Invesco PMS – Review, Strategies, Returns, Charges & moreLast Updated Date: Dec 02, 2022
Invesco PMS is a renowned as well as popular investment company available across the nation. In this article, we will have a detailed review of Invesco PMS, its Strategies, its Commission Models, its Investment Plans, Returns/ Performance and more.
Find out the detailed review of Invesco Portfolio Management Service here-
Invesco PMS – Ratings & Review by Top10StockBroker
|Invesco PMS Ratings|
|Returns Performance||2.5 / 5|
|Services||2.7 / 5|
|Charges||2.8 / 5|
|Experience||2.9 / 5|
|Strategies||2.7 / 5|
|Client Support||2.6 / 5|
|Overall Ratings||2.7 / 5|
Overview of Invesco Portfolio Management Services
The table given below is providing the details regarding the overview of Invesco PMS-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||2007|
Invesco is a highly leading and renowned investment management company available in India. The PMS company was established by Mr Saurabh Nanavati in the year 2007.
Its headquarters are located in Mumbai, Maharashtra. The Invesco PMS company is registered under the Securities Exchange Board of India (SEBI).
One of the highly renowned and popular business modules of Invesco is a portfolio management service module. The company is greatly known for its PMS services in the stock market. They have a huge range of fund managers who handle their PMS business.
Now, we will discuss Invesco PMS Reviews, Charges, Returns and more.
Invest in Invesco PMS – Fill up the form Now!
Types of Invesco PMS
The table given below is providing the entire details regarding the types of Invesco Portfolio Management Service.
|Types of PMS|
Normally, Invesco Portfolio Management Service company is good at providing both types of PMS- (Discretionary and Non- Discretionary).
Most people choose to prefer discretionary PMS because, with this type, the whole portfolio account can be managed by the fund managers of the company.
And in the non-discretionary PMS type, clients choose to get investment ideas from a renowned consultancy for making a final investment decision.
Invesco PMS Fund Managers Details
The table given below is providing the details of Invesco PMS Fund Manager’s Details.
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 300 Cr.|
|Number of Clients||90+|
|Investment Tenure||Minimum 4 yr.|
Mr Taher Badshah (Chief Investment Officer – Equities)
Since Invesco PMS is the leading asset management firm, it has various fund managers to handle its PMS business but the highly experienced one is Taher Badshah who is holding 24 years of experience in the field of asset management. Mr Taher Badshah is an MBA by profession.
Mr Amit Nigam (Portfolio Manager)
The portfolio manager of Invesco is Mr Amit Nigam. His experience accounts for 19 years in the Indian equity markets. His past experiences are linked to Essel Mutual Fund, BNP Paribas Investment Partners, BNP Paribas Mutual Fund, and SBI Funds Management & Reliance Industries Ltd.
As for their educational qualification, he holds a Mechanical Engineering Degree from the Indian Institute of Technology Roorkee and a PGDBM from the Indian Institute of Management, Indore.
Normally, the fund managers of Invesco PMS hold an AUM of more than 300 Cr. and do handles more than 90 employees. The investment time duration for any client in Invesco PMS is a minimum of 4 years.
Know Fund Managers of Other Portfolio Management Service Companies
|ICICI Pru PMS||Aditya Birla PMS||Alchemy PMS||Ask PMS|
|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Invesco PMS Strategies
The table given below is providing the details regarding Invesco PMS strategies.
|Invesco – Caterpillar||MIDCAP|
|Invesco – Challengers||LARGE-CAP|
|Invesco – DAWN||MULTI CAP|
|Invesco – RISE||MULTI CAP|
The Invesco PMS company has designed all kinds of PMS strategies for all of its clients. They are normally focused on large-cap strategy, diversified strategy and small-mid-cap strategy.
Here are some PMS strategies used by Invesco PMS-
Invesco PMS Caterpillar
Companies which make up the portfolio of this strategy are the ones which are fundamentally strong and also have high growth. The strategy picks up stocks from both midcap and small-cap companies.
The major focus is on businesses which have sustainable growth or the ones with niches and also have emerging business prospects. Investment opportunities which are under-owned and overlooked are of consideration here.
Through deploying a bottom-up approach, stocks pricked have a high potential for earning growth and P/E expansion. All in all, this strategy targets businesses with attractive returns on capital and adequate cash flow, alongside competitive advantage and industry attractiveness.
Invesco – Challengers
This is a long-term capital appreciation portfolio where the investors can earn by holding their investments for years. Here, the investment is made in a pool of securities from diversified sectors.
