ICICI Pru PMS – Review, Strategies, Returns, Charges & more

ICICI Pru PMS is one of the leading Portfolio management service in India. The ICICI is India’s renowned private sector bank offering banking solutions with ease. This article is about ICICI Prudential Portfolio management services, strategies, yearly returns, commission model etc.

Find detailed review of ICICI Pru Portfolio Management Service below.


ICICI Pru PMS – Customer Ratings & Review

ICICI Pru PMS Ratings
Returns Performance 4.1 / 5
Services 4.0 / 5
Charges 3.6 / 5
Experience 4.2 / 5
Strategies 4.3 / 5
Client Support 4.2 / 5
Overall Ratings 4.2 / 5
Star Ratings ★★★★★

Overview of ICICI Pru Portfolio Management Services

Here, the table below provide all the information of ICICI Pru PMS

Overview
Company Type Public
Registered Location Mumbai, Maharashtra
Leadership Nimesh Shah
Year of Establishment 1995

ICICI Pru PMS

ICICI Prudential AMC caters customer needs of investment through focused portfolios. ICICI is the first financial institution to offer Portfolio Management Services in the year 1995.

Serving with successful track record of over 10 years. The registered headquarter is located in Mumbai, Maharashtra. Mr. Nimesh shah is the key person behind the origin of ICICI Prudential portfolio management services.

Nimesh shah is the CEO and MD. Today, the company is serving strong base of happy PMS investors over than 7,000.

The ICICI Prudential is known for customer recommended investment portfolios. Therefore, we are the first choice among all investors. We understand the client’s objectives and needs. We create best suited portfolio, therefore clients value our services.


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Types of ICICI Prudential PMS

Types of PMS
Discretionary Yes
Non-Discretionary Yes

The firm offers both Discretionary and Non-Discretionary PMS. The choice of PMS depends upon the client. Large group of customers prefer to take Discretionary PMS and the fund managers takes them directly in control after.

Others decide to go through the consultancy before taking the final action.


ICICI Pru PMS Fund Managers Details

In this table, we learn about the ICICI Prudential PMS fund managers details-

Fund Manager’s Details
Name Parag N. Thakkar
Experience 14 Years
Highest Qualification MBA
AUM (in Cr.) Approx 44,000 Cr.
Number of Clients 700+
Investment Tenure Minimum 3 yr.

Mr. Parag N. Thakar, is the leading Portfolio manager in the PMS department. Parag N. Thakar manages Value portfolio, Large cap portfolio, Absolute Return Portfolio, Enterprising India Portfolio- II and Flexi-cap schemes under the category of thematic PMS.

He carries an experience of about 14 years in finance management. Parag is a qualified MBA from a reputed university. He has worked with Brics securities, Quant Capital, Refco sify Securities which is now known as Philips capital.


Know Fund Managers of Other Portfolio Management Service Companies

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ICICI Pru PMS Strategies

Find table of ICICI Pru Portfolio Management Service below.

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

ICICI being a global Indian bank provide different types of PMS strategies to its customers. We are the first choice among the investment makers because we fulfill all requirements of the investor.

We work to offer large cap strategies, Diversified strategies and small-midcap strategies.

Here below we have thrown light over philosophies of some strategies-

ICICI Pru Large Cap Portfolio

Large cap portfolio comes under the series of Diversified portfolios. This type of portfolio tries to gain long term benefits with diversified equity. It is designed to serve large-cap companies, with high conviction of the portfolio manager.

ICICI Pru Flexi Cap Portfolio

Flexi Cap Portfolio comes under the series of “Aggressive” portfolio. This is a diversified portfolio that has capacity to cover long time appreciation and produce returns by investing into the market cap.

ICICI Pru Infrastructure Portfolio

Infrastructure Portfolio which is a type of thematic portfolio is build to focus on long term appreciation and generate benefits of revenue.

