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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 the Non-Secondary Market services like PMS and investment advisory.

They’ve been recognized for their intense investment strategies among the 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. In fact, the review will be formed on many aspects like: –

  • Important parts of their origin story. This part will include the details about their founders. And, we’ll tell you about the place and 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.
  • Extensive explanation to their investment strategies. This part will elaborate the reasons why they use a particular strategy. And, it’ll even describe the implementation process in details.
  • 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 to 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

PMS Offers


Concept Investwell PMS – Customer Ratings & Review

Find Client ratings of Concept Investwell Portfolio Management Services –

Ratings
Returns Performance4.2 / 5
Services4.1 / 5
Charges3.3 / 5
Experience3.9 / 5
Strategies4.0 / 5
Client Support3.8 / 5
Overall Ratings3.8 / 5
Star Ratings★★★★★

Overview of Concept Investwell Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationSurat, Gujarat
LeadershipHemant Desai
Yr. of Establishment2017

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. In fact, the credit to their existence can be given to Hemant Desai. Hemant’s efforts have made the company into 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.

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

Now, we will have a discussion about 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 –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Concept Investwell PMS does everything to ensure the convenience of their clients. This even includes granting more than one PMS options. In fact, 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 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 completely opposite to the first type in functionality. This requires the clients to be granted with 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 the 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.

Fund Manager’s Details
NameSiddharth Mandalaywala
Experience13 Years
Highest QualificationMBA
AUM (in Cr.)28 Cr.
Number of Clients64
Investment Tenure3yrs

Siddhartha Mandalayawala is in charge of the PMS section for the company. He’s an MBA with 13 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 3 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-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

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.

In fact, they have specific strategies that they use for different clients. Here’s the list to them all: –

Concept Legend:

This strategy revolves around the investing on 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 on top 100 BSE India listed securities by Market Capitalization. The asset is allocated to minimum 60% large cap portfolios.

The remaining fund upto 40% is invested on 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 mid-cap equity centered 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 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% asset value is invested in the 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-

Returns (CAGR)
3 Year11.5%
5 Year11.2%
7 Year12.5%
10 Year8.5%
11 Year Plus7.6%

The chart above represents compound annual growth rate for Concept Investwell PMS. As you can see, the CAGR for 3-year investments is 11.5%. 5-year investments get a CAGR of 11.2%.

CAGR for 7-year investments is measured to be 12.5%. 10-year investments fetch a CAGR of 8.5%. And, the investments worth more than 11 years fetch 7.6% CAGR.


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Concept Investwell PMS Investment Plans

Below the given table is providing details about the Concept Investwell 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

Concept Investwell PMS grants their clients with 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 to the investments worth 1Cr.-5Cr. And, the Platinum Plan refers to the 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 are as follows-

Commission / Fees Structure
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

Concept Investwell doesn’t only has various plans for investment. In fact, they have categorized the commission acquisition plan into three parts too.

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


Concept Investwell PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.35% of Investment
Investment  – 50L – 1 Cr.1.25% of Investment
Investment – 1 Cr. – 5 Cr.1.05% of Investment
Investment – 5 Cr. Plus0.85% of Investment

This is a 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 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

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.108% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.098% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.088% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.078% of Total Transaction Volume

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

Bronze Plan is incurred with a commission of 0.108%. Silver Plan is charged at 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-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L22.0% of Profit
Profit Amount – 5L – 10L21.5% of Profit
Profit Amount – 10L – 50L20.5% of Profit
Profit Amount – 50L Plus18.5% of Profit

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.


Know Charges models of other Portfolio Management Service Providers

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Ventura Securities PMSWealth Managers PMSZenmoney PMS

Concept Investwell PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.65% – 0.84% of Asset Value
Brokerage Charges0.007% – 0.032% of Total Transaction Value
Custodian Charges0.16% – 0.31% of Asset Value
Depository Charges0.15% – 0.25% of Asset Value
Exit Load – within 12 months0.82% – 1.18% of Withdrawal Value
Exit Load – post 12 monthsFree

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 in accordance to the commission plan opted for.
  • An upfront fee worth 0.65%-0.84% of asset value.
  • Brokerage charges worth 0.007%-0.032% of 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-

Benefits / Advantages
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

Here’s the complate 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.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 3 to 5 Times a month
Issue Resolving TAT11 working days

Concept Investwell PMS has a 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 over call 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. In fact, we’re really confident about their approach.


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