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If you are the type of investor who is looking for a fresh face in the PMS industry to associate with, then Helios PMS is just the spot for you.

Even if their company’s inception year is 2020, they have already built a strong ecosystem of agents and clients to support their positive performance. Read ahead to learn more about the PMS House.

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Helios PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Helios Portfolio Management Services –

Helios PMS Ratings
Returns Performance 3.8 / 5
Services 3.9 / 5
Charges 3.8 / 5
Experience 3.1 / 5
Strategies 3.2 / 5
Client Support 3.1 / 5
Overall Ratings 3.9 / 5
Star Ratings ★★★★★

The above ratings given in the table will help us to understand better the performance of Helios PMS broking house in every field.

Overview of Helios Portfolio Management Services

Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Dinshaw Irani
Yr. of Establishment 2020

With more than a decade’s worth of experience, the organisation is a known player in the market. It has its headquarters in Mumbai, Maharashtra, under the leadership of Dinshaw Irani.

They know all the nooks and crannies of the financial market, its trends, and the psychological shifts of the clients.

All this exposure gives the dedicated team at Helios Portfolio Management Services the upper hand in providing clients with the best possible services.

They have some of the best investment strategies and plans in dealing with the invested fund and growing it by 2-digit multiples.

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    Types of Helios PMS

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    There are two types of Helios PMS:

    The discretionary services give complete control of the portfolio to the fund manager. So as and when they feel like an opportunity has risen they can act upon it and later inform the client about the same.

    The non-discretionary services do not give much leeway to the fund managers. The clients are the ultimate decider on what actions need to be taken, the fund managers can simply advise on the next possible move.

    Helios PMS Fund Managers Details

    Fund Manager’s Details
    Name Dinshaw Irani
    Experience 14 Years
    Highest Qualification Finance
    AUM (in Cr.) Approx 736.60 Cr.
    Number of Clients 543
    Investment Tenure Minimum 3-5 yrs.

    The funds of the organisation are directly handled by the founder of the PMS house. The Helios PMS Fund Managers’ profile information is provided below.

    Dinshaw Irani (Fund Manager, Chief Investment Officer)

    Mr Irani has over 14 years of experience in the field of financial advisory. He has held some of the core management positions in big companies giving him a lot of exposure to the industry.

    Currently, his team is assisting 543 clients and the assets under management tally to approximately Rs.736.60 Cr. he specialises in investments whose tenure is 3-5 years.

    Know Fund Managers of Other Portfolio Management Service Companies

    Helios PMS Strategies

    Helios – India Rising PMS MULTI CAP

    The company has its focus set on one of the most effectively built portfolios, the Helios – India Rising PMS. The details on it are shared in the table.

    Helios – India Rising PMS

    The two most important aspects of this portfolio are- selecting the right stocks and allocating them in the best possible manner. The stock selected must meet the following 8 factors:

    • Good corporate governance
    • Low potential for disruptions
    • Reasonable valuations
    • Strong core management and operational strategy
    • Should have favourable industry dynamics

    The strategy of this Helios PMS Strategies is to invest in multi-cap companies.

    Helios PMS Returns / Performance

    Strategy Helios – India Rising PMS
    Category MULTI CAP
    Return (CAGR) 1M -0.33%
    3M 13.82%
    6M 1.38%
    1Y -2.77%
    2Y 22.47%
    3Y NA
    5Y NA
    Since Inception 25.73%
    Inception Year Mar, 2020

    The investments done in the multi-cap portfolio will successfully generate a 2-digit rate of return from the 2nd year of investment.

    This in itself proves that Helios PMS Returns / Performance is promising enough to be considered for investment purposes.

    The CAGR in the 3rd month of investment is also a 2-digit value, accumulating to 13.82%. a more comprehensive breakup is provided in the table.

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    Helios PMS 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 organisation does not accept investments below Rs.25 lakhs. However, depending on the investment strategy opted by the client to suit their financial requirements, the minimum investment amount may differ.

    Overall, there are 4 Helios PMS Investment Plans for the clients to choose from. They are divided into the bronze plan, silver plan, gold plan and platinum plan. The detailed slab is presented here.

    Helios PMS Fee Structure or Commission Slabs

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

    The Helios PMS Fee Structure is determined over three distinctive fee structures. The first is on the investment amount, then there is the total transaction volume and lastly the profits earned on the portfolio.

