Emkay Investment PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 02, 2022Emkay Investment PMS is the most popular company available across the nation. In this write-up, we will discuss Emkay Investment portfolio management service review, its strategies, commission models, investment plans, yearly returns and more.
Find out the detailed review of Emkay Investment Portfolio Management Service here –
Emkay Investment PMS – Ratings & Review by Top10StockBroker
| Emkay Investment PMS Ratings | |
| Returns Performance | 2.6 / 5 |
| Services | 2.7 / 5 |
| Charges | 2.8 / 5 |
| Experience | 2.8 / 5 |
| Strategies | 2.9 / 5 |
| Client Support | 3.1 / 5 |
| Overall Ratings | 2.8 / 5 |
| Star Ratings | ★★★★★ |
Overview of Emkay Investment Portfolio Management Services
The table given below is providing the details regarding the overview of Emkay Investment PMS-
| Overview | |
| Company Type | Private |
| Registered Location | Mumbai, Maharashtra |
| Leadership | Krishna Kumar Karwa & Prakash Kacholia |
| Yr. of Establishment | 1995 |
Emkay Investment is the largest stock broking company available in the country. The PMS company was founded by Mr Krishna Kumar Karwa & Prakash Kacholia in 1995.
The broking company is headquartered in Mumbai, Maharashtra. Emkay Investment PMS is successfully registered under the list of stock market companies.
The PMS house is usually known for its reliable and convenient portfolio management service model offered to its clients.
Emkay Investment is the largest PMS player available in the stock market. The company has a wide list of portfolio managers who look after the PMS business.
Here, we will discuss Emkay Investment PMS review, charges, returns and more.
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Types of Emkay Investment PMS
The table given below is providing details about the types of Emkay Investment PMS-
| Types of PMS | |
| Discretionary | Yes |
| Non-Discretionary | Yes |
The Emkay Investment PMS house offers discretionary and non-discretionary portfolio management services to its clients.
Normally, a large number of clients prefer to go for discretionary portfolio management service (PMS) where the whole investment portfolio account is handled by the fund manager.
While many other clients opt for non-discretionary PMS services where they look for a consultancy firm to make a fair decision regarding the investment.
Emkay Investment PMS Fund Managers Details
Find out the details of Emkay Investment PMS Find the Manager’s Details in the table given below-
| Fund Manager’s Details | |
| Name | Sachin Shah |
| Experience | 19 Years |
| Highest Qualification | CFA |
| AUM (in Cr.) | Approx 500 Cr. |
| Number of Clients | 110+ |
| Investment Tenure | Minimum 4 yr. |
Sachin Shah (Fund Manager)
Emkay Investment PMS group has multiple portfolio managers available to handle the portfolios of clients but the best and the most prolific one is Mr Sachin Shah.
Mr Sachin Shah has around 19 years of experience in the asset management sector and he is highly qualified with CFA.
The Emkay Investment fund managers hold around 500 Cr. of AUM and manage more than 110 portfolio management service clients. The minimum investment period for any client in Emkay Investment PMS is 4 years.
Raj Gala (Portfolio Manager)
Mr Raj holds a management degree from LLIM, Mumbai University and holds 11 years of experience under his hold. For the previous work records, he was associated with Aditya Birla Capital for 3.5 years, and Edelweiss for 9 years. He excels in the domain of managing equity advisory for wealth.
His previous records show the excellence he has attained in tracking multiple sectors, BFSI, IT, Consumption, Midcaps and managing event-based trading strategies included.
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Emkay Investment PMS Strategies
The table given below is showing the entire details regarding the Emkay Investment PMS strategies-
| Strategies | |
| Emkay – Capital Builder | MULTI CAP |
| Emkay – Emkay’s 12 | LARGE-CAP |
| Emkay – ENVI | FlexiCap |
| Emkay – Gems | MIDCAP |
| Emkay – Lead PMS | LARGE & MIDCAP |
| Emkay – Pearls | MIDCAP |
According to the table chart given above, Emkay Investment PMS offers all types of strategies to all of its clients. Normally, the company work on Small-Mid Cap Strategy, Large Cap Strategy and Diversified Strategy.
