Elite Wealth PMS – Review, Strategies, Returns, Charges & more

Elite Wealth PMS provides Portfolio Management Services or PMS to the clients, and this is a top-rated service of theirs. Their PMS is one of the best in the country as it is done under the supervision of top professionals who have an excellent experience.

Here, you will be enlightened about Elite Wealth Portfolio Management Services, their strategies, commission plans, and the return yielded.

You will get all the necessary details below. So go through them to understand the services offered by Elite Wealth.

PMS Offers


Elite Wealth PMS – Customer Ratings & Review

Find Client ratings of Elite Wealth Portfolio Management Services –

Ratings
Returns Performance3.3 / 5
Services3.4 / 5
Charges3.3 / 5
Experience3.4 / 5
Strategies3.2 / 5
Client Support3.0 / 5
Overall Ratings3.2 / 5
Star Ratings★★★★★

Overview of Elite Wealth Portfolio Management Services

Find a detailed overview of the Elite Wealth portfolio management service in the table given below-

Overview
Company TypePublic
Registered LocationNew Delhi, Delhi
LeadershipVikram Luthra
Yr. of Establishment1990

Elite Wealth PMS is a public company based in Delhi. It was founded in 1990 by Mr. Vikram Luthra. The company has a large number of clients who prefer their PMS over others in the industry. Elite Wealth has its registered headquarter in New Delhi, Delhi.

The broking house is well-known in the country and provides various services. But their PMS is more acclaimed and has a tremendous rate of success. Top professionals from the industry supervise the PMS, and therefore, this service surely cannot go wrong.

Below you will find the details of the PMS Review, commission charges, profits, and other essential things of the company.

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


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Types of Elite Wealth PMS

There are 2 types of Elite Wealth Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

The broking house offers both Discretionary and Non-Discretionary PMS to their clients. Most of the customers go by the Discretionary type, but some also choose the latter.

The Discretionary service is closely monitored by the extremely qualified fund managers of Elite Wealth.


Elite Wealth PMS Fund Managers Details

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

Fund Manager’s Details
NameRavinder Prakash Seth
Experience23 Years
Highest QualificationBE
AUM (in Cr.)13 Cr.
Number of Clients31
Investment Tenure3yrs

The broking house has some of the best fund managers in its core team. All are highly qualified and have a good deal of experience.

But Mr. Ravinder Prakash Seth stands out with his excellent performance coupled with good knowledge. He has been in this field for a good 23 years and manages 31 clients.

Mr. Ravinder Prakash Seth has 13 crores of AUM and looks after the profiles with more than three years of investment tenure.


Know Fund Managers of Other Portfolio Management Service Companies

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Kotak PMSNJ Wealth PMSReliance PMS
Mastertrust Capital PMSOld Bridge Capital PMSRight Horizons PMS

Elite Wealth PMS Strategies

The below table is providing details about the Elite Wealth portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Elite Wealth follows three types of strategies, namely, Large Cap Strategies, Diversified Strategies, and Small – Midcap Strategies. It is up to the clients which plan they want to go with.

The broking house generally advises their clients to opt for the Large Cap Stocks as it is subjected to less amount of risks. Below are the details of how they research the stocks.

Go through them and learn about their research technique.

  • They gradually increase from a low amount of stocks to the higher ones that can give a sure return
  • The company gives more importance in investing in those stocks that have a prospective future
  • They only go by those stocks that can fit in completely in their research plans

Elite Wealth PMS Returns / Performance

The below table is giving details about Elite Wealth PMS returns and performance-

Returns (CAGR)
3 Year11.1%
5 Year10.2%
7 Year8.4%
10 Year9.5%
11 Year Plus7.2%

The table surely gives you a clear idea of how attractive their returns look. These numbers can surely beat the returns given by the deposits in the banks and other mutual funds.

The returns yielded after the above years are enough to grab many eyeballs towards the firm.


Know Returns of other PMS Brands

Narnolia PMSPaterson Securities PMSPorinju Veliyath PMS
Nine Rivers Capital PMSPelican PMSPrabhudas Lilladher PMS
Pantomath Fund Managers PMSPhillip Capital PMSR Wadiwala Securities PMS

Elite Wealth PMS Investment Plans

Below the given table is providing details about the Elite Wealth 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

The table gives a clear idea about the various investment schemes of Elite Wealth. Their minimum amount for investment is 25 Lakh and maximum can be more than 5 crores.

