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IDFC PMS is a part of IDFC Asset Management Company Limited. This PMS broking house is one of the largest Mutual fund houses in India in terms of AUM.

They have developed a robust network which helps it deliver consistent value to its investors across India.

Let us quickly run down through the Ratings, reviews, Strategies, Commission Models, Yearly Returns & much more about IDFC Portfolio Management Service.

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IDFC PMS – Ratings & Review by Top10StockBroker

Find Client ratings of IDFC Portfolio Management Services –

IDFC PMS Ratings
Returns Performance 2.8 / 5
Services 2.9 / 5
Charges 2.8 / 5
Experience 3.1 / 5
Strategies 3.2 / 5
Client Support 3.1 / 5
Overall Ratings 2.9 / 5
Star Ratings ★★★★★

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


Overview of IDFC Portfolio Management Services

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Anita Ramachandran & Sunil Kakar
Yr. of Establishment 2000

IDFC PMS

IDFC is one of the top Full-service stock brokers in India. IFDC PMS house was founded jointly by Mrs Anita Ramachandran and Mr Sunil Kakar in the year 2000.

This Private company has their registered office in Mumbai, Maharashtra. Let us figure out what are the different types of IDFC PMS, their PMS Charges, PMS Returns & more.


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    Types of IDFC PMS

    There are 2 types of IDFC Portfolio Management Services –

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    IDFC PMS broking house provides both Discretionary PMS and Non-Discretionary PMS to their valuable clients. The customer has the choice to select between Discretionary and Non-Discretionary PMS.

    In the case of the latter type, specific approval is required from the client for each portfolio transaction. However, in the former type, there is no approval required from the client.

    Here the entire PMS account is solely managed by the Fund managers of IDFC. Most clients prefer to dive into Discretionary Portfolio Management PMS.

    Though there are a few sets of clients who would prefer to sail with Non-Discretionary PMS initially and then move forward based on their experience.


    IDFC PMS Fund Managers Details

    All details of the Fund Managers of IDFC Portfolio Management Service are mentioned in the table here below:

    Fund Manager’s Details
    Name Anoop Bhaskar
    Experience 28 Years
    Highest Qualification MBA
    AUM (in Cr.) Approx 1,000 Cr.
    Number of Clients 150+
    Investment Tenure Minimum 4 yr.

    The Fund Managers team of IDFC PMS is packed with many talented executives. Mr Anoop Bhaskar stands out tall from the entire bunch. He has aced up his sleeves with a rich experience of 16 years in the given sector of finance management. He has possessed the degree of MBA and is no doubt a big champion in his field.

    Approximately Rs. 1,000 cr. is the AUM value held by the Fund Managers of IDFC PMS. The Fund Managers look after more than 150 PMS clients. The clients are merrily making investments with IDFC PMS for a minimum period of 4 years as the term of tenure.


    Know Fund Managers of Other Portfolio Management Service Companies


    IDFC PMS Strategies

    This table gives the details about IDFC Portfolio Management Services Strategies:

    Strategies
    IDFC – Neo Equity Portfolio LARGE & MIDCAP

    IDFC NEO Equity Portfolio Strategy

    Through the changes we have been through in terms of technology, IDFC aims to deploy tech-based solutions to carefully pick up on stocks, i.e. the stock selection process. The stock class which is of priority in the strategy is all-weather diversified large and mid-capitalization.

    So, machine learning techniques and the expertise of portfolio managers are taken into account to create a portfolio which has a risk-return balance.

    IEH Conservative Fund

    The major objective of this fund is to endorse diversification obtained through all asset classes. This results in a mix of Capital appreciation alongside income. The main investment instruments are equity funds and debt funds.

    Investors who wish to maintain a low volatility profile, alongside moderate returns shall find this strategy compatible with their needs. It is also inclined to provide regular income and capital appreciation.


