Enam Asset Management PMS – Review, Strategies, Returns, Charges & more

Enam Asset Management PMS an establishment in 1997 and is registered under SEBI as Enam Asset Management Company Pvt. Ltd. (EMAN AMC).

It is a portfolio management company which is focused on providing investment solutions and portfolio management services to clients.

Enam Asset Portfolio Management Services is well recognized in the city of Mumbai and this article is a review of this firm which is targeted at readers who are interested in investing with the help of this firm.

The article will contain all the details regarding the charges, commission, investment strategy used by the firm and many such details to provide you with the right grounds for taking a wise decision about choosing your portfolio management company.

Enam Asset Management PMS – Ratings & Review by Top10StockBroker

Overview of Enam Asset Management Portfolio Management Services

Find a detailed overview of the Enam Asset Management portfolio management service in the table given below-

Enam Asset Portfolio Management Services is a private venture started by Jiten H. Doshi in the city of Mumbai in the year 1997.

This firm is a reputed portfolio managing firm in the city with hundreds of clients with more than assets worth billions of USD.

The Enam Asset Management PMS is mainly focused on serving the HNIs, corporate clients and global institutional investors.

The team at this firm who are responsible for investment planning and strategizing and implementation are all experienced and knowledgeable in this field.

They have years of experience under their belt and they do thorough research and analysis before investing any money in the clients.

Now, we will discuss the Enam Asset Management portfolio management service company review, its PMS returns, PMS charges and more.

Types of Enam Asset Management PMS

There are two different types of Enam Asset Management PMS available which are –

Discretionary

In this case, you hand over all the rights and responsibilities of your portfolio to the fund manager and you do not take part in the investment process.

As an investor, you are only interested in seeing your investment grow at a specified percentage every year.

The fund manager takes care of the investment, he takes all the decisions about whether to invest in a share or not, how much to invest, when to invest and everything related to your investment and portfolio.

Non-discretionary

When you choose this type of service, then you are just consulting the fund manager and not providing him with the right to take investment decisions on your behalf.

You will take the decision and accordingly, he will invest and manage the portfolio.

Enam Asset Management PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Enam Asset Management PMS company.

With an experience of more than 24 years, Mr Rajesh Khona is the Enam Asset Management PMS Fund Manager. He has done his graduation in accountancy and finance with a degree of B.Com and he is also an ACA.

He manages close to 2 Billion USD catering to 793 clients. The investment horizon normally opted for him is close to 3-4 years.

The track record of Mr Khona is quite consistent and this is mainly due to the stock selection process and the investment strategy used by him.

Know Fund Managers of Other Portfolio Management Service Companies

Enam Asset Management PMS Strategies

The below table is providing details about the Enam Asset Management portfolio management service strategies-

ENAM – India Diversified Equity Advantage Portfolio

This decades-old asset management company operates on integrated top-down economic research with bottom-up fundamental analysis for efficient operations. Investors delivered highly profitable overall performance on their investments over two to three years.

Also, this fund allows investors’ money to be invested in SMAs (separately managed accounts). They search for stocks of companies and undertake an overall screening to pick the best of the bunch.

The Enam Asset Management PMS Strategies are quite easy to understand and simple to use but at the same time, they are highly effective. Their investment strategy is a five-step process which are –

Investment Universe

This is the first step of the investment process where the fund manager selects 200 companies from various sectors with a specific capitalization limit.

Analysis and Research within the Universe

Once the investment universe is built, the next step they do is to analyze all the stocks from their valuation, operational, competitive, and financial angles.

In this step, the fund manager checks whether the stocks (which stocks) are meeting the investment criteria of the investors.

The fund managers also talk to the company’s policymakers and management to under the prospect from the inside.

Decision Making

Here, from all the stocks in the investment universe, thirty to forty stocks are selected. These stocks are selected based on their valuation and the firm follows a bottom-up strategy.

Tracking

Once the investment is done, the fund manager’s duty is not over here. He is to monitor the portfolio day in and day out and alter it as per the market needs. The market is going down, he needs to change the investment accordingly and vice versa.

Selling

If the stock prices in the portfolio get close to the intrinsic value, the fund manager sells those stocks most often. It is to safeguard the investor from the downside risk.

Enam Asset Management PMS Returns / Performance

The below table is giving details about Enam Asset Management PMS returns and performance-

The Enam Asset Management PMS Returns for the last three years is close to 16.30% which is quite high from the average in the market and provided by other peer portfolio management companies.

The return for the 1 year is -0.90% which is also exponentially higher than others in the field. The 2-year return is a little lower at 27.60% compared to its other returns.