Here are some effective strategies used by Emkay Investment PMS-
Emkay Capital Builder Strategy
Particular companies which belong to large, mid-cap and small-cap stock segments are selected. This strategy aims to fetch absolute returns and create sustainable wealth as well. The basis on which investment decisions are made comprises research and growing businesses. The focused portfolio is adopted where the basic principle is to avoid company and sector allocation. Also, the strategy aims to avoid excess diversification.
Emkay’s 12 Strategy
From all sectors, 12 top stocks are selectively picked, which have an upper hand in certain varieties of benefits. The factors are macroeconomic factors like growth in personal disposable income, the surge in the middle class and the rise in gross annual income. The themes adopted are value migration, domestic consumption and domestic infrastructure. The strategy makes the best use of these themes.
Emkay – ENVI
Emkay – ENVI (Emkay New Vitalised India) was developed with the motive of investing in company securities and benefiting from market trends, export growth, turnaround in the industrial sector, and industrial growth.
They aim at long-term investments and win sustainable wealth growth over the years. This multi-cap portfolio takes the opportunities from the industry revival and growth. The stocks include 15-25 stocks and include small-cap, mid-cap, and large-cap investment segments.
Emkay – Gems
With a portfolio containing about 15-25 stocks, this fund can be very prosperous for the investor. They get thoroughly researched and sorted stocks discovered by the company’s highly skilled team.
This asset management company of the Emkay group will open the door of wealth for investors. They have ample amount of experience in building wealth for the new generation and the experienced investment enthusiasts of the market.
Emkay Lead PMS
The basis of evaluation such as investing is market leads with strong moat, quality management and reasonable valuation. So, the investment objective is long-term capital appreciation, using investing in large and mid-cap companies.
Other facets of the strategy are –the pure bottom-up approach, where the buy and hold strategy for the multi-cap is adopted. A total number of 15 companies make up the portfolio’s structure. Companies provided with priority are the ones which are set to benefit from value migration and domestic consumption.
Emkay – Pearls
This fund starts from the hunt for the supreme stocks from the mid and small-cap horizon and delivers the best results over 2 to 3 years. There are generally 15-20 stocks in the portfolio discovered after robust research.
The strategy in this fund mainly focuses on the BSE Midcap applied as the benchmark index to find the best stock. Also, it follows the Bargain Hunting Method to surface the potential stocks.
Emkay Investment PMS Returns / Performance
The table given below is providing the details regarding Emkay Investment PMS Returns-
| Strategy | Emkay – Capital Builder | Emkay – Emkay’s 12 | Emkay – ENVI | Emkay – Gems | Emkay – Lead PMS | Emkay – Pearls | |
| Category | MULTI CAP | LARGE-CAP | FlexiCap | MIDCAP | LARGE & MIDCAP | MIDCAP | |
| Return (CAGR) | 1M | 0.59% | -2.38% | -1.51% | -1.92% | -2.38% | 1.90% |
| 3M | 15.34% | 12.52% | 10.16% | 12.56% | 12.52% | 19.01% | |
| 6M | 6.87% | 1.38% | NA | 5.10% | 1.38% | 4.16% | |
| 1Y | 3.81% | -3.57% | NA | 1.68% | -3.57% | 4.90% | |
| 2Y | 27.13% | 20.53% | NA | 26.67% | 20.53% | 31.78% | |
| 3Y | 17.30% | 11.42% | NA | NA | 11.42% | 23.47% | |
| 5Y | 8.78% | NA | NA | NA | NA | 11.29% | |
| Since Inception | 15.14% | 12.99% | 13.30% | 24.14% | 12.99% | 16.39% | |
| Inception Year | Apr 2013 | Aug, 2019 | Jun 2022 | Mar 2020 | Dec 2018 | Apr 2012 | |
The return rate of Emkay Investment portfolio management service is really impressive. It has the capability of beating around 10 years of mutual fund returns.
The robust return rate has made the Emkay Investment portfolio management service sort of a leading company in the country.
