Ghalla Bhansali PMS – Review, Strategies, Returns, Charges & more

Ghalla Bhansali PMS is a reputed and well-recognized PMS Service offering broking house available in India. The company offers multiple types of investment solutions to the clients for their huge satisfaction and betterment.

Let’s have a look at the detailed review of Ghalla Bhansali Portfolio Management Services including- customer ratings, overview, fund manager details, types of PMS, strategies, investment plans, returns performance, commission modules, charges, benefits, customer care and more.PMS Offers


Ghalla Bhansali PMS – Customer Ratings & Review

Find Client ratings of Ghalla Bhansali Portfolio Management Services –

Ratings
Returns Performance3.9 / 5
Services3.8 / 5
Charges3.8 / 5
Experience3.9 / 5
Strategies4.0 / 5
Client Support3.7 / 5
Overall Ratings3.9 / 5
Star Ratings★★★★★

Overview of Ghalla Bhansali Portfolio Management Services

Find a detailed overview of the Ghalla Bhansali portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipVijay Morarji Nandu
Yr. of Establishment1996

Ghalla Bhansali is considered as the topmost portfolio management service offering company. It is normally recognised in the stock market due to its PMS offering.

Basically, the PMS house was established by Vijay Morarji Nandu in the year 1996. The headquarters of the company is located in Mumbai, Maharashtra.

The broking house has a very strong team of PMS professionals who handles its entire PMS business systematically. It facilitates almost all types of PMS solutions for the betterment of investors.

Now, we will have a discussion about Ghalla Bhansali portfolio management service company review, its PMS returns, PMS charges and more.


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Types of Ghalla Bhansali PMS

There are 2 types of Ghalla Bhansali Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Ghalla Bhansali is a greatly renowned portfolio management service providing broking house. It usually customises PMS solutions as per the requirements of the investors.

Moreover, the broking house has designed two different types of portfolio management services including- discretionary PMS and non-discretionary PMS.

Usually, most of the client’s choose to prefer discretionary PMS because the entire investment portfolio is managed by the fund managers of the company.

Non-discretionary PMS is where some people prefer to consult any consultancy in order to plan a very strong investment decision before making any kind of investment.


Ghalla Bhansali PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Ghalla Bhansali PMS company.

Fund Manager’s Details
NameRitesh Poladia
Experience20 Yrs.
Highest QualificationC.A.
AUM (in Cr.)125 Cr.
Number of Clients226
Investment Tenure3-4yrs

Ghalla Bhansali is a wide-known and comprehensive PMS house available in India. The PMS house has a very good team of prolific fund managers who manages its PMS module.

Well, the highly concentrated and knowledgeable one is Ritesh Palladia. He has huge knowledge and experience in managing PMS business.

In general, he is a CA by profession and holds more than 20 years of experience in the field of portfolio management.

Moreover, the fund managers of PMS company holds AUM of more than 125 crores and also handles the account of around 226 clients or investors. The investment tenure for the broking house is 3-4 years.


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Ghalla Bhansali PMS Strategies

The below table is providing details about the Ghalla Bhansali portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Ghalla Bhansali PMS is very good at providing an extensive range of PMS services to the clients in order to satisfy them greatly. Moreover, the company has three PMS strategies to offer its clients that are described below-

Large Cap Strategy –

Large cap strategy is normally considered as the largest investment strategy available for clients. This strategy allows investors to invest in large-caps and boost up investment portfolio easily. If the investors gets ready for bearing high risk factor and are capable of investing a minimum of 80% in big companies can go for large cap strategy.

Diversified Strategy-

Ghalla Bhansali offers diversified investment strategy to enhance the value of investment portfolio. The diversified PMS approach usually assist individuals in investing in the firms with a very small issuance to every company.

Small-Mid Cap Strategy-

The PMS house has typically customized small-mid cap strategy for the clients who are looking forward to make investment of around 60% in small caps and mid-caps. This strategy usually focuses on small and mid-cap schemes.


Ghalla Bhansali PMS Returns / Performance

The below table is giving details about Ghalla Bhansali PMS returns and performance-

Returns (CAGR)
3 Year11.2%
5 Year8.9%
7 Year10.3%
10 Year8.4%
11 Year Plus9.2%

Ghalla Bhansali PMS company has performed really well in the stock market in the last few years and it is still performing very amazingly.

The company has provided massive returns to all its clients. The returns of Ghalla Bhansali PMS for # years is 11.2%, for 5 years is 8.9%, for 7 years is 10.3%, for 10 years is 8.4% and for more than 11 years is 9.2% CAGR.

The massive and impressive return rate makes it the well-structured and top-rated company in the country.


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Ghalla Bhansali PMS Investment Plans

Below the given table is providing details about the Ghalla Bhansali 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

Ghalla Bhansali is one of the well-performing PMS houses available in India. It avails a wide range of investment solutions for its clients or investors.

However, the broking house has customised very effective and promising investment plans for all its customers. The bronze investment plan of the company is between the range of Rs. 25 lakh to Rs. 50 lakh.

