Estee Advisors PMS – Review, Strategies, Returns, Charges & more

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 exchanges 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 Services, 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 – Ratings & Review by Top10StockBroker

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Overview of Estee Advisors Portfolio Management Services

Find a detailed overview of the Estee Advisors portfolio management service in the table given below-

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 services through its subsidiary namely Estee Commodities Pvt . Ltd.

Estee Advisor is leading in building algorithm investment managers and has a strong track record as an Investment manager and trade execution service provider in the Indian Capital market.

Now, we will discuss 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 –

In the Discretionary portfolio management service, all the decisions are taken by the Investment manager. There is no active involvement of the customers.

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 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 the customers themselves. There is no active involvement of the investment manager.

Every decision is taken by the customers. In this traders can take buy and sell decisions only after concerning 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.

Although multiple fund managers are working in Estee Advisors, the most efficient, experienced and professional fund manager is Mr Umesh Kumar.

He is having more than 31 years of experience in managing portfolios. Mr Umesh Kumar is C.A. by profession. He is managing more than 87 customers.

The minimum investment tenure for every customer in Estee advisor is a minimum of 4 years. Mr Umesh Kumar’s 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-

Estee – I Alpha

The fund was established a decade ago and has gained affluent growth for investors. I Alpha is among the top-performing funds in India and has attained a position with a consistent track record of huge returns on investments.

The stocks for investment are selected after screening through all the essential factors that will drive the success of the portfolio. They have maintained their growth every year for the investors. I Alpha was the first product of Estee.

Estee – Long Alpha

By keeping the volatility at a minimum, this fund aims at outperforming the equity index benchmarks.

Unlike other funds and investment approaches, this fund intakes the market data as input and picks the investible businesses for the investors. This way, they follow a systematic, rule-based trading model and manage the fund.

For the stock pick, fundamental and technical tools are adopted from S&P BSE 500 segment, and the investment is made.

INVESTMENT PATTERN AND OBJECTIVES

• Generate high capital appreciation by investing in equities and derivatives.
• To generate a regular return on investment in debt and money market instruments
• To earn continuous returns by dealing in derivatives and by investing in guilty securities issued by the government

Estee Advisors PMS Returns / Performance

The below table is giving details about Estee Advisors PMS returns and performance-

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 9.27%. During the first 1 year, the returns were 6.73%.In the next 2 years returns increased by 6.75 %, Again the return hiked by 8.26% in the next 3 years.

In the next 5 years, the return took a great height of 9.27% and the returns since inception shows 11.89%.

This high return percentage shows that Estee Advisors is performing well in the industry. Deposit costs and high er revered venue-sharing will be shared between the various sub-brokers.

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Estee Advisors PMS Investment Plans

The given table is providing details about Estee Advisors’ portfolio management service investment plans.

The following table shows the Investment Plans offered by Estee Advisors to its customers.

The bronze plan is offered to the customers. Customers can invest a minimum of 25 lakhs to a maximum of 50 lakhs in the available bronze investment plans offered by the company

The silver plan ranges from a minimum of 50 lakhs to a maximum of 1 crore. Customers can invest any amount between these ranges

The gold plan ranges from 1 crore to 5 crores. This is the highest investment plan 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 as follows-

Estee Advisors PMS follows the following Fee Structure

Estee Advisors PMS Prepaid Commission

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 the investment if the investment is made between 25L to 5o L.,

For the investment made between 50L-1 crore, the prepaid fee will be 1.5% of the investment

If the investment is made between 1 crore- 5 crores, the prepaid fee will be 1.3% of the investment

For the investment made of more than 5 crores, the prepaid fee will be 1.1% of the investment

Estee Advisors PMS Volume% Commission

Under the Volume % Commission model, the commission model is framed based on the loyalty of the fund manager

If the yearly transaction is done by investors between 25 lakhs to 50 lakhs then the management fee will be 0.120% of the investment

In case, the yearly transaction is done by investors between 50 lakhs to 1 crore then the management fee will be 0.112% of the investment

In case, the yearly transaction is done by investors between 1 crore to 5 crores then the management fee will be 0.100% of the investment

If the yearly transaction done by investors is more than 5 crore then the management fee will be 0.85% of the investment

Estee Advisors PMS Profit Sharing% Commission

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

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 a profit between 2.5 lakhs to 50 lakhs, then they 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 the profit

If the profit amount ranges from 10lakhs to 15 lakhs then investors will realize 19.5% of the profit

In case, the profit amount is more than 50 lakhs then investors will realize 19.0% of the profit.

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Estee Advisors PMS Charges

The below-given table is giving information about Estee Advisors Portfolio Management Service Charges-

Following are the Estee Advisors PMS charges

• Management Fees-The management fees are imposed on 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 range form
• An 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-

• Estee Advisors PMS services offer Email and SMS services to provide 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 customers to provide them with complete satisfaction
• The company also offers a 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.

Maximum customer support is offered to the customers of Estee Advisors to resolve their issues. The constant support of a 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 customers. A minimum of 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 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.

Customer service support also provides constant and immediate support to the customers for resolving 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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