DHFL Pramerica PMS – Review, Strategies, Returns, Charges & more
DHFL Pramerica PMS is considered as the highly renowned and well-established PMS Solution available across the country.
In this content, we will analyse the detailed review of DHFL Pramerica portfolio management service, its strategies, yearly returns, commission models, investment plans, charges etc.
Find out the detailed review of DHFL Pramerica PMS here –
DHFL Pramerica PMS – Customer Ratings & Review
|DHFL Pramerica PMS Ratings|
|Returns Performance||3.5 / 5|
|Services||3.3 / 5|
|Charges||3.4 / 5|
|Experience||3.3 / 5|
|Strategies||3.6 / 5|
|Client Support||3.4 / 5|
|Overall Ratings||3.4 / 5|
Overview of DHFL Pramerica Portfolio Management Services
Find out the detailed overview of DHFL Pramerica PMS provided below with a table chart.
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||1997|
DHFL Pramerica normally comes under the renowned and largest PMS companies in the country. The company was established by Mr Kapil Wadhawan in 1997.
The PMS company is located in Mumbai, Maharashtra. It is one of the PMS companies registered in the list of Stock Market.
The DHFL Pramerica has designed its portfolio management service model for making good earnings. It is the largest PMS playing company and also known in the market for the same. They have a high range of portfolio managers who normally take care of their PMS Business.
Now, we will analyse the DHFL Pramerica PMS types, charges, review, returns and more.
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Types of DHFL Pramerica PMS
Find out the details related to DHFL Pramerica portfolio management service types.
|Types of PMS|
The DHFL Pramerica normally work on both the types of portfolio management services namely, Discretionary PMS and Non- Discretionary PMS.
Normally, most of the clients prefer discretionary PMS type because of the investment portfolio of clients is completely managed by the fund managers.
While some other clients choose to prefer taking a convenient idea regarding the investment from any investment consultancy.
DHFL Pramerica PMS Fund Managers Details
The table given below is providing the details of DHFL Pramerica PMS fund manager.
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 8,000 Cr.|
|Number of Clients||250+|
|Investment Tenure||Minimum 3 yr.|
Generally, DHFL Pramerica has a great list of expertise portfolio or fund managers, but EA Sundaram is the highly experienced fund manager available for providing PMS support to the clients. He has around 25 years of experience in the portfolio management service sector and is qualified with CFA.
DHFL Pramerica fund managers normally hold the AUM value of approximately 8,000 Cr. and manages more than 250 clients. The minimum investment tenure for any customer in DHFL Pramerica is 3 years.
Know Fund Managers of Other Portfolio Management Service Companies
|ICICI Pru PMS||Aditya Birla PMS||Alchemy PMS||Ask PMS|
|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
DHFL Pramerica PMS Strategies
The table provided below is showing the entire details of DHFL Pramerica PMS Strategies.
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
As per the table provided above, DHFL Pramerica has various types of approaches or strategies. They are normally working on large-cap strategy, diversified strategy and small-mid cap strategy.
Here are some strategies used by DHFL Pramerica PMS financials.
DHFL Prameica DEEP VALUE – Multi-Cap
The Deep Value strategy normally approaches to focus on investing in the companies having a minimum track record of 15 years, minimum sales revenue of Rs. 400 Cr. greater > ROCE of around 20 per cent with cash flow free.
The investment portfolio normally tries to increase the possibilities of investment success. The strategy is normally designed with two main objectives of providing the clients with a complete set of robust industries, purchased at costs that are surely not excessively high and also reduce the capital loss of the investor permanently.
DHFL Pramerica PHOENIX – Small and Mid Cap
Theme 1- Reversion to Mean- Basically, the group of corporations with operational as well as financial performance during the investment time under the long term standard performance but with fixed earnings growth tendency recent years.
Theme 2- Special Situations- the companies which are like to benefit from an organisational structure change.
DHFL Pramerica PMS Returns / Performance
The details given in below table chart are showing the returns performance of DHFL Pramerica PMS.
|11 Year Plus||15%|
The robust return rate of DHFL Pramerica PMS has satisfied numerous clients. The stockbroking company Is good at beating more than 10 years of MFRs ( Mutual Fund Returns).
