IIFL PMS / India Infoline PMS – Review, Strategies, Returns, Charges & more
IIFL PMS or India Infoline PMS is one of the biggest portfolio management service in India. The broking house offers good investment strategies and plans to the clients for huge satisfaction.
In this article, we will discuss a detailed review of India Infoline Portfolio Management Service, its strategies, its investment plans, its commission models, its charges, reviews and many more
Find out the elaborated review of IIFL PMS below:
IIFL PMS / India Infoline PMS – Customer Ratings & Review
|IIFL PMS Ratings|
|Returns Performance||4.0 / 5|
|Services||3.7 / 5|
|Charges||3.9 / 5|
|Experience||4.1 / 5|
|Strategies||4.1 / 5|
|Client Support||4.2 / 5|
|Overall Ratings||4.0 / 5|
Overview of IIFL Portfolio Management Services
The table given below is providing an overview of IIFL PMS-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||1995|
IIFl is one of the biggest and popular portfolio management service portals across the country. The IIFL PMS portal was normally founded by Mr Karan Bhagat in the year 1995. The company is located in Mumbai, Maharashtra and is registered in the list of the stock market.
The very popular and well-known model of IIFl stockbroking platform is a portfolio management service model. They are basically popular for their PMS performance. The company also has various fund managers for their PMS business.
Now, we will look after the details of IIFL PMS review, charges, Returns and more.
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Types of IIFL PMS India Infoline PMS
|Types of PMS|
IIFL PMS portal has both discretionary and non-discretionary PMS service for their clients. But in most cases, a huge number of people go for discretionary service because of the portfolio management service model is completely handled and managed by the assigned fund managers.
Hence, some of the clients choose to consult any consultancy before making any type of decision regarding the investment portfolio.
IIFL PMS Fund Managers Details
The table given below is providing the details about the fund manager of IIFL stock broking company.
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 32,000 Cr.|
|Number of Clients||450+|
|Investment Tenure||Minimum 3 yr. 3 mnt|
IIFL PMS portal is the India biggest company and has multiple fund managers to manage the investment portfolio of clients.
Mitul Patel (Senior Vice President)
Total accounted experience of Mr. Mitul is 14 years from the domains of research, fund management, private equity advisory and lastly investment banking. He is responsible for multiple roles in the company as he has a perfect vision.
His prior work commitments were with Laburnum capital, a boutique investment management firm, Avendus Capital and JP Morgan Chase India.
Prashasta Seth (CEO)
Mr. Prashasta holds bachelor of Technology From IIT (Kanpur) and Postgraduate Diploma in Business Management from the Indian Institute of Management (IIM) Ahmedabad. His responsibilities attached with this firm are of managing equity funds.
His years of experience are across the span of 16 years, from the financial industry. He excels in the domain of developing investment strategies, generating stock ideas and creating actionable research reports.
Know Fund Managers of Other Portfolio Management Service Companies
|ICICI Pru PMS||Aditya Birla PMS||Alchemy PMS||Ask PMS|
|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
IIFL PMS Strategies
The below-given table is providing the details about the strategies part of India Infoline portfolio management service portal.
|MULTI CAP||MULTICAP ADVANTAGE|
|MULTI CAP||MULTICAP PMS|
As per the above-given table, it is clearly shown that the IIFL portfolio management service company has multiple strategies. They normally make use of diversified strategy for the management of investment portfolio.
However, all types of investment strategies are available with IIFL company. You can opt for the one according to your requirements.
IIFL Multicap advantage
Investment in this strategy is aimed at taking a concentrated position within 20-25 stocks. Special focus is laid towards large cap stocks, exploring all the options of generating wealth, from long term period. Also, the managers hedge the portfolio using At the money 10 Put options.
Hedging of the portfolio is to ensure the funds are secured in terms of downside risk. The target securities are equity and equity related instruments, all of which are available at discounted prices to that of their intrinsic value. Allocation is as well altered as per the present business cycle.
IIFL Multicap PMS
Here, the business leaders are chosen for investment; a total of 15-20 high quality companies are the priority. Other facets of consideration are strong management, low leverage and finally huge margin of safety.
You may refer to the strategy as highly biased towards 2-4 conviction sectors. Valuation measures spoken of, companies with strong balance sheet, good corporate governance practices are on the limelight. Risk level is generally low here, while ensure alpha generation.
