a month.
• Instant support is provided to the clients through calls and email.
• Access to a supportive relationship manager.
• Promise to resolve all asset and investment-related issues within 18 working days.

Capgrow Capital PMS Conclusion

We have only one thing to say. Capgrow Capital PMS has displayed tremendous growth in just one year. And, that’s sufficient to establish their worth.

Capgrow Capital PMS FAQs

Ques – Who is the current Fund Manager of Capgrow Capital PMS?

Answer – Capgrow Capital was formed by Arun Malhotra in the year 2018. The funds at the company are also managed by Arun Malhotra.

Ques – What is the investment strategy of Capgrow Capital PMS?

Answer – The investment strategies at Capgrow Capital are of two types – Growth Strategy and Special situations. The investment objective for both investments is carefully planned and decided. The special situation investments plan inclines more towards achieving above-market returns in the longer run, while the growth strategy talks about investing in profitable companies which in return can generate long-term capital growth.

Ques – What are the benefits of investing with Capgrow Capital PMS?

Answer – Both the investment strategies at Capgrow Capital have proved quite valuable when it comes to obtaining long-term capital. Thus, the benefit of the investors here lies directly in achieving a greater return compared to any other company. Following are the return performances of both investment strategies –

• The Growth strategy achieves a return of around 29% in 6 months while the Special Situation earns a return of 47% per cent.

Ques – Is it worth investing in Capgrow Capital PMS?

Answer – Capgrow Capital Company has been very true to success when it comes to its past returns and its unbeatable expertise in the field of investments. The company indeed is the right choice for individuals looking forward to earning long-term capital and adding reasonable value to their finances.

Ques – What is the fee structure of Capgrow Capital PMS?

Answer – The fee structure for Capgrow Capital Growth strategy and Capgrow Capital’s special situation are the same. Clients can either choose the fixed fee structure where they have to pay a one-time fee or can choose the variable fee structure and pay less for the first year and deposit a 20% profit share above a 9% hurdle.

Ques – Where can I check the return or performance of Capgrow Capital PMS?

Answer – The return behaviour for the Capgrow Capital Special Situation is quite positive; clients enjoy a return of 33.70% in just the first 3 months. While on the Growth Strategy the return is around 23.90% in the first quarter. However, detailed information on the same can be found in our article.

Ques – How to call or reach Capgrow Capital PMS customer care?

Answer – Customer Care services at Capgrow Capital are vigilantly formed to assist clients whenever required. One can reach out to Capgrow Capital through their various given customer care services which include – call support, email support and also issue-resolving TAT.

Ques – Where to find complete details about Capgrow Capital PMS?

Answer – We specialize in laying the latest information with current-day returns to best assist our clients with their investment plans. This article, in particular, has everything you need to know.

Ques – How can I invest with Capgrow Capital PMS?

Answer – Investing with Capgrow Capital is a one-step process; readers can click on the given button – “Invest in PMS”. Once the form is filled the readers will be straight contacted by the company.

Ques – What is the approx AUM of Capgrow Capital PMS?

Answer – The total AUM under Capgrow Capital covers a value of around Rs 65.9 Crores, serving over 300 clients all over the country.

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