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.

PMS Offers


ICICI Pru PMS – Customer Ratings & Review

ICICI Pru PMS Ratings
Returns Performance4.1 / 5
Services4.0 / 5
Charges3.6 / 5
Experience4.2 / 5
Strategies4.3 / 5
Client Support4.2 / 5
Overall Ratings4.2 / 5
Star Ratings★★★★★

Overview of ICICI Pru Portfolio Management Services

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

Overview
Company TypePublic
Registered LocationMumbai, Maharashtra
LeadershipNimesh Shah
Year of Establishment1995

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
    DiscretionaryYes
    Non-DiscretionaryYes

    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
    NameParag N. Thakkar
    Experience14 Years
    Highest QualificationMBA
    AUM (in Cr.)Approx 44,000 Cr.
    Number of Clients700+
    Investment TenureMinimum 3 yr.

    Anand Sharma (Portfolio Manager)

    Mr. Anand Sharma is imposed with the responsibility of managing two funds or scheme, Flexicap and Wellness. He was a part of Oracle Financial Services Software Limited, before being associated with ICICI Pru PMS in the year 2014.

    This leads him to a total of 7 years of experience, where he specialized in research in the arena of pharmaceuticals, Healthcare, Metals, Mining, Sugar and Textiles.

    Parag N Thakkar (Portfolio Manager)

    Mr. Parag is a part of IPAMC from the years 2016, precisely in the month of December. He is presently the manager of thematic category in PMS segment. The experience he holds sums up to 14 years, and his previous works with Quant Capital, Brics Securities and Refco Sify Securities (Now Philips Capital) counts up to it.


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    ICICI Pru PMS Strategies

    Find table of ICICI Pru Portfolio Management Service below.

    Strategies
    MULTI CAPFLEXI CAP
    SMALL CAPPIPE Portfolio
    MULTI CAPCONTRA PORTFOLIO
    LARGE CAPLARGE CAP
    MULTI CAPVALUE PORTFOLIO

    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

    Companies which have a high growth potential, but presently are reasonably priced are the chosen ones here. Top down approach is put to use in this strategy, where key macroeconomic and sector themes are recognized for the purpose of investment.

    Also, other targets achieved are reduced concentration risk, by means of diversification across multiple sectors. Large cap companies are intended for investment, which have a proven track record and effective management and good growth potential.

    ICICI Pru Flexi Cap Portfolio

    So, this strategy is an aim to diversify equity portfolio, achieve long term capital appreciation and generate likewise returns. The target of this strategy is long terms capital appreciation via GARP Philosophy, i.e. Growth at Reasonable Price.

    A mixture of top-down and bottom-up approach is put to play here and stocks which will benefit from macroeconomic and sectoral themes are chosen.

    ICICI Pru Contra Portfolio

    Capital appreciation is aimed to achieve in this strategy, where the company predominantly invests in equity and equity related instrument via, contrarian investing.

    Financial instruments chosen for investment are debt instruments and money market mutual funds schemes.

    Clearly portraying the strategy, the company aims to invest in stocks and sectors which are underperforming presently, and are valued at their intrinsic value but are likely to grow in the long run.

    ICICI Pru Value Portfolio

    Standing true to the name, the strategy follows a value investment approach where investment is done in stock with high potential by presently offered at fair or intrinsic value.

    The belief of this approach is that, the markets in the longer run determine the potential of the underperforming stocks. As this would result at rerating or appreciation in the particular stock’s price, the approach is adopted.

    ICICI Pru PIPE Portfolio

    Philosophy of the investment strategy, as stated by the company is long terms capital appreciation via investment in mid and small cap segments. The exposure is provided in companies which are presently on the positive spectrum of economic moat and are put through special situations, such as unfavourable business cycle.

    Companies possessing strong fundamentals, such as that of present market leaders are chosen for investment. Also, the strategy looks at companies which are presently considered among the small cap companies, but are all set to be grouped under large cap companies in the mere future.

    Factors which are an assurance of such growth and expansion are strong line of upcoming business, effective management, improving margins and more.


    ICICI Pru PMS Returns / Performance

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

    CategoryMULTI CAPSMALL CAPMULTI CAPLARGE CAPMULTI CAP
    StrategyFLEXI CAPPIPE PortfolioCONTRA PORTFOLIOLARGE CAPVALUE PORTFOLIO
    Return (CAGR)1M5.43%13.06%1.98%-0.28%4.78%
    3M18.50%34.69%15.55%12.43%12.72%
    6M-1.00%5.35%8.17%8.95%0.64%
    1Y8.30%NA6.88%3.48%2.53%
    2Y-0.50%NANA-1.70%-4.54%
    3Y3.10%NANA4.02%0.37%
    5Y7.60%NANA6.30%4.75%
    SI11.70%6.25%3.46%9.84%12.47%
    InceptionDec, 2000Jan, 2000Sep, 2018Mar, 2009Jan, 2004

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

    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 CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

    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 – 50L2.2% of Investment
    Investment  – 50L – 1 Cr.2.0% of Investment
    Investment – 1 Cr. – 5 Cr.1.8% of Investment
    Investment – 5 Cr. Plus1.6% 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 – 50L0.22% 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. Plus0.15% 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 – 5L33% of Profit
    Profit Amount – 5L – 10L31% of Profit
    Profit Amount – 10L – 50L28% of Profit
    Profit Amount – 50L Plus26% 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.


