Emkay 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 – Customer Ratings & Review
|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|
Overview of Emkay Investment Portfolio Management Services
The table given below is providing the details regarding the overview of Emkay Investment PMS-
|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 have a discussion about Emkay Investment PMS review, charges, returns and more.
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Types of Emkay Investment PMS
The table given below is providing the details about the types of Emkay Investment PMS-
|Types of PMS|
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 service where they look for a consultancy firm in order to make a fair decision regarding the investment.
Emkay Investment PMS Fund Managers Details
Find out the details of Emkay Investment PMS Find Manager’s Details in the table given below-
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 500 Cr.|
|Number of Clients||110+|
|Investment Tenure||Minimum 3 yr.|
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.
The Emkay Investment fund managers hold around 500 Cr. of AUM and manage more than 110 portfolio management service clients. The minimum investment time period for any client in Emkay Investment PMS is 3 years.
Know Fund Managers of Other Portfolio Management Service Companies
|ICICI Pru PMS||Aditya Birla PMS||Alchemy PMS||Ask PMS|
|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Emkay Investment PMS Strategies
The table given below is showing the entire details regarding the Emkay Investment PMS strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
According to the table chart given above, the 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
Emkay Capital Builder PMS strategy provides in any platform between the range of 25 – 35 mid-cap stocks which are fixed to the S&P CNX 500 index. This type of PMS solution enables to complete flexibility in the stock market caps in your investment portfolio.
With this, investors are allowed to build a multi-cap investment portfolio with the amount ranges from small-mid cap to large cap.
The Emkay Platinum is the premium plan available for investors. This plan only includes blue-chip funds. Such kind of PMS solution normally covers 10 – 15 stocks registered on the S&P CNX Nifty index.
Normally, the large cap to mid-cap stocks ratio in this investment portfolio ranges between 60 to 40 and 70 to 30.
This PMS strategy enables investors to merge the budget of small-cap and mid-cap funds to their high earnings growth. It basically consists of 20 to 25 mid-cap stocks from the BSE index.
This type of investment portfolio pitched towards small level capital with a ration to mid-cap to small- cap between 30 to 70 and 40 to 60.
Emkay Crystal merges the principals of both the worlds just by bringing the large-cap stocks in the same investment portfolio as small and mid-caps.
It consists of 15 to 20 caps from the Bombay Stock Exchange 500, this type of fund safely plays it with a robust large-cap bias. The ratio of large-cap to the mid- cap to small-cap in this investment portfolio amalgamation sits normally at 50:20:30.
Emkay Investment PMS Returns / Performance
The table given below is providing the details regarding Emkay Investment PMS Returns-
|11 Year Plus||13.0%|
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 Emkay Investment PMS performance for 3 years is 10%, for 5 years is 11.5%, for 7 years is 12.5%, for 10 years is 10.0% and for 11 years plus is 13.0% CAGR.
The robust return rate has made the Emkay Investment portfolio management service sort of leading company in the country.
Know Returns of other PMS Brands
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|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
Emkay Investment PMS Investment Plans
Find out the details of the Emkay Investment PMS investment plans in the table given below-
|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 the 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 is applicable for the clients who hold the 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 commission.
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|
|Profit Sharing% Commission||Yes|
The Emkay Investment PMS company has personalized its commission model into 3 parts-
Emkay Investment PMS Prepaid Commission
In prepaid commission model, management charges or commission charges are levied in advance before the actual time 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 fees 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 the high investment value like- 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 totally dependent on the number of investment transactions done by the portfolio manager.
The fees structure is also dependent on the status of the stock market and other such factors of the investment. It has a huge commission payout in comparison to other such commission models.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.15% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.14% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.12% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.10% of Total Transaction Volume|
In this commission model, the commission charges are levied as per the loyalty of portfolio manager and stock market situation as well.
With the 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 between 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 amount 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 of the commission charges are to be paid once the profit amount is realized.
This type of commission structure promotes high-profit volume and decrease risk as well.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||24% of Profit|
|Profit Amount – 5L – 10L||23% of Profit|
|Profit Amount – 10L – 50L||21% of Profit|
|Profit Amount – 50L Plus||19% of Profit|
Profit sharing % commission model is a greatly suitable fees structure available to all the 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 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.
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|Alfaccurate Advisors PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
Emkay Investment PMS Charges
The table given below is providing the entire details regarding the Emkay Investment PMS charges-
|Management Fees||As per 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 on the basis of 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 on the basis of withdrawal time duration and withdrawal amount as well. If the withdrawal of 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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Here is the list of benefits offered to the Emkay Investment PMS clients are as follows-
- The PMS house provides suitable top-up facility to all of their clients for convenience and satisfaction.
- The company is good at offering back office login facility 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 facility so that clients can check for the transactions happening in their account.
- The PMS group do provide flexibility and convenience in commission model as well as an investment plan. It provides all types of investment plans in order to provide huge satisfaction to the clients.
- The company also holds massive experience in portfolio management sector.
Emkay Investment PMS Customer Care
The table given below is providing the entire details regarding Emkay Investment Customer Care-
|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 portfolio can call to their fund manager 8 times in a month. And with low portfolio clients can call to its fund manager 5 times in 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 their 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.
Invest in Emkay Investment PMS – Fill up the form Now!
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