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Emkay Investment PMS Investment Plans
Find out the details of the Emkay Investment PMS investment plans in the table given below-
| Investment Plans | |
| Bronze (25L – 50L) | Yes |
| Silver (50L – 1 Cr.) | Yes |
| Gold (1 Cr. – 5 Cr.) | Yes |
| Platinum (5 Cr. Plus) | Yes |
The table given below is providing a good understanding of the investment slabs of the Emkay Investment PMS. Normally, for all PMS companies, a minimum investment of Rs.25 lakh is required.
The Emkay Investment PMS company provides all kinds of investment plans. Its Bronze investment slab is between the range of Rs.25 lakh to Rs.50 lakh. The Silver investment plan ranges from Rs.50 lakh to Rs. 1 Cr.
The Gold investment plan is between the range of Rs.1 Cr. to Rs.5 Cr. The Platinum investment plan applies to clients who hold an investment portfolio of above Rs.5 Cr.
Since the Emkay Investment PMS company has customized all types of investment plans for all its clients. It has also personalised convenient commission models for the satisfaction of clients. Normally, a huge investment portfolio leads to the best services and low commissions.
Emkay Investment PMS Fee Structure or Commission Slabs
The table given below is providing the details about Emkay Investment PMS commission models-
| Commission / Fees Structure | |
| Prepaid Commission | Yes |
| Volume% Commission | Yes |
| Profit Sharing% Commission | Yes |
The Emkay Investment PMS company has personalized its commission model into 3 parts-
Emkay Investment PMS Prepaid Commission
In the prepaid commission model, management charges or commission charges are levied in advance before the actual period of investment starts.
As it is a prepaid commission model, the commission payout is comparatively lower than the commission models.
| Prepaid Commission (Yearly) | |
| Investment – 25L – 50L | 1.35% of Investment |
| Investment – 50L – 1 Cr. | 1.25% of Investment |
| Investment – 1 Cr. – 5 Cr. | 1.05% of Investment |
| Investment – 5 Cr. Plus | 0.85% of Investment |
The prepaid fee structure of Emkay Investment PMS house is entirely dependent on the investment value.
If the investment value is between the range of Rs.25 lakh to Rs.50 lakh, the commission charges will be 1.35% of the total investment amount.
If the investment amount of Rs.50 lakh to Rs. 1 Cr., the commission payout will be 1.25% of the total investment amount.
With a high investment value- of Rs.1 Cr. to Rs.5 Cr., the commission charges will be 1.05% of the total investment amount.
And for more than Rs.5 Cr. of the investment portfolio, the commission charges will be 0.85% of the total investment amount.
Emkay Investment PMS Volume% Commission
The Emkay Investment PMS volume % commission structure is dependent on the number of investment transactions done by the portfolio manager.
The fee structure is also dependent on the status of the stock market and other such factors of investment. It has a huge commission payout in comparison to other such commission models.
| Volume% Commission (Yearly) | |
| Transaction Volume – 25L – 50L | 0.15% of the Total Transaction Volume |
| Transaction Volume – 50L – 1 Cr. | 0.14% of the Total Transaction Volume |
| Transaction Volume – 1 Cr. – 5 Cr. | 0.12% of the Total Transaction Volume |
| Transaction Volume – 5 Cr. Plus | 0.10% of the Total Transaction Volume |
In this commission model, the commission charges are levied as per the loyalty of the portfolio manager and the stock market situation as well.
With a transaction volume of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 0.15% of the total transaction amount.
If the transaction volume is in the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges will be 0.14% of the total transaction volume.
For huge transaction amounts such- as Rs. 1 Cr. to Rs. 5 Cr., the commission charges will be 0.12% of the total transaction volume.
And above Rs. 5 Cr. of the transaction amount, the commission charges will be around 0.10% of the total transaction volume.
Emkay Investment PMS Profit Sharing% Commission
The Emkay Investment PMS profit-sharing fees structure is quite convenient because the commission charges are to be paid once the profit amount is realized.
This type of commission structure promotes high-profit volume and decreases risk as well.
| Profit Sharing% Commission (Yearly) | |
| Profit Amount – 2.5L – 5L | 24% of the Profit |
| Profit Amount – 5L – 10L | 23% of the Profit |
| Profit Amount – 10L – 50L | 21% of Profit |
| Profit Amount – 50L Plus | 19% of the Profit. |
The profit sharing % commission model is a greatly suitable fee structure available to all clients. It is entirely based on portfolio performance
Normally, this kind of commission model is offered to only those clients or investors who are with the PMS group for 3 years and who have a huge investment portfolio.
