First Global Finance PMS – Review, Strategies, Returns, Charges & more

First Global Finance PMS represents a successful PMS brand. The company was merely established on 12 December 1994. And, yet, they’ve managed to climb up the ladders.

And, their investment philosophy and a determined team are the reasons for their success. They even offer holistic financial solution across Equities, Bonds, Debts and Mutual Funds.

However, only their list of services is not up for discussion today. In fact, we’ll lay a detailed review of First Global Finance Portfolio Management Services. And, the review will include these: –

• A brief description of their history. And, we’re referring to their inception story. We’ll even discuss about their founders in this part.
• Here, We’ll notify you of the type of PMS they have to offer.
• Elaborate all about their fund managers. We’ll include their experiences in detail. And, we’ll tell you the net worth of the assets they manage.
• We’ll let you in on the strategies they use. And, we’re referring to the strategies used for gaining profits.
• We’ll lay down a detailed chart about the expected returns. And, we’ll emphasize on the differences of return based on investment terms.
• To clarify about the different investment plans they have. This part will include the pros and cons of each plan. This will even help you understand the key difference in them.
• We’ll have a clarification for all of their commission plans. This part will position the main differences in the plans. And, we’ll even help you understand how each plan works.
• We’ll explain about their prepaid commission model.
• We’ll explain about their volume% commission plan.
• And more about First Global Finance PMS

First Global Finance PMS – Customer Ratings & Review

Find Client ratings of First Global Finance Portfolio Management Services –

Overview of First Global Finance Portfolio Management Services

Find a detailed overview of the First Global Finance portfolio management service in the table given below-

First Global Finance PMS has their headquarters in New Delhi. They were brought to existence by the efforts of Shankar Sharma and Devina Mehra. The company initiated their operations on 12th December 1994.

Their prime motto is to satisfy their clients’ financial needs. And, their strict way of approach makes it all possible. They gather needs, set up expectation and work accordingly.

And, this approach has till date kept them atop their competitors. Now, we will have a discussion about First Global Finance portfolio management service company review, its PMS returns, PMS charges and more.

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Types of First Global Finance PMS

There are 2 types of First Global Finance Portfolio Management Services –

Client satisfaction is the prime motive of First Global Finance PMS. And, they ensure to take all steps to ascertain this. They even provide their clients two forms of PMS.

We’re referring to Discretionary and Non-Discretionary PMS. Discretionary PMS as all about lessening their clients’ involvements. This even puts the decisive control of funds onto the fund manager’s hands.

Non-Discretionary PMS works in an entirely different manner. The company first provides their clients with proper advisory. Then they seek their clients’ permission for portfolio alterations.

This puts the decisive power on the clients’ hand. And, it even requires a lot of involvement of the clients.

First Global Finance PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of First Global Finance PMS company.

Mr Shankar Sharma (Founder & Fund Manager)

This premier global securities house was founded by Shankar Sharma, who presently serves as the Vice Chairman of the First Global Group. His educational qualification is MBA from the prestigious Asian Institute of Management, Manila, Philippines. He made it to the Dean’s list here.

Ms Devina Mehra (Co Founder & Fund Manager)

The Co-Founder of the First Global Group is Devina Mehra. Educational qualification of this intellectual consists of graduation degree in Mathematics, Statistics and English from Lucknow University, followed by MBA from IIM, Ahmedabad. Here achievements have been high from both the institutions, she is a gold medalist.

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First Global Finance PMS Strategies

The below table is providing details about the First Global Finance portfolio management service strategies-

First Global Finance PMS offers all kind of support to satisfy their clients. This even includes investing in all the portfolio categories.

However, that will be an understatement to mention their strategy. In reality, they have a much complex strategy in place. Here’s what they actually do: –

The India Super 50 – Multi Cap

Approach of picking up on stocks is of Deep Data Science, Artificial Intelligence & Machine Learning and Human Intelligence combined. The sum total attempt is to acquire steady, low volatility returns which are obtained from across all sectors.

The list consists basically of around 50 best stocks, which are based on the First Global’s proprietary Investment Criteria., from across Indian markets.

