Impetus Wealth PMS – Review, Strategies, Returns, Charges & more

When it comes to choosing from one of the best PMS services, Impetus Wealth Management PMS is the one which can definitely be looked up at.

This article gives a comprehensive overview of the Impetus Wealth Portfolio Management Services and its commission models, return, strategies, and lots more.PMS Offer


Impetus Wealth Management PMS – Customer Ratings & Review

Find Client ratings of Impetus Wealth Portfolio Management Services –

Ratings
Returns Performance3.9 / 5
Services3.6 / 5
Charges3.7 / 5
Experience3.8 / 5
Strategies3.6 / 5
Client Support3.7 / 5
Overall Ratings3.7 / 5
Star Ratings★★★★★

Overview of Impetus Wealth Portfolio Management Services

Find a detailed overview of the Impetus Wealth portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipP R Dilip
Yr. of Establishment1994

Impetus Wealth is one of the most prominent and well-established companies. This company was established by PR Dilip in the year 1994. The headquarters of the company is in Mumbai, Maharashtra. This company suggests a suitable portfolio for their clients.

Portfolio management services of Impetus Wealth are one of the best and most reliable. They provide equity which enables investors to transact on all listed Equity shares on Indian Stock Exchanges. They have numerous fund managers who take care of the PMS business with prowess.

Now, we will have a detailed discussion of the Impetus Wealth Management PMS and the charges, returns, reviews and much more.

Now, we will have a discussion about Impetus Wealth portfolio management service company review, its PMS returns, PMS charges and more.


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Types of Impetus Wealth Management PMS

There are 2 types of Impetus Wealth Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Impetus Wealth provides Discretionary and Non-Discretionary portfolio management services. Most of the clients use the Discretionary mode of portfolio management in which the PMS account of the client gets managed by the fund manager whereas some of their clients go for Non-Discretionary mode in which they take consultancy and make the final decision all by themselves.


Impetus Wealth Management PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Impetus Wealth Management PMS company.

Fund Manager’s Details
NameP R Dilip
Experience20 Yrs.
Highest QualificationMS
AUM (in Cr.)25 Cr.
Number of Clients75
Investment Tenure3yrs

The team of fund managers of Impetus Wealth PMS is filled with prolific and competent individuals who are providing top-notch PMS services to the clients. Mr PR Dilip leads the team.

Mr Dilip has got 20 years of experience working in the financial management sector. His highest qualification is M. S. He holds AUM (Asset Under Management) of around 25 Cr. The number of clients he handles is around 75 and the investment tenure is generally 3 years.


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Impetus Wealth Management PMS Strategies

The below table is providing details about the Impetus Wealth portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Impetus Wealth Management PMS Returns / Performance

The below table is giving details about Impetus Wealth Management PMS returns and performance-

Returns (CAGR)
3 Year9.6%
5 Year10.2%
7 Year8.6%
10 Year8.2%
11 Year Plus10.5%

Impetus Wealth Management PMS provides very good returns to investors. For the 10 year investment, the company provides 8.2% and for a 7 years investment, the company gives 8.6% returns.

Moreover, for 5 years of investment, the returns will be around 10.2% which is staggering. For 3 years and 11 years of investment, the returns are around 9.6% and 10.5% respectively. These staggering returns make Impetus Wealth PMS one of the biggest PMS houses in India.


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Impetus Wealth Management PMS Investment Plans

Below the given table is providing details about the Impetus Wealth portfolio management service investment plans.

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

The table above will give you a good indication of various investment slabs that are available for the investors at Impetus PMS.

In order to avail PMS Service from any company, one has to invest at least INR 25 Lakhs. Impetus Wealth Management PMS provides investment plans with many options.

The bronze plan starts with 25 Lakhs to 50 Lakhs. The Silver Plan ranges from 50 Lakhs and 1 Crore rupees, the Gold Plan ranges from 1 Crore rupees to 5 Crores rupees, and the Platinum plan starts from 5 Crores rupees and above.

Because the Impetus PMS has many types of investment plans thus, the commission rate and investment rate varies a lot. Higher the investment, higher will be the interest and the lower will be the commission.


Impetus Wealth Management PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Impetus Wealth Management PMS house are as follows-

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

There are 3 types of commission slabs available for Impetus Wealth PMS.


Impetus Wealth Management PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.25% of Investment
Investment  – 50L – 1 Cr.1.20% of Investment
Investment – 1 Cr. – 5 Cr.1.05% of Investment
Investment – 5 Cr. Plus0.85% of Investment

The prepaid commission is the commission paid before the beginning of the investment tenure. As this commission model is prepaid, the commission charged will be comparatively lower.