The Bronze plan of the company has a range between 25 Lakhs and 50 Lakhs, the Silver plan has between 50 Lakhs and 1 Crore, the Gold plan has between 1 Crore and 5 Crores, and for above 5 Crores, there is the Platinum plan.

The higher the amount of the investment done by the clients, the low is the brokerage fees charged by the broking house.


Elite Wealth PMS Fee Structure or Commission Slabs

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

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

The broking house charges commissions in 3 different slabs. They categorize it as Prepaid, Volume %, and Profit Sharing % according to the types of investments made.


Elite Wealth PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.33% of Investment
Investment  – 50L – 1 Cr.1.22% of Investment
Investment – 1 Cr. – 5 Cr.1.02% of Investment
Investment – 5 Cr. Plus0.82% of Investment

The term prepaid commission is used for the amount of money that is to be paid in advance by the clients. This type of commission is generally less in amount than the other commission charges.

In Elite Wealth, the prepaid commission for investment between 25 lakh and 50 lakh is 1.33% of the total amount invested, for 50 lakh and 1 crore it is 1.22%.

For investment in the range between 1 crore and 5 crores commission is 1.02%, and for more than 5 crores the clients will have to pay 0.83% of their total investment amount.


Elite Wealth PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.118% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.110% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.098% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.083% of Total Transaction Volume

In this commission model, the company charges commission fees on the number or the volume of transactions made by the respective fund managers.

They charge a commission of 0.118% on the total transnational amount when it is between 25 lakhs and 50 lakhs.

When it is between 50 lakh and 1 crore, then commission charged by the company is 0.110% of the total transaction, for 1 crore and 5 crores it is 0.098% and for beyond 5 crores, the charge is 0.083%.


Elite Wealth PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L21.7% of Profit
Profit Amount – 5L – 10L19.7% of Profit
Profit Amount – 10L – 50L17.9% of Profit
Profit Amount – 50L Plus15.5% of Profit

From the above table, you can see that in this scheme the percentage of commission is quite high but the investment has a lower amount of risk.

The company charges 21.7% for a profit between 2.25 lakhs and 5 lakhs, the commission is 19.7% for 5 lakhs to 10 lakhs, 17.9% for 10 lakhs to 50 lakhs, and 15.5% for more than 50 lakhs.


Know Charges models of other Portfolio Management Service Providers

Renaissance Investment PMSSameeksha Capital PMSShade Capital PMS
Revelation Portfolio PMSSamvitti Capital PMSSharekhan PMS
Sageone Investment PMSSanctum Wealth PMSShepherds Hill PMS

Elite Wealth PMS Charges

The below-given table is giving information about Elite Wealth 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

Elite Wealth charges upfront fees between 0.53% and 0.77% of the total asset value. The brokerage charges vary between 0.008% and 0.028% of the total value of the transaction.

You can check out the other charges from the above table.


Elite Wealth PMS Benefits

Find the details about Elite Wealth PMS advantages in the table given below-

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 broking house offers a lot of benefits to the clients who are opting for their PMS. They provide top-up facilities and back-office reports. The company gives updates of the progress via email and SMS.

The clients can view their portfolio in details. Elite Wealth have a flexible commission model with various investment plans to choose from. Above all, the firm has an outstanding amount of experience in the field.


Elite Wealth PMS Customer Care

The table given below is showing a detailed view of Elite Wealth PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 5 to 6 Times a month
Issue Resolving TAT17 working days

The company offers excellent support to all its clients. They attend the clients over call and email. The fund managers can be contacted for any query up to 6 times a month.


Elite Wealth PMS Conclusion

Elite Wealth has made an excellent reputation for their PMS in the whole country. The company has experienced fund managers who design the best strategies from which clients can benefit many fold times.

If you are looking for a firm for a great PMS, then you can surely consider them.


Know everything about more PMS companies

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Savvy Capital PMSSecurities Investment PMSSolidarity Investment PMS
SBI Funds PMSSeers Fund Management PMSStewart Mackertich PMS

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  1. Invest in PMS / PCG


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