    IDFC PMS Returns / Performance

    This table portrays the details of IDFC Portfolio Management Services Returns:

    Strategy IDFC – Neo Equity Portfolio
    Category LARGE & MIDCAP
    Return (CAGR) 1M -2.58%
    3M 10.26%
    6M -2.40%
    1Y -5.04%
    2Y 20.72%
    3Y 16.54%
    5Y 10.55%
    Since Inception 11.53%
    Inception Year Jul 2017

    A good rate of return for their investments is commonly expected by every client from every Portfolio Management Service provider.

    IDFC PMS broking house is nowhere behind.

    These attractive rates of returns delivered by IDFC PMS house pull the clients towards them like a magnet.


    Know the Returns of other PMS Brands


    IDFC PMS Investment Plans

    This table exhibits the details about IDFC Portfolio Management investment slabs:

    Investment Plans
    Bronze (25L – 50L) Yes
    Silver (50L – 1 Cr.) Yes
    Gold (1 Cr. – 5 Cr.) Yes
    Platinum (5 Cr. Plus) Yes

    This table gives a clear description of the different Investment slabs that are offered by IDFC PMS to the clients.

    A sum of Rs. 25 Lakh for investment is compulsory to initiate the transaction with any Portfolio Management Service house in India. IDFC PMS is no exception to this universal rule.

    If all are put together then IDFC PMS broking house has four types of Investment Plans for their customers viz: – Bronze, Silver, Gold and Platinum to select from their den.

    Their Bronze plan begins with INR 25 Lakh and is applicable up to INR 50 Lakh. Silver Plan starts within the range of Rs.50 Lakh and goes up to Rs.1 Crore.

    Their Gold plan can be fetched by making investments between Rs.1 Crore to Rs.5 Crore. On the other hand, if you have a high budget of about more than Rs.5 Crore then you can take their Platinum plan.

    IDFC PMS house offers different commission slabs for different schemes proposed by them. It is guaranteed by this broking house that you will get to pay low commissions if you make big investments with them.


    IDFC PMS Fee Structure or Commission Slabs

    The Fees Structure of IDFC Portfolio Management Service is stated here below:

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

    The fees or the commission structure of IDFC PMS is classified into 3 types.


    IDFC PMS Prepaid Commission

    In this category, the investor will have to make the payment in advance before the actual tenure begins.

    As this type of commission falls in the category of the prepaid model, the commission charged here is extremely low.

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.55% of Investment
    Investment – 50L – 1 Cr. 1.45% of Investment
    Investment – 1 Cr. – 5 Cr. 1.25% of Investment
    Investment – 5 Cr. Plus 1.05% of Investment

    Here the commission is based on the amount of Investment made by the client. If there is an investment between Rs.25 Lakh and Rs.50 Lakh then 1.55% of the Investment value will be the prepaid commission.

    1.45% of the total investment will be the prepaid commission for investments between Rs.50 Lakh to Rs.1 Crore. For investments above Rs.1 Crore and up to Rs.5 Crore, the prepaid fee required to be paid to IDFC PMS house is 1.25% of the total investment.

    And if the investment goes beyond Rs.5 Crore, then the management fees would be 1.05% of the amount invested.


    IDFC PMS Volume% Commission

    Here the Fees Structure depends on the total number of transactions done by the respective Fund Manager. Also, other factors like market condition and other aspects of investment are taken into consideration at the time of charging the commission to the client.

    You will end up paying a huge amount of commission by choosing this kind of model.

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.155% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.145% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.125% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.105% of the Total Transaction Volume

    The commission amount out here mainly depends on what would be the situation of the market and the truthfulness of the Fund Manager associated with you.

    When the yearly transaction volume is between Rs.25 Lakh to Rs.50 Lakh, around 0.155% of the total transaction volume is the Management fees charged by IDFC PMS house.

    If the transaction value falls between Rs.50 Lakh to Rs.1 Crore, then 0.145% of the total transaction amount needs to be paid.

    You can pay a lesser amount of commission for a higher amount of transaction volume which should be above Rs.1 Crore and up to Rs.5 Crore, then the charges for it are 0.125% of the total transaction volume.

