Emkay Investment PMS – Review, Strategies, Returns, Charges & more

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 –

PMS Offers


Emkay Investment PMS – Customer Ratings & Review

Emkay Investment PMS Ratings
Returns Performance2.6 / 5
Services2.7 / 5
Charges2.8 / 5
Experience2.8 / 5
Strategies2.9 / 5
Client Support3.1 / 5
Overall Ratings2.8 / 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 TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipKrishna Kumar Karwa & Prakash Kacholia
Yr. of Establishment1995

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.

Emkay Investment PMSThe 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
    DiscretionaryYes
    Non-DiscretionaryYes

    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
    NameSachin Shah
    Experience18 Years
    Highest QualificationCFA
    AUM (in Cr.)Approx 500 Cr.
    Number of Clients110+
    Investment TenureMinimum 3 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 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.

    Raj Gala (Portfolio Manager)

    Mr. Raj holds management degree from LLIM, Mumbai University and holds 10 years of experience under his hold. For the previous work records, he was associatef with Aditya Birla Capital for 2.5 years, and Edelweiss for 8 years. He excels in the domain of managing equity advisory for wealth.

    His previous records shows 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
    LARGE CAPLEAD PMS***
    LARGE CAPEMKAY’S 12***
    MULTI CAPCAPITAL BUILDER
    MULTI CAPCRYSTAL
    MID CAPPEARL

    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 Lead PMS Strategy

    Basis of evaluation such as investing is market leads with strong moat, quality management and reasonable valuation. So, investment objective is of long term capital appreciation, by means of investing in large and mid cap companies.

    Other facets of the strategy are – pure bottom up approach, where buy and hold strategy for multi cap is adopted. Total number of 15 companies make up to the portfolio’s structure. Companies provided with the priority are the ones which are set to benefit from value migration and domestic consumption.

    Emkay’s 12 Strategy

    From all sectors, 12 top stocks are selectively picked, which have an upper hand of certain varieties of benefit. The factors are macroeconomic factors like growth in personal disposable income, surge in middle class and rise in gross annual income.

    Themes adopted are value migration, domestic consumption and domestic infrastructure. The strategy makes the best use of these themes.

    Emkay Capital Builder Strategy

    Particular companies which belong from large, mid-cap and small-cap stocks segments are selected. This strategy aims to fetch absolute returns and create sustainable wealth as well. The basis on which investment decisions are made comprise of research and growing businesses.

    Focused portfolio is adopted where the basic principle is to avoid company and sector allocation. Also,  the strategy aims to avoid excess of diversification.


    Emkay Investment PMS Returns / Performance

    The table given below is providing the details regarding Emkay Investment PMS Returns-

    CategoryLARGE CAPLARGE CAPMULTI CAP
    StrategyLEAD PMS***EMKAY’S 12***CAPITAL BUILDER
    Return (CAGR)1M3.40%3.70%8.20%
    3M12.60%15.00%24.30%
    6M-6.50%-5.00%1.70%
    1Y6.70%-3.40%3.50%
    2YNANA-4.50%
    3YNANA-2.00%
    5YNANA5.00%
    SI9.90%4.30%12.20%
    InceptionNov, 2018Aug, 2019Apr, 2013

    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 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 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
    Prepaid CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

    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 – 50L1.35% of Investment
    Investment  – 50L – 1 Cr.1.25% of Investment
    Investment – 1 Cr. – 5 Cr.1.05% of Investment
    Investment – 5 Cr. Plus0.85% 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 – 50L0.15% 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. Plus0.10% 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 – 5L24% of Profit
    Profit Amount – 5L – 10L23% of Profit
    Profit Amount – 10L – 50L21% of Profit
    Profit Amount – 50L Plus19% 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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    Emkay Investment PMS Charges

    The table given below is providing the entire details regarding the Emkay Investment PMS charges-

    Charges
    Management FeesAs per commission model
    Upfront Fees0.75% – 1.25% of Asset Value
    Brokerage Charges0.007% – 0.011% of Total Transaction Value
    Custodian Charges0.17% – 0.27% of Asset Value
    Depository Charges0.10% – 0.18% of Asset Value
    Exit Load – within 12 months0.7% – 1.0% of Withdrawal Value
    Exit Load – post 12 monthsFree

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

    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-

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 5 to 8 Times a month
    Issue Resolving TAT15 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.


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