IDFC PMS – Review, Strategies, Returns, Charges & more

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 them in delivering consistent value to its investors across India.

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

PMS Offers

IDFC PMS – Customer Ratings & Review

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 about the performance of IDFC PMS broking house in each and every field.

Overview of IDFC Portfolio Management Services

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


IDFC is one among 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 case of the latter type, a 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. Mostly the clients prefer to dive with Discretionary Portfolio Management PMS.

Though there are a few set 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 27 Years
Highest Qualification MBA
AUM (in Cr.) Approx 1,000 Cr.
Number of Clients 150+
Investment Tenure Minimum 3 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 15 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 3 years as the term of tenure.

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IDFC PMS Strategies

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

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

The table clearly indicates that there are multiple types of PMS strategies provided by IDFC PMS house. Be rest assured to find all types of Investment strategies available with them. They work on Large CAP Strategy, Diversified Strategy as well as Small-Midcap Strategy.

IDFC Large Cap Strategy:

The aim of this strategy is to attain capital appreciation by investing in Indian companies or sectors that have potential for growth.

For the most part they prefer to make investments in companies that have intentions to grow earnings at a fast pace and are reasonably priced.

The process involves active sector rotation generating an alpha to primarily identify key macroeconomic and sectoral themes.

This would in turn subsequently help identify stocks that will benefit from the same. In simple words making investment in companies that have a proven track record, quality management and good growth potential.

IDFC Diversified Strategy

This strategy aims to seek benefit from the long-term compounding effect on investments by making reservations in stocks irrespective of index movements.

IDFC Small – Midcap Cap Strategy

This strategy aims to procure large cap, high risk and return along with dynamic stocks which in turn would help in enhancing your portfolio to grow at a very decent pace.

In addition to this IDFC PMS broking house has also introduced the IDFC Neo Equity Portfolio, a unique PMS powered by AI (Artificial Intelligence) and Big Data analysis.

In this strategy, the portfolio will analyse data from multiple traditional and non-traditional sources available in the public domain.

The data is analysed to identify stock opportunities. The benchmark is S&P BSE 200 index. The minimum investment size of this model is Rs. 1 crore.

IDFC PMS Returns / Performance

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

Returns (CAGR)
3 Year 9%
5 Year 11.5%
7 Year 8.5%
10 Year 10.0%
11 Year Plus 12.0%

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

IDFC PMS broking house is no where behind when it comes to giving good rate of returns to the investors. For a period of 3 Years the returns offered by this PMS house is 9%, for 5 years the rate offered by them is 11.5%.

For a period of 7 years it is 8.5%, for 10 years the returns would be 10.0% and for a period of 11 plus years the rate of return is 12% CAGR.

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

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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 about 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 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 in between Rs.1 Crore up 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 in to 3 types.

IDFC PMS Prepaid Commission

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

As this type of commission falls in the category of 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 in between Rs.25 Lakh and up to Rs.50 Lakh then 1.55% of the Investment value will be the prepaid commission.

1.45% of total investment will be the prepaid commission for investments in 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 in to consideration at the time of charging commission to the client.

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

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.155% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.145% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.125% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.105% of 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 in between Rs.25 Lakh to Rs.50 Lakh, around 0.155% of total transaction volume is the Management fees charged by IDFC PMS house.

If the transaction value falls in between Rs.50 Lakh to Rs.1 Crore, then 0.145% of 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 over Rs.5 Crore, the Management fees to be paid to IDFC PMS house would be 0.105% of total transaction volume.

IDFC PMS Profit Sharing% Commission

This model seems to be the favorite 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 Profit
Profit Amount – 5L – 10L 23% of Profit
Profit Amount – 10L – 50L 21% of Profit
Profit Amount – 50L Plus 19% of Profit

As commission in this type of model will be paid on the basis of the performance of the portfolio, the Investors make it a point to choose this model.

The profit sharing is 24% for any portfolio who 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 in between Rs.5 Lakh to Rs.10 Lakh.

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

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 a number of 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 on what these charges are all about in the table here below.

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IDFC PMS Charges

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

Management Fees As per 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 fees 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 IDFC PMS team.

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

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

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

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

However the Exit Load fee on occasions is free and sometimes it is 0.3% of 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 clients 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 on 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.

A full support of Email and Watsapp is granted by them to their clients.

Their Relationship Manager can also be approach without any hassle.

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

The issue resolving TAT for 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 the investors from time to time.

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

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

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

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