Edelweiss PMS – Review, Strategies, Returns, Charges & moreLast Updated Date: Mar 18, 2023
Edelweiss PMS is one of the finest platforms offering the best Portfolio Management services to investors. In this write-up, we will have a detailed discussion regarding the Edelweiss Portfolio Management Service, Strategies, Reviews, Performance, Commission Model, Investment Plans and more.
Edelweiss PMS – Ratings & Review by Top10StockBroker
|Edelweiss PMS Ratings|
|Returns Performance||3.7 / 5|
|Services||3.8 / 5|
|Charges||3.6 / 5|
|Experience||3.7 / 5|
|Strategies||3.8 / 5|
|Client Support||3.9 / 5|
|Overall Ratings||3.8 / 5|
Overview of Edelweiss Portfolio Management Services
The table given below is providing entire details about the Edelweiss Company.
|Registered Location||Mumbai, Maharashtra|
|Year of Establishment||2009|
Edelweiss is a very renowned and popular stock broking company across India. The PMS house was established by Miss Radhika Gupta in the year 2009.
It is a private stock broking company located in Mumbai, Maharashtra. The Edelweiss portfolio management company is registered successfully under the stock market.
The Edelweiss company’s PMS model is very popular in the stock market.
It is one of the largest PMS performers available in the country and is greatly known for the same.
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Types of Edelweiss PMS
Below table is explaining briefly the details about the types of Portfolio Management Services available in Edelweiss for clients.
|Types of PMS|
The Edelweiss broking company has both Discretionary and Non- Discretionary PMS.
Normally, most of the management clients opt for discretionary PMS where the whole investment portfolio is managed through the fund manager and while other clients choose to take help from any renowned consultancy to make fair decisions regarding investment.
Edelweiss PMS Fund Managers Details
The below table is providing Edelweiss Company’s fund manager’s details.
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 12,000 Cr.|
|Number of Clients||350+|
|Investment Tenure||Minimum 4 yr.|
Sahil Shah (Fund Manager)
A total of 9 years of experience in the job role of equity research analyst is the source of excellence of Mr Shahil Shah. Being on both the end of the stage, i.e. as the buyer and the seller, this fund manager has had it all.
The previous work records of this fund manager go back to Anagram Capital Limited, whereas the educational qualification is a CFA degree from ICFAI university.
The fund managers of Edelweiss PMS company hold an AUM of more than 12000 Cr. and manage 350+ clients as well. For any investor, the minimum investment tenure is 4 years.
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|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Edelweiss PMS Strategies
The table given below is detailing the strategies of the Edelweiss PMS group.
|Edelweiss – Focused Mid Smallcap||SMALL & MIDCAP|
According to the table given above, the Edelweiss portfolio management service-providing company has one strategy or scheme.
Here are some strategies used by the Edelweiss stock broking house are as follows-
Edelweiss Focused Small Cap PMS
Portfolio attributes of this strategy consist of 25small–midcap stocks. The portfolio is created of companies which have records of quality of earnings growth. The projection of such stock is basically of re-rating during the entire tenure of investment holding.
This strategy aims to fetch in returns of earning growth, along medium to long term investment horizon majorly.
Rubik Equity Portfolio
This strategy is focused towards creating a multi-cap portfolio. So, the major aim or philosophy is to invest in a certain type of company. Companies which have their promoters increasing their stake are at focus here.
Also, the present target the strategy aims to acquire is to outperform the Nifty 500 Index. Action plans to use promoter alignment, core analysis and QVC Analysis.
Edelweiss PMS Returns / Performance
Find out the details regarding the returns performance of the Edelweiss PMS house in the table given below.
|Strategy||Edelweiss – Focused Mid Smallcap|
|Category||SMALL & MIDCAP|
|Inception Year||Aug 2015|
The good and massive return rate of Edelweiss Company attracts a large number of clients every day. It has beaten mutual fund returns of around 10 years.
