Indiareit Fund Advisors PMS – Review, Strategies, Returns, Charges & more

Indiareit Fund Advisors PMS is one of the top-notch and biggest portfolio management services providing firms available in India. The company offers a large ecosystem of investment management solutions to all of its clients.

In this content, we will thoroughly discuss Indiareit Fund Advisors Portfolio Management Services, its customer ratings, overview, types, fund manager details, strategies, returns, fee structure, investment plans, benefits, other charges and many other features as well.PMS Offer


Indiareit Fund Advisors PMS – Customer Ratings & Review

Find Client ratings of Indiareit Fund Advisors 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 Indiareit Fund Advisors Portfolio Management Services

Find a detailed overview of the Indiareit Fund Advisors portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipAjay Piramal
Yr. of Establishment2005

Indiareit Fund Advisors is one of the great portfolio management service companies. It has designed very flexible investment solutions for its investors. Normally, the PMS house was established by Ajay Piramal in the year 2005 and it is located in Mumbai, Maharashtra.

It is one of the best private PMS houses available in India. Moreover, it’s PMS business model is handled and management by its fund managers.

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


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Types of Indiareit Fund Advisors PMS

There are 2 types of Indiareit Fund Advisors Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Generally, it is greatly known that Indiareit Fund Advisors PMS is counted in the very popular and best PMS providers available in the country.

The PMS house offers two types of PMS i.e. discretionary PMS and non-discretionary PMS. Most of the company’s investors or clients choose discretionary PMS.

As in discretionary PMS type, the total investment portfolio us handled by the company’s fund managers.

While various other clients opt to prefer non-discretionary PMS type where they contact consultancies in order to get the best and right advice on making investments.


Indiareit Fund Advisors PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Indiareit Fund Advisors PMS company.

Fund Manager’s Details
NameMr. Vaibhav Rekhi
Experience11 yrs
Highest QualificationMBA
AUM (in Cr.)200 Cr.
Number of Clients285
Investment Tenure3yrs

Indiareit Fund Advisors PMS is a reliable company offers various financial solutions to satisfy the clients or investors.

It also has a good team of fund managers who manages its entire PMS business, but one of the highly experienced and intellectual fund managers of the PMS house is Mr Vaibhav Rekhi.

He holds 11 years of experience in the wealth management sector. He is qualified with an MBA (Management of Business Administration).

Usually, the portfolio managers of the PMS company holds AUM of Rs. 200 Cr. and also manages the wealth of more than 285 clients. The investment tenure for Indiareit Fund Advisors PMS is around 3 years.


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Indiareit Fund Advisors PMS Strategies

The below table is providing details about the Indiareit Fund Advisors portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Indiareit Fund Advisors is a greatly known and trustworthy PMS house avails all kinds of financial services and products. The strategies of Indiareit Fund Advisors PMS are described below-

Indiareit Apartment Strategy

This strategy or approach is designed to produce remarkable returns by measuring total involved risk. The Indiareit Apartment strategy enables clients to invest in the companies active in developing and constructing residential properties.

Domestic Real Estate Strategy

The domestic real estate approach is personalised to produce effective risk-adjusted returns on the investor’s wealth by making investment in instruments that are not only restricted to equity-linked instruments, equity, debt, convertible debt and many other similar instruments like- convertible/ conditional debenture and preference shares of the firm that are engaged in real-estate business.


Indiareit Fund Advisors PMS Returns / Performance

The below table is giving details about Indiareit Fund Advisors PMS returns and performance-

Returns (CAGR)
3 Year9.6%
5 Year7.5%
7 Year10.2%
10 Year7.8%
11 Year Plus9.1%

Indiareit Fund Advisors PMS is India’s biggest PMS house available in the stock market. The company has achieved a good reputation in the market because of its reliable service offerings at the lowest possible commission charges.

Also, the return rate of the PMS house is really strong and attractive. Usually, the Indiareit Fund Advisors PMS returns for a minimum of 3 years is 9.6%, for 5 years is 7.5%, for 7 years is 10.2%, for 10 years is 7.8% and for above 11 years is 9.1%.

The great return rate on investment raises the company’s reputation in the stock market.


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Indiareit Fund Advisors PMS Investment Plans

Below the given table is providing details about the Indiareit Fund Advisors 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

Indiareit Fund Advisors is a leading PMS company in the country. The broking company is good at availing flexible and convenient investment plans for all the interested clients.

Normally, every PMS house has investment plans starting from Rs. 25 lakh. So you will be needed to spend at least Rs. 25 lakhs to begin with the company’s PMS model.

It has customised 4 investment plans including- the bronze plan ranges between Rs. 25 lakh to Rs. 50 lakh. The silver investment plan of the company ranges from Rs. 50 lakh to Rs. 1 Crore.

The gold plan of the company ranges from Rs. 1 Crore to Rs. 5 Crore. And platinum investment plan is available for the clients having an investment portfolio of more than Rs. 5 crores.


Indiareit Fund Advisors PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Indiareit Fund Advisors PMS house are as follows-

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

Indiareit Fund Advisors PMS usually offer three kinds of fee or commission structures.


Indiareit Fund Advisors PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.09% of Investment
Investment  – 50L – 1 Cr.1.04% of Investment
Investment – 1 Cr. – 5 Cr.0.99% of Investment
Investment – 5 Cr. Plus0.89% of Investment

The prepaid commission model of the company is customised as per the requirements and needs of the clients.