The portfolio includes Money Market Instruments, Equity & Equity Related Instruments, Mutual Fund Schemes, etc. Most of the time, the funds only offer exposure in the equity universe, but this is way wider than that.
Invesco PMS Dawn
Breaking out the terms of this strategy:
- D – Demand recovery across cyclical and consumer discretionary sectors
- A – Attractive valuation which endorses margin of safety
- W – Winning companies have made it to the newly emerged demand cycle, where efficiency is highly attained.
- N – New investment and credit cycle deployed to provide a boost to earnings recovery.
All in all, the strategy consists of investment which belongs to sectors which are set to benefit from a revival in a cyclical recovery. The focus is majorly on reversion and value style, including companies which have quality business models and management.
The approach in use here is Bottom-up, where stocks are picked up from any sector or market capitalization.
Invesco PMS Rise
This strategy takes into view, equity investment and equity-related market instruments. The resulting portfolio was created, on grounds of high conviction in 20-25 stocks. The stocks shortlisted belong to the businesses, which are majorly likely to benefit from a revival in economic growth.
Picked-up stocks are efficient in terms of operating and financial leverage, and also dividend yield. Precisely speaking of the stock selection approach, stocks with recovery potential and attractive valuations make up this portfolio.
Invesco PMS Returns / Performance
Find out the details regarding Invesco Portfolio Management Service returns in the table given below-
|Strategy||Invesco – Caterpillar||Invesco – Challengers||Invesco – DAWN||Invesco – RISE|
|Category||MIDCAP||LARGE-CAP||MULTI CAP||MULTI CAP|
|Inception Year||Jun 2006||Sep 2021||Aug 2017||Apr 2016|
The rate of return of Invesco PMS is extremely impressive and healthy. The broking house is capable enough to beat ten years of MFR (mutual fund returns).
The healthy return rate of Invesco Portfolio Management Services has made the company sort of top-notch PMS solution available in the country.
Know the Returns of other PMS Brands
|Asit C Mehta Investment PMS||Indianivesh PMS||Sundaram PMS||SBI Funds PMS|
|HDFC PMS||IDFC PMS||Karvy PMS||Credent Asset PMS|
|Pelican PMS||Centrum PMS||LIC PMS|
Invesco PMS Investment Plans
The below-given table is providing a good understanding of Invesco PMS Investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The table given above is defining the investment plans of Invesco PMS company. The company has customized convenient investment plans for all its customers. Normally, a minimum of Rs. 25 lakh is required for investing in any renowned company.
The Invesco PMS has all types of investment plans available. Bronze investment slab is between the range of Rs. 25 lakh to Rs. 50 lakh. The Silver investment slab is in the range of Rs. 50 lakh to Rs. 1 Cr.
A gold investment plan is in the range of Rs. 1 Cr. to 5 Cr. And the Platinum investment plan is available to only those clients who hold an investment portfolio of more than Rs. 5 Cr.
Since the Invesco portfolio management service company has the availability of all types of investment slabs. It has also customized several commission models for its clients to provide more convenience and satisfaction.
Invesco PMS Fee Structure or Commission Slabs
The table given below is providing a better understanding of the commission slabs of Invesco PMS.
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
The Invesco PMS company has categorised the commission model into 3 parts.
Invesco PMS Prepaid Commission
In the prepaid commission slab, management payout or commission payout is imposed in advance before the real-time period of the investment portfolio starts.
Since it is a prepaid commission slab, the commission charges are comparatively lower than the commission slabs.
|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 prepaid commission slab of Invesco PMS company is completely dependent on the investment volume.
If the investment volume is in the range of Rs. 25 lakh to Rs. 50 lakh, the management charges will be 1.5% of the total investment amount. If the investment volume of Rs. 50 lakh to Rs. 1 Cr., the management fees will be 1.4% of the total investment value.
With a high level of investment volume like- Rs. 1 Cr. to Rs. 5 Cr., the management charges will be 1.2% of the total investment value. And above Rs. 5 Cr. of the investment portfolio amount, the commission fees will be 1.0% of the total investment value.
Invesco PMS Volume% Commission
The Invesco PMS volume % commission model is entirely dependent on the total number of investment transactions made by the portfolio or fund manager.
The commission structure also has a dependency on the situation of the market and some other such aspects of the total investment amount.
It has a high management fee payout as compared to other commission slabs.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.15% of the Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.14% of the Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.12% of the Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.10% of the Total Transaction Volume|
In this commission slab, the management charges are imposed according to the loyalty of the fund manager and the market situation as well.
