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 Performance2.8 / 5
Services2.9 / 5
Charges2.8 / 5
Experience3.1 / 5
Strategies3.2 / 5
Client Support3.1 / 5
Overall Ratings2.9 / 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

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipAnita Ramachandran & Sunil Kakar
Yr. of Establishment2000

IDFC PMS

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
    DiscretionaryYes
    Non-DiscretionaryYes

    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
    NameAnoop Bhaskar
    Experience27 Years
    Highest QualificationMBA
    AUM (in Cr.)Approx 1,000 Cr.
    Number of Clients150+
    Investment TenureMinimum 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.


    Know Fund Managers of Other Portfolio Management Service Companies

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    IDFC PMS Strategies

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

    Strategies
    MULTI CAPNEO EQUITY PORTFOLIO

    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. 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 manager are taken into account to create a portfolio which has risk return balance.

    IEH Conservative Fund

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

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


    IDFC PMS Returns / Performance

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

    CategoryMULTI CAP
    StrategyNEO EQUITY PORTFOLIO ##
    Return (CAGR)1M1.02%
    3M15.42%
    6M2.05%
    1Y12.51%
    2Y-4.89%
    3Y4.31%
    5YNA
    SI4.76%
    InceptionJul, 2017

    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 wh

    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 CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

    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 – 50L1.55% of Investment
    Investment  – 50L – 1 Cr.1.45% of Investment
    Investment – 1 Cr. – 5 Cr.1.25% of Investment
    Investment – 5 Cr. Plus1.05% 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 – 50L0.155% 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. Plus0.105% 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 – 5L24% of Profit
    Profit Amount – 5L – 10L23% of Profit
    Profit Amount – 10L – 50L21% of Profit
    Profit Amount – 50L Plus19% 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:

    Charges
    Management FeesAs per commission model
    Upfront Fees0.8% – 1.8% of Asset Value
    Brokerage Charges0.008% – 0.012% of Total Transaction Value
    Custodian Charges0.25% – 0.35% of Asset Value
    Depository Charges0.12% – 0.18% of Asset Value
    Exit Load – within 12 months0.8% – 1.8% of Withdrawal Value
    Exit Load – post 12 monthsFree 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 FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    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 SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportYes
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 4 to 9 Times a month
    Issue Resolving TAT15 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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      1. Invest in PMS / AIF / PCG


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