The investing is done by the infrastructure segment. Keeping in mind the defensive situation, the portfolio may invest in money market and debt instruments.

ICICI Pru Wellness Portfolio

Wellness Portfolio which falls under the thematic portfolio is a dynamic sector asset allocation portfolio which caters long term appreciation and returns.

This focuses on remedial and preventive wellness segment. In case of defensive consideration, investment can be allotted into instruments of debt and money market.


ICICI Pru PMS Returns / Performance

This table guides the PMS Returns and overall performance of ICICI Prudential PMS –

Returns (CAGR)
3 Year 15%
5 Year 14%
7 Year 13%
10 Year 18%
11 Year Plus 24%

As seen in the table, the growth of return rate is excellent.

The PMS performance grows with a steady rate like in 3 years it grows by 15%, for 5 years it gets hiked to 14%, for 7 years it again jumps to 13%, then in 10 years it grows up to  18% & for 11 plus years it jumps to 24% CAGR.

This shows how well and stably it grows during the years. Therefore, ICICI is one of the leading demands among investors.


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ICICI Pru PMS Investment Plans

The table below shows the investment plans of ICICI Pru 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

After checking out the above table you have calculated the various investment slabs available to ICICI Prudential PMS’s. Minimum investment required to make investment in the Portfolio strategy is 25 Lakhs.

ICICI being a customer friendly bank for generations have investment plans for all. We catres the investment strategies for all ranges taking care of the masses.

There are many types of investment plans like Gold, silver, bronze, platinum. This allows the client to choose according to his own budget and need. The bronze plan comes in between the range of INR 25 Lakh to INR 50 Lakh.

The silver plan has the range between INR 50 lakh to INR 1 crore. The Gold plan comes between the ranges of INR 1 Crore to INR 5 Crore while the Platinum plans posses above INR 5 crore investments.


ICICI Pru PMS Fee Structure or Commission Slabs

The below are the ICICI Prudential PMS Commission slabs-

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

The fee structure of ICICI Prudential PMS has been characterized into Prepaid commission, Volume % commission and Profit %sharing commission. This has been described in detail as below-


ICICI Pru PMS Prepaid Commission

In this fee structure the management will take its fees in advance, before the tenure gets started. The commission charges are lower than other model because this is a prepaid model.

Prepaid Commission (Yearly)
Investment – 25L – 50L 2.2% of Investment
Investment  – 50L – 1 Cr. 2.0% of Investment
Investment – 1 Cr. – 5 Cr. 1.8% of Investment
Investment – 5 Cr. Plus 1.6% of Investment

The prepaid model of the investment is dependent upon Investment amount of the client.

In the table the prepaid commission are stated – with investment of Rs.25Lakh – Rs.50Lakh, the prepaid commission is 2.2%, For investment of Rs.50Lakh – Rs.1 Cr., the prepaid commission is 2.0%.

For Investment of Rs.1 Cr – Rs.5 Cr the prepaid commission is 1.8%; for investment of above Rs.5 Cr, the prepaid commission is 1.6%. So, like this the prepaid commission varies from low and high, based upon the invested amount.


ICICI Pru PMS Volume% Commission

This type of fees structure is based on the total number of transactions made by the fund manager. The fees structure dependability is also footed on the current market scenarios.

This kind of model tends to give fine commission payout.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.22% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.20% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.17% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.15% of Total Transaction Volume

In volume % commission model depends upon the market situation and fund manager’s loyalty.

As shown in the table, if the yearly transaction sum is between INR 2.5 Crore to INR 5 Crore, then 0.22% management fees will get deducted.

If transaction amount is 50L-1 Cr then management fees would charge 0.20% of the total transaction amount. When the transaction amount is between 1 Cr- 5Cr, the management would charge 0.17%.

If the transaction amount is above 5 Cr, the management would charge 0.15% of the total transaction volume.


