Estee Advisors PMS is a quant-based investment manager and execution and service provider. Estee Advisor is a SEBI registered Portfolio Management Service provider and a registered member with all the Indian stock exchange such as NSE, BSE, and MCX.
The Advisory House, being one of the leading stock broking companies in India has a strong track record in the Indian Capital Market. The company manages three lines of business including Asset Management, Execution Service, and Proprietary Trading.
This article will give you brief information about Estee Advisors Portfolio Management Services, its Strategies, Commission model, Fund manager details, types and so on.
Estee Advisors PMS – Customer Ratings & Review
Find Client ratings of Estee Advisors Portfolio Management Services –
|Returns Performance||2.8 / 5|
|Services||2.7 / 5|
|Charges||2.9 / 5|
|Experience||2.5 / 5|
|Strategies||2.7 / 5|
|Client Support||2.8 / 5|
|Overall Ratings||2.7 / 5|
Overview of Estee Advisors Portfolio Management Services
Find a detailed overview of the Estee Advisors portfolio management service in the table given below-
|Registered Location||Gurugram, Haryana|
|Yr. of Establishment||2008|
Established in the year 2008 in Gurugram, Haryana, Estee Advisors is one of the leading stock broking companies in India. The founder of the company is Mr.Sandeep Tyagi.
Along with the Portfolio Management Service provider, Estee Advisor also offers commodity broking service through its subsidiary namely Estee Commodities Pvt .Ltd.
Estee Advisor is leading in building algorithm investment manager and has a strong track record as an Investment manager and trade execution service provider in Indian Capital market.
Now, we will have a discussion about Estee Advisors portfolio management service company review, its PMS returns, PMS charges and more.
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Types of Estee Advisors PMS
There are 2 types of Estee Advisors Portfolio Management Services –
|Types of PMS|
In the Discretionary portfolio management service, all the decisions are taken by the Investment manager. There is no active involvement of the customers.
Each and every decision is taken by the investment manager on behalf of the customers after understanding their thorough needs.
In this service, the trader can take buy and sell decisions without concern about each and every trade with the customers. The consent is taken in beginning in the form of Power of Attorney.
In the Non- Discretionary portfolio management service, all the decisions are taken by customers itself. There is no active involvement of the investment manager.
Each and every decision is taken by the customers. In this trader can take buy and sell decisions only after concerning each and every trade with the customers.
Here the investment manager only acts as a broker following the instructions of the customers for the trade execution.
Estee Advisors PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Estee Advisors PMS company.
|Fund Manager’s Details|
|AUM (in Cr.)||317 Cr.|
|Number of Clients||87|
|Investment Tenure||Minimum 3 yr.|
Although there are multiple fund managers working in Estee Advisors, the most efficient, experienced and professional fund manager is Mr.Umesh Kumar.
He is having more than 30 years of experience in managing the portfolios. Mr.Umesh Kumar is C.A. by profession. He is managing more than 87 customers.
The minimum investment tenure for each and every customer in Estee advisor is minimum of 3 years. Mr.Umesh Kumar Asset under management (AUM) is 317 crores.
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Estee Advisors PMS Strategies
The below table is providing details about the Estee Advisors portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
It is an open ended strategy which offers interest income and capital gains.
It is considered as high expected return products coupled with high volatility and are traded on the bases of statically relation between correlated and co-integrated stock futures that are carefully examined and tested through various proprietary models.
This strategy identifies mispricing between various instruments.
The objective of this strategy is to gain high capital appreciation with higher stability and lower volatility of returns through implementing a rigorous investment process.
INVESTMENT PATTERN AND OBJECTIVES
- Generate high capital appreciation by investing in equities and derivatives.
- To generate regular return on investment in debt and money market instruments
- To earn continues returns by dealing in derivatives and by investing in guilt securities issued by the government
Estee Advisors PMS Returns / Performance
The below table is giving details about Estee Advisors PMS returns and performance-
|11 Year Plus||8.6%|
Here are the details of the returns of the Estee Advisor Portfolio Management Service. The rate of return of Estee Advisor for 3 years, 5 years, 7 years, 10 years and more than 11 years is highly satisfactory.
The highest return generated in 10 years was 11.3%. During the first 3 years, the returns were 7.9%.In the next 5 years returns increased by 7.5 %, Again the return hiked by 8.8% in the next 7 years.
In the next 10 years, the return took a great height of 11.3% and the returns of the last more than 11 years shows 8.6%.
This high return percentage shows that Estee Advisors is performing well in the industry. Deposit cost, higher revenue sharing ratio will be shared between the various sub-brokers.
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Estee Advisors PMS Investment Plans
Below the given table is providing details about the Estee Advisors portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The following table shows the Investment Plans offered by the Estee Advisors to its customers.
