Invasset PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 21, 2022Invasset PMS is a decently rated service provider mainly operating under the investment category on behalf of the customers. The company was founded in 2020 by Rajnish Garg, Anirudh Garg, and Anuj Gupta.
Every Organization is led by some core values and driven forces that keep them motivated all the time and encourage them to outdo themselves in every fulfilling manner.
For Invasset, this motivation comes from the idea of offering investors financial freedom. The entity strives to go above and beyond to facilitate the uppermost services.
Invasset PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Invasset Portfolio Management Services –
Invasset PMS Ratings | |
Returns Performance | 3.3 / 5 |
Services | 3.2 / 5 |
Charges | 3.1 / 5 |
Experience | 3.0 / 5 |
Strategies | 3.1 / 5 |
Client Support | 3.1 / 5 |
Overall Ratings | 3.1 / 5 |
Star Ratings | ★★★★★ |
The above ratings given in the table will help us to understand better the performance of Invasset PMS broking house in every field.
Overview of Invasset Portfolio Management Services
Overview | |
Company Type | Private |
Registered Location | Punjab |
Leadership | Rajnish Garg |
Yr. of Establishment | 2020 |
Portfolio Management Services, as we know, are services rendered by an expert entity consisting of fund managers, researchers, and individuals bearing other unique skill sets that aid the Organization in thriving in its present businesses and augmenting into new ones.
Invasset, by its name itself, lays down its very foundation. It attempts to bring two essential and relatable elements of finance management, i.e., investment and asset.
With a strong research team and the pinch of AI technology, they ponder among numerous stocks and dig out nothing but the best for the customers.
The stock bunch should be so efficiently grouped that every element plays its role toward consistent growth and increasing wealth. Invasset does all the work while its customers can easily sit back and pin their attention to other subjects.
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Types of Invasset PMS
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
Investors will be happy to know that Invasset PMS provides both Discretionary as well as Non- Discretionary portfolio management services.
Let’s quickly take a look at what is the essence that parts these two types of Portfolio Management Services.
So, first Discretionary, in this case, the portfolio manager makes all the discreet decisions on behalf of the clients, from research to allocation of the investors’ funds.
On the contrary, Non-Discretionary allows the clients freedom to make investment decisions on the portfolio. Both forms of portfolios are widely known, and the customers pick the one that compliments their preferences and concerns.
Invasset PMS Fund Managers Details
Fund Manager’s Details | |
Name | Rajnish Garg |
Experience | 25 Years |
Highest Qualification | CA |
AUM (in Cr.) | Approx 53.08 Cr. |
Number of Clients | 53 |
Investment Tenure | Minimum 3-5 yrs. |
Rajnish Garg
The profile of Rajnish Garg itself is so impressive to interest any person and convinces them to invest with him. A Chartered Accountant and Company Secretary by profession, so better than him when it comes to finances or policies.
He carries an experience of over 27 years in the financial market and is a very respected stock market participant in North India.
Anirudh Garg
Partner and Head – Research at Invasset, Mr. Anirudh Garg, has 12+ years of experience in stock market research. His skills and experience give the company a fresh and unique perspective on researching the right set of stocks to invest in.
He wishes to contribute to the vision of money creation for every Indian with the help of a disciplined, data-driven approach.
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Invasset PMS Strategies
Strategies | |
Invasset – Growth Pro Max | MULTI CAP |
Invasset – Growth Pro Max
Growth Pro Max is a multi-cap portfolio strategy that incorporates equities from different levels and life spans to contribute to the wealth creation ambition of the company.
Invasset carefully researches via its research team and AI algorithm to combine only the high-potential stocks and invest them. The portfolio has successfully been established, and the outcomes are mighty for the time it has been active.
Invasset PMS Returns / Performance
Strategy | Invasset – Growth Pro Max | |
Category | MULTI CAP | |
Return (CAGR) | 1M | -2.70% |
3M | 20.75% | |
6M | 3.63% | |
1Y | 1.54% | |
2Y | 36.58% | |
3Y | NA | |
5Y | NA | |
Since Inception | 30.15% | |
Inception Year | Jan, 2020 |
Invasset PMS was recently formed in 2020. It presently has designed one portfolio strategy to suit the requirement of its customers and to serve them what they desire.
The company is driven towards offering flexible investment ideas tailored to suit the specifics of the clients.
The portfolio created by Invasset, Growth Pro Max, is a successful ploy setup to allure wealth by grouping some of the supremely potential stocks for generating outstanding income for clients while they carry on their lives peacefully without getting their heads in the tangled financial market.
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Invasset PMS Investment Plans
Investment Plans | |
Bronze (25L – 50L) | Yes |
Silver (50L – 1 Cr.) | Yes |
Gold (1 Cr. – 5 Cr.) | Yes |
Platinum (5 Cr. Plus) | Yes |
Investment has no other cap, and the portfolio management market is the right example. Here, you can invest for any amount from 25 lakhs to any number you can think of, i.e., 1 Crore, 5 Crore, and 10 Crore, or whatever the investor wants.
