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Credent Asset PMS – Review, Strategies, Returns, Charges & more

Credent asset PMS is the leading and first investment management company available in India. The broking house mainly focuses on crafting various investment ideas driven through depth research and radical thinking.

In this article, we will have a discussion regarding Credent Asset PMS, strategies, reviews, investment plans, commission models, charges and more.

Find out the detailed review of Credent Asset PMS here-

PMS Offers


Credent Asset PMS – Customer Ratings & Review

Find Client ratings of Credent Asset Portfolio Management Services –

Credent Asset PMS Ratings
Returns Performance2.7 / 5
Services2.8 / 5
Charges2.6 / 5
Experience2.9 / 5
Strategies2.8 / 5
Client Support2.9 / 5
Overall Ratings2.8 / 5
Star Ratings★★★★★

Overview of Credent Asset Portfolio Management Services

Find out the entire details regarding the Credent Asset PMS in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipAditya Vikram Kanoria
Yr. of Establishment2017

Credent Asset PMS

Credent Asset Management is the best and renowned portfolio management service solution available across India.

The broking house was founded by Mr Aditya Vikram Kanoria in the year 2017. Its headquarters is in Mumbai, Maharashtra. The company is approved by the Securities Exchange Board of India.

Credent Asset Management company’s most leading model is the Portfolio Management Service Model. The company has gained popularity in the stock market because of its PMS model. It has various fund managers to handle the investment portfolios of the client.

Now, we will have a detailed discussion regarding the PMS charges, returns, reviews and more.


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Types of Credent Asset PMS

The table given below is providing the entire details regarding the types of Portfolio Management Services-

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

The Credent Asset stock broking company offers both Discretionary and Non- Discretionary portfolio management services to their clients.

Normally, a huge no. of clients prefer discretionary PMS service where the whole PMS account is handled through the fund manager of the company while some other clients choose to get ideas from the popular consultancy in a way to make an investment.


Credent Asset PMS Fund Managers Details

The table given below is providing the details regarding the fund manager of the company.

Fund Manager’s Details
NameAditya Vikram Kanoria
Experience13 Years
Highest QualificationMBA
AUM (in Cr.)Approx 300 Cr.
Number of Clients100+
Investment TenureMinimum 3 yr.

Credent Asset PMS group has several portfolio managers but the most prolific and expertise one is Mr Aditya Vikram Kanoria. He is an MBA graduate and holding 13 years of experience in financial management sector.

The fund managers of Credent Asset PMS normally holds approx 300 Cr. of AUM and has an ability to manage the portfolios of around 100+ clients. The investment tenure for any investor in Credent Asset PMS is a minimum of 3 years.


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Credent Asset PMS Strategies

Find out the detailed review of Credent Asset PMS strategies in the table given below-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

According to the table given above, Credent Asset PMS company offers all types of storage mentioned in the above table. They normally work on large-cap strategy, diversified strategy and small-mid cap strategy.

All the investment strategies are available for Credent Asset PMS clients.

The strategies used by Credent Asset PMS group are given below-

  • The PMS house normally make use of stock and healthy technology in order to find out the best stock value businesses for making investment.
  • The investment ideology totally based on multi-cap strategy which provides an opportunity to grow the investment value in 5 different investment approaches that basically includes- startup ventures, small and medium scale enterprises, mutual fund, direct equity and debt instruments as well.

Credent Asset PMS Returns / Performance

Below given table chart is showing the details regarding Credent Asset PMS Yearly Returns-

Returns (CAGR)
3 Year11%
5 Year10%
7 Year8.0%
10 Year7.0%
11 Year Plus10.0%

The return rate of Credent Asset portfolio management service is really impressive and robust. The broking group has a capability to heat around 10+ years of MFR (mutual fund returns).

The PMS returns for 3 years is around 11%, for 5 years is 10%, for 7 years is around 8.0%, for 10 years is around 7.0% and for 11 years plus is 10.0% CAGR.

The rate of return makes Credent Asset PMS sort of best PMS solution available in the country.


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Credent Asset PMS Investment Plans

The table given below is providing the entire details regarding Credent Asset PMS investment plans.