    If the transaction volume exceeds Rs.5 Crore, the Management fees to be paid to IDFC PMS house would be 0.105% of the total transaction volume.


    IDFC PMS Profit Sharing% Commission

    This model seems to be the favourite among all the investors. The investors will pay the Management fee only after they have realized their profit in this model.

    However, the percentage of the commission that is required to be paid here is very high but simultaneously the risk involved here is comparatively very low.

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L 24% of the Profit
    Profit Amount – 5L – 10L 23% of the Profit
    Profit Amount – 10L – 50L 21% of Profit
    Profit Amount – 50L Plus 19% of the profits commission in this type of model will be paid based on the performance of the portfolio, the Investors make it a point to choose this model.

    The profit sharing is 24% for any portfolio that earns profit in a range of Rs.2.5 Lakh up to Rs.5 Lakh. 23% is the Profit volume that is required to be shared with the PMS house for the profit range between Rs.5 Lakh to Rs.10 Lakh.

    When you take home a profit of somewhere around between Rs.10 Lakh to Rs.50 Lakh, the profit sharing is 21% and if you make a profit above Rs.50 Lakh, then the profit sharing with IDFC PMS team would be 19% of the total profit.

    Additional information

    This broking house also grants the facility to design special tailor-made customized commission models for all their cherished investors.

    In addition to the Commission or Management Fees charged by IDFC PMS house, there are several other charges like Upfront Fees, Brokerage, Depository Charges, Custodian Charges and Exit Load that also has to be compulsorily paid to the PMS house. Let us have a look at what these charges are all about in the table here below.


    Know Charges models of other Portfolio Management Service Providers


    IDFC PMS Charges

    The details of IDFC Portfolio Management Services Charges are clarified in this table:

    Charges
    Management Fees As per the commission model
    Upfront Fees 0.8% – 1.8% of Asset Value
    Brokerage Charges 0.008% – 0.012% of Total Transaction Value
    Custodian Charges 0.25% – 0.35% of Asset Value
    Depository Charges 0.12% – 0.18% of Asset Value
    Exit Load – within 12 months 0.8% – 1.8% of Withdrawal Value
    Exit Load – post 12 months Free or 0.3% of Withdrawal Value

    In addition to the commission fees these charges are also required to be paid to IDFC PMS Group:

    Management Fees – The fee structure here would be as per the commission model that is in mutual consent with the client & the PMS team.

    Upfront Fees – 0.8% – 1.8% of the asset Value would be the upfront fee that is required to be paid to the IDFC PMS team.

    Brokerage Charges – The Brokerage charges would be somewhere between 0.008% – 0.012% of the total transaction value.

    Custodian Charges – The custodian change charge by this PMS house is between 0.25% – 0.35% of Asset Value.

    Depository Charges – This broking house collects the PMS depository charge between 0.12% – 0.18% of Asset Value.

    Exit Load Fees – The Exit load fee is 0.8% – 1.8% of the withdrawal value if the amount is withdrawn within 1 year of portfolio post-creation.

    However,r the Exit Load fee on occasion is free and sometimes it is 0.3% of the Withdrawal Value on case to case basis for incurring transactions after one year.


    IDFC PMS Benefits

    This table briefs you on the benefits of IDFC Portfolio Management Services:

    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 benefits offered by IDFC PMS house are listed here below:

    A Top-up facility is provided to the clients.

    Their web services can be accessed with the help of their online medium that eases to generate all the latest reports and portfolio information.

    Email Update and SMS Update provisions are there for all the transactions that take place in the client’s account.

    They craft Flexible Investment Plans and Flexible Commission Models for their investors.

    IDFC PMS house has a massive experience in Portfolio Management Services for superlative results.


    IDFC PMS Customer Care

    This table will give you a fair idea of what kind of Client Support is lined up by IDFC PMS:

    Customer Care
    Call Support Yes
    Email Support Yes
    Chat Support No
    Watsapp Support Yes
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 4 to 9 Times a month
    Issue Resolving TAT 15 working days

    There are no complaints about the Customer Care support extended by the team of IDFC PMS house.