The silver investment plan ranges from Rs. 50 lakh to Rs. 1 Cr. The gold investment plan is between the range of Rs. 1 Cr. to Rs. 5 Cr. And for above Rs. 5 Cr. of an investment portfolio, the platinum investment plan is customized.

It is clear from the above article that Ghalla Bhansali PMS house has gained huge popularity in the stock market. As the broking house has designed a very good structure of investment plans, it has customized flexible commission structure also for the ease of the customers.


Ghalla Bhansali PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Ghalla Bhansali PMS house are as follows-

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

Ghalla Bhansali PMS is very good at offering flexible commission structure. The company recently has designed three different types of commission models that are described below-


Ghalla Bhansali 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

Galla Bhansali PMS house has customised prepaid commission model where the commission amount is paid prior to the investment tenure takes place.

If the investment amount is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 0.95% of the total investment amount.

If the investment value is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges are 0.85% of the investment.

If the investment amount is between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission charges are 0.75% of the total investment.

If the investment amount is more than Rs. 5 Cr, the commission charges will be 0.70% of the total investment amount.


Ghalla Bhansali PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.129% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.109% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.089% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.069% of Total Transaction Volume

The volume % commission model of the company is dependent normally on the transactions performed by the portfolio manager.

If the transaction value is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 0.129% of the total transaction volume.

If the transaction volume ranges from Rs. 50 lakh to Rs. 1 Cr., the commission charges are 0.109% of the total transaction volume.

If it is actually between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission charges are 0.089% of the total transaction volume.

If the transaction volume is more than Rs. 5 Cr., the commission amount is 0.069% of the total transaction value.


Ghalla Bhansali PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L21.6% of Profit
Profit Amount – 5L – 10L20.6% of Profit
Profit Amount – 10L – 50L18.5% of Profit
Profit Amount – 50L Plus16.2% of Profit

Ghalla Bhansali is a renowned PMS firm. It has designed very convenient, easy and flexible fee structure known as profit sharing % fee structure.

If the total profit amount is between the range of Rs. 2.5 lakh to Rs. 5 lakhs, the profit sharing will be 21.6% of the total profit.

If the profit amount is between the range of Rs. 5 lakhs to Rs. 10 lakhs, the profit sharing is 20.6% of the total profit realized.

If the profit value is between the range of Rs. 10 lakhs to Rs. 50 lakhs, the profit sharing is 18.5% of the total profit. And above Rs. 50 lakhs of profit, the sharing of profit will be 16.2% of the total profit realized.

As the company has customized very convenient investment plans and commission models, it has also designed the flexible structure of some other sort of charges including- brokerage charges, custodian charges, upfront fees, depository charges, exit load charges and management fees as well.


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Ghalla Bhansali PMS Charges

The below-given table is giving information about Ghalla Bhansali Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.84% – 0.96% of Asset Value
Brokerage Charges0.006% – 0.020% of Total Transaction Value
Custodian Charges0.19% – 0.35% of Asset Value
Depository Charges0.17% – 0.34% of Asset Value
Exit Load – within 12 months0.65% – 1.00% of Withdrawal Value
Exit Load – post 12 monthsFree

Ghalla Bhansali PMS is a reliable broking company. Apart from commission charges, it levies following other charges also-

  • The broking house usually levy management fees on the basis of the opted commission model.
  • Upfront fees is also charges between the range of 0.57% to 0.87% of the total asset value.
  • Brokerage charges normally ranges from 0.006% to 0.012% of the total transaction value.
  • Custodian charges are between the range of 0.18% to 0.33% of the total asset value.
  • Depository charges are between the range of 0.17% to 0.30% of the total asset value.
  • Exit load charges normally charged as per the withdrawal duration and withdrawal transactions. If the withdrawal of transactions is made within a year then the commission charges will be 0.65% to 1.00% of the total withdrawal amount and if it takes place after one year then no commission charges will be levied by the company.

Ghalla Bhansali PMS Benefits

Find the details about Ghalla Bhansali 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

Ghalla Bhansali is a top-most PMS provider avails qualitative PMS solutions with multiple benefits. The benefits associated with the compant are listed below-

  • Effective top-up facility and back office reports.
  • SMS Update facility
  • Email Update facility
  • Provide flexible investment plans
  • Offer flexible commission models
  • The company has massive experience in the area of wealth management.

Ghalla Bhansali PMS Customer Care

The table given below is showing a detailed view of Ghalla Bhansali PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 5 to 10 Times a month
Issue Resolving TAT12 working days

The broking house normally offers multiple support services to the client’s ease and satisfactions. The support services of Ghalla Bhansali includes-

  • Call Support
  • Email Support
  • Relationship Manager Support
  • Customers are allowed to call to their fund manager for around 5–10 times a month.
  • The issue resolving TAT of the compant is 12 working days.

Ghalla Bhansali PMS Conclusion

Ghalla Bhansali is one of the best PMS services providing companies available in India. It is a mumbai-based company avail all kinds of investment or wealth management solutions for its clients.

If you are looking forward to become a part of any PMS company in order to enjoy PMS services the Ghalla Bhansali PMS should be on the top of your list.


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