Five Rivers PMS provides PMS to all its clients, which is their most popular service. The PMS offered by the company is considered to be one of the best in the industry.
It is guided by the best professionals in the business who monitors it very closely with all their expertise. In this article, you will be provided detailed knowledge about the PMS services of Five Rivers along with its strategies, commissions, and annual profits.
Below are the details for the Five Rivers Portfolio Management Services, go through them to learn in more information.
Five Rivers PMS – Customer Ratings & Review
Find Client ratings of Five Rivers Portfolio Management Services –
|Returns Performance||3.9 / 5|
|Services||3.7 / 5|
|Charges||3.8 / 5|
|Experience||3.9 / 5|
|Strategies||3.8 / 5|
|Client Support||3.7 / 5|
|Overall Ratings||3.8 / 5|
Overview of Five Rivers Portfolio Management Services
Find a detailed overview of the Five Rivers portfolio management service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||2013|
Five Rivers PMS is a privately owned company of Mumbai, Maharashtra. It was founded in 2013 and has provided superior services to a large number of customers. Mr. Pankaj Chopra is the founder of the broker house and established its headquarter in Mumbai.
The company has made a mark with its superior broking services. But it has undoubtedly garnered more acclamations for its excellent Portfolio Management Services which are supervised by top industry professionals.
Below is the brief discussion about Five Rivers PMS Review, Charges, Returns, and all the other essential factors.
Now, we will have a discussion about Five Rivers portfolio management service company review, its PMS returns, PMS charges and more.
Invest in Five Rivers PMS – Fill up the form Now!
Types of Five Rivers PMS
There are 2 types of Five Rivers Portfolio Management Services –
|Types of PMS|
The company offers two types of Portfolio Management Services to the customers, one is Discretionary and the other being Non-Discretionary. The customers mostly prefer the former over the latter.
The Discretionary service is looked after by top-notch fund managers of the company. But some customers choose the Non-Discretionary service of PMS.
Five Rivers PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Five Rivers PMS company.
|Fund Manager’s Details|
|Name||Mr. Pankaj Chopra|
|AUM (in Cr.)||97 Cr.|
|Number of Clients||84|
Five Rivers PMS has many efficient Fund Managers in its management team, but Mr. Pankaj Chopra surely deserves a special mention. He has more than 25 years of experience in the field and is highly qualified with an MBA degree.
Mr. Pankaj Chopra has more than Rs. 60 cr of AUM and manages the profiles of 84 clients. The broking house offers at least 2 to 3 years of investment tenure for its customers.
Know Fund Managers of Other Portfolio Management Service Companies
|Karvy PMS||Motilal Oswal PMS||Quest Investment Advisors PMS|
|Kotak PMS||NJ Wealth PMS||Reliance PMS|
|Mastertrust Capital PMS||Old Bridge Capital PMS||Right Horizons PMS|
Five Rivers PMS Strategies
The below table is providing details about the Five Rivers portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
The broking house has got three different strategies for their PMS. These strategies can be categorized as Large Cap strategies, Diversified strategies, and Small – Midcap strategies. Clients can choose any of the above and carry on with their investment procedure.
The company emphasizes a lot on its Large Cap stocks as they reduce the market risk to the maximum limit. The details of their research technique are given below that will help you to understand better.
- They start from lower stocks and then advances to the higher ones that would yield a sure profit
- Giving more importance to those stocks that have a good future
- The stocks that are chosen should fit in their research strategies
Five Rivers PMS Returns / Performance
The below table is giving details about Five Rivers PMS returns and performance-
|11 Year Plus||9.2%|
The table above shows the lucrative returns that the stocks can yield. They show a higher rate of return than that provided by the banks and other mutual funds in the above tenures. These return rates have attracted more clients to their firm.
Know Returns of other PMS Brands
|Systematix PMS||Tata Asset Management PMS||UTI Asset Management PMS|
|T Ram Financial PMS||Trust Investment PMS||Val Q Investment PMS|
|Tamohara Investment PMS||Tulsian PMS||Valuequest Investment PMS|
Five Rivers PMS Investment Plans
Below the given table is providing details about the Five Rivers 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|
From the above table, you can learn about the various investment schemes of the company. You need to choose with the minimum investment of 25L and can go beyond 5 Crores.