Since it is a prepaid commission model so the clients are needed to lodge commission charges in advance before the investment tenure with the company starts.

This commission model entirely relies on the value of the investment.

In this fees structure, if the total investment amount ranges from Rs. 25 lakh to Rs. 50 lakh, the management fees will be 1.09% of the investment.

If it is between the range of Rs. 50 lakh to Rs. 1 Crore, the commission charges are 1.04% of the total investment. If the investment value ranges from Rs. 1 Crore to Rs. 5 Crore, the commission rates are 0.99% of the total investment amount. If it is above Rs. 5 Crore, the commission charges are 0.89% of the total investment value.


Indiareit Fund Advisors PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.118% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.110% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.098% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.083% of Total Transaction Volume

Indiareit Fund Advisors PMS volume% commission structure is totally dependent on the transactions are done by the wealth manager.

Also, it is more likely to be dependent on the stock market valuation and many other facets of the investment. This kind of commission models raises the value of the commission.

In this commission model, if the transaction volume is between the range of Rs.25 lakh to Rs. 50 lakh then the management fees will be 0.118% of the total transaction volume.

If the transaction amount is between the range of Rs. 50 lakh to Rs. 2 crores, the commission rates will be around 0.110% of the total transaction volume.

If the value of the transaction is between the range of Rs. 1 crore to Rs. 5 crores, the commission charges will be 0.098% of the total transaction amount.

And above Rs. 5 crores of transaction volume, the commission charges or management fees will be 0.083% of the total transaction value.


Indiareit Fund Advisors PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L21.5% of Profit
Profit Amount – 5L – 10L19.5% of Profit
Profit Amount – 10L – 50L17.4% of Profit
Profit Amount – 50L Plus15.1% of Profit

Indiareit Fund Advisors PMS has designed a very convenient and flexible commission model namely- profit sharing % commission, model.

If a client is choosing this type of commission model then he will be needed to share some percentage of the profit with the company only when the actual profit is realized him. Profit sharing % commission model assist customers to raise profit percentage and lessen risk.

In profit sharing % commission structure, if the profit amount is between the range of Rs. 2.5 lakh to Rs. 5 lakh, the profit sharing is around 21.5% of the total profit.

If the profit value ranges between Rs. 5 lakh to Rs. 10 lakh, the profit share will be 19.5% of the actual profit generated.

If the profit amount is between the range of Rs. 10 lakh to Rs. 50 lakh, profit sharing will be 17.4% of the total profit. For above Rs. 50 lakhs of profit, the profit sharing is 15.1% of the total profit.

Since Indiareit Fund Advisors PMS has created a very flexible commission structure for all of its clients or investors it has designed some other charges model or structure also includes, management charges, upfront fees, custodian charges, depository charges and exit load charges as well.


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Indiareit Fund Advisors PMS Charges

The below-given table is giving information about Indiareit Fund Advisors Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.70% – 0.90% of Asset Value
Brokerage Charges0.005% – 0.020% of Total Transaction Value
Custodian Charges0.12% – 0.32% of Asset Value
Depository Charges0.15% – 0.25% of Asset Value
Exit Load – within 12 months0.75% – 1.05% of Withdrawal Value
Exit Load – post 12 monthsFree

Indiareit Fund Advisors PMS is a reliable and popular-most broking company. It offers all-inclusive financial services at very low commission charges. Apart from commission charges, the PMS house levies some other types of charges that are described below-

  • The Indiareit Fund Advisors PMS charges management fees on the basis of the opted commission structure by the investor.
  • The company charges upfront fees from its clients that are between the range of 0.70% to 0.90% of total asset value.
  • The brokerage charges are also levied between the range of 0.005% to 0.020% of the total transaction value.
  • The PMS house also has custodian charges which are between the range of 0.12% to 0.32% of asset value.
  • Also, depository charges are between the range of 0.15% to 0.25% of the total asset amount.
  • Moreover, the broking house levy exit load charges which are charges on the basis of transaction withdrawal amount and transaction duration. If you withdraw the investment amount before 12 months the commission charges will be 0.75% to 1.05% of withdrawal value. And if you withdraw the amount after 1 year then no commission charges will be charged.

Indiareit Fund Advisors PMS Benefits

Find the details about Indiareit Fund Advisors 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

Indiareit Fund Advisors is a top-rated PMS company offers various financial solutions with impressive benefits. The benefits associated with the PMS house are listed below-

  • The PMS house facilitates top-up facility as well as total back office support so clients can get the entire portfolio related information easily.
  • SMS update and Email update facility is also offered for the huge convenience and satisfaction of clients.
  • Flexible investment plans and commission models are also designed for the client for a soothing experience.
  • The company has massive experience in the portfolio management sector.

Indiareit Fund Advisors PMS Customer Care

The table given below is showing a detailed view of Indiareit Fund Advisors PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 7 Times a month
Issue Resolving TAT14 working days

Indiareit Fund Advisors PMS provide good support to all of its clients. The support services facilitated for the clients by the company are given below-

  • Call support
  • Email support
  • Relationship manager support.
  • The clients can call to their fund manager around 7 times in a month for an emergency.
  • The issue resolving TAT for the PMS house is 14 working days.

Indiareit Fund Advisors PMS Conclusion

Indiareit Fund Advisors PMS is a leading firm provides all kinds of finance-related solutions. If you are looking for any renowned and popular PMS house, go for Indiareit Fund Advisors and get all your financial needs fulfilled.


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