The DHFL Pramerica returns for 3 years is 9%, for 5 years is 11%, for 7 years is 13%, for 10 years is 14% and for more than 11 years is around 15% (CAGR).
The robust return rate normally makes the DHFL Pramerica sort of best PMS solution providing company across India.
Know Returns of other PMS Brands
|Asit C Mehta Investment PMS||Indianivesh PMS||NJ Wealth PMS||SBI Funds PMS|
|HDFC PMS||IDFC PMS||Karvy PMS||Credent Asset PMS|
|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
DHFL Pramerica PMS Investment Plans
The table given below is providing information about the DHFL Pramerica PMS investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The above table chart is normally providing the best understanding of the designed investment slabs. The company has customized a variety of investment plans according to the client’s requirements. Normally, the investment amount of around Rs.25 lakhs is required for investing in any PMS solution industry.
DHFL Pramerica has designed all ranges of investment slabs for their customers. It has customized Bronze investment plan ranges from Rs.25 lakh to Rs.50 lakh. The Silver investment plan is between the range of Rs.50 lakh to Rs.1 Cr.
The high value of investment plans includes- Gold investment plan and Platinum investment plan.
The gold investment plan ranges from Rs.1 Cr. to Rs.5 Cr. and more than Rs.5 Cr. of investment portfolio there is a platinum investment plan.
As the DHFL Pramerica PMS house has customized all kinds of investment slabs, it has also customized convenient commission models and its types also. Typically, high investment portfolio makes clients pay low commission charges and receive elite services as well.
DHFL Pramerica PMS Fee Structure or Commission Slabs
Find out the details of commission model customized by the DHFL Pramerica PMS in the table given below.
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
DHFL Pramerica Fees Structure is typically categorized into 3 different parts.
DHFL Pramerica PMS Prepaid Commission
This prepaid commission model is greatly convenient to all the DHFL Pramerica clients. As the management and commission charges are to be paid before the actual investment tenure begins.
With this commission model, clients are supposed to pay a low commission amount in comparison to other commission models.
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.6% of Investment|
|Investment – 50L – 1 Cr.||1.5% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.25% of Investment|
|Investment – 5 Cr. Plus||1.10% of Investment|
The prepaid fees structure is normally dependent on investment portfolio performance.
With the investment rate of Rs.25 lakh to Rs.50 lakh, the commission charges are 1.6% of the total investment amount. If the investment volume is between Rs.50 lakh to Rs.1 Cr., the commission amount to be paid is 1.5% of the total investment amount.
With high investment rate ranges from Rs.1 Cr- Rs.5 Cr., the commission charges will be 1.25% of the total investment amount. And over Rs.5 Cr. of investment volume, the commission charges will be 1.10% of the total investment value.
DHFL Pramerica PMS Volume% Commission
The volume % commission model is entirely dependent on the transactions are done by the portfolio manager of the company.
It has a dependency on some other factors of investment and market status as well. This commission model actually pushes clients towards a high level of commission payout.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.17% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.16% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.14% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.12% of Total Transaction Volume|
The volume % commission structure is highly dependent on the market situation as well as the fund manager’s loyalty.
With yearly transaction volume is between Rs.25 lakh to Rs.50 lakh, then the commission charges will be around 0.17% of the total transaction amount.
If the transaction amount ranges from Rs.50 lakh to Rs.1 Cr., the commission charges will be 0.16% of the total transaction volume.
And with huge transaction amount like Rs.1 Cr. to Rs.5 Cr., the commission payout is approximately 0.14% of the total transaction volume. And for more than Rs.5 Cr. of transaction volume, the commission rate will be 0.12% of the total transaction volume.
DHFL Pramerica PMS Profit Sharing% Commission
Profit sharing % is the most convenient and satisfactory commission model among all the customized commission models.
With this model, clients are needed to pay the management or commission charges only if the profit is realized.
