Doha Brokerage PMS Review, Strategies, Returns, Charges & more
Doha Brokerage PMS is a well-known firm that offers PMS or Portfolio Management Services as a mainstream service. They provide top-class PMS, which is one of the best in the business. Their portfolio management service is drafted and guided by highly qualified professionals.
In this article, you will be provided detailed knowledge about Doha Brokerage Portfolio Management Services offered by Doha Brokerage in terms of its strategies, commission fees, and annual returns.
All their services are given below. You should check them thoroughly to learn about the details.
Doha Brokerage PMS – Customer Ratings & Review
Find Client ratings of Doha Brokerage Portfolio Management Services –
|Returns Performance||3.1 / 5|
|Services||2.9 / 5|
|Charges||2.5 / 5|
|Experience||3.3 / 5|
|Strategies||3.2 / 5|
|Client Support||3.0 / 5|
|Overall Ratings||3.1 / 5|
Overview of Doha Brokerage Portfolio Management Services
Find a detailed overview of the Doha Brokerage portfolio management service in the table given below-
|Registered Location||Kochi, Kerala|
|Yr. of Establishment||1992|
Doha Brokerage firm is a privately-owned broking house of Kochi, Kerala. Founded in 1992, the company has been providing its clients with the best possible services. The company has a large number of clients who are highly satisfied with their services.
Doha Brokerage has been established by Prince George. The company has its headquarter in Kochi, Kerala, and has been providing uninterrupted services for the past 27 years.
Now, we will have a discussion about Doha Brokerage portfolio management service company review, its PMS returns, PMS charges and more.
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Types of Doha Brokerage PMS
There are 2 types of Doha Brokerage Portfolio Management Services –
|Types of PMS|
Doha Brokerage provides two types of PMS to the clients. The first type is Discretionary, and the other is Non-Discretionary. You can choose according to your convenience. Most of the clients of the firm go for the former model.
Doha Brokerage PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Doha Brokerage PMS company.
|Fund Manager’s Details|
|Name||Mr. Prince George|
|AUM (in Cr.)||10 Cr.|
|Number of Clients||33|
Doha Brokerage has appointed highly-qualified professionals as their Fund Managers. All of them have a good amount of experience in the field and provide superior services.
But the owner of the firm, Mr. Prince George himself is an excellent Fund Manager with an experience of 20 years. He has the highest qualification of MBA and shown remarkable success in this field.
Mr. Prince George has been managing the profiles of 33 clients with ten crores of AUM. Minimum investment tenure of 3 years is to be maintained by the clients.
Know Fund Managers of Other Portfolio Management Service Companies
|Banyan Tree Advisors PMS||Care Portfolio PMS||Edelweiss PMS|
|Bellwether Capital PMS||Centrum PMS||Emkay Investment PMS|
|Bonanza Portfolio PMS||DHFL Pramerica PMS||Enam Asset Management PMS|
Doha Brokerage PMS Strategies
The below table is providing details about the Doha Brokerage portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
The broking firm, Doha Brokerage, offers three different types of PMS strategies. These strategies are grouped as Large Cap Strategy, Diversified Strategy, and Small – Midcap Strategy. The clients can select the strategies according to their convenience.
Doha Brokerage emphasizes mostly on the Large Cap stocks as they are safer in term of risks. They also give a good amount of return which is surely profitable. The theory of the firm goes by:
- The company slowly increases its range to the stocks that are safe and sure to return a profit
- They back up those the stocks that have a good future and will surely yield a profit
- The broking house selects only those stocks that go by their research criteria
Doha Brokerage PMS Returns / Performance
The below table is giving details about Doha Brokerage PMS returns and performance-
|11 Year Plus||7.5%|
The clients get a good return on investments for 3, 5, 7, 10, and 11 years respectively as shown by the table. This is surely much better than any bank or other mutual fund services.
Therefore you can get a clear idea about the success rate of the firm in terms of the returns yielded.
Know Returns of other PMS Brands
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|Nine Rivers Capital PMS||Pelican PMS||Prabhudas Lilladher PMS|
|Pantomath Fund Managers PMS||Phillip Capital PMS||R Wadiwala Securities PMS|
Doha Brokerage PMS Investment Plans
Below the given table is providing details about the Doha Brokerage portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The table here clearly gives an idea about the various investment schemes offered by the broking house. You will have to make a minimum investment of 25L with whichever broking firm you go by.
