Hem Securities PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 21, 2022Hem Securities has been providing the best services to its clients and helping them choose the right stocks to build their long-term wealth.
Moreover, they not only provide investment options but also help guide the clients in their endeavour to become more educated to gain better financial stability.
Here’s a brief description of various services and investment plans provided by the Hem Securities PMS.
Hem Securities PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Hem Securities Portfolio Management Services –
Hem Securities 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 Hem Securities PMS broking house in every field.
Overview of Hem Securities Portfolio Management Services
Overview | |
Company Type | Private |
Registered Location | Jaipur, Rajasthan |
Leadership | Astha Jain, Mohit Nigam |
Yr. of Establishment | 2020 |
Hem Securities is a trusted group with over 1,00,000 clients. They have been providing services since 2020 and are headquartered in Jaipur, Rajasthan.
The organisation is the brainchild of Astha Jain and Mohit Nigam who also closely monitor the portfolio management services.
The number of clients attained despite being in the industry for such a short time says a lot about the philosophy of the Hem Securities Portfolio Management Services.
Some of the strategies behind their investment plans are listed below:
- Focus on finding real gems instead of going for easy stocks.
- Maintain a balanced allocation of assets to minimise risks.
- Aim to deliver a strong alpha.
- The qualified and experienced team is directly under the guidance of senior management.
- Read time financial advisory and customer support.
The Hem Securities team does not just claim to be the best in the market; they prove it with their analysis techniques in finding the most valuable stocks to suit their clients’ financial requirements.
Invest in Hem Securities PMS – Fill up the form Now!
Types of Hem Securities PMS
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
For the investment plans, the organisation provides, they have two types of PMS namely the discretionary and the non-discretionary.
Depending on how much control the client wants to exercise, they can choose one of the PMS options. Both types of Hem Securities PMS are explained below:
Discretionary PMS: Here, the fund manager has complete control over the portfolio, so if they see an opportunity to transact, they will do so without double-checking with their clients. However, once executed, it will notify the clients about the same.
Non-discretionary PMS: in this, the find manager can only share their view and advice with the clients, but the final decision will be taken by the client. This PMS is best for seasoned investors who already have quite a knowledge about the financial market.
Hem Securities PMS Fund Managers Details
Fund Manager’s Details | |
Name | Astha Jain, Mohit Nigam |
Experience | 15 Years |
Highest Qualification | MBA |
AUM (in Cr.) | Approx 61.70 Cr. |
Number of Clients | 70 |
Investment Tenure | Minimum 3-5 yrs. |
There are two known Hem Securities PMS Fund Managers- Astha Jain and Mohit Nigam. They have a collective client base of approximately 70 people and have assets under their management worth Rs.61.70 Cr.
The portfolios they handle have an investment tenure of 3-5 years consisting of desired stocks, as per the client’s requirements.
Astha Jain (Fund Manager, Senior Research Analyst)
Astha has been part of the research team of Hem Securities since 2005 and in these 15 years of experience she has picked out many multi-baggers from the crowded stock market.
She has a track record of covering 500+ IPOs and has been actively researching the equity market since 2005.
Mohit Nigam (Fund Manager, Principal Officer)
Mohit holds strong knowledge and experience across multiple markets ranging from forex, and equity to bonds.
Before leading the organisation, he was part of the treasury department at Axis Bank and managed the SLR portfolio. He is a CA and CS and completed his MBA from IIFT, Delhi.
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Hem Securities PMS Strategies
Strategies | |
Hem Securities – Dynamic Research and Emerg. Asset | MULTI CAP |
Hem Securities- India Rising SME Stars | SMALL CAP |
There are two types of strategies provided by the organisation. The Hem Securities PMS Strategies are listed below:
Hem Securities – Dynamic Research and Emerg. Asset
The fund will have 25 stocks with investment in stocks from multi-cap companies. The fund managers ensure that no more than 25% of weightage is given to each sector.
As for the benchmark, the fund uses the Nifty 50 and Nifty 500 to measure its performance.
Hem Securities- India Rising SME Stars
This freshly launched portfolio fund invests in small-cap and SMEs and has been performing quite well considering its launch in 2022.
The stocks selected should have the potential to grow and are performing better than their peers in the industry.
One of the common strategies followed in building these portfolios is that they inculcate buy and hold positions and secondly it only constitutes of only 25 stocks.