The prepaid commission model of Impetus Wealth Management PMS varies as per the investment amount. With 25 Lakhs to 50 Lakhs investment amount, the commission provided is around 1.25% of the total investment amount.

When the investment amount is around 50 Lakhs to 1 Crore, the commission is 1.20%. For the investment amount of 1 Crore to 5 Crores, the commission rate is around 1.05% and for the investment amount of over 5 Crores, the commission percentage becomes 0.85%.


Impetus Wealth Management PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.113% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.109% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.105% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.095% of Total Transaction Volume

The volume commission depends on the situation of the market and the loyalty of the fund manager. If the transaction is around 25 Lakhs to 50 Lakhs then the commission will be around 0.113% of the entire transaction volume.

Moreover, with the transaction volume of 50 Lakhs to 1 Crore, the commission will be around 0.109% of the transaction volume.

For the transaction volume of around 1 Crore to 5 Crores, the commission will be around 0.105% and for the transaction volume of over 5 Crores, it will be around 0.095%.


Impetus Wealth Management PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L22.9% of Profit
Profit Amount – 5L – 10L20.9% of Profit
Profit Amount – 10L – 50L18.9% of Profit
Profit Amount – 50L Plus15.9% of Profit

It is perhaps the most convenient commission model for any investors as the fee will only be paid if the profit is gauged. The percentage in this model will only be very high and the risk for the investor will be very low

The reason why this model is the most convenient of all is that in this model, the commission will be depending on the profit and the performance of the portfolio.

Impetus Wealth Management PMS charges 22.9% of the profit amount is between 2.5 Lakhs to 5 Lakhs. 20.9% of the profit amount will be charged if the profit amount is around 5 Lakhs to 10 Lakhs rupees.

Moreover, for the profit amount of 10 Lakhs to 50 Lakhs and above 50 Lakhs respectively, Impetus Wealth PMS charges a commission of around 18.9% and 15.9% of the entire profit amount.


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Impetus Wealth Management PMS Charges

The below-given table is giving information about Impetus Wealth Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.73% – 0.95% of Asset Value
Brokerage Charges0.006% – 0.020% of Total Transaction Value
Custodian Charges0.14% – 0.28% of Asset Value
Depository Charges0.16% – 0.31% of Asset Value
Exit Load – within 12 months0.68% – 1.00% of Withdrawal Value
Exit Load – post 12 monthsFree

The Impetus Wealth Management PMS house levies charges not only for the commission and management fee but they also charge plenty of other charges which can be seen from the below table.

Management Fees: This charge is mutually agreed between the client and the PMS house and it will be as per the commission model.

Upfront Charges: They also charge upfront charges which is like the prepaid value. The charge will range around 0.65% to 0.75% of the entire asset value.

Brokerage Charges: The Renaissance Investment PMS charges brokerage fees which are around 0.006% to 0.015% of the entire transaction value.

Custodian Charges: Impetus Wealth PMS charges custodian charges which are around 0.17% to 0.34% of the asset value.

Depository: Impetus PMS levies depository charges of around 0.16% to 0.32% of the total asset value.

Exit Load Charges: The exit load charge of inside 12 months will be around 0.71% to 1.11% of the total withdrawal amount and the exit load post 12 months will be free of cost.


Impetus Wealth Management PMS Benefits

Find the details about Impetus Wealth Management PMS advantages in the table given below-

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
  • Impetus Wealth Management PMS provides the investors with top-up facility
  • Also, the PMS house provides back-office reports as well.
  • The PMS house does stop there as they also provide updates, via email, SMS, and WhatsApp.
  • The investors can have a detailed view of their account, investments, and portfolio.
  • The flexibility of the investment and commission plan is extraordinary.
  • Moreover, Impetus Wealth Management PMS has massive experience as well

Impetus Wealth Management PMS Customer Care

The table given below is showing a detailed view of Impetus Wealth Management PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 8 Times a month
Issue Resolving TAT13 working days

Impetus Wealth Management PMS provides fantastic call support to its clients. Apart from that, they provide email support as well. They have a relationship with a manager who can help in resolving the issues faced by the client.

Moreover, their clients can call to the find manager as well, 3 to 6 times in a month to resolve any issue they are facing. The Turnaround Time of TAT of resolving the issues for Impetus PMS is 12 working days.


Impetus Wealth Management PMS Conclusion

Impetus Wealth Management PMS is one of the biggest and largest PMS solution provides in the country. They are myriads of strategies and plans to generate fantastic results for their clients.

Their flexible commission model and investment plans will bring a lot of convenience to the clients. Their support is also very much robust. Therefore, Impetus Wealth PMS can be a good choice to start PMS.


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