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Credit Suisse Securities PMS is one of the top broker houses of the country that specializes in PMS. They can be trusted blindfolded for their PMS as top-notch professionals monitor the whole service minutely.

They follow the market trends and design the investment strategies accordingly so that the clients are profited with the maximum return.

Here you will be given a thorough insight into Credit Suisse Portfolio Management Services, its investment strategies, commission models, and profits yielded.

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Credit Suisse Securities PMS – Customer Ratings & Review

Find Client ratings of Credit Suisse Securities Portfolio Management Services –

Returns Performance3.7 / 5
Services3.8 / 5
Charges3.6 / 5
Experience3.7 / 5
Strategies3.8 / 5
Client Support3.9 / 5
Overall Ratings3.8 / 5
Star Ratings★★★★★

Overview of Credit Suisse Securities Portfolio Management Services

Find a detailed overview of the Credit Suisse Securities portfolio management service in the table given below-

Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipRasik Bindumadhav Joshi
Yr. of Establishment1856

Credit Suisse Securities is a privately-owned broker house of Mumbai, Maharashtra. Since 1856, the company has been providing incomparable services to all clients who swear by it for their PMS. Mr. Rasik Bindumadhav Joshi currently leads the company, and he strives at taking it to new heights.

The broker house provides many services but has earned more accolades for the brilliant PMS that it is providing for more than one and a half-century. It has already served a massive list of clients and the number is just increasing with time.

Now, we will have a discussion about Credit Suisse Securities portfolio management service company review, its PMS returns, PMS charges and more.

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    Types of Credit Suisse Securities PMS

    There are 2 types of Credit Suisse Securities Portfolio Management Services –

    Types of PMS

    As you can see from the above table, the company has two types of PMS for its clients. One is Discretionary, and the other is Non-Discretionary. Though clients can choose according to their convenience, the former is mostly preferred.

    Credit Suisse Securities PMS Fund Managers Details

    The table given below is providing the entire details about the fund manager of Credit Suisse Securities PMS company.

    Fund Manager’s Details
    NamePratik Rangnekar
    Experience6 Yrs.
    Highest QualificationCA
    AUM (in Cr.)1440 Cr.
    Number of Clients147
    Investment Tenure3yrs

    Credit Suisse Securities has some of the best professionals from the industry in its core team of Fund Managers.

    However, Mr. Pratik Rangnekar demands a special mention because of his high expertise and notable success rate. He manages 147 clients and has 1440 Crores of AUM.

    Mr. Pratik Rangnekar has an experience of only six years but has created wonders in this short period. He has the highest qualification of CA. The company allows investment tenure of at least three years to the clients.

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    Credit Suisse Securities PMS Strategies

    The below table is providing details about the Credit Suisse Securities portfolio management service strategies-

    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    The clients get three different types of PMS strategies to choose. They are Large Cap Strategy, Diversified Strategy, and Small – Midcap Strategy. You can select anyone after consulting the experts at the broking house.

    Though the company has PMS services for three of the above strategies, still the pros emphasize more on large-cap stocks, as they yield good returns and have a minimum amount of risk.

    The strategies of the company can be illustrated as follows:

    • Finding out those stocks that are suitable for the investors and can generate good returns
    • Guiding them thoroughly in the investment process so that the perfect stocks are selected
    • The fund managers go by only those stocks that exhibit good market trends

    Credit Suisse Securities PMS Returns / Performance

    The below table is giving details about Credit Suisse Securities PMS returns and performance-

    Returns (CAGR)
    3 Year8.2%
    5 Year10.3%
    7 Year9.8%
    10 Year7.7%
    11 Year Plus7.8%

    The above table clearly shows the profitable returns brought in by the experts at the company. Most of the banks and broker houses fail to come up with such high yields at the end of 3, 5, 7, 10, and 11 years, respectively.

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    Credit Suisse Securities PMS Investment Plans

    Below the given table is providing details about the Credit Suisse 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

    Credit Suisse Securities offers the above four investment plans named as Bronze, Silver, Gold, and Platinum.

    Clients are allowed to decide their investment plan according to their budget. The company offers some privileges for higher investment plans by charging low brokerage fees.

    The base plan is the Bronze plan, where a minimum amount of 25 to 50 Lakhs client can invest. For the Silver project, an investor can can invest 50 Lakhs to 1 Crore.

