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.

PMS Offer


Capgrow Capital PMS – Customer Ratings & Review

Find Client ratings of Capgrow Capital Portfolio Management Services –

Ratings
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
Star Ratings ★★★★

Overview of Capgrow Capital Portfolio Management Services

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

Overview
Company Type LLP
Registered Location Mumbai, Maharashtra
Leadership Arun Malhotra
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.


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Types of Capgrow Capital PMS

There are 2 types of Capgrow Capital Portfolio Management Services –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

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. The first one is for the clients with an intention to relax.

These clients let the company to deal with their assets. And, they’re only interested in the end results. The second one, however, does not function quite like this.

In fact, it requires a lot of engagement on the end of clients. It requires the company to provide the clients with advisor.

It even requires the company to seek the clients’ permission for asset alteration. This puts all the power related to the asset with the clients.


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
Name Arun Malhotra
Experience 22 Years
Highest Qualification MBA
AUM (in Cr.) 42 Cr.
Number of Clients 104
Investment Tenure 3yrs

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.

And, this include their PMS section. Their PMS section is led by Arun Malhotra himself. Arun is an MBA with 22 years of experience. And, he knows the industry too well.

That’s why in merely a year he has 104 clients with total asset worth 42Cr. You can get to have Arun’s expertise for your investments too. You’ll only need to invest with the company for a minimum of 3 years.


Know Fund Managers of Other Portfolio Management Service Companies

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Capgrow Capital PMS Strategies

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

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

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: –

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

Returns (CAGR)
3 Year 11.1%
5 Year 8.5%
7 Year 9.3%
10 Year 10.2%
11 Year Plus 7.4%

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 3-year investments. These are expected to gain a CAGR at 11.1% rate.

The 5-year investments hold the next place. they are expected to generate 8.5% CAGR. The 7-year investments are expected to gain a CAGR of 9.3%. 10-year investments are expected to generate 10.2% CAGR.

And, the investments above 11 years are expected to generate 7.4% 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.

Investment Plans
Bronze (25L – 50L) Yes
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 an investment bracket of 25L-50L. It’s called the bronze plan. Next in line is 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
Prepaid Commission Yes
Volume% Commission Yes
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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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-

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
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

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.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
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.


Know everything about more PMS companies

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