Darashaw & Company PMS – Review, Strategies, Returns, Charges & more

Darashaw & Company PMS is one of the oldest diversified financial management companies. They have been extending their services for nearly a century now. They provide a wide range of financial services to a substantially diversified clientele.

For today’s article we’ll be drafting a proper review of Darashaw Portfolio Management Services and the review will include the following: –

  • Fragments from the story of origin of the company. this part will include the description of their founding members. And, it’ll even emphasize on the place and year of their inception.
  • Establishment of the type of PMSs they grant to their clients. This part will include a proper definition for all the PMSs.
  • Details about the expertise and experience of their fund managers. This part will include their educative qualification. And, it’ll even tell you about the net worth of the assets they manage.
  • Elaboration of all the investment strategies they grant. This part will include the implementation of each strategy. It’ll even match the strategies with certain client types.
  • Description of a self-explaining chart including the CAGR values. This chart will state the CAGR for different investment terms.
  • Elaborative description of the investment plans they grant to their clients. This part will distinguish the plans based on the investment value.
  • Details of all of the commission plans they have to offer to their clients. This part will enlist all the pros and cons of the plans. And, it’ll even state the charging parameter used for each plan.
  • Details of all the charges that the clients need to pay beside the usual commission. It will even justify these charges on the basis of the services rendered.
  • And, at last, we’ll draw a proper conclusion to the entire review. This part will basically include the pros and cons of the company altogether.

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Darashaw & Company PMS – Customer Ratings & Review

Find Client ratings of Darashaw & Company Portfolio Management Services –

Ratings
Returns Performance 3.6 / 5
Services 3.7 / 5
Charges 3.3 / 5
Experience 3.6 / 5
Strategies 3.5 / 5
Client Support 3.4 / 5
Overall Ratings 3.5 / 5
Star Ratings ★★★★★

Overview of Darashaw & Company Portfolio Management Services

Find a detailed overview of the Darashaw & Company portfolio management service in the table given below-

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Darashaw Master
Yr. of Establishment 1926

As mentioned earlier, Darashaw & Company PMS was established in the year 1926. And, the credit to their foundation goes to their founder Darashaw Master.

At present, the company operates from their head-quarters in Mumbai, Maharashtra. They’ve been known to provide diversified financial services to their clients. And, they’ve done a pretty good job at keeping them certified.

Now, we will have a discussion about Darashaw & Company portfolio management service company review, its PMS returns, PMS charges and more.


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Types of Darashaw & Company PMS

There are 2 types of Darashaw & Company Portfolio Management Services –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

Darashaw is one of the oldest financial services providing company in India. It means that they know the traits of the industry. In fact, they’ve helped to shape most of these traits.

Therefore, they understand the importance of providing their clients with options. That’s why they provide their clients with two distinct PMS options.

We’re referring to the discretionary and non-discretionary PMS. Discretionary PMS helps the clients to relax post investment. This puts the asset related decisive power onto fund manager’s laps.

Thus, the company can make changes to the asset as required. This helps to grant the promised return on maturity. Non-Discretionary PMS, is a totally different thing, though.

This requires the clients to be provided with regular advisory. It even requires the company to seek permission from clients for asset related alterations. Thus, the clients themselves are put in charge of their assets.


Darashaw & Company PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Darashaw & Company PMS company.

Fund Manager’s Details
Name Baman K Mehta
Experience 30 Yrs.
Highest Qualification B.Com.
AUM (in Cr.) 44 Cr.
Number of Clients 44
Investment Tenure 2-3yrs

Darashaw is run by a team of professionals highly qualified in their domain. And, this even reflects in their PMS division. Their PMS division is being led by Baman K Mehta.

He is a B.Com. by qualification and has an experience of 30 years. His experience has helped many clients gain significantly huge profits. He currently manages an asset worth of 44Cr. for 44 clients.

And, it’s easy to get him to manage yours as well. All you’ll have to do is invest with the company for at least 2-3 years.


Know Fund Managers of Other Portfolio Management Service Companies

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Darashaw & Company PMS Strategies

The below table is providing details about the Darashaw & Company portfolio management service strategies-

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

Darashaw & Company PMS has pioneered many investment strategies. And, combined with the years of their experience, they know their way around.

That’s why they valiantly invest onto each and every domain of stocks. This means that they invest in large, mid and small cap portfolios alike. However, that’s only the tip of the iceberg. They typically use the following ideologies while investing: –

Margin of Safety:

They always tend to buy a tock at a discounted price to its intrinsic value. This approach uses helps them to ensure higher returns in long term.

Value Investing:

They tend to invest in the companies with great management and high brand recall value. They even bring in the companies’ growth potential into count.

Discipline:

They tend to maintain discipline at all times. They confine themselves from over or under-investing in any stock, no matter however promising. This helps to diversify the risk potential of the portfolio at all times.


Darashaw & Company PMS Returns / Performance

The below table is giving details about Darashaw & Company PMS returns and performance-

Returns (CAGR)
3 Year 11.5%
5 Year 9.5%
7 Year 10.3%
10 Year 10.5%
11 Year Plus 9.8%

We’ve presented a detailed chart consisting the expected CAGR of the company above. The chart, as you can see, has been divided into 5 parts. And, each of the parts is defined as per the investment terms.

Therefore, the investments worth 3 years are expected to fetch 11.5% CAGR. The investments worth 5 years are expected to fetch 9.5% CAGR.

The 7 year-investments are expected to fetch in a CAGR of 10.3%. The investments worth 10 years are expected to fetch 10.5%. And, the investments more than 11 years are expected to fetch in 9.8% CAGR.


