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
    NameShahil Shah
    Experience8 Years
    Highest QualificationCFA
    AUM (in Cr.)Approx 12,000 Cr.
    Number of Clients350+
    Investment TenureMinimum 3 yr.

    Sahil Shah (Fund Manager)

    A total of 8 years of experience via 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 CFA degree from ICFAI university.

    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
    Small CapFocused Small Cap
    Multi CapRubik Equity
    CATAlternative Equity Scheme
    CATCataylyst Opportunities Fund

    According to the table given above, the Edelweiss portfolio management service providing company has one strategies 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 consists of 25 small – midcap stocks. 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 terms 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 companies. Companies which have their promoters increasing their stake are at focus here.

    Also, the present target the strategy aims to acquire is to outperform Nifty 500 Index. The plan of action is to use promoter alignment, core analysis and QVC Analysis.


    Edelweiss PMS Returns / Performance

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

    CategorySMALL CAP
    StrategyFOCUSED SMALL CAP
    Return (CAGR)1M9.90%
    3M23.90%
    6M-1.70%
    1Y14.60%
    2Y-8.10%
    3Y-8.20%
    5Y1.20%
    SI1.60%
    InceptionSep, 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 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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