Adoption of philosophy for this strategy is SCDV framework. Here listed market is divided on the basis of earning profile of the companies, in four quadrants, i.e. seculars, cyclicals, defensives and value traps.
IIFL PMS Returns / Performance
The below table is providing details about the returns of the IIFL portfolio management service or India Infoline PMS.
|Category||MULTI CAP||MULTI CAP|
|Strategy||MULTICAP ADVANTAGE||MULTICAP PMS|
|Inception||Dec, 2017||Dec, 2014|
Ironically, the performance percentage of IIFL PMS is extremely exciting and healthy. It has beaten more than 10 years of the return rate of mutual funds.
The healthy and good return rate makes the IIFL company the best portfolio management service providing company across India.
Know Returns of other PMS Brands
|Asit C Mehta Investment PMS||Indianivesh PMS||NJ Wealth PMS||SBI Funds PMS|
|HDFC PMS||IDFC PMS||Karvy PMS||Credent Asset PMS|
|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
IIFL PMS Investment Plans
The table given below is origins the good understanding of the investment plans of IIFL PMS.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The better understanding of the IIFL investment plans is given in the above table. But the minimum amount of Rs. 25 lakh is needed for investment management service.
The IIFL portal is usually good at providing all ranges of investments plans. It has four types of investment slabs including- Bronze investment plan normally ranges from- Rs. 25 lakh to Rs. 50 lakh. The Silver investment slab ranges between Rs. 50 lakh to Rs. 1 Cr.
High level of investment plans includes- The Gold investment plan starts from- Rs. 1 Cr. to Rs. 5 Cr. And for more than Rs. 5 Crores of investment, IIFL has designed Platinum investment plan.
Since the IIFL PMS portal has designed several investment plans. It has an interesting commission. Plans of all ranges also. Typically, investment consists of large amount lead to low commission and better PMS services.
IIFL PMS Fee Structure or Commission Slabs
Find the details about Commission model or Fee structure of IIFL Portfolio Management Service in the table given below.
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
The Commission model of IIFL PMS industry is divided into 3 types-
IIFL PMS Prepaid Commission
Under prepaid commission model, clients get restricted to pay the commission charges in advance. But, this model is designed with lower commission fees as compared to another such type of commission models.
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.6% of Investment|
|Investment – 50L – 1 Cr.||1.5% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.3% of Investment|
|Investment – 5 Cr. Plus||1.1% of Investment|
This commission model of IIFL PMS stock broking company is dependent wholly on the investment value.
As it is clear that the investment portfolio starts from a minimum amount of Rs. 25 lakh. Hence, with the investment amount of Rs.25 lakh to Rs. 50 lakh, the commission fees is 1.6% of the total investment value.
If the investment amount ranges from Rs. 50 lakh to Rs. 1 Cr., then it is 1.5% of the total investment amount.
And with high investment amount such as- if any client is making an investment of Rs. 1Cr. To Rs. 5 Cr., then the commission charges he has to pay is 1.3% of the total investment amount.
If the investment is made of more than Rs. 5 Crore then the charges will be 1.1% of the total investment amount.
India Infoline PMS Volume% Commission
Under this volume % commission model or fee structure, the clients normally pay commission charges as per the total transaction regarding the investment are made by the fund manager.
It also has a dependency on the market situation and fund managers loyalty. Volume % commission model is normally designed with high commission charges as compared to the other two commission models.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.18% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.17% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.15% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.13% of Total Transaction Volume|
The brief details about the volume% commission charges levied by IIFL PMS group are given below.
With transaction volume of around Rs. 25L- Rs. 50 L, the commission charges are 0.18% of the total transaction volume. If the transactions are done between Rs. 50L- Rs. 1Cr., the management fees is 0.17% of the total transaction volume.
With huge transaction amount, if the transaction volume is made in the range of Rs. 1Cr. to Rs. 5 Cr., then commission charges are 0.15% of the total transaction value. And the transactions are done above Rs. 5Cr. Plus, then the fees are 0.13% of the total transaction volume.
IIFL PMS Profit Sharing% Commission
The profit sharing % commission model is highly favourable and convenient commission model among all. In this commission, charges are to pay according to the realised profit amount.
