Elixir Equities PMS – Review, Strategies, Returns, Charges & more

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 – Customer Ratings & Review

Ratings
Returns Performance4.1 / 5
Services4.0 / 5
Charges3.6 / 5
Experience4.2 / 5
Strategies4.3 / 5
Client Support4.2 / 5
Overall Ratings4.2 / 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 TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipDipan Mehta
Yr. of Establishment1994

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
DiscretionaryYes
Non-DiscretionaryYes

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
NameDipan Mehta
Experience25 Years
Highest QualificationC.A.
AUM (in Cr.)57 Cr.
Number of Clients78
Investment Tenure3yrs

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

Sundaram PMSUnifi Capital PMSICICI Pru PMS
Trivantage Capital PMSKotak PMSIIFL PMS
Trustline Holding PMSMotilal Oswal PMSAditya Birla PMS

Elixir Equities PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

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 Year11.2%
5 Year12.5%
7 Year8.5%
10 Year7.6%
11 Year Plus11.5%

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

Systematix PMSTata Asset Management PMSUTI Asset Management PMS
T Ram Financial PMSTrust Investment PMSVal Q Investment PMS
Tamohara Investment PMSTulsian PMSValuequest Investment PMS

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 CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

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 – 50L1.18% of Investment
Investment  – 50L – 1 Cr.1.08% of Investment
Investment – 1 Cr. – 5 Cr.0.98% of Investment
Investment – 5 Cr. Plus0.88% 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 – 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

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 – 5L21.1% of Profit
Profit Amount – 5L – 10L19.1% of Profit
Profit Amount – 10L – 50L17.1% of Profit
Profit Amount – 50L Plus15.1% 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

Varanium Capital PMSWay2Wealth PMSWealthbridge Capital PMS
Veda Investment Managers PMSWealth Advisors PMSWizemarkets Analytics PMS
Ventura Securities PMSWealth Managers PMSZenmoney PMS

Elixir Equities PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.95% – 1.45% of Asset Value
Brokerage Charges0.015% – 0.055% of Total Transaction Value
Custodian Charges0.25% – 0.45% of Asset Value
Depository Charges0.20% – 0.40% of Asset Value
Exit Load – within 12 months1.2% – 1.5% of Withdrawal Value
Exit Load – post 12 monthsFree

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 FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

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 SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 5 to 6 Times a month
Issue Resolving TAT20 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.


Know everything about more PMS companies

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