Jain Investment Advisors PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 02, 2022Jain Investment Advisors PMS is a reputed portfolio management company with more than 500 clients in its kitty.
The firm started its journey as a portfolio management company in the year 2001 and since then it is serving the investors to build a sound portfolio and accumulate wealth through it.
The article below is a Jain Investment Portfolio Management Services review which will take you through the commission models the firm uses, the charges it takes, the investment plans it has and most importantly, in this article you will find a detailed idea of the investment strategy they use.
Jain Investment Advisors PMS – Ratings & Review by Top10StockBroker
| Ratings | |
| Returns Performance | 3.1 / 5 |
| Services | 2.9 / 5 |
| Charges | 2.5 / 5 |
| Experience | 3.3 / 5 |
| Strategies | 3.2 / 5 |
| Client Support | 3.0 / 5 |
| Overall Ratings | 3.1 / 5 |
| Star Ratings | ★★★★★ |
Overview of Jain Investment Portfolio Management Services
Find a detailed overview of the Jain Investment portfolio management service in the table given below-
| Overview | |
| Company Type | Private |
| Registered Location | Mumbai, Maharashtra |
| Leadership | Vinod Jain |
| Yr. of Establishment | 2001 |
The Jain Investment Portfolio Management Services was founded by Vinod Jain who is the Managing Director of the firm at present.
The firm was established with the motto of rendering investment services to the investors who want to grow their wealth by investing in stocks and other funds.
The firm was found in the year 2001 and has been registered with SEBI. Since then the performance of the firm has been growing and it has been generating good returns every year for the investors.
The founder and MD Vinod Jain are having an experience of many years in the business of stock market and investment analysis and investments.
He has done his CA as well before getting in to the investment business. The other members of the core team are Rajesh Jha who is the co-founder of the firm and Abhisham Bali is the CEO Assetica in the businesses based in Singapore and other places of Jain Investment Advisors PMS.
Now, we will have a discussion about Jain Investment portfolio management service company review, its PMS returns, PMS charges and more.
Types of Jain Investment Advisors PMS
| Types of PMS | |
| Discretionary | Yes |
| Non-Discretionary | Yes |
The two types of Jain Investment Advisors PMS services are Discretionary and non-discretionary.
The discretionary services mean that the fund manager will take care of the client’s portfolio fully and all the decision regarding the investment in the portfolio are taken by the fund manager himself and he may or may not consider the investors here.
He is set to generate a particular return in a year and that he does by taking his own call on the investment.
On the other hand, the investors opting for the non-discretionary services are required to provide clear cut instructions to the fund manager from their side and consult everything with the fund manager and finally, the investor takes all the decision about the portfolio investment.
The fund manager needs to follow the instructions only and guide the investors.
Jain Investment Advisors PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Jain Investment Advisors PMS company.
| Fund Manager’s Details | |
| Name | Mr. Harshit Singhvi |
| Experience | 12 Years |
| Highest Qualification | MBA |
| AUM (in Cr.) | 600 Cr. |
| Number of Clients | 8,500 |
| Investment Tenure | Minimum 3 yr. |
The Jain Investment Advisors PMS Fund Manager is Mr. Harshit Singhvi who has been in the investment management for the last 12 years and after he completed his MBA he joined the markets.
He is at present managing more than five hundreds of clients for the firm whose total net asset under management is around 600 crores.
The fund manager is prudent enough to generate a good and stable return every year and he keeps the usual investment tenure close to three years.
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Jain Investment Advisors PMS Strategies
The below table is providing details about the Jain Investment portfolio management service strategies-
| Strategies | |
| Large Cap Strategy | Yes |
| Diversified Strategy | Yes |
| Small – Midcap Strategy | Yes |
The Jain Investment Advisors PMS Strategy is known as “long term fundamental investing” where the fund manager focuses on the growth of the portfolio steadily by focussing on the fundamentals of the stocks investment in the portfolio.
The strategy is mainly based on the fundamental research and independent analysis of the market as a whole not specific to any particular investment universe.
It is concentrated strategy where the investor’s money is put across a very few stocks/companies and then the portfolio is being monitored and changes are made as required to keep the capital intact and accumulate wealth on the same.
This strategy requires a lot of research and time to keep an eye on every single company that is becoming profitable and can be added to the portfolio along with the ones already in the portfolio.
The first thing that the fund manager considers the selection of companies is whether the future share price of the company is going to shoot up or not.
It is obviously a long-term process as mentioned, the usual investment tenure is three years. Then whether the industry is attractive or not that is whether it is developing industry or slugging one.
Finally, the criterion to check is the company management and their decisions. It is very important to evaluate the company’s management before investing in the company.