Investment Plans
Bronze (25L – 50L)Yes
Silver (50L – 1 Cr.)Yes
Gold (1 Cr. – 5 Cr.)Yes
Platinum (5 Cr. Plus)Yes

The table chart given above is providing a sensible and better understanding of several investment slabs available for Credent Asset PMS clients. For any type of portfolio management service company, minimum Rs. 25 lakhs of investment amount is compulsory.

Its investment plans include the bronze plan which is between the range of Rs.25 lakh to Rs.50 lakh. The silver investment slab ranges from Rs.50 lakh to Rs.1 Cr.

The gold investment plan is ranging from Rs.1 Cr. to Rs.5 Cr. And the platinum plan is offered to only those clients who holds an investment portfolio of more than Rs. 5 Cr.

However, the PMS company has investment slabs of all ranges, it has also designed various commission models for the huge convenience and satisfaction of the clients. Most importantly, high investment portfolio tends to receive elite services and leads to low management fees.


Credent Asset PMS Fee Structure or Commission Slabs

Find out the details of Credent Asset Portfolio Management Service commission model with the table given below-

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

Credent Asset PMS company has designed its Fees structure into 3 different categories.


Credent Asset PMS Prepaid Commission

In this commission model, commission charges are to be paid prior to the real investment time period begins. As it is a prepaid commission model, so the commission charges are normally lower than other commission structures.

Prepaid Commission (Yearly)
Investment – 25L – 50L1.3% of Investment
Investment  – 50L – 1 Cr.1.2% of Investment
Investment – 1 Cr. – 5 Cr.1.1% of Investment
Investment – 5 Cr. Plus1.0% of Investment

The Prepaid Fees Structure of Credent Asset PMS company is entirely dependent on the value of the investment portfolio.

With the investment volume of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 1.3% of the total investment amount. If the investment volume is between the range of Rs. 50 lakh to Rs. 1 Cr., the management fees will be 1.2% of the total investment amount.

For huge investment amount like- Rs. 1 Cr. to Rs. 5 Cr., the management fees is 1% of the total investment amount. And more than Rs. 5 Cr. of investment value, the commission charges will be 1.0% of the total investment amount.


Credent Asset PMS Volume% Commission

Such kind of commission model has a dependency on the total no. of transactions done through the portfolio manager.

It is also dependent on the stock market situation as well as some other facets of the investment portfolio.

Normally, the volume % commission model leads to huge management charges.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.12% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.11% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.09% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.07% of Total Transaction Volume

In this commission model, the loyalty of the fund manager and market situation plays a key role.

If the annual transaction amount is between the range of Rs.25 lakh to Rs.50 lakh, the commission charges will be 0.12% of the total transaction volume.

If the transaction amount on a yearly basis is between Rs.50 lakh to Rs.1 Cr., the commission charges will be 0.11% of the total transaction amount.

For over Rs.1 Cr to Rs.5 Cr. of yearly transaction volume, the management fees is around 0.09% of the total transaction volume.

And for more than Rs.5 Cr. of yearly transaction volume, the charges are 0.07% of the total transaction volume.


Credent Asset PMS Profit Sharing% Commission

Profit sharing is highly convenient and satisfactory commission model designed by the Credent Asset PMS for its customers.

In this, clients are only allowed to pay the management fees once they realise the profit amount. This model leads to high-profit % and low management charges as well.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L24.5% of Profit
Profit Amount – 5L – 10L22.5% of Profit
Profit Amount – 10L – 50L20.5% of Profit
Profit Amount – 50L Plus18.5% of Profit

Profit sharing % fees structure is the best and convenient model available for all the clients as it has a dependency on portfolio performance.

Normally, this model is offered to those clients who are with the PMS house for 3 years and the clients holding huge investment portfolio.

For the investment portfolio with profit ranging from Rs.2.5 lakh to Rs.5 lakh, the profit sharing is 24.5% of the total profit amount.

If the portfolio with profit is between the range of Rs.5 lakh to Rs.10 lakh, the sharing of profit is around 22.5% of the total profit amount.

