Capgrow Capital PMS – Review, Strategies, Returns, Charges & more
Capgrow Capital PMS is a Mumbai, Maharashtra based company. They registered as a company in the last year. And, yet they’re on their way to get 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 of 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.
- Complete description of their fund managers’ educative and industrial qualification. 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 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 details 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 on the basis of the company’s pros and cons.
Capgrow Capital PMS – Customer Ratings & Review
Find Client ratings of Capgrow Capital Portfolio Management Services –
|Returns Performance||4.2 / 5|
|Services||4.1 / 5|
|Charges||3.3 / 5|
|Experience||3.9 / 5|
|Strategies||4.0 / 5|
|Client Support||3.8 / 5|
|Overall Ratings||3.8 / 5|
Overview of Capgrow Capital Portfolio Management Services
Find a detailed overview of the Capgrow Capital portfolio management service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||2018|
Capgrow Capital PMS was brought into existence in the year 2018. The credit to their existence can be given to their founder Arun Malhotra.
The company functions from within their 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 favored among clients.
Now, we will have a discussion about Capgrow Capital portfolio management service company review, its PMS returns, PMS charges and more.
Invest in Capgrow Capital PMS – Fill up the form Now!
Types of Capgrow Capital PMS
There are 2 types of Capgrow Capital Portfolio Management Services –
|Types of PMS|
Capgrow is definitely 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.
|Fund Manager’s Details|
|AUM (in Cr.) (approx)||55.3 Cr.|
|Number of Clients (approx)||137|
Capgrow Capital PMS may be new business, but they know their way. In fact, they have a proper team of professionals to handle the things discretely.
Arun Malhotra (Fund Manager)
Mr. Arun Malhotra has managed to cater for 25 years of rich experience in the Indian Capital markets. His early works goes back to the year 1990s where 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 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 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.
Know Fund Managers of Other Portfolio Management Service Companies
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|Bonanza Portfolio PMS||DHFL Pramerica PMS||Enam Asset Management PMS|
Capgrow Capital PMS Strategies
The below table is providing details about the Capgrow Capital portfolio management service strategies-
|MULTI CAP||SPECIAL SITUATIONS|
|MULTI CAP||GROWTH STRATEGY|
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 into 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, short and long term and, they do so by deploying differentiated strategies goals. Here’s what they really 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: –
- Distressed Situations
This is future oriented strategy. It tends to buy and hold stocks of certain companies. The company, however, acts swiftly in case of any unlikely occurrence. The strategy functions on the basis of ‘behavioral finance’.
Capgrow Capital PMS Returns / Performance
The below table is giving details about Capgrow Capital PMS returns and performance-
|Category||MULTI CAP||MULTI CAP|
|Strategy||SPECIAL SITUATIONS||GROWTH STRATEGY|
|Inception||Oct, 2018||Oct, 2018|
We have presented a chart with accurate CAGR values right above this segment. The chart is distinguished on the basis of 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
Below the given table is providing details about the Capgrow Capital portfolio management service investment plans.
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
Capgrow Capital provide their 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 investment bracket of 50L-1Cr.
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 the 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 are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Capgrow Capital PMS has three distinct commission plans to offer. We’re referring to the prepaid, volume% and the profit-sharing model.
Capgrow Capital PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.25% of Investment|
|Investment – 50L – 1 Cr.||1.20% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.05% of Investment|
|Investment – 5 Cr. Plus||0.85% of Investment|
The first commission plan in the series in 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 0.85% commission rate.
Capgrow Capital PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.122% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.115% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.105% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.090% of Total Transaction Volume|
The second plan in the series of commission plans is called volume% plan. It charges the clients as per transactions made by 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 at 0.122%.
The next category charges silver plan holders at 0.115%. Third category charges the gold plan holders at 0.105% of transaction. 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-
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||22.7% of Profit|
|Profit Amount – 5L – 10L||21.5% of Profit|
|Profit Amount – 10L – 50L||19.5% of Profit|
|Profit Amount – 50L Plus||17.0% of Profit|
The third plan in the series is the profit-sharing plan. This charges the bronze plan holders at 22.7% rate. The silver plan holders are charged at 21.5% rate. Gold plan holders are charged at 19.5% rate. And, the platinum plan holders are charged at 17.0% rate.
Know Charges models of other Portfolio Management Service Providers
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|Revelation Portfolio PMS||Samvitti Capital PMS||Sharekhan PMS|
|Sageone Investment PMS||Sanctum Wealth PMS||Shepherds Hill PMS|
Capgrow Capital PMS Charges
The below-given table is giving information about Capgrow Capital Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.62% – 0.92% of Asset Value|
|Brokerage Charges||0.005% – 0.025% of Total Transaction Value|
|Custodian Charges||0.18% – 0.32% of Asset Value|
|Depository Charges||0.16% – 0.30% of Asset Value|
|Exit Load – within 12 months||0.7% – 1.00% of Withdrawal Value|
|Exit Load – post 12 months||Free|
Capgrow Capital PMS incurs these extra charges: –
- A management fee in accordance to 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 total transaction value.
- An exist load for withdrawals within 12 months of investments. It’s charged at 0.70-1.00% of withdrawal value.
Capgrow Capital PMS Benefits
Find the details about Capgrow Capital PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
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.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 9 to 11 Times a month|
|Issue Resolving TAT||18 working days|
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 provision to the clients through call and email.
- Access to a supportive relationship manager.
- Promise to resolve all asset and investment related issues with 18 working days.
Capgrow Capital PMS Conclusion
We have only one thing to say. Capgrow Capital PMS have 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 investments objective for both the investments is carefully planned and decided. The special situation investments plan incline 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 into achieving a greater return compared to any other company. Following are the return performances of both the investment strategies –
- The Growth strategy achieves a return of around 29% in a 6 month period while the Special Situation earns a return of 47% percent.
Ques – Is it worth investing in Capgrow Capital PMS?
Answer – Capgrow Capital Company has been very true to success when it comes to their past returns and their unbeatable expertise in the field of investments. The company indeed is a right choice for individuals looking forward to earn long-term capital and add 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 special situation is same. Clients can either choose the fixed fee structure where they have to pay a onetime fee or can choose the variable fee structure and pay less for first year and deposit 20% profit share above a 9% hurdle.
Ques – Where can I check 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% on just first 3 months itself. While on the Growth Strategy the return is around 23.90% on the first quarter. However, detailed information for 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 the Capgrow Capital through their various given customer care services which includes – 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, with serving over 300 clients all over the country.
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Invest in Capgrow Capital PMS – Fill up the form Now!