Indiabulls Asset Management PMS – Review, Strategies, Returns, Charges & more
Indiabulls Asset Management PMS or Indiabulls PMS is already a reputed name in the industry. They kicked off in 2011, and yet, they’ve achieved a lot of trust. And, that’s credible, if not miraculous.
We’ll focus on drawing a detailed review about Indiabulls Portfolio Management Services in today’s article. And, we’ll focus on the following: –
- Glimpses of their inception story. We’ll cover up the things that are important. We’ll tell you about their founders. And, we’ll even tell you about the place and year of their beginning.
- We’ll describe in details about their PMS types. And, we’ll categorize them on the basis of decisive control.
- We’ll include a brief about their fund managers. We’ll tell you about their qualifications. And, most importantly, we’ll tell you about their experience.
- We’ll brief you about the strategies they bring into play. And, we’re referring to the ones generating profits.
- We’ll bring you in on the returns you may expect from them. Here, We’ll share a detailed chart explaining the same.
- We’ll share details about their investment plans. We’ll tell you about the differences in these plans. In this article, We’ll even describe their key differences in detail. And. We’ll mention the factors responsible for the occurring differences.
- Here, We’ll tell you about their various commission models. We’ll tell you the pros and cons of each of them. And, we’ll tell you about the key differences in them.
- We’ll elaborate their prepaid commission plan.
- We’ll brief you about their volume% commission plan.
- And more
Indiabulls Asset Management PMS – Customer Ratings & Review
|Returns Performance||3.6 / 5|
|Services||3.7 / 5|
|Charges||3.3 / 5|
|Experience||3.6 / 5|
|Strategies||3.5 / 5|
|Client Support||3.4 / 5|
|Overall Ratings||3.5 / 5|
Overview of Indiabulls Portfolio Management Services
Find a detailed overview of the Indiabulls portfolio management service in the table given below-
|Registered Location||New Delhi|
|Leadership||Mr. Raghav Iyengar|
|Yr. of Establishment||2011|
As mentioned above, Indiabulls Asset Management PMS kicked off in 2011. Raghav Iyengar is the one they have to thank for their existence.
Raghav’s persistent efforts made the company a reality. At present, they have their headquarters located in New Delhi. The company has shown exponential growth in merely 8 years.
And, it does not plan on stopping now. They’re regressively gaining the trust of their customers. And, the clients are not to be blamed for placing their trust. Indiabulls has been true to their words. And, they’ve delivered a lot more than their promises.
Now, we will have a discussion about Indiabulls portfolio management service company review, its PMS returns, PMS charges and more.
Types of Indiabulls Asset Management PMS
|Types of PMS|
Indiabulls Asset Management PMS uses two types of PMS. Discretionary and Non-Discretionary PMS are the ones. The first allows their fund managers to control the investment decision.
However, the second requires them to engage their clients. They provide their clients with apt info and advisory. And, then they seek the clients’ permission. This is the usual procedure before every investment alteration.
Indiabulls Asset Management PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Indiabulls Asset Management PMS company.
|Fund Manager’s Details|
|Name||Amit Thakkar (VP & Fund Manaer)|
|AUM (in Cr.)||Approx 118 cr|
|Number of Clients||282|
Indiabulls is specific about all of their investments. And, they ensure to invest in only profit yielding ventures. And, they’ve invested in a brilliant Fund Manager.
Amit Thakkar (VP, Fund Manager)
One of the notable achievements of Mr. Amit Thakkar is CA -Ranked in the top ~0.1% of candidates PAN India. His educational profile also includes B.Comm – N.M College of Commerce, Mumbai.
Career wise, he acquired 14 years of experience alongside the arena of Investment Banking and Real Estate.
Skills and excellence he possess relate with financial modeling, transaction structuring and underwriting, alongside Strong knowledge of pan India real estate markets/ development controls and regulation.
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|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Indiabulls Asset Management PMS Strategies
The below table is providing details about the Indiabulls portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
Indiabulls Asset Management PMS has variety of strategies to offer. They know their job. And, they’re the kinds to confine themselves to only one approach.
In fact, they use all three of the small, mid and large cap portfolios for investment. And, that’s just the beginning. They have a lot more complex strategies to implement: –
Indiabull Equity Hybrid Fund:
This is an open-ended scheme. And, it invests in equity and equity related instruments alone. There are two specific objectives behind this strategy.
One, is to periodic returns. And, two, to ensure long term capital appreciation. It brings in the investment strategy of informative mixing.
This allows the company to invest in a mix of equity and debt instruments. The equity instruments are emphasized on, however.
Indiabulls Blue Chip Fund:
This strategy primarily invests in large cap equity portfolios. There is only one objective at play in here. The need to provide long term capital appreciation.
This promises high level of liquidity. Furthermore, commensurate returns over short term are promised too. Therefore, this is apt for the investors looking for high liquidity levels.
Indiabulls Tax Savings Fund:
As the name suggests, this is a strategy with tax savings objective. The approach is kept simple for this. Investments are made on equity and equity related securities.
It’s ensured that the portfolio fetches tax savings. The savings are eligible under Section 80C of Income Tax Act. In simple words, this is an ELSS scheme.
And, the investment objective is to generate long-term capital appreciation. However, this is generated frm a diversified portfolio.
Indiabulls Liquid Fund:
As the name follows, this is an open-ended liquid scheme. The investments in this are made through money market and debt securities. And the maturity for these investments is upto 91 days.
The overall risk factor for this strategy is low. And, it’s apt for the investors looking for high level of liquidity. It’s also apt for those looking for investments with low risk factor.