Hem Securities PMS Returns / Performance
Strategy | Hem Securities – Dynamic Research and Emerg. Asset | Hem Securities- India Rising SME Stars | |
Category | MULTI CAP | SMALL CAP | |
Return (CAGR) | 1M | -3.17% | 1.33% |
3M | 14.33% | 41.70% | |
6M | -1.25% | 27.50% | |
1Y | 5.18% | NA | |
2Y | 28.70% | NA | |
3Y | NA | NA | |
5Y | NA | NA | |
Since Inception | 25.36% | 26.57% | |
Inception Year | Mar, 2020 | Feb, 2022 |
The Hem Securities PMS Returns / Performance of both portfolios have been quite exceptional.
The fund managers take utmost care when it comes to choosing the stocks to be added to the portfolio and this always works in favour of their clients. The rate of returns is mentioned here.
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Hem Securities 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 investment plans here mean the amount invested by each client. There are four brackets available to choose from.
And depending on the amount invested by the client, they will belong to a specific plan. One significance of these brackets is that depending on them, the commission is determined.
The lowest investment amount in the Hem Securities PMS Investment Plans is Rs.25 Lakhs and the highest is Rs.5 Cr and above.
Hem Securities PMS Fee Structure or Commission Slabs
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
The Hem Securities PMS Fee Structure supports commission charges on the profit generated, the transactions made and the investment amount.
The clients can choose any one of these commission structures for their investment plan.
Hem Securities PMS Prepaid Commission
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.2% of Investment |
Investment – 50L – 1 Cr. | 1.3% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.3% of Investment |
Investment – 5 Cr. Plus | 1.1% of Investment |
The Hem Securities PMS Prepaid Commission are calculated on the investment amount of the client. For each of the investment slabs, the commission is different.
A 1.2% commission is charged in investments of Rs.50 lakhs and lower. For Rs.50 Lakhs till Rs.5 Cr, the commission per cent age is 1.3% and for Rs.5 Cr and above it is 1.1%.
Hem Securities PMS Volume% Commission
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.12% of the Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.15% of the Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.14% of the Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.11% of the Total Transaction Volume |
The volume commission is calculated on the number of transactions the fund manager makes in the investment horizon. The charge is calculated every year.
If the fund manager has complete discretion in making transactions, then they will be able to find the right middle ground where they earn good revenue, as well as the clients, also can meet their financial goals.
The table lists the Hem Securities PMS Volume% Commission of each transactional volume.
Hem Securities PMS Profit Sharing% Commission
Profit Sharing% Commission (Yearly) | |
Profit Amount – 2.5L – 5L | 25% of the Profit |
Profit Amount – 5L – 10L | 23% of the Profit |
Profit Amount – 10L – 50L | 21% of the Profit |
Profit Amount – 50L Plus | 21% of the Profit |
The Hem Securities PMS Profit Sharing% Commission provides fund managers with an opportunity to build their revenue as the profits are generated on their client’s portfolios.
The first slab of the commission is when the portfolio earns a profit of Rs.2.5 lakhs-Rs.5 Lakhs, which is 25%. The next slab is of 23% commission for profits between Rs.5 Lakhs and Rs.10 Lakhs.
And anything above Rs.10 Lakhs generates a commission of 21% of the profit.
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Hem Securities PMS Charges
Charges | |
Management Fees | As per the commission model |
Upfront Fees | 1.2% – 2.0% of Asset Value |
Brokerage Charges | 0.01% – 0.04% of Total Transaction Value |
Custodian Charges | 0.25% – 0.45% of Asset Value |
Depository Charges | 0.21% – 0.31% of Asset Value |
Exit Load – within 12 months | 1.2% – 2.2% of Withdrawal Value |
Exit Load – post 12 months | Free |
The Hem Securities PMS Charges depend on the asset value, transactional value or withdrawal amount. Most of the charges range between 0.45% to 2.2%.
There is a fee also levied on the exit load which gets negated if it is done after 12 months.
Hem Securities 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 |
The organisation provides timely updates through email and direct messaging. This helps them to prove real-time updates on the portfolios. They also have all the necessary resources to share research reports and financial advisory.
Apart from this, there are many more Hem Securities PMS Benefits that the company claims to provide to their prospective clients.
Hem Securities 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 |
The Hem Securities PMS Customer Care facility is without any doubt one of the best in the industry. They stay in contact with the client using call and email support.
They also appoint a relationship manager to each fund manager to help them understand the client’s requirements more effectively. For any grievance registered, the team will get back within 7 business days.
Hem Securities PMS Conclusion
Hope the above description of Hem Securities PMS has helped you in deciding whether you would want to associate with them on not.
However, looking at the quality of their services, it is evident that they are experienced players in the market and investing with them will be a beneficial partnership.
Invest in Hem Securities PMS – Fill up the form Now!
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