Indian Multi Asset – Multi Asset

Investment intent here is oriented towards steady by low volatility returns, tuning in with multiple sectors and asset classes. This strategy is best referred to as a replica of India Top 50 Portfolio, additionally overlaying multiple asset classes as that of fixed income, oil and gold.

Reference that emerges for the philosophy is of Tactical & Dynamic Asset Allocation. The short listing of stocks is an amalgamation of Deep Data Science, Artificial Intelligence & Machine Learning and Human Intelligence.

First Global Finance PMS Returns / Performance

The below table is giving details about First Global Finance PMS returns and performance-

Looking at the above chart, you’ll get complete idea of the company’s CAGR. We’re talking about the compound annual growth rate. And, the CAGR is defined as per investments terms.

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First Global Finance PMS Investment Plans

Below the given table is providing details about the First Global Finance portfolio management service investment plans.

First Global Finance PMS caters to investments worth 1 Cr and above. And, then comes the Platinum Plan. It is responsible to cater to investments over 5 Cr.

First Global Finance PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by First Global Finance PMS house are as follows-

First Global Finance PMS has three different commission acquisition plans. We’re referring to the prepaid, volume% and the profit-sharing plans.

First Global Finance PMS Prepaid Commission

As the name suggests, this requires commission payment in advance. The commission rates are based on various investment plans. The Bronze plan is subject to 0.98% commission.

Silver plan holders must pay 0.93% commission. Gold plan requires 0.83% commission to be paid. And the Platinum plan needs 0.73% commission payment. The commission is paid on the investment value.

First Global Finance PMS Volume% Commission

This commission plan must be pretty clear to you by now. It requires payment on per transaction basis. We’re talking about the transactions made by the fund manager.

So, at the end, you must pay for all the transactions made. Anyway, it has four categoric distinction. The first one is Bronze plan. It seeks a commission rate of 0.116%.

Second one in line is the Silver Plan. It seeks a commission rate of 0.110%. Third in line is the Gold Plan. It seeks 0.100% commission rate. And, the last one is the Platinum Plan. It seeks 0.089% of commission.

First Global Finance PMS Profit Sharing% Commission

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

Most popular amongst the clients is the Profit-Sharing plan. This seeks the payment of commission after one realizes the profit. Even this is categorized into four segments.

The Bronze Plan holders must pay 21.1% of commission. Silver Plan holders are levied with 20.1% commission rate. Gold Plan needs a payment of 18.1% commission. And Platinum Plan requires 16.1% commission to be paid.

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First Global Finance PMS Charges

The below-given table is giving information about First Global Finance Portfolio Management Service Charges-

Here is the complete list of PMS charge you must pay beside average commission rates: –

• 55%-0.72% pf the asset value as upfront fee.
• A certain amount for management charges. It’s based on the commission plan you select.
• Brokerage charges worth 0.005%-0.018% of total transaction value.
• Custodian charges worth 0.18%-0.31% of the asset value.
• Depository charges worth 0.14%-0.35% of the asset value.
• Exit load at 0.65%-1.01% of the withdrawal value. However, this is only applicable on withdrawals within 12 months of investment.

First Global Finance PMS Benefits

Find the details about First Global Finance PMS advantages in the table given below-

The complete list of benefits of investing with First Global Finance PMS unfolds as follows: –

• They provide customization options. This is unique with them. They fine-tune the investment plan as per their clients’ requirements. They even consider man factors like risk profile, investment capacity and more.
• They’ve been known for their utmost transparency in business.
• They provide top-up facility to enable the clients to increase their investment value.
• They provide accurate reporting through multiple media. This includes Back-Office Reports, Detailed View and Portfolio View.
• They keep their clients updated. They use SMS and Email as platforms for this.

First Global Finance PMS Customer Care

The table given below is showing a detailed view of First Global Finance PMS Customer Care.

Their customer care is really supportive. And, they provide the clients with these facilities: –

• Accurate and swift support over call and email.
• Permission to call the fund manager 6 times a month.
• Provision of a dedicated relationship manager.
• Issue resolution timeframe of only 20 working days.

First Global Finance PMS Conclusion

First Global Finance PMS is good to go with. They have custom investment plans. And, they really care about their clients’ investment stature. This enables the to provide and deliver as promised.

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