Envision Capital PMS – Review, Strategies, Returns, Charges & more

Envision Capital PMS is a boutique money management firm. And, they specialize in fixed-income securities. In other words, they are niche investors. And, they use a unidirectional tactic to fetch profits for their clients.

In today’s article, we’ll draw a detailed diagram of their functioning attributes. In short, we’ll review Envision Capital Portfolio Management Services as a PMS company on the whole. And, the review will include the following aspects: –

• Bits and parts of their origination story. This part will include the efforts of their founders. Basic info of their founders. And, we’ll even include the place and year of their origin.
• Description in detail about the PMS types they offer.
• Complete information on their fund managers. This part will tell you about their educative qualification. That’ll tell you about their market expertise. But, most importantly, it’ll notify you of the value of assets they manage.
• Elaboration of the strategies used by Envision Capitals. This part will describe how these strategies work. And, it’ll notify you about how these fetch profits.
• You’ll be told about the expected returns you may get. We’ll explain this part with the help of a detailed chart. And, we’ll even explain the reasons for the variation in returns.
• You’ll get to know about the investment plan they have to offer. We’ll elaborate on how these plan work. And, we’ll establish whom these work best for.
• We’ll expound on the commission plans set in motion by them. This part will brief you about each plan. And, it’ll include the pros and cons of all the plans.
• You’ll get to understand their prepaid commission model.
• You’ll get to understand their volume% commission model.
• And More

Envision Capital PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Envision Capital Portfolio Management Services –

Overview of Envision Capital Portfolio Management Services

Find a detailed overview of the Envision Capital portfolio management service in the table given below-

Established in the year 2009, Envision Capital is a part of a larger group. We’re referring to the 25-year-old Envision Capital Management Inc.

However, this company only represents the PMS division. And, preservation of capital is their prime motivation. Anyway, unlike their competitors, they have n unidirectional approach.

They prefer calling it a niche investment policy. They’re proud of being able to obtain institutional-level prices for investments. They use top bond institutions to get the best price and execution.

And, they monitor the changes in every bond issuer daily. This helps them in understanding whether to retain or sell one. And, that’s how they help their clients thrive.

They have their headquarters located in Mumbai, Maharashtra. And, Nilesh Shah can be held responsible for their existence.

Now, we will discuss Envision Capital portfolio management service company review, its PMS returns, PMS charges and more.

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Types of Envision Capital PMS

There are 2 types of Envision Capital Portfolio Management Services –

Envision Capital PMS never fails to astound their clients. They take every possible measure to ensure their clients’ satisfaction. And, this includes granting more than one PMS type.

We’re referring to the Discretionary and Non-Discretionary PMS. Both types have their advantages and disadvantages. The first allows the fund manager to freely decide about the investments.

It does not require any engagement from the clients. The second, however, requires the company to grant accurate advice to the clients.

Once, that’s done, it needs the clients to take investment-related decisions. In short, this requires clients’ engagement. And, it centralizes the control of the investments in clients’ hands.

Envision Capital PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Envision Capital PMS company.

Nilesh Shah (Founder and CEO)

Nilesh Shah presently serves as the Founder and Chief Executive Officer of Envision Capital and the Portfolio Manager. His post-experience goes back to Kotak Mahindra Asset Management. He led the investment team into successfully managing/advising $1.2 billion of equity assets.

His experience also includes 9 years in corporate finance at Kotak and HDFC Group. On the whole, Nilesh Shah has acquired 25 years of experience in corporate finance and asset management.

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Envision Capital PMS Strategies

The below table is providing details about the Envision Capital portfolio management service strategies-

Envision Capital – India Opportunities

This fund falls under the Flexi Cap category. One of the greatest benefits of this kind of fund is the vast exposure from every sector and segment to the investors. Their portfolio consists of a variety of stocks from different industries.

This not only offers variety but lowers the risk factor too.

The entity overall keeps factors like fundamental approach, value discipline, long-term horizon, and concentrated portfolio in sight to ensure success in the investment.

Envision Capital – India Value Portfolio

One of the highly appealing offerings of Envision Capital is its India Value Portfolio. Their attempt is to explore the nascent stage of various growing Indian companies and produce the highest returns for their customers.

They invest in publicly listed companies having high growth prospects, continuous cash flow streams, robust management, and reasonable pricing to offer higher profit to the investors.

Envision Capital PMS, as mentioned above, has a unidirectional focus. What we’re trying to establish is that they like investing a certain way.

However, that has never stopped them from investing across several portfolios. This means that they invest equally in large, mid and small-cap portfolios. Albeit, they commence their research first.

But, that’s only a simplified overview of their investment strategy. While they do a lot more than that. Here’s their complete strategy in detail: –

All of their investment strategies revolve around the clients. This means that the client’s needs and requirements are kept at the centre.

