IndiaNivesh PMS (Portfolio Management Services) house is a SEBI-registered portfolio manager. This PMS house aims in capital preservation and long term wealth creation through various portfolio strategies.
They focus on building a cherry-picked portfolio of several small and micro-cap companies for their clients, which is beyond the ordinary.
Further down we will get an insight about the Ratings, Review, Strategies, Commission Models, Yearly Returns & much more about IndiaNivesh Portfolio Management Service.
IndiaNivesh PMS – Customer Ratings & Review
This table would be of help to have a general idea about the performance of IndiaNivesh PMS broking house in the respective category.
|IndiaNivesh PMS Ratings|
|Returns Performance||2.8 / 5|
|Services||2.9 / 5|
|Charges||2.7 / 5|
|Experience||2.8 / 5|
|Strategies||3.0 / 5|
|Client Support||3.1 / 5|
|Overall Ratings||2.9 / 5|
As per the rankings in the table above it is observed that IndiaNivesh PMS has a good score in every category. They have excelled almost in each field.
Overview of IndiaNivesh Portfolio Management Services
|Registered Location||Mumbai, Maharashtra|
|Leadership||Rajesh Nuwal & Dinesh Nuwal|
|Yr. of Establishment||2008|
IndiaNivesh PMS house was founded in the year 2008 under the guidance of Mr. Rajesh Nuwal and Mr. Dinesh Nuwal. This Private Company has its head quarters in Mumbai, Maharashtra.
You will get to see the list of the different types of IndiaNivesh PMS, their PMS Charges, PMS Returns & more in the table here below.
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Types of IndiaNivesh PMS
|Types of PMS|
IndiaNivesh PMS house provides both Discretionary PMS and Non-Discretionary PMS to their clients. The customer has the preference to decide between Discretionary and Non-Discretionary PMS.
If the client prefers to register for Non-Discretionary PMS then he has to keep giving approvals for each portfolio transaction.
Alternatively if the client prefers to register for Discretionary PMS then the approval part for each portfolio transaction is not required as it would be the Fund Manager of IndiaNivesh PMS who would exclusively handle the entire portfolio transaction on your behalf.
Discretionary Portfolio Management is preferred by the clients in most of the cases.
IndiaNivesh PMS Fund Managers Details
The fine details of the Fund Managers of IndiaNivesh PMS are penned down in the table here below:
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 500 Cr.|
|Number of Clients||120+|
|Investment Tenure||Minimum 3 yr.|
Mr. Govind Saboo is the first choice among the Fund Managers of IndiaNivesh PMS broking house. Govind has a vast experience of 7 years. He is CFA by profession. His investment skills are terrific that helps in attaining success for each portfolio.
The Fund Managers of IndiaNivesh PMS has the capacity to hold approximately Rs. 500 Cr. worth AUM for the clients. At the same time the Fund Managers are also in a position to handle more than 120 PMS clients.
The clients usually are favorable in selecting 3 years term of tenure for making investments with IndiaNivesh.
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IndiaNivesh PMS Strategies
The table showcases the Portfolio Management Services Strategies offered by IndiaNivesh PMS house:
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
The above table makes it very clear that there are multiple types of PMS strategies provided by IndiaNivesh PMS house. All types of Investment strategies are seen to be encountered by them. This broking house works on Large CAP Strategy, Diversified Strategy and Small-Midcap Strategy.
Their portfolio strategy comprises of a streamlined and concentrated portfolio of 15-20 companies. Picks only those companies that have an investment time horizon of 2-3 years. It uses a bottom-up approach for fundamental analysis to pick only the best companies.
They also keep monitoring the companies to make decisions related to subsequent divestment or incremental exposure. This PMS house has a disciplined approach which is purely based on valuations, long-term prospects and keeping in mind alternative prospects and opportunities.
Currently they are offering ‘SPROUT’ portfolio to their investors. This strategy focuses on small and micro-cap companies listed in India that have a strong and sustainable business model.
IndiaNivesh PMS Returns / Performance
The details about IndiaNivesh Management Services Returns are depicted in this table:
|11 Year Plus||7.0%|
All clients and customers only want a good rate of return for their investments made. All Portfolio Management Service providers make it a priority to meet up with the requirements of the clients. And so does IndiaNivesh PMS broking house.