Bronze plan is offered to the customers. Customers can invest minimum 25 lakhs to maximum 50 lakhs in the available bronze investment plans offered by the company
The silver plan ranges from a minimum of 50 lakhs to maximum of 1 crore. The customers can invest any amount between these ranges
The gold plan ranges from 1 crore to 5 crores. This is the highest investment plans offered to the customers
The investment in the platinum plan is more than 5 crores
Estee Advisors PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Estee Advisors PMS house are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Estee Advisors PMS follows following Fee Structure
Estee Advisors PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||0.95% of Investment|
|Investment – 50L – 1 Cr.||0.85% of Investment|
|Investment – 1 Cr. – 5 Cr.||0.75% of Investment|
|Investment – 5 Cr. Plus||0.70% of Investment|
In the prepaid commission, management fees or commission is paid in advance. The commission imposed in this model is lesser than the other models. A prepaid fee is 1. % of investment if the investment is made in between 25L to 5o L.,
For the investment made in between 50L-1 crore, the prepaid fee will be 1.5% of investment
If the investment made in between 1 crore- 5 crores, the prepaid fee will be 1.3% of investment
For the investment made of more than 5 crores, the prepaid fee will be 1.1% of investment
Estee Advisors PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.120% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.112% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.100% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.085% of Total Transaction Volume|
Under the Volume % Commission model, the commission model is framed on the basis of the loyalty of fund manager
If the yearly transaction is done by investors in between the 25 lakhs to 50 lakhs then management fee will be 0.120% of investment
In case, the yearly transaction is done by investors in between 50 lakhs to 1 crores then management fee will be 0.112% of investment
In case, the yearly transaction is done by investors in between 1 crore to 5 crore then management fee will be 0.100% of investment
If the yearly transaction done by investors is more than 5 crore then management fee will be 0.85% of investment
Estee Advisors PMS Profit Sharing% Commission
The table given below is showing details about profit sharing% commission model-
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||22.7% of Profit|
|Profit Amount – 5L – 10L||21.7% of Profit|
|Profit Amount – 10L – 50L||19.5% of Profit|
|Profit Amount – 50L Plus||18.0% of Profit|
Profit-sharing commission model primarily depends on the performance of the customer’s portfolio investment. The profit-sharing model is mainly offered to the customers with the largest investment made in their portfolio.
If the investors are earning profit in between 2.5 lakhs to 50 lakhs, then he will get an opportunity to earn 22.7% of the profit
In case, the profit amount ranges from 5 lakhs-10 lakhs then investors will realize 21.7% of profit
If the profit amount ranges from 10lakhs to 15 lakhs then investors will realize 19.5% of profit
In case, the profit amount is more than 50 lakhs then investors will realize 19.0% of profit.
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Estee Advisors PMS Charges
The below-given table is giving information about Estee Advisors Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.65% – 0.95% of Asset Value|
|Brokerage Charges||0.006% – 0.021% of Total Transaction Value|
|Custodian Charges||0.18% – 0.25% of Asset Value|
|Depository Charges||0.16% – 0.27% of Asset Value|
|Exit Load – within 12 months||0.75% – 1.35% of Withdrawal Value|
|Exit Load – post 12 months||Free|
Following are the Estee Advisors PMS charges
- Management Fees-The management fees are basically imposed to the customers for the commission model they choose
- Upfront Fees-Upfront charges are also imposed on the customers. These are normally the prepaid charges which range from
- Brokerage Charges-Brokerage charges are also imposed on the customers for hiring the brokers. The brokerage fees range from
- Custodian charges– Estee Advisors also levy custodian charges from the customers. This fee ranges from
- Depository Charges-The depository charges normally ranges form
- Exit charge-This fee is normally imposed annually based on the amount withdrawn in a year. Exit charges range from
Estee Advisors PMS Benefits
Find the details about Estee Advisors PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
- Estee Advisors PMS services offer Email and SMS services in order to provide the updated knowledge to the customers regarding their transactions
- They have vast experience in managing a portfolio of different customers
- Estee Advisors also offers Flexible Investment plans and Flexible Commission models to the customers in order to provide them complete satisfaction
- The company also offers top-up facility to the customers
- Back office report is also given to the Estee Advisors customers
Estee Advisors PMS Customer Care
The table given below is showing a detailed view of Estee Advisors PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 7 Times a month|
|Issue Resolving TAT||14 working days|
Maximum customer support is offered to the customers of Estee Advisors in order to resolve their issues. The constant support of Dedicated Relationship Manager is offered to the customers of Estee Advisors.
The company Portfolio Management Services also offers constant call and e-mail support to the customers. Minimum 7 days is offered to the customers of Estee Advisors PMS for resolving their issues.
Customer of high net worth also gets a call to fund manager services between 1-7 times in a month.
Estee Advisors PMS Conclusion
Estee Advisor Portfolio Management service is the optimum and beneficial PMS in India. The company has numerous strategies and products to offer to its customers.
The customer service support also provides constant and immediate support to the customers for resolving the issues.
Highly experience fund manager maintains offers the maximum services, offers and benefits to the customers and tries to provide maximum benefits to the customers in all possible ways. If you are looking for Estee Advisor PMS, then go for it as it will be your optimum choice
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Invest in Estee Advisors PMS – Fill up the form Now!
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