The massive return rate makes the company one of the best companies in the country.
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Edelweiss PMS Investment Plans
The table given below is showing the details of the investment plans of the Edelweiss PMS house.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The above-given table is providing a better understanding of the investment plans available at Edelweiss PMS house. Typically, a minimum amount of Rs. 25 lakhs is required for investment in an Edelweiss stock broking house.
Edelweiss stock broking company has customised investment plans according to the customer needs and requirements. It has four investment slabs including- The bronze investment slab ranging from Rs. 25 lakh to Rs. 50 lakh. The Silver investment plan ranges between Rs. 50 lakh to Rs 1 Crore.
Higher investment slabs like- The Gold investment slab ranges from Rs. 1 Cr. to Rs. 5 Cr. And the Platinum investment slab is for over Rs. 5 crores.
However, the Edelweiss company has investment slabs of all ranges. It also has several commission types as well as ranges. A high investment portfolio normally leads to better services and low commission charges.
Edelweiss PMS Fee Structure or Commission Slabs
The table given below is providing the details about the fee structure or commission models of Edelweiss PMS house.
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
The Edelweiss commission or fees structure is classified into 3 different parts.
Edelweiss PMS Prepaid Commission
In the prepaid commission model, the commission management charges have to be paid in advance, exactly before the true tenure begins. As it is a prepaid commission model, comparatively the charges are less than other commission models.
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.5% of Investment|
|Investment – 50L – 1 Cr.||1.4% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.2% of Investment|
|Investment – 5 Cr. Plus||1.0% of Investment|
The prepaid commission model has a dependency on the total investment amount.
Normally, the investment amount ranges from Rs. 25 lakh to Rs. 50 lakh, then commission charges will be 1.5% of the total investment. If the investment value is between Rs. 50 Cr. to Rs. 1 Cr., the fees are 1.4% of the total investment amount.
With high investment values such as if the investment amount is between Rs. 1 Cr. to Rs. 5 Cr., the charges will be around 1.2% of the total investment amount. And over Rs. 5 Cr. of investment portfolio then the commission charges are 1.0% of the total investment amount.
Edelweiss PMS Volume% Commission
The volume% commission model relies totally on market status, fund manager’s loyalty and other such aspects of the investment portfolio as well. Normally, this model leads to high commission charges.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.19% of the Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.18% of the Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.16% of the Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.14% of the Total Transaction Volume|
The volume% commission model is generally dependent on the loyalty of the portfolio manager as well as the market situation.
The commission charges are levied according to the transaction volume. For example- if the transaction volume is between Rs. 25L- Rs. 50L, the charges will be 0.19% of the total transaction volume. If the transaction amount ranges from Rs. 50L- Rs. 1 Cr., the share will be 0.18% of the total transaction volume.
And with huge transaction amounts like, if the transaction is made between Rs. 1Cr. to Rs. 5Cr., the fee is 0.16% of the total transaction amount. And over Rs. 5Cr. of transaction volume, the fees are around 0.14% of the total transaction amount.
Edelweiss PMS Profit Sharing% Commission
The profit sharing % commission model is one of the most fruitful and convenient models because the commission is levied based on realized profit. This commission model offers a high-profit percentage and low risk.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||28% of the Profit|
|Profit Amount – 5L – 10L||27% of the Profit|
|Profit Amount – 10L – 50L||25% of Profit|
|Profit Amount – 50L Plus||22% of the Profit|
The profit sharing% commission model is a highly convenient and advantageous commission model for all customers. As the model has a total dependency on investment portfolio performance. Normally, this commission model is provided to only those clients who are with the company for more than 2-3 years and clients with a high net worth can also use this model.
If the investment portfolio with revenue ranges between Rs. 2.5 L- Rs. 5 L, profit sharing is 28%. And if the portfolio with revenue is between Rs. 5L – Rs. 10L, profit sharing will be 27%.
