Invesco PMS – Review, Strategies, Returns, Charges & more

Invesco PMS is 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-

PMS Offers


Invesco PMS – Customer Ratings & Review

Invesco PMS Ratings
Returns Performance2.5 / 5
Services2.7 / 5
Charges2.8 / 5
Experience2.9 / 5
Strategies2.7 / 5
Client Support2.6 / 5
Overall Ratings2.7 / 5
Star Ratings★★★★★

Overview of Invesco Portfolio Management Services

The table given below is providing the details regarding the overview of Invesco PMS-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipSaurabh Nanavati
Yr. of Establishment2007

Invesco PMS

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 PMS services in the stock market. They have a huge range of fund managers who handle their PMS business.

Now, we will have a discussion regarding Invesco PMS Reviews, Charges, Returns and more.


Invest in Invesco PMS – Fill up the form Now!

    Fill Your Details Here
    1. Invest in PMS / PCG


    Types of Invesco PMS

    The table given below is providing the entire details regarding the types of Invesco Portfolio Management Service.

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    Normally, Invesco Portfolio Management Service company is good at providing both the type of PMS- (Discretionary and Non- Discretionary).

    Most of the 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 non-discretionary PMS type, clients choose to get investment ideas from the 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
    NameTaher Badshah
    Experience23 Years
    Highest QualificationMBA
    AUM (in Cr.)Approx 300 Cr.
    Number of Clients90+
    Investment TenureMinimum 3 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 23 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 18 years in the Indian equity markets. His past experiences are linked to Essel Mutual Fund, BNP Paribas Investment Partners, BNP Paribas Mutual Fund, SBI Funds Management & Reliance Industries Ltd.

    As for the educational qualification, he holds a Mechanical Engineering Degree from Indian Institute of Technology Roorkee and a PGDBM from Indian Institute of Management, Indore.

    Normally, the fund managers of Invesco PMS holds 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 3 years.


    Know Fund Managers of Other Portfolio Management Service Companies

    ICICI Pru PMSAditya Birla PMSAlchemy PMSAsk PMS
    IIFL PMSMotilal Oswal PMSPorinju Veliyath PMSKotak PMS
    Angel Broking PMSAxis PMSDHFL Pramerica PMSEdelweiss PMS

    Invesco PMS Strategies

    The table given below is providing the details regarding Invesco PMS strategies.

    Strategies
    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    The Invesco PMS company has designed all kinds of PMS strategies for all of its clients. They are normally focussing on large-cap strategy, diversified strategy and small-mid cap strategy.

    Here are some PMS strategies used by Invesco PMS-

    Invesco Factor Investing Strategy

    Factors are basically the attributes of a bond or stock that can surely provide long-term and valuable returns. The Invesco asset management company believes that factors investing strategy has the capability to drive accurate asset and investment allocation decisions and all this can assist to enhance the diversification of investment portfolios.

    Invesco Smart Beta Strategy

    Smart beta exchange-traded funds normally seeks to beat the regular benchmark indexes by offering investment portfolio clients the advantages of compliant exposure.

    Invesco Alternatives Investment Strategy

    Alternatives investment strategy provide clients with exposure to a wide range of investment opportunities apart from traditional indexes, long-term bond and stock holdings and also assist in constructing a highly diversified investment portfolio for the investors.


    Invesco PMS Returns / Performance

    Find out the details regarding Invesco Portfolio Management Service returns in the table given below-

    Returns (CAGR)
    3 Year7.0%
    5 Year8.5%
    7 Year12.5%
    10 Year9.0%
    11 Year Plus10.5%

    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). Invesco PMS Returns for 3 years is 7.0%, for 5 years is 8.5%, for 7 years is 12.5%, for 10 years is 9.0% and for 11 years plus is 10.5% CAGR.

    The healthy return rate of Invesco Portfolio Management Services has made the company sort of top-notch PMS solution available in the country.


    Know Returns of other PMS Brands

    Asit C Mehta Investment PMSIndianivesh PMSNJ Wealth PMSSBI Funds PMS
    HDFC PMSIDFC PMSKarvy PMSCredent Asset PMS
    Pelican PMSCentrum PMSLIC PMSSundaram PMS

    Invesco PMS Investment Plans

    The below-given table is providing a good understanding of Invesco 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

    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 making an investment 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.