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Darashaw & Company PMS Investment Plans

Below the given table is providing details about the Darashaw & Company 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

There are four categories of investment plans offered by Darashaw & Company PMS. And, each category is determined by a particular bracket of investment.

So, the first category caters to the investment bracket of 25L-50L. The second category is meant for the investment bracket of 50L-1Cr.

The third category is aimed to cater the investment bracket of 1Cr.-5Cr. And, the final category is meant to serve the investments above 5Cr.


Darashaw & Company PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Darashaw & Company PMS house are as follows-

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

Darashaw & Company PMS even provides options in terms of commission plans. And, their clients are not at all compelled to select any particular one of them.

In fact, they are informed and encouraged to choose the one suiting them. We’re referring to the prepaid, volume% and the profit-sharing plans.


Darashaw & Company PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.32% of Investment
Investment  – 50L – 1 Cr. 1.22% of Investment
Investment – 1 Cr. – 5 Cr. 1.02% of Investment
Investment – 5 Cr. Plus 0.82% of Investment

Prepaid plan is the first to be offered amongst the three commission plans. It charges the clients in advance. And, the payment parameter is determined to be the investment value.

This plan has been categorized into 4 categories. And, each category is defined by a particular investment plan. The first category serves to the bronze plan holders and charges 1.32% commission.

The second category is for the silver plan holders and charges them at 1.22% rate. Third category is meant for the gold plan holders and charges them at 1.02% rate. And, the fourth category charges the platinum plan holders at a rate of 0.82%.


Darashaw & Company PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.120% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.112% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.100% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.085% of Total Transaction Volume

Volume% plan is known as the second provision in terms of commission plans. This one charges the clients based on the transactions made by the fund manager.

And the transactions are made to ensure the delivery of promised returns. It has been categorized into four parts. And the payment parameter is the total transactions value.

The fist part charges the bronze plan clients at a rate of 0.120%. Second part charges the silver plan clients at a rate of 0.112%.

Third part charges the gold plan holders at a rate of 0.100%. And, the fourth part charges the platinum plan holders at a rate of 0.085%.


Darashaw & Company PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 22.0% of Profit
Profit Amount – 5L – 10L 20.0% of Profit
Profit Amount – 10L – 50L 17.5% of Profit
Profit Amount – 50L Plus 15.0% of Profit

Profit-Sharing plan is the name of the third category of commission plan to be offered. It charges the clients on the basis if the realized profits. And, the charging parameter is the overall profit value.

It has four categories, with each category for a particular investment plan. So, the first category charges the bronze plan clients at 22.0% rate.

The second category charges the silver plan clients at 20.0% rate. The third category charges the gold plan clients at 17.5% rate. And, the fourth category charges the platinum plan clients at 15.0% rate.


Know Charges models of other Portfolio Management Service Providers

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Darashaw & Company PMS Charges

The below-given table is giving information about Darashaw & Company Portfolio Management Service Charges-

Charges
Management Fees As per commission model
Upfront Fees 0.66% – 0.88% of Asset Value
Brokerage Charges 0.007% – 0.017% of Total Transaction Value
Custodian Charges 0.11% – 0.33% of Asset Value
Depository Charges 0.11% – 0.22% of Asset Value
Exit Load – within 12 months 0.88% – 1.22% of Withdrawal Value
Exit Load – post 12 months Free

Darashaw & Company PMS charges their clients with a series of additional charges. And, these charges are charged for some special services. So, here’s the complete list of the charges: –

  • The clients must pay a certain amount for management fee. This is charged as per the chosen commission plan.
  • Clients must pay 0.66-0.88% of the asset value in terms of upfront fee.
  • The clients must pay 0.007-0.017% of the transactions value in terms of brokerage charges.
  • Clients must pay 0.11-0.33% of asset value in terms of custodian charge.
  • The clients must pay 0.11-0.22% of asset value in terms of depository charge.
  • Clients must pay 0.88-1.22% of the withdrawal value in terms of exit load. However, they only need to pay this in terms of withdrawals within 12 months of investment.

Darashaw & Company PMS Benefits

Find the details about Darashaw & Company PMS advantages in the table given below-

Benefits / Advantages
Top-up Facility Yes
Back office Reports Yes
Email Update Yes
SMS Update Yes
Watsapp Update No
Portfolio View Yes
Detailed View Yes
Flexible Commission Model Yes
Flexible Investment Plans Yes
Massive Experience Yes

Investing with Darashaw & Company PMS comes with several benefits including: –

  • The company offers their clients with the top-up facility. This enables the clients to increase their investment value at will.
  • The company provides the clients with on-time updates on their respective investments. The clients are kept informed through SMS and Email.
  • The company grants the clients with several flexible investment and commission models.
  • The company provides the clients with real-time investment related reports.

Darashaw & Company PMS Customer Care

The table given below is showing a detailed view of Darashaw & Company PMS Customer Care.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
Relationship Manager Support Yes
Call to Fund Manager Yes – 8 to 9 Times a month
Issue Resolving TAT 16 working days

Darashaw & Company PMS has set up a proper customer care to help their clients. And, the customer care is responsible to provide the clients with the following: –

  • Support related to the investments through call and on email.
  • Support through a relationship manager.
  • Permission to connect with the fund manager over a call 8-9 times month.
  • Promise of resolving an issue related to the investments within 16 working days.

Darashaw & Company PMS Conclusion

As for conclusion, we’d like establish that we have complete faith in Darashaw & Company PMS activities. And, we believe that their years of experience can help you fetch greater results.


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