Capstocks Securities PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 02, 2022Capstocks Securities PMS is a professionally managed stock broking company in India retains service history of 29 years. The company has both online and offline trading facilities.
The company also retains membership of SEBI for offering portfolio managements services. Capstocks Securities has an excellent pool of trained and dedicated professional’s staff having various certifications of national institute of security market.
This article details about Capstocks Securities Portfolio Management Services, its Customer ratings and reviews, returns/performance, Fund manager details, fee structure and commission and so on.
Capstocks Securities PMS – Ratings & Review by Top10StockBroker
Ratings | |
Returns Performance | 3.3 / 5 |
Services | 3.2 / 5 |
Charges | 3.4 / 5 |
Experience | 3.3 / 5 |
Strategies | 3.2 / 5 |
Client Support | 3.0 / 5 |
Overall Ratings | 3.3 / 5 |
Star Ratings | ★★★★★ |
Overview of Capstocks Securities Portfolio Management Services
Find a detailed overview of the Capstocks Securities portfolio management service in the table given below-
Overview | |
Company Type | Private |
Registered Location | Trivandrum, Kerala |
Leadership | Rajendran.V |
Yr. of Establishment | 2001 |
The Capstocks Securities PMS is a SEBI registered Portfolio manager with a long standing history of 30 years offers personalized customer services and investment advice to individuals and corporate.
The company is one of the top performers in PMS in India. The investors can fully trust on the experts of the team of the fundamental and technical analysts to make investment decisions for them.
With 30 years of experience in offering speedy and personalized service, the company is always prepared to resolve all sorts of investor’s issues.
Now, we will have a discussion about Capstocks Securities portfolio management service company review, its PMS returns, PMS charges and more.
Invest in Capstocks Securities PMS – Fill up the form Now!
Types of Capstocks Securities PMS
There are 2 types of Capstocks Securities Portfolio Management Services –
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
Discretionary portfolio management services-In this service, all the comprehensive decisions lies in the hand of portfolio manager itself. No interference of investors is allowed.
Investors can tell their needs and requirements but cannot take any decisions, Decisions lies in the hands of portfolio manager only.
Non- Discretionary service-In this service, all the comprehensive decisions lies in the hand of customers only. No interference of portfolio manager is allowed.
Portfolio manager can guide the customers but cannot take any decisions, Decisions lies in the hands of investor only.
Capstocks Securities PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Capstocks Securities PMS company.
Fund Manager’s Details | |
Name | Rajendran.V |
Experience | 30 Yrs. |
Highest Qualification | B.Tech. |
AUM (in Cr.) | 42 Cr. |
Number of Clients | 151 |
Investment Tenure | 3yrs |
Cap stocks Securities PMS is promote by Shri. Rajendra V. He is engaged in the securities market since 1989.He is having an experience of 30 years and holds the qualification degree of B.tech.
The number of clients, Shri. Rajendra V caters is 151.The investment tenure f the investors in The Capstocks Securities PMS is maximum 3 years. The AUM in crore of Shri. Rajendra V is 42 crore.
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Capstocks Securities PMS Strategies
The below table is providing details about the Capstocks Securities portfolio management service strategies-
Strategies | |
Large Cap Strategy | Yes |
Diversified Strategy | Yes |
Small – Midcap Strategy | Yes |
INVESTMENT OBJECTIVES
The main objective is to maximize long term returns through intelligently picking stocks and analysis.The main strategy is to invest in a mix of securities comprises of front line stocks,mid caps a and identified growth stocks.
A combination of fundamental analysis for recognizing prospective scrip and technical analysis to time the investments is used.
MINIMUM INVESTMNET AMOUNT
Minimum investment amount for both residents and non-residents should be 25 lakhs as directed under the SEBI registration. The clients can freely offer the existing shares as capital and the same will be valued at market rate.
Policies for investment in Associates/ Group companies of the portfolio manager
The policy for investment shall be subjected to applicable laws/guidelines/regulations for the time being in force.
Transaction with Associate/Group Companies
The portfolio manager shall utilize service of subsidiaries/associates of Capstocks for operations of Portfolio Management Services to the extent and limit permitted under the regulations.
Capstocks Securities PMS Returns / Performance
The below table is giving details about Capstocks Securities PMS returns and performance-
Returns (CAGR) | |
3 Year | 7.6% |
5 Year | 8.9% |
7 Year | 9.8% |
10 Year | 8.5% |
11 Year Plus | 8.3% |
The rate of return of Capstocks Securities PMS is quite different in different years. The company has shown great improvement in every year. The investors can opt the services of Capstocks Securities PMS by looking their returns below:-
Capstocks Securities PMS rate of return in first 3 years were7.6%
Their rate of return in first 5years were 8.9%
Companies rate of return in first 7 years were 9.8%
Capstocks Securities PMS rate of return in first 10 years were 8.5%
The broking houses rate of return in more than 10 years were 8.5%
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Capstocks Securities PMS Investment Plans
Below the given table is providing details about the Capstocks Securities 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 |
Here is the detail of the comprehensive plans offered by the Capstocks Securities PMS.The investors can choose any below plans in respective of their needs and requirements.
Bronze plan offered by the company, the investors can invest between (25L – 50L)
Silver plan offered by the company, the investors can invest between (50L – 1 Cr.)