The last 3 years’ return if you see is very consistent at 19.60% and 10.60% is a 5-year and above return.

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Enam Asset Management PMS Investment Plans

The given table is providing details about the Enam Asset Management portfolio management service investment plans.

The Enam Asset Management PMS Investment Plans start with a Bronze plan which is for investment worth Rs. 25 lakhs to 50 lakhs.

The next plan is known as the Silver plan which is for investment from Rs. 50 lakhs to Rs. 1 crore. For investment value from 1 crore to Rs. 5 crores, there is a Gold plan and over and above that there is a Platinum plan which is for investments worth more than 5 crores.

Enam Asset Management PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Enam Asset Management PMS house as follows-

The Enam Asset Portfolio Management Services Fee Structure includes prepaid commission which is paid according to the amount you as an investor invest.

Then there is volume% commission which is paid on the number of transactions. Finally, there is profit sharing% commission which is paid according to the amount of profit generated by the fund manager.

Enam Asset Management PMS Prepaid Commission

The minimum Enam Asset Management PMS Prepaid Commission is 0.8% which is lower than many firms in this industry for an investment of more than 5 crores.

For the investment bracket of Rs. 1 crore to 5 crore, the prepaid commission is 1% while it is 1.1% for the investment bracket of Rs. 50 lakhs to 1 crore.

And for the minimum investment between Rs. 25 lakhs to 50 lakhs, the repaid commission is 1.3%. The prepaid commission is quite on the lower side.

Enam Asset Management PMS Volume% Commission

The Enam Asset Management PMS Volume% Commission starts from 0.07% which is for the maximum investment amount over and above 5 crores.

It is 0.08% for the transaction volume between 1 crore to 5 crores. For the transaction volume between Rs. 50 lakhs to 1 crore, the percentage charged for volume% commission is 0.09% and 0.1% for any transaction volume between Rs. 25 lakhs to Rs. 50 lakhs.

This commission is also lower than many other firms’ volume % commission which is in favour of the investor.

Enam Asset Management PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

The commission you have to pay on the profit made by the fund manager on your investment is the Enam Asset Management PMS Profit Sharing Commission and which starts from 15% which is for the maximum profit that can be earned and it can be anything over and above Rs. 50 lakhs.

For-profit up to Rs. 50 lakhs from Rs. 10 lakhs, the percentage you will have to pay on the profit is 17%. For a for-profit of Rs. 5 lakhs to 10 lakhs, the percentage share of the firm is 19% and 21% for any profit between 2.5 lakhs to 5 lakhs.

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Enam Asset Management PMS Charges

The below-given table is giving information about Enam Asset Management Portfolio Management Service Charges-

Apart from the commission, there are a few other Enam Asset Management PMS Charges. The Enam Asset Portfolio Management Services Charges include upfront fees of 0.55% to 0.85% on the asset value and brokerage fee charges of 0.006% to 0.02% of the total transaction value.

There are custodian charges of 0.1% to 0.3% of the asset value. The depository charges for keeping the stocks vary from 0.1% to 0.15% of the value of the asset kept in it.

If you withdraw the investment or a part of it before twelve months, then you have to pay 1 to 1.5% as the exit load and it will be charged on the amount you withdraw from the fund.

If you withdraw after 12 months, then it can be free, there is no exit load charged by this firm after 12 months.

Enam Asset Management PMS Benefits

Find the details about Enam Asset Management PMS advantages in the table given below-

There are various benefits of investing with Enam Asset Management PMS and the Enam Asset Management PMS Benefits are –

• Huge experience of the fund manager
• Commission models are very flexible
• Variety of investment plans
• Portfolio view – detailed view
• You get an update on your mobile via SMS and also you get Email updates about your portfolio
• There is a top-up facility for your portfolio
• You get back-office reports from time to time.

Enam Asset Management PMS Customer Care

The table given below is showing a detailed view of Enam Asset Management PMS Customer Care.

If you face any problem regarding your portfolio or you have any queries before investing with this firm, you can contact Enam Asset Management PMS Customer Care via email and call.

They do not have any chat support yet but they do have WhatsApp support. You can also hire a relationship manager for your investment.

You can call the fund manager ten times a month and not more than that. The Turnaround time of this firm for resolving any issue is around 21 working days which is higher than other firms.

Enam Asset Management PMS Conclusion

In the Enam Asset Management PMS Conclusion, we can say that this firm charges less than other firms whether it is a commission or other charges.

The fund manager is well experienced which makes him consistent with his investment and this helps the investors to grow their funds.

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