Capstocks Securities PMS – Review, Strategies, Returns, Charges & more

Capstocks 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.

PMS Offers


Capstocks Securities PMS – Customer Ratings & Review

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.


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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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