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.
Elixir Equities PMS – Customer Ratings & Review
|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|
Overview of Elixir Equities Portfolio Management Services
Find a detailed overview of the Elixir Equities portfolio management service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|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.
Invest in Elixir Equities PMS – Fill up the form Now!
Types of Elixir Equities PMS
There are 2 types of Elixir Equities Portfolio Management Services –
|Types of PMS|
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|
|AUM (in Cr.)||57 Cr.|
|Number of Clients||78|
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 PMS||Unifi Capital PMS||ICICI Pru PMS|
|Trivantage Capital PMS||Kotak PMS||IIFL PMS|
|Trustline Holding PMS||Motilal Oswal PMS||Aditya Birla PMS|
Elixir Equities PMS Strategies
The below table is providing details about the Elixir Equities portfolio management service strategies-
|Large Cap 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-
|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
|Systematix PMS||Tata Asset Management PMS||UTI Asset Management PMS|
|T Ram Financial PMS||Trust Investment PMS||Val Q Investment PMS|
|Tamohara Investment PMS||Tulsian PMS||Valuequest Investment PMS|
Elixir Equities PMS Investment Plans
Below the given table is providing details about the Elixir Equities portfolio management service 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|
|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
|Varanium Capital PMS||Way2Wealth PMS||Wealthbridge Capital PMS|
|Veda Investment Managers PMS||Wealth Advisors PMS||Wizemarkets Analytics PMS|
|Ventura Securities PMS||Wealth Managers PMS||Zenmoney PMS|
Elixir Equities PMS Charges
The below-given table is giving information about Elixir Equities Portfolio Management Service 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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||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.
|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.
Know everything about more PMS companies
|Ask PMS||Banyan Tree Advisors PMS||Geojit Finance PMS|
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|Axis PMS||Centrum PMS||Sharekhan PMS|
Invest in Elixir Equities PMS – Fill up the form Now!
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