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Edelweiss PMS – Review, Strategies, Returns, Charges & more

Edelweiss PMS is one of the finest platforms offering 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.

PMS Offers


Edelweiss PMS – Customer Ratings & Review

Edelweiss PMS Ratings
Returns Performance3.7 / 5
Services3.8 / 5
Charges3.6 / 5
Experience3.7 / 5
Strategies3.8 / 5
Client Support3.9 / 5
Overall Ratings3.8 / 5
Star Ratings★★★★

Overview of Edelweiss Portfolio Management Services

The table given below is providing entire details about the Edelweiss Company.

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipRadhika Gupta
Year of Establishment2009

EDELWEISS PMS

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 performer available in the country and greatly known for the same.


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Types of Edelweiss PMS

The below table is explaining briefly the details about the types of Portfolio Management Services available in Edelweiss for clients.

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

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 few clients choose to take help from any renowned consultancy in order 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
NameNalin Moniz
Experience8 Years
Highest QualificationCFA
AUM (in Cr.)Approx 12,000 Cr.
Number of Clients350+
Investment TenureMinimum 3 yr.

Normally, the Edelweiss PMS group has numerous portfolio or fund managers for managing investors portfolio but Nalin Moniz is the highly experienced portfolio manager of the PMS house.

He has 8 years of experience in the investment management field and completed his qualification with CFA.

The fund managers of Edelweiss PMS company holds AUM of more than 12000 Cr. and manages 350+ clients as well. For any investor, the minimum investment tenure is 3 years.


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Edelweiss PMS Strategies

The table given below is detailing the strategies of Edelweiss PMS group.

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

According to the table given above, the Edelweiss portfolio management service providing company has a variety of strategies or schemes. The company has a total focus on the types of strategies including- large-cap, diversified and small-mid cap strategy.

Here are some strategies used by the Edelweiss stock broking house are as follows-

Edelweiss Event Arbitrage PMS

This type of investment strategy normally leads to absolute returns. Edelweiss Event arbitrage PMS strategy normally participates in the events of business enterprises initially through open offers.

This strategy normally makes investment primarily in 4 to 8 trading events at any point in time, with every single lasting between 1 month to 6 months and generating returns between 15% – 16%.

The recommended time duration for Edelweiss Event Arbitrage PMS strategy is 18 months. This strategy type is only open to corporates and domestic individuals.

Edelweiss Dynamic Value PMS

The dynamic value OMS strategy is an equities strategy that normally aims to produce absolutely positive returns normally from the equities through investing in a highly valuable, safety providing and qualitative companies.

This kind of strategy normally focuses on taking the lower risk as compared to equity benchmark. Generally, it dynamically increases distribution to equities in undervalued stock markets and decreases to equities in overvalued stock markets. Minimum 2 years of time horizon is recommended for this strategy.

Edelweiss Smart Asset Allocation PMS

This strategy is a multiple asset allocation PMS strategy customized in a way to provide steady inflation beating absolutely positive returns investing in debts, gold and equities, it dynamically distributes to the asset groups based on large businesses.

For this particular strategy, the time recommended is 24 months (2 years) and it is accessible only to domestic individuals, NRIs and corporate as well.


Edelweiss PMS Returns / Performance

Find out the details regarding returns performance of the Edelweiss PMS house in the table given below.

Returns (CAGR)
3 Year12%
5 Year8%
7 Year13%
10 Year15%
11 Year Plus14%

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 return performance of Edelweiss PMS house for 3 years is 12%, for 5 years is 8%, for 7 years is 13%, for 10 years is 15% and for 11 plus years is 14%.

The massive return rate makes the company is one of the best one companies in the country.


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Edelweiss PMS Investment Plans

The table given below is showing the details about the investment plans of the Edelweiss PMS house.

Investment Plans
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 for with the investment plans available at Edelweiss PMS house. Typically, a minimum amount of Rs. 25 lakhs is required for investment in 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- Bronze investment slab ranges 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. 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 fees structure or commission models of Edelweiss PMS house.

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

The Edelweiss commission or fees structure is classified into 3 different parts.


Edelweiss PMS Prepaid Commission

In 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 – 50L1.5% of Investment
Investment  – 50L – 1 Cr.1.4% of Investment
Investment – 1 Cr. – 5 Cr.1.2% of Investment
Investment – 5 Cr. Plus1.0% of Investment

The prepaid commission model has a dependency on the total investment amount.

Normally, investment amount ranges from Rs. 25 lakh to Rs. 50 lakh, then commission charges will be 1.5% of total investment. If the investment value is between Rs. 50 Cr. to Rs. 1 Cr., the fees is 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 rely 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 – 50L0.19% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.18% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.16% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.14% of 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 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 amount like, if the transaction is made between Rs. 1Cr. to Rs. 5Cr., the fees is 0.16% of the total transaction amount. And over Rs. 5Cr. of transaction volume, the fees is around 0.14% of the total transaction amount.


Edelweiss PMS Profit Sharing% Commission

Profit sharing % commission model is one of the most fruitful and convenient models because of the commission is levied on the basis of realized profit. This commission model offers high-profit percentage and low risk.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L28% of Profit
Profit Amount – 5L – 10L27% of Profit
Profit Amount – 10L – 50L25% of Profit
Profit Amount – 50L Plus22% of Profit

Profit sharing% commission model is the highly convenient and advantageous commission model for all the 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 the 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 between Rs. 5L – Rs. 10L, profit sharing will be 27%.

With higher profit investment portfolios like from Rs. 10 lakh to Rs. 50 lakh 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 levy 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.

Charges
Management FeesAs per commission model
Upfront Fees1.1% – 2.1% of Asset Value
Brokerage Charges0.015% – 0.035% of Total Transaction Value
Custodian Charges0.035% – 0.45% of Asset Value
Depository Charges0.14% – 0.24% of Asset Value
Exit Load – within 12 months1.3% – 2% of Withdrawal Value
Exit Load – post 12 monthsFree or 0.3% of Withdrawal Value

The list given below is providing details about the charges levied by the Edelweiss PMS house are 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.
  • Up front 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 on the basis of all the transactions made by the investment portfolio manager.
  • Custodian charges- The stock broking house also levy custodian fees from its clients. The custodian charges normally range from 0.035%-0.45% of 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 on the basis of 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 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 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
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

The list of Edelweiss Portfolio Management Service advantages are given below-

  • The Edelweiss company usually offer the 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 update and SMS update service are also provided by Edelweiss PMS company to all the clients. So that they can get updates regarding their investment portfolio through email and SMS.
  • It is also good at providing flexibility in investment plants and commission models for the satisfaction of all its clients.
  • The stockbroking is also holding good experience in portfolio management service sector.

Edelweiss PMS Customer Care

Find the details about the Edelweiss Customer support in the table given below-

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 2 to 5 Times a month
Issue Resolving TAT7 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 in a month. And client with a low net worth portfolio can call their fund manager 2-3 times in a month.

The issue resolving TAT of Edelweiss PMS company is 7 working days.

It is clearly understood that clients with high investment amount have more benefits as compared to clients with low investment value.


Edelweiss PMS Conclusion

Edelweiss is the top-notch and well-known stock broking house which is good at offering a beneficial portfolio management service to the 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, has given huge satisfaction to their 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.


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