    The Gold plan ranges between 1 to 5 Crores of finance and the Platinum plan has no upper limit starting from 5 Crores.

    Credit Suisse Securities PMS Fee Structure or Commission Slabs

    Find the details about the types of commission models or fees structure offered by Credit Suisse Securities PMS house are as follows-

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

    The 3 types of commission slabs offered by Credit Suisse Securities are Prepaid Commission, Volume% Commission, and Profit Sharing% Commission. The clients are given full freedom to decide the commission slab for their own.

    Credit Suisse Securities PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.14% of Investment
    Investment  – 50L – 1 Cr.1.07% of Investment
    Investment – 1 Cr. – 5 Cr.1.00% of Investment
    Investment – 5 Cr. Plus0.90% of Investment

    In this model of commission, the investor needs to pay a commission charge in advance to the company before the tenure of the investment begins.

    For investment between 25 and 50 Lakhs, 1.14% of the investment need to pay in advance. For investment between 50 lakhs and 1 Crore, 1.07% needs to be paid, between 1 and 5 Crores, 1% and for more than 5 Crores, 0.9% is to be paid to the company in advance as the commission.

    Credit Suisse Securities PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.117% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.110% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.100% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.090% of Total Transaction Volume

    In this slab of the commission, the investors have to pay commissions based on the volume of transactions done by their respective fund managers.

    Here, if the volume of transaction is between 25 and 50 Lakhs, the percent of the commission is 0.117% of the total transaction volume. For transaction volume between 50 Lakhs and 1 Crore, the commission is 0.11%.

    In a transaction between 1 and 5 Crores, the commission charged is 0.1%. The least amount is charged on transactions above five crores, that is 0.09%.

    Credit Suisse 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 – 5L22.7% of Profit
    Profit Amount – 5L – 10L21.7% of Profit
    Profit Amount – 10L – 50L19.7% of Profit
    Profit Amount – 50L Plus17.7% of Profit

    This commission model states that the amount of the commission will be directly dependant on the amount of profit made by the investor.

    Here you can see that if a profit between 2.5 and 5 Lakhs is incurred, the company charges 22.7% of the profit, it charges 21.7% of the profit on profit between 5 and 10 Lakhs.

    If a profit between 10 and 50 Lakhs is earned, then 19.7% is charged, and if the client receives more than 50 Lakhs, the company charges the least, that is, 17.7%.

    Know Charges models of other Portfolio Management Service Providers

    Credit Suisse Securities PMS Charges

    The below-given table is giving information about Credit Suisse Securities Portfolio Management Service Charges-

    Management FeesAs per commission model
    Upfront Fees0.61% – 0.81% of Asset Value
    Brokerage Charges0.008% – 0.018% of Total Transaction Value
    Custodian Charges0.10% – 0.25% of Asset Value
    Depository Charges0.15% – 0.21% of Asset Value
    Exit Load – within 12 months0.7% – 1.27% of Withdrawal Value
    Exit Load – post 12 monthsFree

    The above table demonstrates that the company charges fees obeying their commission model. It has an upfront fee between 0.61% and 0.81% of the total value of the asset.

    The brokerage charges are between 0.008% and 0.018% of the entire transaction. The company charges 0.7% to 1.27% of withdrawal value within 12 months and nil after 12 months of exit load.

    Credit Suisse Securities PMS Benefits

    Find the details about Credit Suisse Securities 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

    The PMS benefits of Credit Suisse Securities can be written as:

    • There is a top-up facility for the clients
    • The company provides back-office reports to the clients if they ask for
    • There are provisions for email and SMS updates so that the clients can learn the details of their transactions
    • The company provides completely flexible models for investments and commissions
    • There are highly-qualified fund managers with a great deal of experience

    Credit Suisse Securities PMS Customer Care

    The table given below is showing a detailed view of Credit Suisse Securities PMS Customer Care.

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 5 to 6 Times a month
    Issue Resolving TAT14 working days

    The company provides every type of facilities to its clients like support over phone calls and emails. The customers can also talk to their fund managers directly up to 6 times a month.

    Credit Suisse Securities PMS Conclusion

    The company has surely proved its mettle through its success stories. If you need the best PMS then don’t look beyond Credit Suisse Securities.

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