Invasset PMS Investment Plans are mere categories where the investible amount is divided into different ranges to make investment and their management easier. Investment plans like Bronze, Silver, Gold, and Platinum have been put forth to choose from.
Invasset PMS Fee Structure or Commission Slabs
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
With Invasset, you are given the freedom to choose your commission model. You can choose from the options like Prepaid Commission, Volume-based Commission, and Commission in the form of Profit Sharing.
The percent, quantum, categories, and charge bases are distinct in each of these commission models.
Portfolio managers are required to operate efficiently, and for such efficiency, they need access to resources. With the commissions and other earnings, these entities provide their services and furnish resources.
Invasset PMS Prepaid Commission
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.2% of Investment |
Investment – 50L – 1 Cr. | 1.3% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.0% of Investment |
Investment – 5 Cr. Plus | 1.1% of Investment |
The prepaid commission is also considered as the upfront payment before the actual performance of services. This is one of the commission model forms employed by Invasset for rendering its services to customers.
This charge is imposed on the basis of investment value. For investment values from 25L – 50L, 1.3% of the investment is charged as a commission. In the same way, the commission is levied on different categories.
Invasset PMS Volume% Commission
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.12% of the Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.15% of the Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.12% of the Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.11% of the Total Transaction Volume |
Volume commission is charged in context with the total transaction value. A simple percent is applied to find out the commission value which will be paid to the portfolio manager by the clients.
This is a yearly charge levied on account of the services provided by the service provider. The commission is different for transaction value categories. In the case of Invasset, there are four categories.
Invasset PMS Profit Sharing% Commission
Profit Sharing% Commission (Yearly) | |
Profit Amount – 2.5L – 5L | 25% of the Profit |
Profit Amount – 5L – 10L | 23% of the Profit |
Profit Amount – 10L – 50L | 21% of the Profit |
Profit Amount – 50L Plus | 21% of the Profit |
Profit sharing commission percent implied by Invasset are almost similar to other competitive entities of the market. This way, the commission is neither overboard nor suppressing the entity’s survival.
For-profits from investments land into the span of 2.5 lakhs to 5 lakhs; the commission will be 25% of the profit.
Where the profit scale is beyond five lakhs but within ten lakhs, clients will be required to share 23% with Invasset in the form of a commission.
Know Charges models of other Portfolio Management Service Providers
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Sageone Investment PMS | Sanctum Wealth PMS | Shepherds Hill PMS |
Invasset PMS Charges
Charges | |
Management Fees | As per the commission model |
Upfront Fees | 1.2% – 2.0% of Asset Value |
Brokerage Charges | 0.01% – 0.05% of Total Transaction Value |
Custodian Charges | 0.20% – 0.35% of Asset Value |
Depository Charges | 0.21% – 0.35% of Asset Value |
Exit Load – within 12 months | 1.2% – 2.5% of Withdrawal Value |
Exit Load – post 12 months | Free |
Invasset PMS Charges comprise a variety of charges generally charged on a yearly basis. This includes Management Fees which are charged according to the commission model.
Further, Upfront fees are levied on the total asset value. The charge percentage of this ranges between 1.2% – 2.0%.
Then, there are some other charges like Brokerage Charges, Depository Charges, and Custodian Charges. Exit Load is the sum charged at the time of exiting or redeeming the funds.
Invasset PMS Benefits
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 |
Invasset aims to generate wealth for its customers by exploring the most benefitting stock choices.
From flexible investment plans and flexible commission plans, your quest for the right portfolio manager will come to an end with Invasset. They have suitable options for every sort of investor.
One can invest any quantum of money as they wish to, depending on the risk-taking and financial capacity. The company also offers timely back-office reports, email and SMS updates, and many other benefits.
Invasset PMS Customer Care
Customer Care | |
Call Support | Yes |
Email Support | Yes |
Chat Support | No |
Watsapp Support | Yes |
Relationship Manager Support | Yes |
Call to Fund Manager | Yes – 1 – 7 times a month |
Issue Resolving TAT | 7 working days |
Customer Care services are an inherent part of any organization engaged with direct end customers. And when the products or services involve finance, it becomes even more critical.
Invasset has put forth multiple forms of contact exchange platforms and sources where the customers can extend via call, message, WhatsApp, email, etc., as they want to.
Being reachable is an essential aspect for any financial service provider. This not only helps the customers resolve issues as the earliest but also builds trust.
Invasset PMS Conclusion
Invasset is an Indian private entity incorporated to serve its purpose as the portfolio manager in the market. The entity is also registered with SEBI to facilitate its services.
The company ventures the idea of financial freedom and is driven by the same force. They are backed by an excellent team of researchers bringing years and decades of experience from the stock market streets.
Invasset applies an AI algorithm to extract the jewels from the stock’s crown and put them in the portfolio basket to yield the highest returns.
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