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Elixir Equities PMS is one of the most important services of Elixir to its consumers. The company’s portfolio management service offers a premium quality service, having a team of well-skilled professionals to inspect the market in the best possible ways.

This article consists of comprehensive details of Elixir Equities Portfolio Management Services combining all its strategies, commission models and their per annum return.

PMS Offers


Elixir Equities PMS – Ratings & Review by Top10StockBroker

Ratings
Returns Performance 4.1 / 5
Services 4.0 / 5
Charges 3.6 / 5
Experience 4.2 / 5
Strategies 4.3 / 5
Client Support 4.2 / 5
Overall Ratings 4.2 / 5
Star Ratings ★★★★

Overview of Elixir Equities Portfolio Management Services

Find a detailed overview of the Elixir Equities portfolio management service in the table given below-

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Dipan Mehta
Yr. of Establishment 1994

Elixir Equities PMS is an illustrious broker, with its headquarters in Mumbai, Maharashtra. Right from the year of establishment in 1994, they gained a vast customer base because of their unparalleled service in the market.

With Dipan Mehta leading the company since 1994, the company contended its customers from the time they stepped into this field.

The broker house also provides other services but is best known for PMS in the country. With the best professional team in this field, it provides consistent service to the investors.

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


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    Types of Elixir Equities PMS

    There are 2 types of Elixir Equities Portfolio Management Services –

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    This company offers you with two types of PMS, firstly being Discretionary and secondly Non-Discretionary. Within these two options, the Discretionary is mostly opted by the clients.

    As it meticulously inspected by the professionals of the company. However, there is also a little customer base who goes for the later.


    Elixir Equities PMS Fund Managers Details

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

    Fund Manager’s Details
    Name Dipan Mehta
    Experience 25 Years
    Highest Qualification C.A.
    AUM (in Cr.) 57 Cr.
    Number of Clients 78
    Investment Tenure 3yrs

    The broker house is well managed by several skilled managers who inspect the PMS. Dipan Mehta one of the most profuse managers, with a conscientious experience of 25 years in this field, leads the company. He holds a CA degree as his highest educational qualification.

    The fund manager manages over 78 clients and holds up to Rs. 57 cr as AUM. The company provides a minimum tenure of 3yrs for its investors.


    Know Fund Managers of Other Portfolio Management Service Companies


    Elixir Equities PMS Strategies

    The below table is providing details about the Elixir Equities portfolio management service strategies-

    Strategies
    Large Cap Strategy Yes
    Diversified Strategy Yes
    Small – Midcap Strategy Yes

    The Elixir Equities offers three types of strategies, mainly Large Cap Strategy, Diversified Strategy, and Small-mid Cap strategy. As an investor, you can choose any of these strategies and progress with the investment.

    The company mainly suggests advancing with the Large Cap strategies as it reduces the market risk. The points below will provide you with basic knowledge of their market analysis.

    • From researching stocks to selecting them, which would give an absolute return?
    • Examining stocks so that they possibly follow an upward trend.
    • The selected stocks should be within their market criteria.

    Elixir Equities PMS Returns / Performance

    The below table is giving details about Elixir Equities PMS returns and performance-

    Returns (CAGR)
    3 Year 11.2%
    5 Year 12.5%
    7 Year 8.5%
    10 Year 7.6%
    11 Year Plus 11.5%

    From these above stats, you can analyze the profitable return rates. The company excels more than many banks and other broker houses with its return. This is what makes them highly premium PMS Equities in the country.


    Know Returns of other PMS Brands


    Elixir Equities PMS Investment Plans

    Below the given table is providing details about the Elixir Equities 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 portrays various investment plans of the company. Starting with a minimum investment of 25L as other broker houses, the bronze plan extends from 25L to 50L.

    The Silver plan ranges from 50L to 1Cr. Similarly, the Gold plan spans up to 1Cr to 5Cr and Platinum plan from 5Cr and above.

    The brokerage rate depends on your investment plans. If you opt for high investment, they assure you with top-notch facilities and low brokerages.


    Elixir Equities PMS Fee Structure or Commission Slabs

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

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

    The fee structure and commission slabs are divided into three categories. The table shows the Prepaid Commission, Volume % Commission and Profit Sharing% Commission as its fee slabs.