    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 holds an investment portfolio of more than Rs. 5 Cr.

    Since the Invesco portfolio management service company has all an availability of all types of investment slabs. It has also customized several commission models for its clients in order to provide more convenience and satisfaction.


    Invesco PMS Fee Structure or Commission Slabs

    The table given below is providing a better understanding regarding the commission slabs of Invesco PMS.

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

    The Invesco PMS company has categorised the commission model into 3 parts.


    Invesco PMS Prepaid Commission

    In prepaid commission slab, management payout or commission payout is imposed in advance before the real-time period of 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 – 50L1.5% of Investment
    Investment  – 50L – 1 Cr.1.4% of Investment
    Investment – 1 Cr. – 5 Cr.1.2% of Investment
    Investment – 5 Cr. Plus1.0% 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 the 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 fees payout as compared to other commission slabs.

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.15% 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. Plus0.10% of 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 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 really convenient because the management charges are paid only when the profit value is realized. Such type of fees structure provides high-profit volume and minimise risk also.

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L25% of Profit
    Profit Amount – 5L – 10L24% of Profit
    Profit Amount – 10L – 50L22% of Profit
    Profit Amount – 50L Plus20% of Profit

    Profit sharing % commission slab is usually a highly suitable and convenient commission structure available for all the portfolio clients. It is totally based on investment portfolio performance. Basically, this type of fees structure is provided to the 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 fees structures. The broking house also imposes some other type 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 PMSSystematix PMSMarathon Trends PMSReliance PMS
    Prabhudas Lilladher PMSNarnolia PMSAccuracap PMSSATCO PMS
    Alfaccurate Advisors PMSMarcellus PMSEmkay Investment PMSInvesco PMS

    Invesco PMS Charges

    The table given below is providing the entire details regarding the Invesco PMS charges-

    Charges
    Management FeesAs per commission model
    Upfront Fees0.75% – 1.25% of Asset Value
    Brokerage Charges0.007% – 0.011% of Total Transaction Value
    Custodian Charges0.17% – 0.27% of Asset Value
    Depository Charges0.10% – 0.18% of Asset Value
    Exit Load – within 12 months0.7% – 1.0% of Withdrawal Value
    Exit Load – post 12 monthsFree

    Here is the entire list of charges levied by Invesco PMS company-

    • Management Charges- The Invesco company levy management fees according to the fees structure opted by the client and PMS house.
    • Upfront Charges- Upfront charges are charged as advance fees. This kind of charges 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 charges 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 has 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
    Top-up FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    Here is the list of benefits associated with Invesco PMS company-

    • The Invesco PMS provides appropriate top-up facility 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 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-

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 2 to 5 Times a month
    Issue Resolving TAT11 working days

    The Investor PMS house provides call support so that their existing portfolio investors can directly call to their fund manager for any query.

    Email support is also provided to the clients for the 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 to their fund manager 5 times in a month and clients with low investment portfolio can call to their fund manager 2-3 times in 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 has 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 is 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.


    Invest in Invesco PMS – Fill up the form Now!

      Fill Your Details Here
      1. Invest in PMS / PCG


      Know everything about more PMS companies

      Tamohara Investment PMSUnifi Capital PMS2Point2 Capital PMSAmbit Capital PMS

      Most Read Articles
      10 Best Practices of Share Market
      SIP Investment
      Equity Mutual Fund Investment
      Stock Market Investment
      What is an IPO?
      Sub Broker Model Discontinued
      How to Invest in Share Market
      Mutual Fund vs Real Estate
      Upcoming IPOs

       

      Leave a Reply

      Your email address will not be published. Required fields are marked *

      Double your Investment in just 3 Years Invest in PMS
      ×

      Share your details & Become Sub Broker Now!

        1. Become Sub Broker

        Offer valid for limited time.

        ×

        Share your details & Open Demat A/C Now!

          1. Open Demat Account

          Offer valid for limited time.

          ×

          Share your details & Get IPO Allotment Now!

            1. Invest in IPO

            Offer valid for limited time.

            ×

            Share your details & Invest in PMS Now!

              1. Invest in PMS / PCG

              Offer valid for limited time.