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DMZ Partners PMS Review, Strategies, Returns, Charges & more

DMZ Partners PMS provides the Portfolio Management service, and it is the mainstream service of this company. The Portfolio Management service of this company is being considered as the most effective in recent days.

The team of this company possesses only professionals who are experts in this field. Here you will get more details about the complete service details of the DMZ Partners Portfolio Management Services.

This article includes all policies, commission strategies, and the necessary annual returns.PMS Offers


DMZ Partners PMS – Customer Ratings & Review

Find Client ratings of DMZ Partners Portfolio Management Services –

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

Overview of DMZ Partners Portfolio Management Services

Find a detailed overview of the DMZ Partners portfolio management service in the table given below-

Overview
Company TypeLLP
Registered LocationMumbai, Maharashtra
LeadershipSanjay Zaveri
Yr. of Establishment2017

DMZ Partners PMS has emerged as one of the most renowned houses of brokers in recent days. The house is based in Mumbai, Maharastra and the company is running successfully since the year 2017.

Till date, the professionals of this agency have served to vast numbers of customers successfully. There is no comparison to their services, and every customer is delighted with the performance of the professionals.

In this DMZ Partners is one of the most dedicated service providers in India. The company established in the year 2017 and the headquarter is set up in Mumbai Maharashtra. Among the listed broking houses in India, DMZ Partners is no doubt a famous name.

Let us have a discussion about the DMZ Partners PMS Review, PMS Charges, PMS returns and other things.

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


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Types of DMZ Partners PMS

There are 2 types of DMZ Partners Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

The company is ready to offer two types of PMS services provided by this broking house. One is discretionary, and the next one is non-Discretionary.

It has been noticed that the majority of clients is ready to take the discretionary offer. The fund manager of DMZ Partners ultimately manages the whole PMS account.

The advice the clients on these services so that it can become easy for the clients to make a decision.


DMZ Partners PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of DMZ Partners PMS company.

Fund Manager’s Details
NameSoumil Sanjay Zaveri
Experience10 Years
Highest QualificationB.Sc. (Economics)
AUM (in Cr.)183 Cr.
Number of Clients96
Investment Tenure3-4yrs

There is no doubt that this fund management company has a well maintained expert team, and the multiple managers are there who look into the matter.

They possess the experience to look into the matter. Apart from that, one of the productive people there is Soumil Sanjay Zaveri. He has more than 10 years of experience, and his qualification  is B.Sc. (Economics).

The fund manager of DMZ partners PMS holds 183 Cr. He is also able to handle 96 plus PMS clients. As per the company policy, the minimum investment term for any investor is three to four years.


Know Fund Managers of Other Portfolio Management Service Companies

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Alchemy PMSAnvil Wealth PMSAxis PMS

DMZ Partners PMS Strategies

The below table is providing details about the DMZ Partners portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

From the above table, it is cleared that the DMZ partners follows the security strategies as mentioned above. These strategies are Large Cap, Small-mid Cap, and diversified policies.

Investors here can opt for any approach which can quickly be dealt with. The best thing to notice that primary emphasis is given on the large scale cap.

Here you can take a look at the points mentioned below on which the research is based on.

  • The best part of this PMS Service is that it will make the stock selection in such a way that it can generate the best return.
  • The investors pay massive attention to the stock so that it can follow the upward trend of the capital.
  • The stocks here selected must meet the criteria for research.
  • These PMS products depend on every research aspect. Well, lots of roles are there of the PMS fund manager, and these are extremely helpful for the investors to maintain a healthy portfolio.

DMZ Partners PMS Returns / Performance

The below table is giving details about DMZ Partners PMS returns and performance-

Returns (CAGR)
3 Year10.3%
5 Year8.4%
7 Year9.2%
10 Year8.9%
11 Year Plus11.2%

Here from the above table, it can quickly be cleared that the return rates are highly attractive. This broking house is capable of beating a ten-year mutual fund record.

In the last three year, the performance of this broking house is 10.3%, and for five years the return is 8.4%. Seven-year return percentage is 9.2 percentages whereas the ten-year return is 8.9 percent.

Performance  of this broker house in 11 years plus return is 11.2%.


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DMZ Partners PMS Investment Plans

Below the given table is providing details about the DMZ Partners 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

Investors will surely get a clear picture of the different investment plans offered by DMZ partners broking house. The minimum investment plan for any PMS investment must start from Rs 25 L.