This commission model offers huge profit percentage and low risk as well.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||28% of Profit|
|Profit Amount – 5L – 10L||26% of Profit|
|Profit Amount – 10L – 50L||23% of Profit|
|Profit Amount – 50L Plus||20% of Profit|
Profit sharing% commission model is one of the highly interesting and convenient models every client should prefer. As it’s entire dependency is on the portfolio performance.
Normally, this commission model is only offered to the clients with huge investment portfolio or to the old customers.
For the investment portfolio with profit ranging between Rs. 2.5L – Rs. 5L, the commission charge is around 28% of the total profit. If it is ranging from Rs. 5L- Rs.10L, then the fees are 26% of the total profit amount.
And investment portfolio with a high-profit amount like Rs. 10L- Rs. 50L, the commission charges are 23% of the total profit amount. If the profit is is more than Rs. 50 lakh the commission charges will be 20% of the total profit amount.
All the commission models or fee structures of IIFL stockbroking group are designed as per the requirements of clients.
Along with the commission fees, the company charge some other types of charges from the clients including- upfront charges, custodian charges, depository charges, exit load as well as brokerage fees. The details of all these charges are given below-
Know Charges models of other Portfolio Management Service Providers
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|Alfaccurate Advisors PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
IIFL PMS Charges or India Infoline PMS Charges
The table given below is showing the details about the additional charges levied by IIFL stock broking company.
|Management Fees||As per commission model|
|Upfront Fees||1.1% – 2.1% of Asset Value|
|Brokerage Charges||0.013% – 0.043% of Total Transaction Value|
|Custodian Charges||0.35% – 0.45% of Asset Value|
|Depository Charges||0.21% – 0.31% of Asset Value|
|Exit Load – within 12 months||1.3% – 2.3% of Withdrawal Value|
|Exit Load – post 12 months||Free or 0.7% of Withdrawal Value|
The charges imposed by the IIFL portfolio management service portfolio are listed below-
Management Fees- Normally, management charges are levied according to the opted commission model or investment plan.
Up front Fees- Upfront fees is taken as prepaid charges. Clients are required to pay upfront fees to range between 1.1% to 2.1% of the total asset value.
Brokerage Charges- Brokerage charges are also levied by the IIFL pms team. These charges basically range between 0.013% to 0.43% of total asset value.
Custodian Charges- The IIFL portfolio management service team levy custodian charges range between 0.35% to 0.45% of total asset value.
Depository Charges- The depository charges levied between 0.21% to 0.31% of total asset value.
Exit Load Charges- If the withdrawal of amount takes place within 12 months then the charges levied by the company range between 1.3% to 2.3% of total withdrawal amount. And if the withdrawal transactions are done post 12 months then the charges levied will be free or in some cases, clients need to pay 0.7% of the total withdrawal value.
IIFL PMS Benefits
The table given below is providing a better understanding of IIFL portfolio management service benefits or advantages.
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Here is the quick list of advantages offered by IIFL portfolio management service portal are as follows-
- IIFl portfolio management service portal provides better and soothing top-up facility to all its clients for a high level of satisfaction.
- The PMS group’s back office login credentials are also provided to all the customers so that they can check the entire details and reports of their investment portfolio anytime for satisfaction.
- The portfolio management service company is also good at providing email support and SMS updates related to all the investment portfolio transactions happening in the client’s investment account.
- The IIFL PMS group also provides flexibility to all customers regarding investment plans and commission models.
- The best thing about the company is it is holding a massive experience of more than 16 years.
Clients usually go for the highly experienced and well-known PMS company which can provide convenient services regarding investment.
IIFL is the one you should consider for investment transactions. It provides all the investment related facilities to its clients for betterment and satisfaction.
IIFL PMS Customer Care
The table given below is providing the entire details about the IIFL PMS Customer support.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 1 to 5 Times a month|
|Issue Resolving TAT||12 working days|
IIFL portfolio management service group is basically good at providing customer support.
It offers direct calling facility to all of its existing clients, so they can call their fund manager directly regarding any type of portfolio issue. The company also provide email support for more convenience to all of their clients.
IIFL PMS group also provide relationship management support to the clients. But the calls to relationship manager are made according to the investment portfolio.
