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Crest Wealth Management PMS Review, Strategies, Returns, Charges & more

Crest Wealth Management PMS is a top-rated PMS institution in India, particularly in western India. They are in this business for over a decade now. So, over this period, they have covered all the significant aspects of Portfolio management.

They offer top-notch services backed by years of an experienced team and elite client support. They primarily deliver a lucrative return on investment and charge reasonable brokerage fees. Overall, they are one of the best companies as they are consistent and precise.

Find detailed review of Crest Wealth Portfolio Management Services here.

Find Client ratings of Crest Wealth Management Portfolio Management Services –

PMS Offers


Crest Wealth Management PMS – Customer Ratings & Review

Find Client ratings of Crest Wealth Management Portfolio Management Services –

Ratings
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 Crest Wealth Management Portfolio Management Services

Find a detailed overview of the Crest Wealth Management portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipRajeev Sharma
Yr. of Establishment2008

Crest Wealth Management is, first of all, a private limited company. The company headquarters in the financial capital, Mumbai.

The name of the founder is Mr. Rajeev Sharma, who was a visionary and hardly put a step wrong.

There is a massive influence of Mr. Sharma in the business operations, which has clearly benefited the overall growth of the company. Meanwhile, the company is established in the year 2008, and still running wild.

Now, we will have a discussion about Crest Wealth Management portfolio management service company review, its PMS returns, PMS charges and more.


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Types of Crest Wealth Management PMS

There are 2 types of Crest Wealth Management Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Some PMS companies take time to fully avail all the services; however, that is not the case with Crest Wealth Management.

With just over 11 years of operation, they offer both Discretionary and Non-Discretionary services. We will discuss the strategy services later.


Crest Wealth Management PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Crest Wealth Management PMS company.

Fund Manager’s Details
NameBalaji Vaidyanath Narayanan
Experience15 Yrs.
Highest QualificationMBA
AUM (in Cr.)104 Cr.
Number of Clients170
Investment Tenure2-3yrs

Mr. Balaji Vaidyanath Narayanan is the dedicated Fund Manager of Crest Wealth Management. What’s interesting is Mr. Narayanan has more than 15 years of industry experience in dealing with investment services.

He has a Master’s Degree in Management and capable of handling multiple clients with ease. In fact, he has an active client base of more than 170.

That’s not all; his AUM is approximately 104 Crores INR with an average of 2-3 years of investment tenure.


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Crest Wealth Management PMS Strategies

The below table is providing details about the Crest Wealth Management portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Crest Wealth Management typically deal with Large Cap, Diversified, and Small – Midcap strategies. As a matter of fact, they offer three portfolio services that we will discuss now.

Crest Emerging Blue Chip Portfolio:

This is primarily a small to mid-cap stock investment strategy. Typically, the investors can expect a scale-up at an average of 5-7 years.

They usually take the Bottom-up approach for small to mid-cap stocks with decent management, better return ratios, moderate leverage, active brands, eminent fixed asset turnover, and potential operating leverage. Sometimes, they also deploy the Top-down approach by using cash calls to prevent macro-economic contingencies.

Crest Wealth Builder Portfolio:

In contrast to the other portfolio services, the Wealth Builder plan typically deals with large-cap stocks. This strategy is intended to identify stocks which they believe will the landscape of the Indian economy.

They deploy both the Top-down and the bottom-up approaches with quality managements, influential brands, better return ratios, moderate leverage, eminent fixed asset turnover, and expanse for operating leverage.

Crest Absolute Return Portfolio:

The Absolute Return plan exclusively focuses on mid-cap stock investments. They claim that this is a discretionary strategy which is open-ended. This plan is intended to make absolute uncorrelated returns by primarily focusing on mid-cap stocks.


Crest Wealth Management PMS Returns / Performance

The below table is giving details about Crest Wealth Management PMS returns and performance-

Returns (CAGR)
3 Year9.6%
5 Year10.5%
7 Year10.2%
10 Year8.2%
11 Year Plus8.6%

When it comes to the return on investments, Crest Wealth Management delivers a decent percentage. For a 3-year investment plan, they offer 9.6%, whereas, for a 5-year investment plan, that return rate jumps high to 10.5%.

Usually, the return rate increases with higher investment tenure. However, that isn’t the case for Crest Wealth Management.

For a 7-year investment plan, they offer 10.2%, whereas, for the 10-year investment plan, that return rate drops down to 8.2%. The misery continues for the 11+ years plans with the return rate as 8.6%.


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Crest Wealth Management PMS Investment Plans

Below the given table is providing details about the Crest Wealth Management 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

Crest Wealth Management is proud to offer their starter investment plan, which they call the Bronze investment plan with the investment amount lurks in between ₹25,00,000 to ₹50,00,000.

The next stop is the Silver investment plan, which is arguably their most popular investment plan, with the invested amount range between ₹50,00,000 to ₹1,00,00,000.

Then there is the Gold investment plan, where the amount ranges between ₹1,00,00,000 to ₹5,00,00,000. There is one more investment plan for the elite client who are willing to invest more than ₹5,00,00,000; they call it the Platinum investment plan.

Typically, what happens is, whenever the investors choose a higher investment plan, then pay a lesser amount as commission. Of course, the scenario will reserve if the investors opt for the low investment plan.