However, most of the strategies revolve around capital preservation, current income and long-term growth. And, that’s where their expertise kicks in. besides their experience; they even bring in some other factors.

And, these are unconventional factors we’re talking about. Factors like interest rates and changing economic status of certain cities are counted. More or less, every investment strategy they implement is fine-tuned around the: –

1. Individual Investment Objectives
2. Personal Tax Requirements
3. Tolerance For Taking Market Risk
4. Asset Allocation

Envision Capital PMS Returns / Performance

The below table is giving details about Envision Capital PMS returns and performance-

The above chart is a representation of Envision’s CAGR. In other words, they represent the compound annual growth rate of the company. Therefore, it must not be hard to grasp the situation here.

The returns have been classified as per investment tenures. And, each investment tenure is expected to get a certain return rate. So, the CAGR for a 1-year return is -3.50%.

That for 2-year investments is 31.90%. CAGR for a 3-year investment is 16.60%. The 5-year investment fetches an 8.80% return. And, the investments worth since inception fetches 11.60%.

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Envision Capital PMS Investment Plans

The given table is providing details about the Envision Capital portfolio management service investment plans.

Envision Capital PMS has established four categories for investment. And, each of these categories is defined as per the investment value. So, the first category or the Bronze plan caters to investments worth 25L-50L.

Silver Plan is held responsible for investments worth 50L-1Cr. The third category is the Gold Plan. And, it caters to investment value between 1.Cr.-5Cr. The final category is known as the Platinum Plan. And, it caters to all investments of more than 5Cr.

Envision Capital PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Envision Capital PMS house as follows-

It’s not only the investment plans that have been categorized. Envision Capital PS has established three categories for the commission plan.

And, they allow their clients to choose a plan for themselves. There is no restriction from the company about it. The three plans are prepaid, volume% and profit-sharing.

Envision Capital PMS Prepaid Commission

The first category of commission plan is the Prepaid Plan. And, even this has four different sub-categories. Each of the categories is defined as per the investment plans.

So, the Bronze Plan requires payment of 1.33% commission. Silver Plan is subject to a 1.22% commission rate. The commission rate for Gold Plan is 1.02%.

And, the last category, which is Platinum Plan requires a 0.82% commission. Do understand that the commission is charged on the investment value. And, since the payment is made in advance, this category requires less commission.

Envision Capital PMS Volume% Commission

This is the second category of the commission plan. This requires the investors to pay based on transactions made. And, these are the transactions made by the fund manager.

Therefore, the overall commission is derived from the total transaction value. Even this category has four different sub-categories. And, each sub-category is defined as per the investment plan.

So, the Bronze Plan is subject to a 0.123% commission. Silver and Gold Plan are required to pay 0.113% and 0.103% commission. And, Platinum Plan is required to bear a 0.088% commission rate.

Envision Capital PMS Profit Sharing% Commission

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

The third category of the commission plan is the Profit-Sharing Plan. This requires the investors to pay after they get the profits. However, the charges are levied annually.

And yet, this remains the most popular commission plan with investors. Even this has four different sub-categories. Bronze Plan is required to pay 23.0% of the commission rate.

21.5% commission rate is levied from Silver Plan. Gold Plan holders are required to pay off a 19.5% commission rate. And, the Platinum Plan holders are subject to a 17.0% commission.

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Envision Capital PMS Charges

The below-given table is giving information about Envision Capital Portfolio Management Service Charges-

Here are some charges you must pay apart from the commission: –

• Management Fee as per your commission plan.
• Front Fee of 0.74%-0.93% at asset value.
• Brokerage Charges of 0.009%-0.018% at transaction value.
• Custodian Charges at 0.17%-0.26% of asset value.
• Depository Charges at 0.14%-0.23% of asset value.
• Exit load at 0.76%-1.15% of withdrawal value. However, this must be paid in case of withdrawal within 12 months of investment. Withdrawals made a post that period is non-chargeable.

Envision Capital PMS Benefits

Find the details about Envision Capital PMS advantages in the table given below-

There are several benefits of investing with Envision: –

• Access to their top-up facility. This enables you to increase your investment value.
• Real-time updates through SMS and Email.
• Real-time investment reports.
• Flexible commission and investment models.

Envision Capital PMS Customer Care

The table given below is showing a detailed view of Envision Capital PMS Customer Care.

Envision Capital PMS has great customer care that grants: –

• Support investors through calls and emails.
• Relationship manager to refer to for investment information.
• Call the fund manager 8-10 times a month.
• Turnaround time for issue resolution is within 23 working days.

Envision Capital PMS Conclusion

To sum up the article, we’ll say that Envision Capital Portfolio Management Services has a singular approach towards investments.

And, that has proven to be good for their clients. So, we believe they can be trusted with your investments as well.

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