If the transaction value of Rs. 25 lakh to Rs. 50 lakh, the management charges will be 0.15% of the total transaction value. If the transaction value is in the range of Rs. 50 lakh to Rs. 1 Cr., the management charges will be around 0.14% of the total transaction amount.
For high transaction volume like- Rs. 1 Cr. to Rs. 5 Cr., the commission payout will be around 0.12% of the total transaction amount. And for more than Rs. 5 Cr. of the transaction value, the commission payout will be around 0.10% of the total transaction amount.
Invesco PMS Profit Sharing% Commission
The Invesco PMS profit-sharing commission model is convenient because the management charges are paid only when the profit value is realized. Such type of fee structure provides high-profit volume and minimises risk also.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||25% of Profit|
|Profit Amount – 5L – 10L||24% of the Profit|
|Profit Amount – 10L – 50L||22% of the Profit|
|Profit Amount – 50L Plus||20% of Profit|
Profit sharing % commission slab is usually a highly suitable and convenient commission structure available for all the portfolio clients. It is based on investment portfolio performance. This type of fee structure is provided to existing clients with the asset management company for 3 years and also the clients holding a huge investment portfolio.
For a portfolio with a profit value of Rs. 2.5 lakh to Rs. 5 lakh, sharing of profit will be 25% of the total profit value. If the portfolio with a profit value of Rs. 5 lakh to Rs. 10 lakh, the management charges will be 24% of the total profit value.
With a high amount of profit value on the investment portfolio like- Rs. 10 lakh to Rs. 50 lakh, sharing of profit will be 22% of the total profit volume. And more than Rs. 50 lakh of profit on the portfolio, the profit sharing will be 20% of the total profit amount.
Since the Invesco PMS company has designed very suitable and flexible fee structures. The broking house also imposes some other types of charges including- upfront fees, custodian charges, brokerage charges, depository charges and exit load charges etc.
Know Charges models of other Portfolio Management Service Providers
|Nine Rivers Capital PMS||Systematix PMS||Marathon Trends PMS||Reliance PMS|
|Prabhudas Lilladher PMS||Narnolia PMS||Accuracap PMS||SATCO PMS|
|Alfaccurate Advisors PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
Invesco PMS Charges
The table given below is providing the entire details regarding the Invesco PMS charges-
|Management Fees||As per the 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|
Here is the entire list of charges levied by Invesco PMS company-
- Management Charges- The Invesco company levy management fees according to the fee structure opted by the client and PMS house.
- Upfront Charges- Upfront charges are charged as advance fees. This kind of charge is levied between the range of 0.75% to 1.25% of the total asset value.
- Brokerage Charges- Brokerage charges are also levied by the PMS house. It is normally between the range of 0.007% to 0.011% of the total transaction value.
- Custodian Charges- Custodian charges are charged as per the asset value. This type of charge ranges from 0.17% to 0.27% of the total asset value.
- Depository Charges- Depository charges are levied between the range of 0.10% to 0.18% of the total asset value.
- Exit Load Charges- Exit load charges normally have a dependency on withdrawal amount and withdrawal time as well. If the withdrawal is made during 1 year then the commission charges will be 0.7% to 1.0% of the total withdrawal amount. If it is processed post 1 year then no commission charges are taken by the PMS house.
Invesco PMS Benefits
The table given below is providing the entire details regarding the Invesco PMS benefits-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Here is the list of benefits associated with Invesco PMS company-
- The Invesco PMS provides appropriate top-up facilities to all its clients for huge convenience.
- It avails login details or credentials to all its customers so that all the clients can be able to check the entire details and reports of their investment portfolio easily.
- The company provide Email update as well as an SMS update facility to the clients for checking the updates regarding all the happening transactions by the fund manager.
- It also provides flexible investment plans and suitable commission models to all the customers for huge satisfaction.
- The Invesco PMS house has massive experience in the Portfolio Management Service sector.
Invesco PMS Customer Care
The table given below is providing the details regarding Invesco Portfolio Management Service Customer Care-
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 2 to 5 Times a month|
|Issue Resolving TAT||11 working days|
The Investor PMS house provides call support so that their existing portfolio investors can directly call their fund manager for any query.
Email support is also provided to the clients for huge satisfaction and convenience.
The Invesco PMS company is also good at offering appropriate Relationship Manager Support. Client’s holding a huge investment portfolio can call their fund manager 5 times a month and clients with low investment portfolios can call their fund manager 2-3 times a month.