Therefore, we advise the investors to check the rate of commissions for all the investment plan.


Crest Wealth Management PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Crest Wealth Management PMS house are as follows-

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

Crest Wealth Management carefully segregated the commission rates for every model that the investors choose. Here is a list of the rate of commission rate for all their deployed commission models.


Crest Wealth Management PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.5% of Investment
Investment  – 50L – 1 Cr.1.3% of Investment
Investment – 1 Cr. – 5 Cr.1.2% of Investment
Investment – 5 Cr. Plus1.0% of Investment

Like every other PMS institution, Crest Wealth Management also offer Prepaid Commission payment model. In this payment model, the investors pay the commission value in advance, which many believe will cost less than other commission models.

Now, to start discussing the commission rates; they charge 1.5% if the investment amount stays in between ₹25,00,000 to ₹50,00,000.

If the investment amount ranges between ₹50,00,000 to ₹1,00,00,000, the investors have to pay 1.3% commission. Next in line is if the investment amount varies between ₹1,00,00,000 to ₹5,00,00,000; in that case, they charge 1.2% commission.

Finally, if the amount exceeds ₹5,00,00,000, the investors have to pay 1.0% commission. Meanwhile, all these commission rates are charged annually.


Crest Wealth Management PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.119% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.111% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.100% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.080% of Total Transaction Volume

Crest Wealth Management didn’t shy in offering the Volume% Commission payment model. In this payment model, the overall number of transaction volume processed by the Fund Manager will be considered as the benchmark to charge the commission.

However, sometimes, market volatility can be an issue as well. Meanwhile, if the yearly transaction volume stays between ₹25,00,000 to ₹50,00,000, they charge 0.119% commission. If that amount range between ₹50,00,000 to ₹1,00,00,000, the investors have to pay 0.111%.

Next; if the investment amount ranges between ₹1,00,00,000 to ₹5,00,00,000, Crest Wealth Management levies 0.100% as commission, and if the amount exceeds ₹5,00,00,000, they charge 0.080%. Again, all these commissions are charged annually.


Crest Wealth Management PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L22.5% of Profit
Profit Amount – 5L – 10L21.5% of Profit
Profit Amount – 10L – 50L19.5% of Profit
Profit Amount – 50L Plus17.5% of Profit

Similar to every reputed PMS institution, Crest Wealth Management also offers the Profit Sharing% Commission payment model too.

In this payment model, the investors will only pay the commission when he or she earn any profit. Therefore, this model is most accepted among investors.

To start with, if the profit margin ranges from ₹2,50,000 to ₹5,00,000, they charge 22.5%. Similarly, if the amount ranges between ₹5,00,000 to ₹10,00,000, they impose 21.5% commission.

Next; if the profit ranges between ₹10,00,000 to ₹50,00,000, the investors have to pay 19.5% commission, and if the profit margin exceeds ₹50,00,000, they charge 17.5% commission. All these fees are charged annually.


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Crest Wealth Management PMS Charges

The below-given table is giving information about Crest Wealth Management Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.62% – 0.75% of Asset Value
Brokerage Charges0.006% – 0.023% of Total Transaction Value
Custodian Charges0.14% – 0.29% of Asset Value
Depository Charges0.17% – 0.35% of Asset Value
Exit Load – within 12 months0.86% – 1.26% of Withdrawal Value
Exit Load – post 12 monthsFree

Let us discuss the entire fees structure that Crest Wealth Management offers.

  • Crest Wealth Management charge commission based on three payment models – Prepaid Commission, Volume% Commission, and Profit Sharing% Commission.
  • They charge an Upfront fee that ranges between 0.62% – 0.75% of the total asset value.
  • The Brokerage Charges range from 0.006% to 0.023% of the total transaction value.
  • There are Custodian Charges, which ranges between 0.14% – 0.29% of the total asset value.
  • The Depository Charges ranges between 0.17% – 0.35% of the total asset value.
  • Within 12 months, the Exit Load ranges between 0.86% – 1.26% of the total withdrawal value.
  • After 12 months, the Exit Load is free of cost.

Crest Wealth Management PMS Benefits

Find the details about Crest Wealth Management 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 is the list of features and benefits that Crest Wealth Management delivers to their investors.

  • Top-up Facility.
  • Back-office Reports.
  • Email Updates.
  • SMS Updates.
  • Portfolio Views.
  • Detailed Views.
  • Flexible Commission Models.
  • Flexible Investment Plans.

Crest Wealth Management PMS Customer Care

The table given below is showing a detailed view of Crest Wealth Management PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 to 9 Times a month
Issue Resolving TAT25 working days

The investors praise the exemplary support services that Crest Wealth Management delivers. To start with, for quick problem escalation, they have a competent email and call handling team.

However, unlike some companies, they don’t have dedicated chat support or whatsapp support. Meanwhile, there is relationship manager support.

The investors can call up to 9 times in a month, and the maximum TAT for resolving issues is 25 working days.


Crest Wealth Management PMS Conclusion

There is a sense of perfection when we discuss the services of Crest Wealth Management. However, there is room for improvements; such as the commission rates or the return on investment rates.

But, the overall quality of service is unquestionable most of the times.


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