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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 FeesAs per commission model
    Upfront Fees1.4% – 2.0% of Asset Value
    Brokerage Charges0.015% – 0.035% of Total Transaction Value
    Custodian Charges0.4% – 0.5% of Asset Value
    Depository Charges0.18% – 0.22% of Asset Value
    Exit Load – within 12 months1.5% – 2.5% of Withdrawal Value
    Exit Load – post 12 monthsFree 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 FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    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 SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportYes
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 3 to 5 Times a month
    Issue Resolving TAT8 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.


    ICICI Prudential PMS

    Ques – How can I invest with ICICI PRUDENTIAL PMS?

    Answer – ICICI Prudential AMC caters customer needs of investment through focused portfolios. The process is completely simple and hassle-free for investing in ICICI Prudential PMS. When you open our website, you’ll find a form to fill in. Complete the mandatory information such as your name, mobile number and city, and select the critical service and then click the submit button. You will be directed to the further steps of investment in this way.

    Ques – Who is the current fund manager of ICICI PRUDENTIAL PMS?

    Answer – The current fund manager of ICICI PRUDENTIAL PMS is Mr. Parag N. Thakar.Parag N. Thakar handles, under the thematic PMS group, Value Portfolio, Big Cap Portfolio, Absolute Return Portfolio, Enterprising India Portfolio-II and Flexi-cap schemes. He has about 14 years of experience in finance management. Parag is a professional MBA from a renowned university.

    Ques – What is the approx AUM of ICICI PRUDENTIAL PMS?

    Answer – The maximum AUM the Marcellus PMS Pvt limited holds is that of 5,000 Cr. This is normally held by the fund manager which in this case is Mr. Parag N Thakar. The company is serving strong base of happy PMS investors over than 7,000.

    Ques – Where can I check return or performance of ICICI PRUDENTIAL PMS?

    Answer – The returns and performance of ICICI PRUDENTIAL PMS, it is present right in the website. We show the full facts and figures in a tab for the convenience of our customers. ICICI PRUDENTIAL is known for offering an outstanding portfolio management service and has exceeded the returns of mutual funds for more than 10 years.

    Ques – What are the different strategies used by ICICI PRUDENTIAL PMS?

    Answer – In the form of a table, the website includes the different techniques that ICICI PRUDENTIAL integrates. The ICICI PRUDENTIAL PMS house has different kinds of efficient PMS strategies, as per the table given above. Typically, they use Small Cap and Multi Cap Tactics. All investment philosophies are very accessible to the business.

    Ques – Where to find the fee structure and commission rate of ICICI PRUDENTIAL PMS?

    Answer – Data on all the details of ICICI PRUDENTIAL PMS are included in the report. With all the significant heads, we’ve detailed you and done so in the form of tables. Therefore, you only have to locate the head under which the details are given to find the fee structure and commission rate of ICICI PRUDENTIAL PMS.

    Ques – How to call or reach ICICI PRUDENTIAL PMS customer care?

    Answer – To help customers and answer their every question, the ICICI PMS house offers a direct call service. Whatsapp and e-mail support are available round the clock. They owe the consumer the assistance of a relationship manager. They provide direct call facility with the fund manager for 3-5 times a month in case of high asset investment such as over INR 1 Crore. Investors with low net worth are only able to connect 1-2 times a month.

    Ques – What are the benefits of investing with ICICI PRUDENTIAL?

    Answer – With a minimum amount of INR, the ICICI PMS house offers you the TOP-up facility. Including the investments made, PMS customers can search their comprehensive portfolios online. The ICICI PMS house provides details of transactions via SMS update and E-MAIL. For customer loyalty, in their investment plans and commission models, PMS provides versatility. Our PMS house has over a decade of experience in the consumer spectrum of portfolio services.

    Ques – What are the different charges involved with ICICI PRUDENTIAL?

    Answer – There are various charges involved in the Marcellus PMS. The taxes that are levied include: Upfront fees, Brokerage charges, Custodian charges, Depositary charges, Exit load within the time of one year.

    Ques – Where can I find all the details about ICICI PRUDENTIAL?

    Answer – All the details regarding the ICICI portfolio management services are provided within the website provided. To make the work absolutely feasible and flexible for our customers, we have provided the data through charts, maps and graphs. This way the customer can easily locate all the information they require easily within the website.


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