    Through the initial discussion, the client and the fund manager can settle on any one of these fee structures.

    Helios PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.3% of Investment
    Investment – 50L – 1 Cr. 1.4% of Investment
    Investment – 1 Cr. – 5 Cr. 1.1% of Investment
    Investment – 5 Cr. Plus 1.2% of Investment

    Since the Helios PMS Prepaid Commission is calculated in the investment amount, it is segregated as per the investment plans described above.

    The Bronze Plan: The commission is calculated as 1.3% of the investment.

    The Silver Plan: The commission is 1.4% of the total investments made.

    The Gold Plan: The commission is 1.1% of the investment amount.

    The Platinum Plan: the commission is 1.2% of the investment made by the client.

    Helios PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.11% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.15% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.13% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.10% of the Total Transaction Volume

    The volume commission is the fee structure which considers the total yearly transaction volume of the client’s portfolio. If the fund manager transacts 25 lakhs to 50 lakhs, the commission per cent is 0.11%.

    For transaction volume between 50 Lakhs to 1 Cr., they can earn up to 0.15% of the volume. The third slab consists of a range of 1 Cr. to 5 Cr. with a commission per cent of 0.13.

    And the final Helios PMS Volume% Commission slab earns 0.10% if the total transaction volume exceeds 5 Cr.

    Helios PMS Profit Sharing% Commission

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L 15% of Profit
    Profit Amount – 5L – 10L 14% of Profit
    Profit Amount – 10L – 50L 11% of Profit
    Profit Amount – 50L Plus 12% of Profit

    This Helios PMS Profit Sharing% Commission is calculated on the profits of the fund generated by the fund managers.

    Thus, this is a good way to ensure the agents give their best in providing with highest returns possible so that they can also earn from it.

    If the fund earns a profit somewhere around Rs.2.5 lakhs to Rs.5 Lakhs, the managers can claim 15% of it. For Rs.5 lakhs to Rs.10 lakhs, the commission is 14%.

    The third slab is made of profits ranging between Rs.10 Lakhs to Rs.50 lakhs, generating 11% of it as commission and the last slab is for profits above Rs.50 lakhs with a commission of 12%.

    Know Charges models of other Portfolio Management Service Providers

    Helios PMS Charges

    Management Fees As per the commission model
    Upfront Fees 1.2% – 2.0% of Asset Value
    Brokerage Charges 0.01% – 0.08% of Total Transaction Value
    Custodian Charges 0.20% – 0.45% of Asset Value
    Depository Charges 0.21% – 0.45% of Asset Value
    Exit Load – within 12 months 1.2% – 2.0% of Withdrawal Value
    Exit Load – post 12 months Free

    The PMS house has multiple other fees which they levy on their clients. All of them have a specific determinant and percentage breakup. Some are charged on the asset value while some are on the transaction value.

    One Helios PMS Charge which is dependent on the withdrawal value is the exit load. Moreover, if the exit is done post completing 1 year of the investment term, then it is not levied.

    Helios PMS Benefits

    Benefits / Advantages
    Top-up Facility Yes
    Back office Reports Yes
    Email Update Yes
    SMS Update Yes
    Watsapp Update No
    Portfolio View Yes
    Detailed View Yes
    Flexible Commission Model Yes
    Flexible Investment Plans Yes
    Massive Experience Yes

    Starting from easy investment procedure to receiving timely research reports, the Helios PMS Benefits are some of the best features of getting associated with the PMS house.

    There are multiple investment plans and commission models to provide flexibility to their services.

    Also, the organisation allows a detailed view of the portfolio along with sharing every small change and update of the fun to the clients via email or messaging.

    Helios PMS Customer Care

    Customer Care
    Call Support Yes
    Email Support Yes
    Chat Support No
    Watsapp Support Yes
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 1 – 7 times a month
    Issue Resolving TAT 7 working days

    Customer care service is the backbone of every client-centred organisation. They need to be quick on their feet in resolving all the grievances.

    Helios PMS Customer Care has one of the sorted mechanisms to support their clients. There are many ways they can reach out to the PMS house and even expect a response within a week.

    Helios PMS Conclusion

    Irrespective of being a new company in the financial market, it is already a game changer in terms of the quality of services and the exposure Helios PMS brings.

    Therefore, investors looking to infuse their funds into multi-cap portfolios should highly consider this organisation as one of their top choices.

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