The Bronze plan has a range of 25 to 50 Lakhs that for the Silver program is between 50 Lakhs and 1 Crore, 1 Crore to 5 Crore for Gold scheme and beyond 5 Crore for Platinum plan. The higher the amount of investment, the low is the brokerage fees.
Five Rivers PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Five Rivers PMS house are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
The company has 3 commission slabs, namely Prepaid, Volume %, and Profit Sharing %. You can choose according to your convenience.
Five Rivers PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.25% of Investment|
|Investment – 50L – 1 Cr.||1.15% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.05% of Investment|
|Investment – 5 Cr. Plus||0.95% of Investment|
The prepaid commission is the money that needs to be paid to the company in advance. This commission is much less than the normal brokerage charges.
For investment between 25 lakh and 50 lakh, the commission is 1.25% of the total amount, for 50 lakh to 1 crore it is 1.15%, for 1 crore to 5 crores it is 1.05%, and beyond 5 crores you will have to pay 0.95% of the total investment.
Five Rivers PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.113% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.105% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.095% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.080% of Total Transaction Volume|
Here the commission is entirely based on the number or the volume of transactions done by the fund manager. The following table will help you understand better.
According to the policy of the company, when the transactional volume is between 25 lakh and 50 lakh, the commission will be 0.113% of the total transaction volume.
When it is between 50 lakh and 1 crore, then commission charge is 0.105% of the total transaction, for 1 crore to 5 crores it is 0.095% and for 5 crores plus, it is 0.080% of the total transaction.
Five Rivers 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||23.0% of Profit|
|Profit Amount – 5L – 10L||21.5% of Profit|
|Profit Amount – 10L – 50L||20.5% of Profit|
|Profit Amount – 50L Plus||18.0% of Profit|
In this model, the percentage of commission is quite high but with an assurance of low risk.
The table shows that for a profit between 2.25-5 lakh, the charge will be 23% of the profit, for 5-10 lakh 21.5% commission will be charged, for 10-50 lakh, 20.5% and for more than 50 lakh 18% of the profit will be charged.
The charges here are quite reasonable to that of other commission models.
Know Charges models of other Portfolio Management Service Providers
|Varanium Capital PMS||Way2Wealth PMS||Wealthbridge Capital PMS|
|Veda Investment Managers PMS||Wealth Advisors PMS||Wizemarkets Analytics PMS|
|Ventura Securities PMS||Wealth Managers PMS||Zenmoney PMS|
Five Rivers PMS Charges
The below-given table is giving information about Five Rivers Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.58% – 0.78% of Asset Value|
|Brokerage Charges||0.006% – 0.026% of Total Transaction Value|
|Custodian Charges||0.19% – 0.29% of Asset Value|
|Depository Charges||0.12% – 0.28% of Asset Value|
|Exit Load – within 12 months||0.85% – 1.05% of Withdrawal Value|
|Exit Load – post 12 months||Free|
The above table shows that the upfront fee charged by the company is 0.58% to 0.78% of the asset value, and the brokerage charge is between 0.006% and 0.026% of the total transaction value. The company charges nothing on exit load after 12 months.
Five Rivers PMS Benefits
Find the details about Five Rivers PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
- They have a website that allows all the brokers and clients to check their progress reports regularly
- Email, Whatsapp, and SMS updates the clients about their transaction details
- The company provides the perfect solution for PMS with the right amount of experience from the fund managers
- They provide top-up facility
Five Rivers PMS Customer Care
The table given below is showing a detailed view of Five Rivers PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 6 to 7 Times a month|
|Issue Resolving TAT||18 working days|
Five Rivers PMS has all types of services on their list that can help the clients the most. They provide support over calls, emails, messages, and WhatsApp. Therefore the clients can connect to them any time to get their queries answered.
Five Rivers PMS Conclusion
Fiver Rivers PMS is one of those well-renowned brokerage firms that have a vast customer base. They have designed the best strategies that can help the clients to get the maximum return value.
If you are looking forward to a firm to manage your profile, then there can be no other better option than this one. They have highly trained professionals with a right amount of experience.
Know everything about more PMS companies
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Invest in Five Rivers PMS – Fill up the form Now!
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