    Elixir Equities PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.18% of Investment
    Investment  – 50L – 1 Cr. 1.08% of Investment
    Investment – 1 Cr. – 5 Cr. 0.98% of Investment
    Investment – 5 Cr. Plus 0.88% of Investment

    As the name prepaid commission, the commissions will be transferred to the fund house before the investment period begins.

    You will have to pay 1.18% of the investment for 25L to 50L. Investment from 50L to 1Cr you need to give 1.08% of the investment, from 1Cr to 5Cr you have to give 0.98% of the investment, from 5Cr plus investment you have to pay 0.88% of the investment only.


    Elixir Equities PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.118% 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. Plus 0.083% of Total Transaction Volume

    Here the commission depends on the volume of transactions done by the manager; it also depends on the framework of the market.

    The transaction volume percent commission asserts that if the transaction volume is between 25L to 50L, the commission stands 0.118% of the total transaction volume if between 50L to 1Cr the commission is 0.110% of the transaction volume if between 1Cr to 5Cr the commission is 0.098% of the transaction volume. From 5Cr plus the commission is 0.083% of the total transaction volume.


    Elixir Equities 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 21.1% of Profit
    Profit Amount – 5L – 10L 19.1% of Profit
    Profit Amount – 10L – 50L 17.1% of Profit
    Profit Amount – 50L Plus 15.1% of Profit

    The table says the percentage of profit-sharing commission is a bit high, but the market risks are minimized.

    This model shows that the profit amount that spans between 2.5L to 5L is 21.1% of the profit. For a profit amount of 5L to 10L you will be imposed 19.1% of the profit, 17.1% of the benefit will be levied from the profit amount of 10L to 50L.

    And profit amounting to more than 50L, 15.1% of the profit will be taken. It is a reasonable amount when compared with other broker houses.


    Know Charges models of other Portfolio Management Service Providers


    Elixir Equities PMS Charges

    The below-given table is giving information about Elixir Equities Portfolio Management Service Charges-

    Charges
    Management Fees As per commission model
    Upfront Fees 0.95% – 1.45% of Asset Value
    Brokerage Charges 0.015% – 0.055% of Total Transaction Value
    Custodian Charges 0.25% – 0.45% of Asset Value
    Depository Charges 0.20% – 0.40% of Asset Value
    Exit Load – within 12 months 1.2% – 1.5% of Withdrawal Value
    Exit Load – post 12 months Free

    The management fee is charged as per the commission model. It states that the upfront fee stays between 0.95% to 1.45% of the asset value of the client, and the brokerage charge limits between 0.015% to 0.55% of the total transaction value of the investors.

    There is also an exit load; if it is within 12 months, you will be charged 1.2% to 1.5% of the withdrawal value. And no commission will be levied on the withdrawal value if it surpasses 12 months. The depository charges up to 0.20% to 0.40% of the asset value.


    Elixir Equities PMS Benefits

    Find the details about Elixir Equities PMS advantages in the table given below-

    Benefits / Advantages
    Top-up Facility Yes
    Back office Reports Yes
    Email Update Yes
    SMS Update Yes
    Watsapp Update No
    Portfolio View Yes
    Detailed View Yes
    Flexible Commission Model Yes
    Flexible Investment Plans Yes
    Massive Experience Yes

    The table facilitates you understand the PMS benefits of the company.

    • The top-up facility is being provided to the clients by the company to ease them.
    • Back office reports are well maintained for customer’s necessities.
    • The fund manager has massive experience in this field, minimizing your risk rates.
    • The online portal of the company keeps you updated about your investments and other market policies. They also ensure you with SMS update as well as Whatsapp update about the current ongoings of the market.

    Elixir Equities PMS Customer Care

    The table given below is showing a detailed view of Elixir Equities PMS Customer Care.

    Customer Care
    Call Support Yes
    Email Support Yes
    Chat Support No
    Watsapp Support No
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 5 to 6 Times a month
    Issue Resolving TAT 20 working days

    The company bestows all possible ways to care for its customers. From call support to Email support, are being provided by their dynamic team who readily steps in to answer your doubts.


    Elixir Equities PMS Conclusion

    Looking for PMS? This company is the most believed broker house across the nation. With its systematic plans and strategies, it gives the customer all the possible profits regarding the market. Thus it is highly approved.


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