This type of commission model offers great profit percentage and puts at low risk as well.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||27% of Profit|
|Profit Amount – 5L – 10L||25% of Profit|
|Profit Amount – 10L – 50L||23% of Profit|
|Profit Amount – 50L Plus||21% of Profit|
The profit sharing % commission model is designed in such a way to provide huge convenience and satisfaction to all the clients. As it is dependent total on the performance of the investment portfolio.
The investment portfolio with a profit amount of Rs.2.5 lakh to Rs.5 lakh, the commission payout will be 27% of the total profit realized. If it is between the range of Rs.5 lakh to Rs.10 lakh, the commission charges will be 25% of the total profit amount.
With a huge level of realized profit on investment portfolio like- Rs.10 lakh to Rs.50 lakh, the commission charges are 23% of the total profit value. For more than Rs.50 lakh of profit on investment, the commission charges are around 21% of the total profit amount.
All of the above- given commission model or fees structures are designed as per the needs and requirements of the clients.
The DHFL Pramerica PMS team not only charge management or commission fees, but also levy some other charges from all the clients including- brokerage charges, depository charges, custodian charges, upfront fees and exit load charges as well.
Know Charges models of other Portfolio Management Service Providers
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|Alfaccurate Advisors PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
DHFL Pramerica PMS Charges
The table given below is providing all the details retailed to the charges levied by the DHFL Pramerica Portfolio Management Team.
|Management Fees||As per commission model|
|Upfront Fees||0.9% – 1.5% of Asset Value|
|Brokerage Charges||0.008% – 0.028% of Total Transaction Value|
|Custodian Charges||0.28% – 0.38% of Asset Value|
|Depository Charges||0.18% – 0.28% of Asset Value|
|Exit Load – within 12 months||1.1% – 2.1% of Withdrawal Value|
|Exit Load – post 12 months||Free or 0.35% of Withdrawal Value|
The list of commission charges levied by DHFL Pramerica PMS is described below with a table chart.
Management Fees- The management charges levied by the company is normally according to the fees structure or commission model chosen by the client.
Upfront Fees- Basically, upfront charges are also charged from all its clients. Such kind of charges is just like an advance payment. The upfront charges normally range from 0.9% to 1.5% of the total asset value.
Brokerage Charges- Brokerage charges are levied by the PMS team, as they are charges between the range of 0.008% to 0.028% of the total transaction volume.
Custodian Charges- Custodian charges are typical charges by the DHFL Pramerica company between the range of 0.28% to 0.38% of the total asset value.
Depository Charges- The depository charges normally charged between the range of 0.18% to 0.28% of the total asset value.
Exit Load Charges- If the amount withdrawn is done within 12 months then the commission charges will be 1.1% to 2.1% of the total withdrawal value.
If the amount withdrawal takes place after 1 year then sometime it is free of cost and sometimes it is chargeable, the charges will be around 0.35% of the total withdrawal value.
DHFL Pramerica PMS Benefits
The table given below is providing the details related to DHFL Pramerica portfolio management service benefits.
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Here is the list of benefits associated with DHFL Pramerica portfolio management services are as follows-
- DHFL Pramerica normally provides the most convenient top-up facility for all of its clients.
- The company also avails back office login facility for all the clients. So that all the existing clients can get details and reports regarding the investment portfolio through it.
- The broking company also offers email update as well as an SMS update facility to all the clients. The clients can get updates regarding their investment portfolio through this facility.
- The DHFL Pramerica PMS company is also good at providing huge flexibility in commission models as well as in investment plans to all the clients. As it has availed investment slabs of all ranges for huge satisfaction.
- The portfolio management service providing company is holding massive experience in PMS sector.
DHFL Pramerica PMS Customer Care
The table provided below is giving information about the DHFL Pramerica Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 3 to 7 Times a month|
|Issue Resolving TAT||10 working days|
In terms of Customer Care or Client Support, the DHFL Pramerica PMS company is best at providing client support. It usually allows all its clients to directly call in a way to get resolved all kinds of queries. Most importantly, Email Support and Whatsapp Support is also provided to the clients for huge satisfaction.
The DHFL Pramerica PMS also offer gold relationship manager support to all the clients. Normally, with huge investment portfolio clients can call to their fund manager 3-7 times a month. But will low investment portfolio clients can call to their fund manager 3 times in a month.
