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

PMS Offers


First Global Finance PMS – Customer Ratings & Review

Find Client ratings of First Global Finance Portfolio Management Services –

Ratings
Returns Performance4.1 / 5
Services3.8 / 5
Charges4.1 / 5
Experience3.8 / 5
Strategies4.1 / 5
Client Support3.9 / 5
Overall Ratings3.9 / 5
Star Ratings★★★★

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-

Overview
Company TypePrivate
Registered LocationNew Delhi
LeadershipShankar Sharma, Devina Mehra
Yr. of Establishment12 December 1994

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 –

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    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.

    Fund Manager’s Details
    NameShankar Sharma (Founder & Fund Manager)
    Experience25 yrs.
    Highest QualificationMBA
    AUM (in Cr.)Approx 711 cr
    Number of Clients390+
    Investment Tenure3yrs

    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.


    Know Fund Managers of Other Portfolio Management Service Companies

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    First Global Finance PMS Strategies

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

    Strategies
    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    First Global Finance PMS offers all kind of support to satisfy their clients. This even includes investing in all the portfolio categories. And, we mean all three, small, mid and large-cap portfolios.

    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: –

    All-Star Portfolio:

    This strategy is based on object fulfillment through multiple actions. And, it is not confined to one approach. In fact, it depends on the position of the market. Even the clients’ expectations are considered as important part. It’s built around three aspects: –

    • Keeping the Project Capital in mind.
    • Expecting returns better than Fixed Deposits.
    • And, outperforming the benchmark index in long term.

    Most of the investment value is spent on large cap portfolios. This ensures assured returns over long terms. And, the promised rate is achieved by spending on the promising mid cap portfolios.

    The entire approach is based on thorough research. That’s why, the returns are made as per the promises.


    First Global Finance PMS Returns / Performance

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

    Returns (CAGR)
    3 Year11.1%
    5 Year8.5%
    7 Year10.2%
    10 Year7.4%
    11 Year Plus9.3%

    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.

    In fact, it has been divided in five distinct parts. Any investments of 3 years will receive a CAGR of 11.1%. 5-year investments are subject to 8.5% CAGR. 7-year investments can expect a CAGR of 10.2%.

    Investments of 10 years can be expected to fetch 7.4% CAGR. And, all investments above 11 years are expected to fetch 9.3% CAGR.


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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.

    Investment Plans
    Bronze (25L – 50L)No
    Silver (50L – 1 Cr.)No
    Gold (1 Cr. – 5 Cr.)Yes
    Platinum (5 Cr. Plus)Yes

    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-

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

    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

    Prepaid Commission (Yearly)
    Investment – 1 Cr. – 5 Cr.0.83% of Investment
    Investment – 5 Cr. Plus0.73% of Investment

    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

    Volume% Commission (Yearly)
    Transaction Volume – 1 Cr. – 5 Cr.0.100% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.089% of Total Transaction Volume

    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-

    Profit Sharing% Commission (Yearly)
    Profit Amount – 10L – 50L18.1% of Profit
    Profit Amount – 50L Plus16.1% of Profit

    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.


    Know Charges models of other Portfolio Management Service Providers

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    First Global Finance PMS Charges

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

    Charges
    Management FeesAs per commission model
    Upfront Fees0.55% – 0.72% of Asset Value
    Brokerage Charges0.005% – 0.018% of Total Transaction Value
    Custodian Charges0.18% – 0.31% of Asset Value
    Depository Charges0.14% – 0.35% of Asset Value
    Exit Load – within 12 months0.65% – 1.01% of Withdrawal Value
    Exit Load – post 12 monthsFree

    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-

    Benefits / Advantages
    Top-up FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Whatsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    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.

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 6 Times a month
    Issue Resolving TAT20 working days

    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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    Invest in First Global Finance PMS – Fill up the form Now!

      Fill Your Details Here
      1. Invest in PMS / AIF / PCG


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