Indiabulls Savings Income Fund:
This is a conservative hybrid fund strategy. the main objective behind this is to generate monthly income. And, to ensure this, the investments are made in debt securities.
This is apt for investors looking to get prolonged regular income. This is also apt for those who seek capital appreciation at moderate risk.
Indiabulls Savings Fund:
This is an open-ended debt scheme. The main domain of investments is money market instruments. This ensures reasonable returns at a moderately low risk.
Furthermore, it even guarantees high level of liquidity. This is apt for the investors seeking short term savings at moderately low risk.
Indiabulls Asset Management PMS Returns / Performance
The below table is giving details about Indiabulls Asset Management PMS returns and performance-
|11 Year Plus||8.7%|
The CAGR for Indiabulls is categorized as per investment tenure. And, the above chart mentions it with clear details. We’re referring to the compound annual growth rate of investments.
In other words, returns you may expect. So, the CAGR for 3-year investments is 12.5%. CAGR of 5-year investments is 9.7%. That of 7-year investments is 9.5%. The 10-year investments fetch 7.3% CAGR. And, the investments over 11 years fetch 8.7% CAGR.
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|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
Indiabulls Asset Management PMS Investment Plans
Below the given table is providing details about the Indiabulls portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
Like all other PMS companies, even Indiabulls has four different categories of investments. The first category is for investments worth 25L-50L. This falls under the Bronze Plan.
Next in line is the Silver Plan. This holds investments worth 50L-1Cr. Third category is the Gold Plan. This caters to investments worth 1Cr.-5Cr. And, the last category is the Platinum Plan. This one holds the investments over 5 Cr.
Indiabulls Asset Management PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Indiabulls Asset Management PMS house are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Even Indiabulls has three distinct commission plans to offer. They have the Prepaid Plan. Then, there’s the Volume% Plan. And, finally there’s the Profit-Sharing Plan.
Indiabulls Asset Management PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.14% of Investment|
|Investment – 50L – 1 Cr.||1.07% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.00% of Investment|
|Investment – 5 Cr. Plus||0.90% of Investment|
This model requires payment of commission prior investing. And, since the commission’s paid in advance, the rates are bit low. There are four categorical payments.
Bronze plan holders are required to pay 1.14% of commission. Silver plan holders are required to pay 1.07% of commission. Gold plan investors must pay 1.00% commission.
And, the Platinum Plan investors are up for a commission rate of 0.90%. The commission must be paid on the investment value.
Indiabulls Asset Management PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.128% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.121% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.110% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.100% of Total Transaction Volume|
This plan needs the commission to be paid as per transactions. These transactions are referred to those made by the fund manager. And, they’re made to ensure the promised return on investments.
So, the Bronze plan requires a commission of 0.128%. The Silver Plan requires a commission of 0.121%. The Gold Plan requires a commission of 0.110%. And, the Platinum Plan requires the commission of 0.100%.
Indiabulls Asset 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 – 5L||22.4% of Profit|
|Profit Amount – 5L – 10L||20.4% of Profit|
|Profit Amount – 10L – 50L||18.4% of Profit|
|Profit Amount – 50L Plus||16.1% of Profit|
This is the most popular plan with the investors. This needs them to pay after the profit is realized. So, the Bronze Plan needs 22.4% commission. Silver Plan needs 20.4% commission.
Gold Plan requires 18.4% commission. And, the Platinum Plan requires 16.4% commission.
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|Alfaccurate Advisors PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
Indiabulls Asset Management PMS Charges
The below-given table is giving information about Indiabulls Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.95% – 1.45% of Asset Value|
|Brokerage Charges||0.015% – 0.055% of Total Transaction Value|
|Custodian Charges||0.25% – 0.45% of Asset Value|
|Depository Charges||0.20% – 0.40% of Asset Value|
|Exit Load – within 12 months||1.2% – 1.5% of Withdrawal Value|
|Exit Load – post 12 months||Free|
Beside the commission, there are some PMS based charges that you must pay. And, here’s the list of them all: –
- Depository charge of 0.20%-0.40% on asset value.
- Brokerage charge of 0.015%-0.055% on total transaction value.
- An upfront fee of 0.95%-1.45% on asset value.
- Management fee as per the opted commission plan.
- And, and exit load at 1.2%-1.5% on withdrawal within 12 months of investments.
Indiabulls Asset Management PMS Benefits
Find the details about Indiabulls PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
There are many advantages of investing with Indiabulls. Here’s a list to them all: –
- They provide timely updates on investment. Email and SMS are the included platforms.
- They provide flexible investment and commission plans for investors.
- They even provide in-depth reports. And, this includes portfolio and detailed view.
Indiabulls Asset Management PMS Customer Care
The table given below is showing a detailed view of Indiabulls Asset Management PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 3 to 5 Times a month|
|Issue Resolving TAT||11 working days|
Indiabulls Asset Management PMS has a smart customer care in place. they take care of all their clients’ needs. And, they even look out for optimum client satisfaction. Here’s a list to all the services they provide: –
- Indiabulls PMS extend their services through call and email.
- They even help out over WhatsApp.
- Indiabulls PMS grants you a sole relationship manager.
- They allow their clients to call the fund manager 3-5 times a month.
- They have a strict issue resolution policy within 11 working days.
Indiabulls PMS Conclusion
Indiabulls Asset Management PMS, as per stand true to their repute. They have intense and diversified plans for their clients. They have a good support system in place. And, they provide excellent advisory. We believe they can be completely trusted.
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