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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 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.PMS Offers


Estee Advisors PMS – Customer Ratings & Review

Find Client ratings of Estee Advisors Portfolio Management Services –

Ratings
Returns Performance2.8 / 5
Services2.7 / 5
Charges2.9 / 5
Experience2.5 / 5
Strategies2.7 / 5
Client Support2.8 / 5
Overall Ratings2.7 / 5
Star Ratings★★★★★

Overview of Estee Advisors Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationGurugram, Haryana
LeadershipSandeep Tyagi
Yr. of Establishment2008

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
DiscretionaryYes
Non-DiscretionaryYes

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
NameUmesh Kumar
Experience30 Yrs.
Highest QualificationCA
AUM (in Cr.)317 Cr.
Number of Clients87
Investment TenureMinimum 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-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

I-BOND

It is an open ended strategy which offers interest income and capital gains.

I-STAT

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.

I-ALPHA

This strategy identifies mispricing between various instruments.

I-Systematic Strategy

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-

Returns (CAGR)
3 Year7.9%
5 Year7.5%
7 Year8.8%
10 Year11.3%
11 Year Plus8.6%

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.

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
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

Estee Advisors PMS follows following Fee Structure


Estee Advisors PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L0.95% of Investment
Investment  – 50L – 1 Cr.0.85% of Investment
Investment – 1 Cr. – 5 Cr.0.75% of Investment
Investment – 5 Cr. Plus0.70% 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 – 50L0.120% 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. Plus0.085% 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 – 5L22.7% of Profit
Profit Amount – 5L – 10L21.7% of Profit
Profit Amount – 10L – 50L19.5% of Profit
Profit Amount – 50L Plus18.0% 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-

Charges
Management FeesAs per commission model
Upfront Fees0.65% – 0.95% of Asset Value
Brokerage Charges0.006% – 0.021% of Total Transaction Value
Custodian Charges0.18% – 0.25% of Asset Value
Depository Charges0.16% – 0.27% of Asset Value
Exit Load – within 12 months0.75% – 1.35% of Withdrawal Value
Exit Load – post 12 monthsFree

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
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes
  • 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.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 7 Times a month
Issue Resolving TAT14 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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