Concept Investwell PMS – Review, Strategies, Returns, Charges & more

Concept Investwell PMS is a part of the Concept group established in 1995. The group stands to cater to investment and capital market-related services. Concept Investwell represents Non-Secondary Market services like PMS and investment advisory.

They’ve been recognized for their intense investment strategies among clients. As of today, we’ll draft an entire article about them.

And, the article will consist of a detailed review of Concept Investwell Portfolio Management Services. The review will be formed on many aspects: –

• Important parts of their origin story. This part will include the details about their founders. And, we’ll tell you about the place and the year when they were established.
• A detailed explanation of all the PMS options they grant.
• Complete details about their fund manager. This part will deal with their educative qualification. It’ll even notify you of the asset value they manage at present. Furthermore, it’ll tell you about their prime expertise and experience.
• An extensive explanation of their investment strategies. This part will elaborate on the reasons why they use a particular strategy. And, it’ll even describe the implementation process in detail.
• An explanatory chart on the returns you may expect from them. This part will tell you about the variation in returns you may expect. And, it’ll even explain the reasons for the variations.
• A detailed list of all the investment plans they have to offer. This part will explain the implementation of each investment strategy in detail. This will even establish the difference between the investment plans.
• Explanation of the various commission plans they have to offer. This part will establish the reasons for the existence of each plan.
• You will know about their prepaid commission plan.
• Details about their volume% commission plan.
• Details about their profit-sharing commission plan.
• And more

Concept Investwell PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Concept Investwell Portfolio Management Services –

Overview of Concept Investwell Portfolio Management Services

Find a detailed overview of the Concept Investwell portfolio management service in the table given below-

Concept Investwell PMS received their independent stature in the year 2018. And, they have their headquarters in Surat, Gujrat at present.

Being led by the Desai Couple, they’ve evolved into a true financial maestro. The credit for their existence can be given to Hemant Desai. Hemant’s efforts have made the company a living dream.

As a PMS, they always use the bottom-up approach. And, this means that they give a lot of importance to market research. They’re not a company that invests in merely big named stocks.

They tend to commence detailed research on every stock before investing. And, that’s why they’re favoured amongst their clients so much.

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

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Types of Concept Investwell PMS

There are 2 types of Concept Investwell Portfolio Management Services –

Concept Investwell PMS does everything to ensure the convenience of its clients. This even includes granting more than one PMS option. They grant two types of PMS to their clients.

The first is called the Discretionary PMS. This enables the clients to relax, while the company manages their assets. This puts the decisive control of the assets in the fund manager’s hands.

This means that the fund managers can make changes to the investment approach. And, they don’t even have to seek the clients’ permission. The second one is called the Non-Discretionary PMS.

This is opposite to the first type in functionality. This requires the clients to be granted apt advisory. And, that’s not all.

The clients are then asked for permission for making alterations to the investment. This requires the clients to stay engaged with the company. However, the clients have control of their assets in this case.

Concept Investwell PMS Fund Managers Details

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

Siddhartha Mandalayawala is in charge of the PMS section for the company. He’s an MBA with 14 years of experience in the industry. And, this makes him the right choice for the job.

At present, he has 64 clients with 28Cr. worth of assets under monitoring. It’s easy to get his expertise for your investments too. All you need to do is invest for at least 4 years with the company.

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Concept Investwell PMS Strategies

The below table is providing details about the Concept Investwell portfolio management service strategies-

Concept Investwell PMS implements several strategies to meet the promised result. And, they ensure not to confine their approach while investing.

That’s why they invest in large, mid-and small-cap portfolios upon requirement. However, that’s just a glimpse of the real efforts they put in.

They have specific strategies that they use for different clients. Here’s the list of them all: –

Concept Investwell – Dynamic

To bring into existence a dynamic and high portfolio for the investors, Concept Investwell makes use of Artificial Intelligence and the Quant model. This way, they form a combination of financially and fundamentally strong companies and generate better returns.

This portfolio can yield supreme returns for the investor in the long run as these are closely monitored and reviewed regularly by the organization.