The issue resolving TAT for Invesco PMS is 11 working days.
Invesco PMS Conclusion
Invesco PMS is the leading and most popular fund management company available across the country. Their convenient portfolio service management strategies have also given fine results to all the clients.
The flexible investment plans and commission models of the company provide a lot of convenience to the clients. The services and support system are also very useful.
Are you in search of a portfolio management service company? Go for Invesco PMS and get convenient services regarding the investment portfolio.
Invesco PMS FAQs
Ques – How can I invest with INVESCO PMS?
Answer – All clients have the option to invest directly, without the intermediation of persons engaged in distribution services. To invest in Invesco PMS, the procedure is absolutely easy and hassle-free. Once you open our site, you will find an Invest In Invesco PMS fill-up form right on the website. One needs to fill in the compulsory details that are required including your name, mobile number and city of Residence. Select your service requested and click on submit. This way you will be led to the further steps of investment.
Ques – Who is the current fund manager of Invesco PMS?
Answer – Invesco is a well-established and renowned investment management firm in India. Mr Saurabh Nanavati founded the PMS company in the year 2007. Its head office is in Mumbai, Maharashtra. Invesco PMS is registered under the Board of Securities Exchange of India (SEBI).
Ques – What is the approx AUM of INVESCO PMS?
Answer – Invesco Pvt Ltd has a huge list of Fund managers or Portfolio managers. Mr Amit Nigam is the highly experienced and educated fund manager available in the company. He has more than 18 years of experience in the portfolio management service sector In terms of educational qualifications, he holds a degree in Mechanical Engineering from the Roorkee Indian Institute of Technology and a PGDBM from the Indore Indian Institute of Management. The fund managers of Invesco PMS usually hold an AUM of over 300 Cr. The length of the investment period for every Invesco PMS customer is a minimum of 3 years.
Ques – Where can I check the return or performance of INVESCO PMS?
Answer – The returns and performance of Invesco PMS are present right on our website. The return rate of the alchemy portfolio management service-providing company is quite healthy and impressive. It has the capability of Beating MFR (mutual fund returns) of around 10 plus years.
The safe and robust success of the company has made it into the country’s top PMS business list. We show the full facts and figures in a tab for the convenience of our customers. Alchemy is known for having an exceptional portfolio management service and has exceeded mutual fund returns for more than 10 years.
Ques – What are the different strategies used by INVESCO PMS?
Answer – The article provides the various strategies that Invesco incorporates within the form of a table on our website. As per the table on our website, PMS house has various types of effective PMS strategies. The basic strategies are PMS Dawn, Invesco OMS Caterpillars and more.
Ques – Where to find the fee structure and commission rate of INVESCO PMS?
Answer – The data regarding all the details of INVESCO PMS is present on the website. We have provided detailed information with all the important heads and done so in the form of tables and charts. Henceforth, to find the fee structure and commission rate of INVESCO PMS, one can locate the details easily on our website provided.
Ques – How to call or reach INVESCO PMS customer care?
Answer – Invesco PMS gives priority to their clients. It provides all required support so that the clients do not feel inconvenienced while dealing with the Alchemy PMS. One can directly call the company to get the answers to their questions. The company has also provided Email and WhatsApp facilities for the convenience of the clients. A relationship manager is also appointed by the company to make the relationship strong between the fund manager and investors.
Ques – What are the benefits of investing with INVESCO?
Answer – The company provides flexible investment plans as well as commission/fee models so that clients can choose according to their convenience.
- The customer support system is well-structured with a lot of benefits. Invesco PMS provides all its customers with sufficient top-up facilities for tremendous convenience.
- It provides all its clients with login information or passwords so that all customers can conveniently review the full details and reports of their investment portfolio.
- Hence, if you are looking to get a reliable PMS house with a superior return, you can choose the company without any hesitation.
Ques – What are the different charges involved with INVESCO PMS?
Answer – There are various charges involved in the Invesco PMS. The taxes that are levied include Upfront fees, Brokerage charges, Custodian charges, Depositary charges and Exit Load Charges. The management fee is decided based on the commission model opted, the fund manager, risk, and investment amount.
Ques – Where can I find all the details about INVESCO PMS?
Answer – All the details regarding the Invesco portfolio management services are provided on the website. To make the work feasible and flexible for our customers, we have provided the data through charts, maps and graphs. This way the customer can easily locate all the information they require on our website.
Invest in Invesco PMS – Fill up the form Now!
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