With higher profit investment portfolios like from Rs. 10 lakhs to Rs. 50 lakhs profit sharing is 25% of the total profit. And with more than 50 lakhs profit, the profit sharing is 22% of the total profit.
Furthermore, all the commission models are normally customized as per the requirements of clients. With commission charges, the PMS team levies some other charges including- upfront fees, custodian charges, depository charges, exit load charges and brokerage charges.
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Edelweiss PMS Charges
The table given below is providing the entire details about the charges levied by the PMS team.
|Management Fees||As per the commission model|
|Upfront Fees||1.1% – 2.1% of Asset Value|
|Brokerage Charges||0.015% – 0.035% of Total Transaction Value|
|Custodian Charges||0.035% – 0.45% of Asset Value|
|Depository Charges||0.14% – 0.24% of Asset Value|
|Exit Load – within 12 months||1.3% – 2% of Withdrawal Value|
|Exit Load – post 12 months||Free or 0.3% of Withdrawal Value|
The list given below is providing details about the charges levied by the Edelweiss PMS house as follows-
- Management charges- Management charges are normally levied according to the opted commission model or the discussion done between the PMS team and clients regarding the investment portfolio. Upfront fees- Normally, upfront charges are also imposed by the Edelweiss PMS team. These fees are typically charged between 1.1% to 2.1% of total asset value.
- Brokerage charges- Brokerage charges are levied normally based on all the transactions made by the investment portfolio manager.
- Custodian charges- The stock broking house also levies custodian fees from its clients. The custodian charges normally range from 0.035%-0.45% of the total asset value.
- Depository charges- Depository charges are mainly levied between 0.14%-0.24% of total asset value.
- Exit load charges- Exit load fees are typically charged based on withdrawal transactions and withdrawal time duration as well. Normally, if the withdrawal transactions are done within a year then the charges to be paid will be around 1.3% to 2% of the total withdrawal value. In case, the withdrawal transactions are done after a year then the charges in some cases are free and in some cases, they are chargeable around 0.3% of the total withdrawal value.
Edelweiss PMS Benefits
The table given below is providing a good understanding of the advantages of the Edelweiss PMS company.
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
The list of Edelweiss Portfolio Management Service advantages is given below-
- The Edelweiss company usually offer a top-up facility to all its clients for huge satisfaction.
- The company’s login service is also accessible to all the existing clients where they can easily check all the reports and details related to their investment portfolios.
- Email updates and SMS update services are also provided by Edelweiss PMS company to all clients. So that they can get updates regarding their investment portfolio through email and SMS.
- It is also good at providing flexibility in investment plans and commission models for the satisfaction of all its clients.
- The stockbroker is also holding good experience in the portfolio management service sector.
Edelweiss PMS Customer Care
Find the details about Edelweiss Customer support in the table given below-
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 2 to 5 Times a month|
|Issue Resolving TAT||7 working days|
Normally, the Edelweiss PMS company is extremely good at providing proper support to its clients. It usually provides direct call support, so that all of its clients can easily connect to their fund manager whenever they want to clear their queries. It also provides Email support for more convenience.
Edelweiss Pvt Ltd also provides Relationship Manager support to its customers. Usually, clients with high net worth portfolios can call their portfolio manager more than 2-5 times a month. And a client with a low net worth portfolio can call their fund manager 2-3 times a month.
The issue resolving TAT of Edelweiss PMS company is 7 working days.
It is clearly understood that clients with high investment amounts have more benefits as compared to clients with low investment value.
Edelweiss PMS Conclusion
Edelweiss is a top-notch and well-known stock broking house which is good at offering a beneficial portfolio management service to investors. The company has useful investment strategies which have provided the best results to all of its clients or investors.
Undoubtedly, its flexible investment slabs, as well as commission models, have given huge satisfaction to its existing clients. The company also provide elite services and a very good support system.
