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 of their educative qualification. This’ll tell you of 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 how these plan work. And, we’ll establish whom these work best for.
  • We’ll expound 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

PMS Offers

Envision Capital PMS – Customer Ratings & Review

Find Client ratings of Envision Capital Portfolio Management Services –

Returns Performance3.7 / 5
Services3.8 / 5
Charges3.6 / 5
Experience3.8 / 5
Strategies3.7 / 5
Client Support3.5 / 5
Overall Ratings3.6 / 5
Star Ratings★★★★★

Overview of Envision Capital Portfolio Management Services

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

Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipNilesh Shah
Yr. of Establishment2009

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 niche investment policy. They’re proud of being able to obtain institutional level prices for investments. In fact, 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 have a discussion about 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 –

    Types of PMS

    Envision Capital PMS never fails to astound their clients. In fact, 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 the types have their own advantages and disadvantages. The first allows the fund manager to freely decide about the investments.

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

    Once, that’s done, it needs the clients to take the 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.

    Fund Manager’s Details
    NameNilesh Shah (Founder and CEO)
    Experience25 Years
    Highest QualificationMBA
    AUM (in Cr.)180 Cr.
    Number of Clients64
    Investment Tenure2-3yrs

    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 8 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-

    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    Envision Capital PMS, as mentioned above, has 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, in fact, 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 clients’ needs and requirements are kept at the center.

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

    And, these are really 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: –

    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-

    Returns (CAGR)
    3 Year7.9%
    5 Year9.2%
    7 Year7.5%
    10 Year6.8%
    11 Year Plus8.7%

    The above chart is a representation for Envision’s CAGR. In other words, they represent 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 3-year return is 7.9%.

    That for 5-year investments is 9.2%. CAGR for a 7-year investment is 7.5%. The 10-year investment fetches 6.8% return. And, the investments worth more than 11 years fetch 8.7%.

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    Envision Capital PMS Investment Plans

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

    Investment Plans
    Bronze (25L – 50L)Yes
    Silver (50L – 1 Cr.)Yes
    Gold (1 Cr. – 5 Cr.)Yes
    Platinum (5 Cr. Plus)Yes

    Envision Capital PMS has established four categories for investment. And, each of these categories are 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 the investments worth 50L-1Cr. 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 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 are as follows-

    Commission / Fees Structure
    Prepaid CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

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

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.33% of Investment
    Investment  – 50L – 1 Cr.1.22% of Investment
    Investment – 1 Cr. – 5 Cr.1.02% of Investment
    Investment – 5 Cr. Plus0.82% of Investment

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

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

    And, the last category, that is Platinum Plan requires 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

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.123% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.113% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.103% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.088% of Total Transaction Volume

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

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

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

    Envision Capital PMS Profit Sharing% Commission

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

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L23.0% of Profit
    Profit Amount – 5L – 10L21.5% of Profit
    Profit Amount – 10L – 50L19.5% of Profit
    Profit Amount – 50L Plus17.0% of Profit

    The third category of 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 the investors. Even this has four different sub-categories. Bronze Plan is required to pay 23.0% of commission rate.

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

    Management FeesAs per commission model
    Upfront Fees0.74% – 0.93% of Asset Value
    Brokerage Charges0.009% – 0.018% of Total Transaction Value
    Custodian Charges0.17% – 0.26% of Asset Value
    Depository Charges0.14% – 0.23% of Asset Value
    Exit Load – within 12 months0.76% – 1.15% of Withdrawal Value
    Exit Load – post 12 monthsFree

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

    • Management Fee as per your commission plan.
    • Up 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 post that period are non-chargeable.

    Envision Capital PMS Benefits

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

    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

    There are several benefits of investing with Envision like: –

    • 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.

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 8 to 10 Times a month
    Issue Resolving TAT23 working days

    Envision Capital PMS has a great customer care that grants: –

    • Support for investors through call and email.
    • Relationship manager to refer to for information on investment.
    • Call to the fund manager 8-10 times a month.
    • Turnaround time for issue resolution 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 of good for their clients. So, we believe they can be trusted with your investments as well.

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