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
Star Ratings ★★★★★

Overview of IIFL Portfolio Management Services

The table given below is providing an overview of IIFL PMS-

Overview
Company Type Public
Registered Location Mumbai, Maharashtra
Leadership Karan Bhagat
Yr. of Establishment 1995

IIFL PMS

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.


Invest in IIFL PMS – Fill up the form Now!

Fill Your Details Here
  1. Invest in PMSBecome Sub BrokerOpen Demat Account


Types of IIFL PMS  India Infoline PMS

Types of PMS
Discretionary Yes
Non-Discretionary Yes

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
Name Prashasta Seth
Experience 16 Years
Highest Qualification MBA
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.

One of the best and highly expertise fund manager is Mr Prashasta Seth holding around 16 years of experience. The highest qualification of the IIFL fund manager is MBA (management of business administration).

The IIFL portfolio management service portal normally holds AUM of more than 32,000 Crore and manages the investment portfolio of more than 450 plus clients. For any IIFl PMS portal client, the minimum investment tenure is a minimum of 3 years and 3 months.


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.

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

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 large-cap strategy, small-mid cap strategy and 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.

Here is the list of strategies mainly used by IIFL PMS portal are as follows-

IIFL Multicap Advantage Strategy

IIFL Multicap Advantage investment portfolio management strategy is used to capitalise on the great exponential stimulation in the economy of the country.

The IIFL portal normally protect the limitations by making investment in the right option. For example- investing in well-managed and renowned companies can avail healthy return rate or results.

This eventually act as a protection against any downside in the market.

IIFL Multicap Strategy

India Infoline Multicap portfolio normally comprises of around 15-20 leading industrial groups, which are the core leaders of PMS business, having a very strong management, a low grip and offer a huge safety- likewise- investments would be done hugely in 2 to 4 high level of conviction sectors.


IIFL PMS Returns / Performance

The below table is providing details about the returns of the IIFL portfolio management service or India Infoline PMS.

Returns (CAGR)
3 Year 11%
5 Year 9%
7 Year 15%
10 Year 18%
11 Year Plus 22%

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 India Infoline PMS return for 3 years is around 11%, for 5 years is around 9%, for 7 years is 15%, for 10 years is 18% and for more than 11 years is 22%.

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.

Investment Plans
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
Prepaid Commission Yes
Volume% Commission Yes
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

Nine Rivers Capital PMS Systematix PMS Marathon Trends PMS Reliance PMS
Prabhudas Lilladher PMS Narnolia PMS Accuracap PMS SATCO PMS
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.

Charges
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
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

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.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
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.


Invest in IIFL PMS – Fill up the form Now!

Fill Your Details Here
  1. Invest in PMSBecome Sub BrokerOpen Demat Account


Know everything about more PMS companies

Tamohara Investment PMS Unifi Capital PMS 2Point2 Capital PMS Ambit Capital PMS

Most Read Articles
10 Best Practices of Share Market
SIP Investment
Equity Mutual Fund Investment
Stock Market Investment
What is an IPO?
Sub Broker Model Discontinued
How to Invest in Share Market
Mutual Fund vs Real Estate
Upcoming IPOs

Leave a Reply

Your email address will not be published. Required fields are marked *

Double your Investment in just 3 Years Invest in PMS

Share your details & Become Sub Broker Now!

  1. Become Sub BrokerOpen Demat Account

Offer valid for limited time.

Share your details & Open Demat A/C Now!

  1. Open Demat AccountBecome Sub Broker

Offer valid for limited time.

Share your details & Get IPO Allotment Now!

  1. Invest in IPOOpen Demat Account

Offer valid for limited time.

Share your details & Invest in PMS Now!

  1. Invest in PMSOpen Demat Account

Offer valid for limited time.