For instance- if the investment portfolio is of high net worth, then the clients can call to their fund manager maximum 5 times in a month. And the clients with a low net worth can call to its relationship manager 2-3 times in a month.
The issue resolving TAT of IIFL is 12 working days.
IIFL PMS Conclusion
IIFL portfolio management service portal is considered as India’s top-notch PMS service provider available. This PMS group is designed with multiple strategies that have given extremely good results to all of its clients or customers.
The flexibility in investment plans and commission models has provided huge assistance to the clients regarding investment decisions. The best thing about the PMS house is it provides a good support system and services to all the existing clients.
If you greatly looking forward to getting registered in any PMS group, IIFL portfolio management service is all you require to visit for the better and convenient PMS service.
IIFL PMS FAQs
Ques – How can I invest with IIFS PML?
Answer – All clients have an option to invest directly, without intermediation of persons engaged in distribution services. To invest in IIFS PMS the procedure is absolutely easy and hassle free. Once you open our site, you will find a Invest In IIFS PMS fill up form right on the website. One needs to fill in the compulsory details that are required including your name, mobile number and city of Residence. Select your service requested and click on submit. This way you will be led to the further steps of investment.
Ques – Who is the current fund manager of IIFS PMS?
Answer – The current vice president is Mitul Patel and Prashasta Seth is the current CEO of IIFS PMS. Mr. Mitul is 14 years from the domains of research, fund management, private equity advisory and lastly investment banking. Mr. Prashasta holds bachelor of Technology From IIT (Kanpur) and Postgraduate Diploma in Business Management from the Indian Institute of Management (IIM) Ahmedabad. He has of experience are across the span of 16 years, from the financial industry
Ques – What is the approx AUM of IIFS PMS?
Answer – Alchemy Pvt Ltd has a huge list of Fund managers or Portfolio managers. Prashasta Seth is the highly experienced and educated fund manager available in the company. He has more than 16 years of experience in portfolio management service sector and also holds a bachelor of technology and a post graduate degree from IIM Ahmedabad. Generally, the fund managers of the IIFS PMS are good at holding AUM of approx 32,000 Cr and manage the portfolio of around more than 450 clients. The investment tenure of the company is a minimum of 3 years.
Ques – Where can I check return or performance of IIFS PMS?
Answer – The returns and performance of IIFS PMS is present right at our website. The success percentage is highly exciting and healthy for IIFL PMS. It has beaten the return rate of mutual funds by more than 10 years. The stable and strong return rate makes the IIFL company the best provider of portfolio management services in India.
Ques – What are the different strategies used by IIFL PMS?
Answer – The article provides the various strategies that IIFL PMS incorporates within the form of a table in our website. As per the table in our website, it is Multi Cap i.e. the Multi Cap advantages and multi Cap PMS.
Ques – Where to find the fee structure and commission rate of IIFLPMS?
Answer – The data regarding all the details of IIFL PMS is present in the website. We have provided detailed information with all the important heads and done so in the form of tables and charts. Henceforth, to find the fee structure and commission rate of IIFL PMS, one can locate the details easily in this page.
Ques – How to call or reach IIFL PMS customer care?
Answer – IIFL PMS gives priority to their clients. It provides all required support so that the clients do not feel inconvenience while dealing with the IIFL PMS. One can directly call the company to get the answers to their questions. The company has also provided Email and Whatsapp facility for the convenience of the clients. A relationship manager is also appointed by the company to make the relationship strong between the fund manager and investors.
Ques – What benefits of investing with IIFL PMS?
Answer – The IIFl portfolio management service portal provides all its customers with a high degree of satisfaction with better and relaxing top-up services. The back office login credentials of the PMS group are also issued to all customers so that they can search their investment portfolio’s full information and reports at any time for satisfaction. It is also useful for the portfolio management service provider to provide email support and SMS alerts related to all investment portfolio transactions in the investment portfolio.
Ques – What are the different charges involved with IIFL PMS?
Answer – There are various charges involved in the IIFL PMS. The taxes that are levied include: Upfront fees, Brokerage charges, Custodian charges, Depositary charges and Exit Load Charges. The management fee is decided on the basis of the commission model opted, the fund manager, risk, investment amount.
Ques – Where can I find all the details about IIFL PMS?
Answer – All the details regarding the IIFL PMS portfolio management services are provided in the website. 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 our website.
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