They offer striking rate of returns which at no point of time disappoints any client while investing with them. For an investment up to a period of 3 Years this PMS house offers 7.0% returns, for 5 years they give a rate of 8.5%.
For a period of 7 years the rate of return is 12.5%, for 10 years the returns are 6.0% and for a period of 11 years and above the rate of return is 7.0% CAGR.
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IndiaNivesh PMS Investment Plans
This table entails the details about IndiaNivesh Portfolio Management investment slabs:
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
IndiaNivesh PMS broking house has different Investment slabs for different amount of Investments. Minimum Rs. 25 Lakh is a fixed amount of investment and is mandatory across all Portfolio Management Service house in India. Bronze, Silver, Gold and Platinum are the four types of Investment Plans available in the kitty of IndiaNivesh PMS broking house
The Bronze plan would begin with INR 25 Lakh and is applicable up to INR 50 Lakh. Silver Plan is within the range of Rs.50 Lakh up to Rs.1 Crore. The Gold plan could be availed by investing in between Rs.1 Crore up to Rs.5 Crore. The Platinum plan is suitable for a budget of about more than Rs.5 Crore.
Various commission slabs are proposed by IndiaNivesh PMS house for different schemes. You just make investments in huge amounts to get the benefit of paying less commission.
IndiaNivesh PMS Fee Structure or Commission Slabs
You will see the Fees Structure of IndiaNivesh PMS Management Services here below:
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
The fees or the commission formation of IndiaNivesh PMS house is bifurcated in to 3 types.
IndiaNivesh PMS Prepaid Commission
Here the investor has to make the payment in advance prior to the start of the actual tenure. This is a prepaid model structure. A very low rate of commission is charged here in this format.
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.5% of Investment|
|Investment – 50L – 1 Cr.||1.4% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.2% of Investment|
|Investment – 5 Cr. Plus||1.0% of Investment|
The percentage of commission in this mode is based on the amount of Investment made by the client. For any value of investments in between Rs.25 Lakh and up to Rs.50 Lakh 1.5% of the Investment value will be the prepaid commission.
1.4% of total investment is the prepaid commission for investments amounting in between Rs.50 Lakh to Rs.1 Crore. For investments valuing above Rs.1 Crore and up to Rs.5 Crore, the prepaid fee charged by IndiaNivesh PMS house is 1.2% of the total investment.
If you aim to make investments beyond Rs.5 Crore, then the management fees would be 1.0% of the total amount invested.
IndiaNivesh PMS Volume% Commission
The fees structure is designed here depending on the total number of transactions done by your respective Fund Manager.
There are many other factors like market condition and other aspects of investment also taken in to consideration at the time of implying commission to the client.
The commission amount that would go from your pocket is very high in this kind of model.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.15% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.14% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.12% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.10% of Total Transaction Volume|
It is purely the market situation and the conduct of your Fund Manager that would be the only source for the PMS house to determine the commission structure.
When your yearly transaction volume is in between Rs.25 Lakh to Rs.50 Lakh, roughly 0.15% of total transaction volume is the Management fees charged by IndiaNivesh PMS house. When the transaction value is in between Rs.50 Lakh to Rs.1 Crore, then 0.14% of total transaction amount has to be paid to them.
Your commission charges would be obviously less if the amount of transaction volume is high. Like if your transaction volume is above Rs.1 Crore and up to Rs.5 Crore, then the charges for it are 0.12% of the total transaction volume.
When any transaction volume exceeds over Rs.5 Crore, the Management fees to be paid to IndiaNivesh PMS house is 0.10% of total transaction volume.
IndiaNivesh PMS Profit Sharing% Commission
This form of commission seems to be favorable to mostly all the investors. Here the investors make the payment of the Management fees only after realizing their profit in hand.
A very minimal percentage of risk is involved here and for that you need to pay a higher percentage of commission.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||25% of Profit|
|Profit Amount – 5L – 10L||24% of Profit|
|Profit Amount – 10L – 50L||22% of Profit|
|Profit Amount – 50L Plus||20% of Profit|
This model is predominantly chosen by the investors for the reason that here the commission required to be paid is on the basis of the performance of the portfolio.