ICICI Pru PMS Profit Sharing% Commission

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 33% of Profit
Profit Amount – 5L – 10L 31% of Profit
Profit Amount – 10L – 50L 28% of Profit
Profit Amount – 50L Plus 26% of Profit

In this above table one can see, how the management fees varies according to the profit amount. Like, if the profit amount is Rs.2.5 Lakh – Rs.5 Lakh, the management would assert management fees, 33% of the total profit amount.

At, profit amount of Rs.5 Lakh- Rs.10 Lakh, the, management would charge 31% of the total profit.

When, the profit amount is Rs.10 Lakh – Rs.50 Lakh, the management would charge 28% of the total profit and when the profit Amount is above Rs.50 Lakh then the management would take 26% of the total profit earned.

All the above fees structure or commission models are based up on the customer requirement. Apart from the commission fees, there are other charges which the PMS house would charge like brokerage, upfront fees, Depository charges, Exit load and Custodian charges.


Know Charges models of other Portfolio Management Service Providers

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ICICI Pru PMS Charges

In this below table you can see details of other charges that is exerted during ICICI Pru PMS-

Charges
Management Fees As per commission model
Upfront Fees 1.4% – 2.0% of Asset Value
Brokerage Charges 0.015% – 0.035% of Total Transaction Value
Custodian Charges 0.4% – 0.5% of Asset Value
Depository Charges 0.18% – 0.22% of Asset Value
Exit Load – within 12 months 1.5% – 2.5% of Withdrawal Value
Exit Load – post 12 months Free or 1% of Withdrawal Value

Management fees- This is agreed between the client and us during the selection of PMS commission model.

Upfront fees- This is also charged by the PMS management, which is more like a prepaid value, it ranges from 1.4%-2.0% of value of total asset.

Brokerage charges- The fund manager also charge the Brokerage fees which is 01.5%- 0.035% of the transaction value.

Custodian charges- The PMS house also charge custodian fees which is 0.4%- 0.5% of the asset value.

Depositary charges- The depositary charges are between 0.18%-0.22percent of the asset value.

Exit Load Fees– The exit load in the PMS House is dependent upon the duration of the withdrawn amount and the amount’s range. If the immediate withdrawal takes place that is within 1 year of the creation of the portfolio then the exit load fees is 1.5%-2.55 of the withdrawal value.

If the withdrawn takes place post 12 months then only 1% is charged to the withdrawn amount.


ICICI Pru PMS Benefits

Look at the below table to get the whole idea of ICICI Prudential 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 ICICI Pru PMS provide you the following benefits-

  • The ICICI PMS house offers you the TOP-up facility with a minimum amount of INR.
  • PMS clients can check their detailed portfolios online including the investments made.
  • ICICI PMS house provide transaction related details through SMS update and E-MAIL’s
  • For client satisfaction, PMS offers flexibility in their investment plans and commission models.
  • Our PMS house has over a decade of experience in holding portfolio services to client range.

ICICI Pru PMS Customer Care

In this table below, details of customer support regarding PMS is provided-

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support Yes
Relationship Manager Support Yes
Call to Fund Manager Yes – 3 to 5 Times a month
Issue Resolving TAT 8 working days

The issue resolving TAT for ICICI Prudential PMS team is 8 working days.

ICICI PMS house provide Direct Call service to support clients and resolving their every queries. The whatsapp and E-mail support is offered round the clock.

We give client the support of relationship manager. In case of high asset investment like over INR 1 Crore, we offer direct call facility with the fund manager for 3 – 5 times in a month. Investors with low net worth can only connect for 1-2 times in a month only.


ICICI Pru PMS Conclusion

ICICI Pru PMS is the top listed PMS solution today available in India. Our clients are satisfied to take the wide range of strategies available under one roof.

We thrive to offer satisfaction to each client by giving them a vast pool of choice of investment related to their budget. Moreover, the support system we offer is incredible and highly structured.

So, why worry for investing your money, come to ICICI Prudential PMS where you can achieve your best investing dream.


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