Well from here it can be noticed that the bronze investment plan lies between Rs 25L to Rs 50L, the silver plan can opt between 50L to 1 crore. The range of the platinum PMS starts at Rs 5 Cr plus.

Brokerage is also different depending on the various investment plans. If from the client’s side, there is high investment, then the investor will surely enjoy the maximum services as well as the low brokerage too.


DMZ Partners PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by DMZ Partners PMS house are as follows-

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

DMZ Partners PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.15% of Investment
Investment  – 50L – 1 Cr.1.10% of Investment
Investment – 1 Cr. – 5 Cr.1.0% of Investment
Investment – 5 Cr. Plus0.9% of Investment

The model of prepaid commission as offered by DMZ Partners is depended on the fee structure of the house. In case the investment range is between Rs 25 lakh to Rs 50 lakh, the prepaid commission is charged @ 1.15 percent of the total investment.

Prepaid commission is measured at 1.10% on the total investment 50L – 1 Cr. Prepaid fee is calculated at 1.0% if the investment is made Rs 1 crore or more. The management fee is 0.9 % on the total investment 5 cr plus.


DMZ Partners PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.128% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.121% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.110% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.100% of Total Transaction Volume

This fee structure is entirely dependent on the complete transition is done by the fund manager of this broking house.

It also depends on the market, and it is related to other criteria of the investment. Here you can take a look at the commission model, and detail mentioned there.

As per the above volume commission model, the commission amount is fully dependent on the market situation. The brokers get normally high commission from this kind of commission payout.

In the volume commission model if the yearly volume of transactions depend on the market situation.  The management fee charge is within 0.128% if the total transaction volume is between 25  Lakh to 50 Lakh.

In case the transaction volume is between Rs 50 Lakhs to Rs 1 crore then the PMS charge is 0.121%. The management will charge 0.100% if the total transaction volume goes beyond Rs 5 crore.


DMZ Partners 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 – 10L21.5% of Profit
Profit Amount – 10L – 50L19.5% of Profit
Profit Amount – 50L Plus17.0% of Profit

DMZ profit sharing commission has been one of the important aspects in the PMS service. However the commission model states that the investors can enjoy flexible returns with low risk.

The above table states that for a profit of 2.5L-5L yearly, 22.7 percent of profit will be charged as commission, for a profit of 5L-10L, 21.5% of profit will be charged as commission, for amount that ranges between 10L-50L, the percent of commission is 19.5 and lastly for profit that is more than 50L yearly a minimal of 17 percent of the profit will be charged.


Know Charges models of other Portfolio Management Service Providers

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DMZ Partners PMS Charges

The below-given table is giving information about DMZ Partners Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.53% – 0.77% of Asset Value
Brokerage Charges0.008% – 0.028% of Total Transaction Value
Custodian Charges0.17% – 0.29% of Asset Value
Depository Charges0.15% – 0.30% of Asset Value
Exit Load – within 12 months0.95% – 1.35% of Withdrawal Value
Exit Load – post 12 monthsFree

The table mentioned below is available with all necessary details relating to DMZ Partners PMS charges

Management Fees – This will be as per the commission model or fee structure chosen by the client.

Upfront Fees – This Fee varies based on the Total Asset value of the client. It ranges from 0.53% – 0.77% of the Asset Value.

Brokerage Charges – The brokerage charges depends on the Investment amount. It ranges from 0.08% – 0.028% of Total Transaction Value.

Custodian Charges & Depository Charges – These charges varies from total asset value. Custodian charges ranges from 0.17% – 0.29% & Depository Charges varies from 0.15% – 0.30% of total asset value.

Exit Load – The Company levies exit load to the client if they withdraw the amount within 1 year. The charges ranges from 0.95% – 1.35% of Withdrawal Value.


DMZ Partners PMS Customer Care

The table given below is showing a detailed view of DMZ Partners PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 10 Times a month
Issue Resolving TAT21 working days

The team of DMZ Partners PMS offers top-level customer care service. Whether it is related to E-mail service or it is associated with call service, in every situation, the relationship managers here provide the best service.

You can call to your fund manager 10 times in a month.


DMZ Partners PMS Conclusion

DMZ Partners PMS has emerged as one of the most popular PMS services and the plans as well as the strategies here, will enhance the performance.


Know everything about more PMS companies

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