Concept Legend

This strategy revolves around investing in larger-cap investment funds. And, the prime investment instrument is Equities. So, the overall approach is to generate long-term capital appreciation with moderate risk.

Investments are made in the top 100 BSEIndia-listed securities by Market Capitalization. The asset is allocated to a minimum of 60%large-cap portfolios.

The remaining fund upto 40% is invested in small and mid-cap portfolios. This approach is less volatile and suited for first-time investors.

Concept Marvel

This is yet another strategic approach from Concept Investwell PMS. This is a mid-cap equity-centred investment plan. The risk factor for this plan is moderate as well.

The approach for this strategy is simple. The company tries to achieve long-term capital appreciation. And, the prime instruments of investment are small/mid-cap portfolios.

And, the prospects are selected from many companies. There are some exceptions to the selection though. Companies within the top 100 BSE India listed Securities by Market Capitalization aren’t selected.

The asset value is allocated across a minimum of 60% mid-cap portfolios. The remaining 40%of asset value is invested in large-cap portfolios. This approach is more volatile and is apt for experienced investors.

Concept Investwell PMS Returns / Performance

The below table is giving details about Concept Investwell PMS returns and performance-

The chart above represents the compound annual growth rate for Concept Investwell PMS. As you can see, the CAGR for 1-year investments is -5.41%. 2-year investments get a CAGR of 26.89%.

CAGR for 3-year investments is measured to be NA%. 5-year investments fetch a CAGR of NA%. And, the investments worth since inception fetches 20.85% CAGR.

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Concept Investwell PMS Investment Plans

The given table is providing details about the Concept Investwell portfolio management service investment plans.

Concept Investwell PMS grants its clients four distinguished choices for investment. And, each choice/plan is defined by the investment value. Bronze Plan consists of investments worth 25L-50L.

Silver Plan caters to the investment value from 50L-1Cr. Gold Plan serves investments worth 1Cr.-5Cr. And, the Platinum Plan refers to investments above 5Cr.

Concept Investwell PMS Fee Structure or Commission Slabs

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

Concept Investwell doesn’t only have various investment plans. They have categorized the commission acquisition plan into three parts too.

We’re referring to the prepaid, volume% and profit-sharing commission plans.

Concept Investwell PMS Prepaid Commission

This is an annually charged commission plan. It requires the clients to pay the commission in advance. there are four distinctions of this plan. The first is the Bronze Plan.

It requires a commission of 1.35%. Silver Plan holders are incurred with 1.25% commission. Gold Plan is subject to a 1.05% commission.

And, Platinum Plan requires a commission of 0.85%. the commission is charged on the total asset valuation.

Concept Investwell PMS Volume% Commission

Even this plan is charged annually. However, it requires the clients to pay per transaction wise. All transactions made by the fund manager for the client are charged.

Bronze Plan is incurred with a commission of 0.108%. Silver Plan is charged at a 0.098% commission rate. Gold Plan is incurred with a commission rate of 0.088%.

And, the Platinum Plan charges clients a commission of 0.078%. the commission in this plan is charged as per the total transaction value.

Concept Investwell PMS Profit Sharing% Commission

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

This is the most popular commission plan. This requires the clients to pay after they’ve realized their profit. However, this is charged annually too.

Bronze Plan commission rates are fixed at 22.0%. Silver Plan commission rates are 21.5%. Gold Plan commission plan is incurred at 20.5%. And, the Platinum Plan is charged at 18.5% commission.

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Concept Investwell PMS Charges

The below-given table is giving information about Concept Investwell Portfolio Management Service Charges-

Here’s the complete list of charges you’ll be incurred with beside the commission: –

• Depository Charges of 0.15%-0.25% of asset value.
• Management fee by the commission plan opted for.
• An upfront fee worth 0.65%-0.84% of asset value.
• Brokerage charges are worth 0.007%-0.032% of the total transaction value.
• Custodian charges at 0.16%-0.31% of asset value.
• And, exit load at 0.82%-1.18% of withdrawal value. This is charged for transactions within 12 months of investments.