Are you in search of any top-notch and well-known Portfolio Management Service providing company? If yes, Edelweiss is all you require to choose for better and satisfactory services. It has very good investment plans and well-structured commission models you can choose according to your requirements.
Edelweiss PMS FAQs
How can I invest with Edelweiss PMS?
Without intermediation, all consumers have the possibility of spending, directly, on distribution services. The method is totally quick and hassle-free to invest in Edelweiss PMS. You will find an Invest In Edelweiss PMS completion form on our Website. You will have to enter mandatory details, including your name, mobile and city of residence. Once you open our website you will find Pick and click on apply your requested service. This will lead you to additional investment measures.
Who is the current fund manager of Edelweiss PMS?
Mr Shahil Shah is a source of excellence with a total of eight years of experience in the role of equity research analyst. This fund manager had it all at both the end of the process, i.e. as the buyer and the seller. Anagram Capital Limited has previous records of his work, although his education is CFA from ICFAI University.
What is the approx AUM of Edelweiss PMS?
AUM of more than 12000 Cr belong to Edelweiss PMS business fund managers. And 350+ customers are also handled. The minimum investment tenure for any investor is three years.
Where can I check the return or performance of Edelweiss PMS?
Edelweiss PMS’s returns and performance are right on our website. The rates of return of the management service of the alchemy portfolio are quite healthy and impressive. It has an MFR (mutual fund returns) potential of approximately 10-plus years. The company’s healthy and robust growth has made it on the top PMS business list in the world. For the convenience of our customers, we present the facts and figures in a tab. Edelweiss is known for its excellent portfolio management service and over 10 years has been more than mutual fund returns.
What are the different strategies used by Edelweiss PMS?
Different strategies used by Edelweiss PMS stock Broking house are Edelweiss Focused Small Cap PMS- This approach seeks primarily to maximise returns on investment over the medium to long term and Rubik Equity Portfolio -This approach focuses on the development of a multi-cap portfolio. The key goal or ideology is therefore to invest in a certain form of business.
Where to find the fee structure and commission rate of Edelweiss PMS?
We have detailed information with all important heads in the form of tablets and charts. Data on all the information of the Edelweiss PMS are available on the website. To find Edelweiss PMS fee structure and commission rate, refer to the related head in this particular article.
How to call or reach Edelweiss PMS customer care?
Edelweiss PMS prioritises its customers. It offers all the help needed to prevent confusion for consumers when dealing with the Edelweiss PMS. The company can be called to answer your questions right away. Email and Whatsapp have been issued by the Company for consumer convenience.
What are the benefits of investing with Edelweiss PMS?
The list of advantages of the Edelweiss portfolio management service is that it typically provides all its customers with the added facilities to please them greatly. The Login service of the company is also available to all current customers where all reports and information on their investment investments can be tracked easily. Edelweiss PMS Company also provides email update and SMS update services for every customer. That you can receive emails and SMS updates on your investment portfolio. Flexibility in investment plants and commission models are also fantastic for all their customers’ satisfaction. In fund management services, stockbroking also has strong experience.
What are the different charges involved with Edelweiss PMS?
The fees paid by Edelweiss PMS are as follows- Management fees- Management costs are usually charged based on the model for the commission or discussion of an investment portfolio between the PMS team and the customers. Upfront charges are between 1.1 and 2.1% of the overall value of the asset. Brokerage charges- Brokerage charges will typically be imposed based on all contributions made by the manager of the investment portfolio. The custodial fees are usually 0.035% -0.45% of the value of the overall asset. Depositary charges – Primarily 0.14%-0.24% of overall asset value is paid to the Depository charges. Exit load charges- Typically the charges to be charged are between 1.3 and 2 per cent of the overall amount of the withdrawal transactions that take place within one year.
Where can I find all the details about Edelweiss PMS?
On the website, you can find all the information on Edelweiss portfolio management services. We have provided the data to make the work completely viable and flexible to our customers. This helps consumers quickly find all the details they need on our website.
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