For an investment portfolio with a profit amount of Rs.2.5 lakh to Rs.5 lakh, profit sharing will be 24% of the total profit amount.
If the investment portfolio with a profit amount of Rs.5 lakh to Rs.10 lakh, the commission charges will be 23% of the total profit amount.
With a huge amount of profit on an investment portfolio like – Rs.10 lakh to Rs.50 lakh, profit sharing will be 21% of the total profit amount.
And above Rs.50 lakh of profit on the investment portfolio, the profit sharing will be 19% of the total profit amount.
Since the Emkay Investment PMS house has customized convenient and flexible commission structures. The company also levy some other charges including- upfront fees, custodian charges, brokerage charges, depository charges and exit load charges as well.
Know Charges models of other Portfolio Management Service Providers
Emkay Investment PMS Charges
The table given below is providing the entire details regarding the Emkay Investment PMS charges-
| Charges | |
| Management Fees | As per the commission model |
| Upfront Fees | 0.75% – 1.25% of Asset Value |
| Brokerage Charges | 0.007% – 0.011% of Total Transaction Value |
| Custodian Charges | 0.17% – 0.27% of Asset Value |
| Depository Charges | 0.10% – 0.18% of Asset Value |
| Exit Load – within 12 months | 0.7% – 1.0% of Withdrawal Value |
| Exit Load – post 12 months | Free |
Here is the complete list of charges levied by Emkay Investment PMS Company-
- Management Charges- Management charges are usually levied as per the commission model selected by the Emkay Investment PMS team and the client as well.
- Upfront Fees- Upfront fees are also charged by the portfolio management service house. It is just like a prepaid amount. The upfront charges are levied between the range of 75% to 1.25% of the total asset value.
- Brokerage Charges- Brokerage charges are levied as per the transaction volume. It is normally charged between the range of 0.007% to 0.011% of the total transaction volume.
- Custodian Charges- Custodian charges are also levied by the PMS team based on asset value. Such kind of charges is levied between the range of 0.17% to 0.27% of the total asset value.
- Depository Charges- Depository charges are levied between the range of 0.10% to 0.18% of the total asset value.
- Exit Load Charges- Exit load charges are normally imposed based on withdrawal time duration and withdrawal amount as well. If the withdrawal of the amount is done within 1 year, the commission charges will be 0.7% to 1.0% of the total withdrawal amount. If the withdrawal takes place after 1 year then no commission amount is charged by the PMS company.
Emkay Investment PMS Benefits
The table given below is providing the details of Emkay Investment PMS benefits-
| 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 |
Here is the list of benefits offered to the Emkay Investment PMS clients as follows-
- The PMS house provides suitable top-up facilities to all of its clients for convenience and satisfaction.
- The company is good at offering back-office login facilities to all its clients. With this suitable facility, clients can check all the details and reports regarding their investment portfolio.
- The Emkay Investment PMS company also offers Email Update and SMS update facilities so that clients can check for the transactions happening in their accounts.
- The PMS group do provide flexibility and convenience in the commission model as well as an investment plan. It provides all types of investment plans to provide huge satisfaction to the clients.
- The company also holds massive experience in the portfolio management sector.
Emkay Investment PMS Customer Care
The table given below is providing the entire details regarding Emkay Investment 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 8 Times a month |
| Issue Resolving TAT | 15 working days |
The Emkay Investment PMS customer care provides good support to all of its existing clients.
The company offers direct calling support so that clients can anytime make a call to the company regarding any investment portfolio issue. The email support and SMA support facility is also availed to the clients for betterment and satisfaction.
The Emkay Investment company also offer relationship manager support to the clients. Clients with high investment portfolios can call their fund manager 8 times a month. And with low portfolio clients can call their fund manager 5 times a month.
The issue resolving TAT for Emkay Investment PMS is 15 working days.