Concept Investwell PMS Benefits

Find the details about Concept Investwell PMS advantages in the table given below-

Here’s the complete list of benefits you may expect from Concept Investwell PMS: –

• With Concept Investwell PMS, You’ll be entitled to use their top-up facility. This will enable you to increase your investment value upon will.
• You’ll get access to their humongous experience.
• Get access to several of their investment and commission plans.
• You’ll be kept updated on your investment status. And, the prime source of this information will be SMS and Email.
• You’ll have access to several reports concerning your investment. This will include Back-Office Reports and Portfolio Views.

Concept Investwell PMS Customer Care

The table given below is showing a detailed view of Concept Investwell PMS Customer Care.

Concept Investwell PMS has customer care that’s swift and accurate. And, here’s what they have to offer: –

• Permission to call the fund manager 3-5 times a month.
• Issue resolution promise within 11 working days.
• Support related to investment issues overcalls and email.
• A relationship manager to tackle the issues in the entire process.

Concept Investwell PMS Conclusion

We can easily say that Concept Investwell PMS can be trusted with your investment. We’re confident about their approach.

Concept Investwell PMS FAQs

Ques – Who is the current Fund Manager of Concept Investwell PMS?

Answer – Concept Investwell is a private company type which received its independent stature in the year 2018, with its headquarters in Gujarat. The funds at Concept Investwell are managed by the very talented Siddharth Mandalayawala with an experience of around 13 years.

Ques – What is the investment strategy of Concept Investwell PMS?

Answer – The company believes that by investing in strong companies which are financially well put and have the right command over the market, better revenues can be generated. Thus the Concept Investwell – Legend brings the opportunity to generate steady long-term capital for investors. While the Concept Investwell – Marvel believes in investing in emerging leaders who have the potential to generate capital over a long time.

Ques – What are the benefits of investing with Concept Investwell PMS?

Answer – The benefits of investing at Concept Investwellare as follows –

• Concept Investwell’s Legend is considered to be a very beneficial approach to looking for returns that are accumulated over a time of 6 months. Investors can increase their investment by almost 28% with the Legend investment strategy by ConceptInvest well.
• Talking about Marvel of the Concept Investwell, the revenue of as much as 45% can be generated just in the first 6 months.
• Apart from the revenue-related benefits, the customers are also kept updated with the back office report concerning the investment.

Ques – Is it worth investing in Concept Investwell PMS?

Answer – At the current date Concept Investwell have their asset under management of around 40 Crores serving around 80 clients all over the country. The company has not just interested investors with its investment plans but has also been winning trust with its seamless expertise in the field of investment and its smooth customer service.

Ques – What is the fee structure of Concept Investwell PMS?

Answer – The Fee structure for Concept Investwell’s investment strategy is one or less the same. The fixed fee and Variable Fee structure follow a different fashion which is the following- for the fixed fee the client can either pay a fixed amount of 2.00% and for the Variable Fee the client can pay an AMC of 1.50% for the first year and share a 10% profit over a 7% hurdle.

Ques- Where can I check the return or performance of Concept Investwell PMS?

Answer – The return for Concept Investwell’s investment strategy starts touching the profit peak after six months. Analysing the past returns of the investment strategy, it can be seen that both the strategies the profit returns started generating after 6 months

Ques- How do call or reach Concept Investwell PMS customer care?

Answer – To reach the company in case of any query or support, the clients can refer to – Concept Investwell’s call support, and email support as well as can even reach out to the fund manager around 3 to 5 times a month.

Ques – Where to find complete details about Concept Investwell PMS?

Answer – Concept Investwell’s entire information can be found in this article from the past returns to the fund manager’s details. We provide our readers with the latest market-ready information.

Ques – How can I invest with Concept Investwell PMS?

Answer – Interested users can fill up the details in the form here. On this website you will be provided with a customer service form which you are required to fill out, leading to the company will reach out to you as soon as possible.

Ques – What is the approx AUM of Concept Investwell PMS?

Answer – The approx asset under management amount that is handled by Concept Investwell is 40 crores.

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