For huge profit amount like the investment portfolio holding profit range of Rs.10 lakh to Rs.50 lakh, the profit sharing is 20.5% of the total profit amount.

If the investment portfolio is holding profit more than Rs. 50 lakh then the profit sharing is 18.5% of the total profit amount.

All the given fees structure is customized according to the requirements of clients. With commission charges, some other charges namely- upfront charges, custodian charges, depository charges, exit load and brokerage charges are also levied by the Credent Asset PMS house. All these charges will be discussed below with table charts.


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Credent Asset PMS Charges

The table chart given below is providing details about Credent Asset PMS Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.8% – 1.8% of Asset Value
Brokerage Charges0.01% – 0.035% of Total Transaction Value
Custodian Charges0.2% – 0.3% of Asset Value
Depository Charges0.11% – 0.21% of Asset Value
Exit Load – within 12 months0.7% – 1.5% of Withdrawal Value
Exit Load – post 12 monthsFree or 0.2% of Withdrawal Value

Here is the list of some charges imposed by Credentt Asset PMS company are as follows-

  • Management Fees- Management charges are typically levied on the basis of the opted commission model by the PMS team and client.
  • Upfront Charges- Upfront charges are also charges by the portfolio management service company. Such kind of charges is like prepaid amount. The upfront charges are normally between the range of 0.8% to 1.8% of the total asset value.
  • Brokerage Charges- The PMS house take some amount of Brokerage charges from its clients. It is typically on the basis of the total transaction volume. The brokerage charges are charges between the range of 0.01% to 0.035% of the total transaction volume.
  • Custodian Charges- Custodian Charges are levied as per the total asset volume. The custodian charges are usually charged between the range of 0.2% to 0.3% of the total asset value.
  • Depository Charges- The depository charges are imposed between the range of 0.11% to 0.21% of the total asset value.
  • Exit Load Charges- Exit load charges has a dependency on the withdrawal time duration and withdrawal amount as well. It the withdrawal takes place within 1 year, the commission payout will be 0.7% to 1.5% of the total withdrawal amount. If the withdrawal is done post 1 year then the commission payout will be 0.2% of the total withdrawal value and sometimes it is free of charge.

Credent Asset PMS Benefits

The table given below is providing a better understanding of Credent Asset PMS Benefits/ Advantages-

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 are some benefits offered by Credent Asset PMS group-

  • Credent Asset PMS company offers great top-up facility for the convenience to all its clients.
  • Credent Asset PMS group also offers back office login credentials so that clients can check the details and reports of their investment portfolio with the help of provided login credentials.
  • For the updates of all the transactions happening in the client’s investment portfolio account, the PMS house provides Email and SMS update facility to all its clients.
  • The company do provide good flexibility to it’s existing clients regarding the investment plans and commission models as well. The PMS house provides all types of investment plans for providing huge satisfaction and convenience to its clients.
  • The Credent Asset PMS company is holding massive experience in the field of finance management.

Credent Asset PMS Customer Care

The table given below is showing the details regarding Credent Asset PMS Customer Care-

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 4 to 8 Times a month
Issue Resolving TAT14 working days

Credent Asset PMS group normally offers good support to all of their clients such as- it provides direct calling facility so that the clients can contact the PMS team in order to resolve every single issue. The PMS solution providing company also provide Email support for the huge convenience of clients.

Credent Asset PMS company is also good at offered relationship manager support to all its clients. Clients holding a huge amount of investment portfolio can call to their fund manager 8 times a month. And clients holding a low amount of investment portfolio can call to their fund manager 4-5 times a month.

The issue resolving TAT for Credent Asset PMS company is 14 working days.


Credent Asset PMS Conclusion

Credent Asset PMS normally comes under the top-most PMS solution providing companies. It’s a robust investment strategy have given fine results to all of their customers.

The flexibility in commission models, as well as investment plans, provide a huge satisfaction and convenience to the existing clients. Also, their services and support system is greatly useful and well-structured.

If you are looking for any reliable PMS solution, registering in Credent Asset PMS can be useful and beneficial for you.


Invest in Credent Asset PMS – Fill up the form Now!

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