For DHFL Pramerica PMS team, the issue resolving TAT is 10 working days.
DHFL Pramerica PMS Conclusion
DHFL Pramerica is the top-notch PMS solution available across the nation. It’s a wide range of philosophies has given amazingly better results to all of its clients.
Most importantly, their flexible commission models and investment plans provide good support and convenience to the clients. The support system and services are also very good and well structured.
If you are looking forward to start with any PMS solution, then DHFL Pramerica PMS should on the top of your search list.
DHFL Pramerica PMS FAQs
Ques – How can I invest with DHFL Pramerica PMS?
Answer – To invest in DHFL PMS, the procedure is absolutely easy and hassle free. Once you open our site, you will find a Invest In DHFL PMS fill up form. You fill in the mandatory details such as your name, mobile number and city and select the essential service and click on submit. This way you will be led to the further steps of investment.
Ques – Who is the current fund manager of DHFL PRAMERICA PMS?
Answer – The current fund manager of PRAMERICA PMS is Mr. EA Sundaram. Mr.EA Sundaram is the highly experienced fund manager available for providing PMS support to the clients. He has around 25 years of experience in the portfolio management service sector and is qualified with CFA. He is an exceptional manager, with almost 25 years of experience and more than 250 clients under him.
Ques – What is the approx AUM of DHFL PRAMERICA PMS?
Answer – The maximum AUM the DHFL PRAMERICA PMS Pvt limited holds is that of 8000 Cr. This is normally held by the fund manager which in this case is Mr. EA Sundaram who also manages the portfolio of about 200 clients.
Ques – Where can I check return or performance of DHFL PRAMERICA PMS?
Answer – The returns and performance of DHFL PRAMERICA PMS, is present right in the article present at our website. For the convenience of our customers we present the entire facts and figures in a tabular for. DHFL PRAMERICA is known for having an excellent Portfolio Management service and has beaten around more than 10 years of mutual fund returns. The DHFL Pramerica returns for 3 years is 9%, for 5 years is 11%, for 7 years is 13%, for 10 years is 14% and for more than 11 years is around 15% (CAGR).
Ques – What are the different strategies used by DHFL PMS?
Answer – The article provides the various strategies that Marcellus incorporates within the form of a table. As per the table given above, the DHFL PMS house has various types of effective PMS strategies. They usually make use of Small cap strategy and Multi cap strategy. All of the investment philosophies are greatly available with the company.
Ques – Where to find the fee structure and commission rate of DHFL PMS?
Answer – The data regarding all the details of DHFL PMS is present in the article. We have detailed you with all the important heads and done so in the form of tables and charts. Therefore to find the fee structure and commission rate of DHFL PMS, you just have to locate the head under which the details are provided.
Ques – How to call or reach DHFL PMS customer care?
Answer – The DHFL Pramerica PMS business is best at delivering customer service in terms of Customer Services or Client Support. It usually allows all of its customers to call directly in a way that resolves all sorts of queries. Most notably, consumers are also provided with Email Support and Whatsapp Support for tremendous satisfaction. Gold relationship manager service for all customers is also provided by DHFL Pramerica PMS. Normally, consumers will call their fund manager 3-7 times with a large investment portfolio.
Ques – What are the benefits of investing with DHFL PRAMERICA?
Answer – The DHFL PRAMERICA PMS is one of the most popular and well established PMS solution providing company. It has also customized a huge range of philosophies and successful approaches. The results have been highly beneficial to their clients. The commission model is extremely flexible and has great investment plans. Also the services provided here are highly supportive. Therefore your investment will surely bore you great satisfaction.
Ques – What are the different charges involved with DHFL PRAMERICA PMS?
Answer – There are various charges involved in the Marcellus PMS. The taxes that are levied include: Upfront fees, Brokerage charges, Custodian charges, Depositary charges, Exit load within one year.
Ques – Where can I find all the details about DHFL PRAMERICA PMS?
Answer – All the details regarding the Marcellus portfolio management services are provided within the article. To make the work absolutely feasible and flexible for our customers, we have provided the data through tables. This way the customer can easily locate all the information they require easily within the article range.
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