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 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
Star Ratings ★★★★★

Overview of Invesco Portfolio Management Services

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

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Saurabh Nanavati
Yr. of Establishment 2007

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


Types of Invesco PMS

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

Types of PMS
Discretionary Yes
Non-Discretionary Yes

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
Name Taher Badshah
Experience 23 Years
Highest Qualification MBA
AUM (in Cr.) Approx 300 Cr.
Number of Clients 90+
Investment Tenure Minimum 3 yr.

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.

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 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.

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

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 Year 7.0%
5 Year 8.5%
7 Year 12.5%
10 Year 9.0%
11 Year Plus 10.5%

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 PMS Indianivesh PMS NJ Wealth PMS SBI Funds PMS
HDFC PMS IDFC PMS Karvy PMS Credent Asset PMS
Pelican PMS Centrum PMS LIC PMS Sundaram 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 Commission Yes
Volume% Commission Yes
Profit Sharing% Commission Yes

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 – 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 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 – 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

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 – 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

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 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-

Charges
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

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 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

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 Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
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 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


Know everything about more PMS companies

Tamohara Investment PMS Unifi Capital PMS 2Point2 Capital PMS Ambit 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

Offer valid for limited time.