In Doha Brokerage, the Bronze plan offered has a range of 25 to 50 Lakhs, the Silver plan has a range of 50 Lakhs to 1 Crore. 1 Crore to 5 Crore is for the Gold plan, and more than 5 Crore comes under the Platinum plan.
The company charges less brokerage charges for a higher amount of investments made by the clients.
Doha Brokerage PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Doha Brokerage PMS house are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Doha Brokerage offers three types of commissions to the clients. These can be categorized as Prepaid Commission, Volume % Commission, and Profit Sharing % Commission. You will get good details about them below.
Doha Brokerage PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.13% of Investment|
|Investment – 50L – 1 Cr.||1.03% of Investment|
|Investment – 1 Cr. – 5 Cr.||0.93% of Investment|
|Investment – 5 Cr. Plus||0.80% of Investment|
The prepaid commission can be defined as the amount of commission that is to be paid to the company in advance. This type of commission is much less than the general brokerage fees charged by the firm.
If a client makes an investment between 25 lakh to 50 lakh, then he will be charged a commission fee of 1.13% of the total amount of investment.
If he invests between 50 lakh and 1 crore then the fee will be 1.03%, for 1 crore to 5 crores the fee will be 0.93%, and for more than 5 crores, he will have to pay 0.8% of the total amount of the investment.
Doha Brokerage PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.110% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.105% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.095% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.080% of Total Transaction Volume|
From the above table, you can see that the commission charges are completely based on the number or the volume of transactions made by the fund managers of the firm.
According to the commission model of the firm, when the volume of the transactional amount is in the range of 25 lakh and 50 lakh, the commission charged will be 0.11% of the total transaction.
When it is in the range of 50 lakh and 1 crore, the charge is 0.105% of the total transaction, between 1 crore and 5 crores the charge is 0.095% and for above 5 crores, the fee is 0.08% of the total volume of transaction.
Doha Brokerage 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||22.9% of Profit|
|Profit Amount – 5L – 10L||20.9% of Profit|
|Profit Amount – 10L – 50L||18.9% of Profit|
|Profit Amount – 50L Plus||15.9% of Profit|
In this commission model, you can see that the percentage of commission charged by the company is relatively on the higher side but it can be banked upon as the investment is subjected to a lesser amount of market risk.
From the above table you can see that for a profit between 2.5 and 5 lakhs, 22.9% of the profit earned will be charged as commission, for 5 to 10 lakhs, 20.9% will be charged, between 10 lakhs and 50 lakhs, 18.9% and for investment more than 50 lakhs, 15.9% of the total profit earned will be charged as the commission fees.
Know Charges models of other Portfolio Management Service Providers
|Renaissance Investment PMS||Sameeksha Capital PMS||Shade Capital PMS|
|Revelation Portfolio PMS||Samvitti Capital PMS||Sharekhan PMS|
|Sageone Investment PMS||Sanctum Wealth PMS||Shepherds Hill PMS|
Doha Brokerage PMS Charges
The below-given table is giving information about Doha Brokerage Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.56% – 0.76% of Asset Value|
|Brokerage Charges||0.007% – 0.027% of Total Transaction Value|
|Custodian Charges||0.22% – 0.35% of Asset Value|
|Depository Charges||0.21% – 0.41% of Asset Value|
|Exit Load – within 12 months||0.81% – 1.21% of Withdrawal Value|
|Exit Load – post 12 months||Free|
The above table will clearly help you to understand that the upfront fee charged by the firm lies between 0.56% and 0.76% of the total asset value of the client.
The brokerage charges are between 0.007% and 0.027% of the total transactional volume. The company charges a fee between 0.81% and 1.21% of the withdrawal value on exit load within 12 months and 0% on exit load after 12 months.
Doha Brokerage PMS Benefits
Find the details about Doha Brokerage PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
The advantages of choosing Doha Brokerage for PMS are listed below:
- The firm has a website which helps its clients and brokers to view their progress report
- Their clients can know about their details of transactions through the email and SMS services provided by the firm
- They have the facility of top-up and allow to view the back office reports
- The company has flexible investment plans commission models
Doha Brokerage PMS Customer Care
The table given below is showing a detailed view of Doha Brokerage PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 3 to 5 Times a month|
|Issue Resolving TAT||11 working days|
The firm provides all the necessary services to their clients to offer them an all-round help. They provide support over the phone and emails.
Doha Brokerage PMS Conclusion
The firm is well known in South India and has a large number of clients. You can surely contact them if you are looking for the best PMS.
Know everything about more PMS companies
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