25% is the profit sharing for a portfolio that earns profit in the range of Rs.2.5 Lakh up to Rs.5 Lakh. 24% is the Profit volume that needs to be given to this PMS house for the profit range in between Rs.5 Lakh to Rs.10 Lakh.
If you take home a profit somewhere in between the range of Rs.10 Lakh to Rs.50 Lakh, the profit sharing is 22% and if your profit scales above Rs.50 Lakh, then 20% of the total profit has to be shared with IndiaNivesh PMS team.
The sales force of this PMS house is acclimatized to deliver world-class services. This has resulted in customers enjoying a pleasant experience while fulfilling their goals.
In addition to the Commission or Management Fees charged by IndiaNivesh PMS house, there are a several other charges as well like Upfront Fees, Brokerage, Depository Charges, Custodian Charges and Exit Load fees which are also demanded by the PMS house. Let us quickly have an insight on what these charges are all about in the table given below.
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IndiaNivesh PMS Charges
All the details related to IndiaNivesh Portfolio Management Services Charges are explained in this table:
|Management Fees||As per commission model|
|Upfront Fees||0.75% – 1.25% of Asset Value|
|Brokerage Charges||0.007% – 0.011% of Total Transaction Value|
|Custodian Charges||0.17% – 0.27% of Asset Value|
|Depository Charges||0.10% – 0.18% of Asset Value|
|Exit Load – within 12 months||0.7% – 1.0% of Withdrawal Value|
|Exit Load – post 12 months||Free|
Listed here are a few other charges that would also be paid to IndiaNivesh PMS house in addition to the commission fees:
- Management Fees – The management fees of IndiaNivesh PMS house is laid as per the commission model that was agreed by both the client & the PMS team.
- Upfront Fees – 0.75% – 1.25% of the asset Value is the upfront fees that you will pay to IndiaNivesh PMS team.
- Brokerage Charges – The Brokerage charges are ideally somewhere in between 0.007% – 0.011% of total transaction value.
- Custodian Charges – The custodian change charge of this PMS house would be in between 0.17% – 0.27% of Asset Value.
- Depository Charges – The depository charge is in between 0.10% – 0.18% of Asset Value.
- Exit Load Fees – The Exit load fees is 0.7% – 1.0% of the withdrawal value for any amount being withdrawn in within a period of 1 year after your portfolio was created. There is no Exit Load fee for any withdrawal taking place after one year. It is absolutely free for the clients.
IndiaNivesh PMS Benefits
This table briefly explains the benefits of getting hooked with IndiaNivesh Portfolio Management Services:
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Listed here below are the benefits offered by IndiaNivesh PMS house:
- A Top-up facility is provided by this PMS house to all their clients.
- Just access to their web services by using their online medium to generate all the latest reports and portfolio information.
- Time to time updates on Email and SMS are also offered by them for all the transactions taking place in your respective account.
- Their Investment Plans and Commission Models are very flexible.
- IndiaNivesh PMS house lends a hand to their customers for getting satisfactory results with the help of their massive experience in Portfolio Management Services.
IndiaNivesh PMS Customer Care
This table gives you an idea on what kind of Client Support can be grasped from IndiaNivesh PMS:
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 1 to 7 Times a month|
|Issue Resolving TAT||10 working days|
It has been observed that the clients are very happy with the Customer Care support extended by the team of IndiaNivesh PMS house. They have no complaints from them due to their prompt services.
The investors can directly make calls to solve their issues and queries of any sort.
This PMS house gives a full support of Email and Watsapp to their clients.
Their Relationship Manager can be approached without any hesitation.
You ca also call their Fund Managers directly for at least 1 to 7 times in a month to clear your doubts.
The team tries to sort their issue resolving TAT in within 10 working days.
IndiaNivesh PMS Conclusion
The Indianivesh PMS house ensures effective solutions for their customers. Their experienced team conceptualizes and deploys technological tools that have been custom-built to analyze markets incisively and holistically. IndiaNivesh PMS house strives hard to earn the trust of their clients while protecting their wealth.
Come and get a customised and innovative financial solution from IndiaNivesh PMS house who will assist you in managing internal as well as external risks and challenges.
Invest in IndiaNivesh PMS – Fill up the form Now!
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