Counter Cyclical PMS – Review, Strategies, Returns, Charges & more

Counter Cyclical Portfolio Management Services is one of the leading portfolio management service providers. This article covers multiple facets of data points concerning its services ranging from strategies to yearly returns and more.

Counter Cyclical PMS is a SEBI-registered organization that has a strong philosophy of encouraging investment in small companies to generate big returns.

Counter Cyclical PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Counter Cyclical Portfolio Management Services –

The above ratings given in the table will help us to understand better the performance of Counter Cyclical PMS broking house in every field.

Overview of Counter Cyclical Portfolio Management Services

Counter Cyclical Portfolio Management Services is an experienced team of professionals in the financial services industry providing promising services to their clients. Their expertise is in providing competent management and strong growth prospects to their clients.

The organization runs under the leadership of Mayur Deshpande and was incorporated in the year 2019. It is a non-government, private company registered in Mumbai, Maharashtra.

Their talented team has interacted and worked with hundreds of promoters and core business management giving them in-depth knowledge about ESG and other business prospects.

Their major philosophy/work strategy is to capitalize on small businesses by timely identifying them, evaluating them, and investing in them.

This ensures that the intrinsic value of the investment is low, however, the returns are considerably huge. They are also known to be the only PMS that provides services without any upfront management charges.

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Types of Counter Cyclical PMS

As the above table shows that there are 2 Types of Counter Cyclical PMS. The first one is the discretionary PMS wherein the team of fund managers will execute the deals on the behalf of their clients.

They take care of all the operations starting from the selection of stock to executing all the deals.

Clients who wish to have some more control in their hands can go for non-discretionary PMS. As in this service, the fund manager of Counter Cyclical Investments will allow the clients to make the end investment decision and will only provide suggestions.

Counter Cyclical PMS Fund Managers Details

Currently, the Counter Cyclical PMS Fund Managers comprise the founder himself. With a strong background in the finance sector, he is capable of providing all the right insights required to make the right investment choices.

Mayur Shrikant Deshpande (CA), (Founder)

Mr. Deshpande is a member of the Institute of Chartered Accountants of India. With 11+ years of experience across the board in corporate finance, capital markets and fundraising is proof enough of his talents.

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Counter Cyclical PMS Strategies

As per the above table, there is only one type of PMS strategy and that is Diversified Long-Term Value. Similar to what the name depicts, it is a strategy to build return through long-term investments. Let’s discuss it a bit more.

Diversified Long Term Value

The diversified long-term value is a Counter Cyclical PMS Strategy in which clients can invest a portion of their funds in small and mid-cap stocks and hold these assets for an extended period to accumulate the desired return.

Keep in mind that these small and mid-cap share investments require time to develop and attain the desired benchmark since these shares react slowly to market movements.

However, when held over an extended length of time, it outperforms large-cap shares, whose movements are heavily influenced by market volatility.

Counter Cyclical PMS Returns / Performance

The following table depicts shows the timely return of investing in the PMS strategy of counter cyclical investments.

The Counter Cyclical PMS Returns / Performance is very good. The investments made in 2019, during the company’s inception, today give a return rate of 72.14%.

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Counter Cyclical PMS Investment Plans

The table provides a fair idea of the various investment slabs offered to Counter Cyclical PMS clients. Portfolio management services demand a minimum investment of Rs.25 lakhs for each PMS house.

Counter Cyclical PMS Investment Plans are offered in a variety of fund levels. There is a Bronze option between INR 25 Lakh and INR 50 Lakh.

The Silver option runs from Rs.50 Lakh to Rs.1 Crore. The Gold plan costs between Rs.1 crore and Rs.5 crore, while the Platinum plan costs more than Rs.5 crore.

Counter Cyclical PMS Fee Structure or Commission Slabs

Similar to the investment plan slab, the company also has a very helpful Counter Cyclical PMS Fee Structure.

There are 3 three distinct types of commissions. It is done to match the different types of investment plans available. All these options add value to the service Counter Cyclic Investments provide to its clients.

Counter Cyclical PMS Prepaid Commission

The following is the yearly prepaid commission:

For investments made between Rs.25 Lakh and Rs.50 Lakh, the commission amounts to 1.2% of the investments. Following the same investment slab as discussed above, for investments ranging from Rs.50 Lakh and Rs.1 Cr, the commission is 1.3%.

For the last two slabs of Rs.1 Cr to Rs.5 Cr and Rs.5 Cr and above, the commission is 1.1% for both. Just remember that the Counter Cyclical PMS Prepaid Commission charge depends on the investments made.

Counter Cyclical PMS Volume% Commission

The volume-based commission is completely dependent on the volume of trading done by the fund manager. The higher the transaction volume, the lower the commission charged.

The first Counter Cyclical PMS Volume% Commission bracket starts from 25 Lakh and goes to 50 Lakh and the commission is 0.12% of transaction volume. Similarly, the next slab is 50 Lakh to 1 Cr with a commission of 0.15%.

Following the pattern, the next slab in the list is from 1 Cr to 5 Cr with a commission of 0.13% on the total transaction amount. And the last on the list is a transaction volume of 5 Cr and more with a commission amount of 0.11%.

Counter Cyclical PMS Profit Sharing% Commission

Counter Cyclical PMS Charges

The following are the charges issued by Counter Cyclical PMS Charges:

Brokerage Fees – The Fund Manager’s brokerage fees are calculated on all transactions. The fees range from 0.013% to 0.043% of the entire transaction amount.

Custodian Fee – The PMS house additionally charges its consumers for custodian change. This fee ranges from 0.21% to 0.41% of the asset value.

Depository Fees – Depository fees range between 0.25% and 0.35% of the asset value.

Exit Load Fees – The PMS house charges exit load fees according to the length and amount of the client’s withdrawal. If the withdrawal occurs within 12 months of the investment, the cost is 0.95% – 1.45% of the withdrawal amount. If the withdrawal occurs after one year, it may be free in specific instances.

Management Fees – These are determined by the commission model agreed upon between the customer and the PMS team.

Upfront Fees – The PMS team also charges an upfront fee. This fee is more akin to a prepaid value. This fee ranges from 0.9% to 2.10% of the Asset Value.

Counter Cyclical PMS Benefits

Above mentioned are the various benefits of choosing counter cyclical as the PMS service provider.

It not only has multiple flexible investment plans but also different commission types to select from.

They also readily provide SMS and Email updates on all types of transactions the fund manager executes according to their client’s investment objectives.

Another Counter Cyclical PMS Benefit is that they provide elaborated reports on trends and research along with a detailed view of the portfolio created.

Counter Cyclical PMS Customer Care

The customer care of this organization has a lot to offer. The Counter Cyclical PMS Customer Care has all types of chat options available, be it by email or WhatsApp.

Along with that, the clients can have an open conversation with their fund manager 1 to 7 times every month.  And in case of any grievances, it only takes 7 days for the PMS team to revert with an appropriate solution.

Counter Cyclical PMS Conclusion

When it comes to new-generation PMS organizations, Counter Cyclical Investments is the best and the most sorted service provider in the market.

One of the major plus points of the Counter Cyclical PMS is its investment plans and strategies. They are well-structured and designed to help every client reach their complete investment potential.

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