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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 Performance3.5 / 5
Services3.3 / 5
Charges3.4 / 5
Experience3.3 / 5
Strategies3.6 / 5
Client Support3.4 / 5
Overall Ratings3.4 / 5
Star Ratings★★★★★

Overview of DHFL Pramerica Portfolio Management Services

Find out the detailed overview of DHFL Pramerica PMS provided below with a table chart.

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipKapil Wadhawan
Yr. of Establishment1997

DHFL Pramerica PMS

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
DiscretionaryYes
Non-DiscretionaryYes

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
NameEA Sundaram
Experience25 Years
Highest QualificationCFA
AUM (in Cr.)Approx 8,000 Cr.
Number of Clients250+
Investment TenureMinimum 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.


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DHFL Pramerica PMS Strategies

The table provided below is showing the entire details of DHFL Pramerica PMS Strategies.

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

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.

Returns (CAGR)
3 Year9%
5 Year11%
7 Year14%
10 Year13%
11 Year Plus15%

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.


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DHFL Pramerica PMS Investment Plans

The table given below is providing information about the DHFL Pramerica 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 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
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

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 – 50L1.6% of Investment
Investment  – 50L – 1 Cr.1.5% of Investment
Investment – 1 Cr. – 5 Cr.1.25% of Investment
Investment – 5 Cr. Plus1.10% 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 – 50L0.17% 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. Plus0.12% 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 – 5L27% of Profit
Profit Amount – 5L – 10L25% of Profit
Profit Amount – 10L – 50L23% of Profit
Profit Amount – 50L Plus21% 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.


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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.

Charges
Management FeesAs per commission model
Upfront Fees0.9% – 1.5% of Asset Value
Brokerage Charges0.008% – 0.028% of Total Transaction Value
Custodian Charges0.28% – 0.38% of Asset Value
Depository Charges0.18% – 0.28% of Asset Value
Exit Load – within 12 months1.1% – 2.1% of Withdrawal Value
Exit Load – post 12 monthsFree 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
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 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.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportYes
Relationship Manager SupportYes
Call to Fund ManagerYes – 3 to 7 Times a month
Issue Resolving TAT10 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.


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