Gold plan offered by the company, the investors can invest between (1 Cr. – 5 Cr.)
Platinum plan offered by the company, the investors can invest more than 5 Cr.
Capstocks Securities PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Capstocks Securities PMS house are as follows-
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
The commission structure is divided into 3 types –
Capstocks Securities PMS Prepaid Commission
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.40% of Investment |
Investment – 50L – 1 Cr. | 1.15% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.00% of Investment |
Investment – 5 Cr. Plus | 0.85% of Investment |
In the prepaid commission model, investors are bound to make payment prior to initiation of investment period. Below are the percentages of prepaid commission model in different investment amount
Clients are bound to pay 1.40% of investment if the range of the investment amount lies in between (25L.-50L.)
Investors are bound to pay 1.15% of investment if the range of the investment amount lies in between (50L.-1CR.)
Clients are bound to 1.00% of investment if the range of the investment amount lies in between (1CR.-5 CR.)
Investors are bound to pay 0.85% of investment if the investment amount is more than 5 crores
Capstocks Securities PMS Volume% Commission
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.123% of Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.113% of Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.103% of Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.093% of Total Transaction Volume |
In the volume % commission model, investors are bound to make payment on the basis of number of transactions made by portfolio manager. Below are the percentages of Volume % commission model in different investment amount
Clients are bound to 0.116% of Total Transaction Value, if the range of the investment amount lies in between 25L-50L
Investors are bound to pay 0.109% of Total Transaction Value if the range of the investment amount lies in between 50L-1Cr.
Clients are bound to pay 0.099% of Total Transaction Value if the range of the investment amount lies in between 1Cr-5 Cr
Investors are bound to pay 0.085% of Total Transaction Value if the investment amount reached up to more than 5 crores
Capstocks Securities 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 | 20.5% of Profit |
Profit Amount – 50L Plus | 18.5% of Profit |
In the profit commission models, investors are bound to make payment on the basis of profits gained by them. Below are the percentages of profit sharing commission model in different investment amount
Clients are bound to pay 22.0% of profit if the range of the investment amount lies in between (25L.-50L.)
Investors are bound to pay 21.5% of profit if the range of the investment amount lies in between 5L-10L
Clients are bound to pay 20.5% of profit if the range of the investment amount lies in between 5L-10L
Investors are bound to pay 18.5% of profit if the investment amount is more than 50 lakhs
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Capstocks Securities PMS Charges
The below-given table is giving information about Capstocks Securities Portfolio Management Service Charges-
Charges | |
Management Fees | As per commission model |
Upfront Fees | 0.67% – 0.91% of Asset Value |
Brokerage Charges | 0.006% – 0.021% of Total Transaction Value |
Custodian Charges | 0.18% – 0.31% of Asset Value |
Depository Charges | 0.13% – 0.21% of Asset Value |
Exit Load – within 12 months | 0.76% – 1.11% of Withdrawal Value |
Exit Load – post 12 months | Free |
Management Fees-This fee is paid by the investors as per the commission model selected by them.
Upfront Fees-This is the mandatory fee paid by the investors before the investment periods starts. The upfront fees of Capstocks Securities PMS is 0.67% – 0.91% of Asset Value
Brokerage Charges-This is the fee which is bound by the investors to pay to the brokers on account of taking their service. The brokerage charges of Capstocks Securities PMS is 0.006% – 0.021% of Total Transaction Value
Custodian charges The custodian charges are the mandatory amount which is paid by the investors to the company. The custodian charges of Capstocks Securities PMS is 0.18% – 0.31% of Asset Value
Depository Charges-The depository charges are fees paid to the depository firms for opening the dematerialization account. The depository charges of Capstocks Securities PMS is 0.13% – 0.21% of Asset Value
Exit charge-This is the fees which is paid by the investors to the company during the withdrawal of the amount. The exit charges of Capstocks Securities PMS is 0.76% –1.11% of Withdrawal Value if withdrawals are done within 12 months.
Capstocks Securities PMS Benefits
Find the details about Capstocks Securities 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 |
- The Capstocks Securities PMS offers Top-up facility and Back office report to the investors which enable the customers to learn about the details of their investment portfolio
- The company is holding massive experience of 30 years in portfolio managements services
- The company provide flexibility to the investors in accordance of their investment slabs and also provides flexible commission model
Capstocks Securities PMS Customer Care
The table given below is showing a detailed view of Capstocks Securities 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 – 3 to 6 Times a month |
Issue Resolving TAT | 12 working days |
Capstocks Securities PMS customers services support is beneficial for the customers as companies offers call and e-mail support through which customers can comfortably resolve the issues.
Customers holding high net worth portfolios can contact directly to fund manager for resolving the issues between 3-6 times in a month.
The existing customers also get complete support of dedicated relationship manager. Issue resolving Tat of Capstocks Securities PMS is 12 working days
Capstocks Securities PMS Conclusion
Capstocks Securities PMS is one of the well-renown portfolio management service provider firm in India. The company retains customized strategies for the investors which helps the investors to gain maximum profit.
The customer service support system of Capstocks Securities PMS is well supportable. If you want to initiate with any portfolio management company, then Capstocks Securities PMS is beat option.
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Invest in Capstocks Securities PMS – Fill up the form Now!