Emkay Investment PMS Conclusion
Emkay Investment is the highly leading PMS solution available across the nation. Its wide range of PMS strategies that have provided amazing and valuable results to all of its clients.
The flexible commission models and investment plans also provide a lot of convenience and satisfaction to its clients. Also, their well-structured and useful support system and services have supported a lot to the investors.
If you are greatly interested in starting with any PMS solution, then choosing the Emkay Investment PMS solution can be the best idea.
Emkay Investment PMS FAQs
Ques – How can I invest with Emkay Investment PMS?
Answer – All clients have the option to invest directly, without the intermediation of persons engaged in distribution services. To invest in Emkay Investment PMS, the procedure is absolutely easy and hassle-free. Once you open our site, you will find an Invest In Emkay Investment PMS fill-up form right on the website. One needs to fill in the compulsory details that are required including your name, mobile number and city of Residence. Select your service requested and click on submit. This way you will be led to the further steps of investment.
Ques – Who is the current fund manager of Emkay Investment PMS?
Answer – The Emkay Investment PMS group has multiple portfolio managers available to handle the portfolios of clients but the best and the most prolific one is Mr Sachin Shah. Mr Sachin Shah has around 18 years of experience in the asset management sector and he is highly qualified with CFA.
Ques – What is the approx AUM of Emkay Investment PMS?
Answer – Emkay Investment PMS Pvt Ltd has a huge list of Fund managers or Portfolio managers. Sachin Shah is the most highly experienced and educated fund manager available in the company. The Emkay Investment fund managers hold around 500 Cr. of AUM and manage more than 110 portfolio management service clients. The minimum investment period for any client in Emkay Investment PMS is 3 years.
Ques – Where can I check the return or performance of Emkay Investment PMS?
Answer – The returns and performance of Emkay Investment PMSarespresentedt right in this article. The return rate of the alchemy portfolio management service-providing company is quite healthy and impressive. It has the capability of Beating MFR (mutual fund returns) of around 10 plus years. The safe and robust success of the company has made it into the country’s top PMS business list. We show the full facts and figures in a tab for the convenience of our customers. Emkay Investment is known for having an exceptional portfolio management service and has exceeded mutual fund returns for more than 10 years.
Ques – What are the different strategies used by Emkay Investment PMS?
Answer – The article provides the various strategies that Emkay Investment incorporates within the form of a table. As per the table in this article, PMS house has various types of effective PMS strategies. The basic strategies are Large-cap, mid-cap, and small-cap strategies.
Ques – Where to find the fee structure and commission rate of Emkay Investment PMS?
Answer – The data regarding all the details of Emkay PMS is present on the website. We have provided detailed information with all the important heads and done so in the form of tables and charts. Henceforth, to find the fee structure and commission rate of Emkay Investment PMS, one can locate the details easily on our website provided.
Ques – How do call or reach Emkay PMS customer care?
Answer – Emkay PMS gives priority to their clients. It provides all required support so that the clients do not feel inconvenienced while dealing with the Emkay PMS. One can directly call the company to get the answers to their questions. The company has also provided Email and Whatsappfacilitiesy for the convenience of the clients. A relationship manager is also appointed by the company to make the relationship strong between the fund manager and investors.
Ques – What are the benefits of investing with Emkay?
Answer – Emkay PMS has become one of the largest portfolio management service providers in the country. Its effective strategies attract more and more clients to the company to get a superior return. The company provides flexible investment plans as well as commission/fee models so that clients can choose according to their convenience. The customer support system is well-structured with a lot of benefits. Hence, if you are looking to get a reliable PMS house with a superior return, you can choose the company without any hesitation.
Ques – What are the different charges involved with Emkay Investment PMS?
Answer – There are various charges involved in the Emkay PMS. The taxes that are levied include Upfront fees, Brokerage charges, Custodian charges, Depositary charges and Exit Load Charges. The management fee is decided based on the commission model opted, the fund manager, risk, and investment amount.
Ques – Where can I find all the details about Emkay Investment PMS?
Answer – All the details regarding the Emkay Investment portfolio management services are provided in this article. To make the work feasible and flexible for our customers, we have provided the data through charts, maps and graphs. This way the customer can easily locate all the information they require easily within our website.
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