    A Direct Call facility is offered by IDFC PMS house for resolving issues and queries that keep emerging.

    Full support of Email and WhatsApp is granted by them to their clients.

    Their Relationship Manager can also be approached without any hassle.

    The Fund Managers can also be called directly at least 4 to 9 times a month.

    The issue resolving TAT for the IDFC PMS team is 15 working days.


    IDFC PMS Conclusion

    IDFC PMS has a reputed name in the finance sector. It is roping in the attention of investors from time to time.

    The investment needs of privileged clients who demand persistent portfolios are met with their attractive schemes. They have vast expertise in the field of investments.

    Their enchanting team ensures that your investments are done with this PMS house leading to success.

    Your tensions related to secure and safe investments can be wiped out by associating with IDFC Portfolio Management Services.


    IDFC PMS FAQs

    Ques – How can I invest with IDFC PMS?

    Answer – All you have to do is open the link to our article to invest in the IDFC PMS. If you do so, you will find a small form with some mandatory fields to fill in, and once you fill in the fields, the investment information will be further provided.

    Ques – Who is the current fund manager of IDFC PMS?

    Answer – IDFC PMS’s Fund Managers team is packed with many talented managers. Out of the whole set, Mr Anoop Bhaskar stands tall. He has sharpened his sleeves with 15 years of rich experience in the financial management field in question. He has an MBA degree and is no doubt a major champion in his profession.

    Ques – What is the approx AUM of IDFC PMS?

    Answer – Rs. 1,000 cr. approximately. The Fund Managers of IDFC PMS hold the AUM value. More than 150 PMS customers are looked after by the Fund Managers. The clients are happily making investments with IDFC PMS as the term of tenure for a minimum period of 3 years.

    Ques – Where can I check the return or performance of IDFC PMS?

    Answer – IDFC PMS returns and performance are available on the website. For IDFC PMS with a good return, the percentage of success is highly exciting and healthy. It has beaten by more than 10 years the rate of return of mutual funds. The reliable and high rate of return makes the IDFC business the best supplier of services for the services they offer.

    Ques – What are the different strategies used by IDFC PMS?

    Answer – IDFC NEO Approach for Equity Portfolio – IDFC aims to introduce tech-based solutions, i.e. the stock selection process, to carefully pick up stocks. The priority stock class in the strategy is the all-weather diversified high and mid-capitalization. The IEH Conservative Fund is intended to endorse diversification across all asset groups. This results in a combination of profits alongside capital appreciation. Equity funds and debt funds comprise the primary investment instruments.

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

    Answer – The data on all IDFC PMS information is available on its website, particularly this page. Detailed information was also given to all the relevant heads and did so in the form of tables. To find the fee structure and commission rate of IDFC PMS, the information given on the website can now be easily found.

    Ques – How do call or reach IDFC PMS customer care?

    Answer – About the customer support centre, the IDFC PMS offers different services. They help to provide customers with the utmost ease. To access the services, facilities such as call numbers, WhatsApp and email are also given.

    Ques – What are the benefits of investing with IDFC PMS?

    Answer – A part of IDFC Asset Management Company Limited is IDFC PMS. In terms of AUM, this PMS broking house is one of India’s largest mutual fund houses. They have developed a robust network that helps them provide their investors across India with consistent value.

    Ques – What are the different charges involved with IDFC PMS?

    Answer – Management Fees-The arrangement of the fees here will be according to the commission model with the customer & the PMS team’s mutual consent. The charges go as Upfront fees, Brokerage commissions, Custodian Charges, Depository fees, and Exit Load Fees.

    Ques – Where can I find all the details about IDFC PMS?

    Answer – The data on all IDFC PMS information is available on its website. Detailed information was also given to all the relevant heads and did so in the form of tables. To find the fee structure and commission rate of IDFC PMS, the information given on the website can now be easily found.


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