Jain Investment Advisors PMS Returns / Performance
The below table is giving details about Jain Investment Advisors PMS returns and performance-
| Returns (CAGR) | |
| 3 Year | 9.2% |
| 5 Year | 8.5% |
| 7 Year | 7.8% |
| 10 Year | 9.2% |
| 11 Year Plus | 10.1% |
The Jain Investment Advisors PMS Returns are pretty impressive whether you check the last three years or more than that. In the past 5 years, the firm has been providing great returns to the clients as you can see in the table.
Though the seven and ten years returns are little lower the recent year’s returns have been really great. If you compare the same with the market, then you will understand, the firm has been generating more returns than many of its peers in the last five years especially.
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Jain Investment Advisors PMS Investment Plans
Below the given table is providing details about the Jain Investment 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 |
The investment budget is a crucial thing to decide the amount of profit you can generate and wealth you can accumulate. Not every investor is the same or having the same amount of investment budget.
The Jain Investment Advisors PMS Investment Plans suits different types of investors with different investment budget and goals.
As you can see in the table above, there are four different plans for different investment brackets. The minimum investment is though fixed but there is no cap on the investment amount. You can invest as much as you want.
Jain Investment Advisors PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Jain Investment Advisors PMS house are as follows-
| Commission / Fees Structure | |
| Prepaid Commission | Yes |
| Volume% Commission | Yes |
| Profit Sharing% Commission | Yes |
Jain Investment Portfolio Management Services Fee Structure is comprised of prepaid commission which is the commission you have to pay for investing the amount with the firm.
This is charged on the basis of the investment and then as per the transactions you make with the invested amount, the volume of the transactions will be charged at volume% commission.
Finally, there is a commission on the amount of profit you make from the investment. The fund manager generates profit from your investment and a share of the same has to be shared with the firm.
Jain Investment Advisors PMS Prepaid Commission
| Prepaid Commission (Yearly) | |
| Investment – 25L – 50L | 1.18% of Investment |
| Investment – 50L – 1 Cr. | 1.08% of Investment |
| Investment – 1 Cr. – 5 Cr. | 0.98% of Investment |
| Investment – 5 Cr. Plus | 0.88% of Investment |
The Jain Investment Advisors PMS Prepaid Commission is as mentioned above is charged as per the invested amount.
So, you can refer from the table that the commission is higher when the amount of investment is lower and vice versa. So, if you want to reduce your commission you have to invest a bigger amount.
However, if you compare the commission with other firm’s same commission then you will see the percentage is quite on the higher side of the scale prevailing in the market except for the highest investment bracket.
Jain Investment Advisors PMS Volume% Commission
| Volume% Commission (Yearly) | |
| Transaction Volume – 25L – 50L | 0.119% of Total Transaction Volume |
| Transaction Volume – 50L – 1 Cr. | 0.114% of Total Transaction Volume |
| Transaction Volume – 1 Cr. – 5 Cr. | 0.109% of Total Transaction Volume |
| Transaction Volume – 5 Cr. Plus | 0.100% of Total Transaction Volume |
The volume of transaction is the base for this Jain Investment Advisors PMS Volume% Commission which is as you can see is lower if compared to the market average. The firm charges this commission on the transactions carried on with the investment in the portfolio.
Jain Investment 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 – 5L | 22.0% of Profit |
| Profit Amount – 5L – 10L | 21.5% of Profit |
| Profit Amount – 10L – 50L | 20.5% of Profit |
| Profit Amount – 50L Plus | 18.5% of Profit |
The Jain Investment Advisors PMS Profit Sharing Commission if compared to peer company’s commission in this same segment then you will see that the percentage this firm charges quite an average percentage.
The profit-sharing percentage is the main source of income for the firm and thus they have kept it at an average level so that it keeps coming every time.
The most important thing here is the profit-sharing is dependent on the fund manager itself, if he can generate more profit, he can earn more though the percentage of commission goes down as the number of profit increases but, if you generate a whooping profit, and charge the minimum percentage of commission then also you will earn more than earning a lower profit.
Know Charges models of other Portfolio Management Service Providers
Jain Investment Advisors PMS Charges
The below-given table is giving information about Jain Investment Portfolio Management Service Charges-
| Charges | |
| Management Fees | As per commission model |
| Upfront Fees | 0.70% – 0.90% of Asset Value |
| Brokerage Charges | 0.009% – 0.036% of Total Transaction Value |
| Custodian Charges | 0.20% – 0.30% of Asset Value |
| Depository Charges | 0.18% – 0.30% of Asset Value |
| Exit Load – within 12 months | 0.75% – 1.25% of Withdrawal Value |
| Exit Load – post 12 months | Free |
Apart from the commission of the firm against the three segments mentioned above, there are few other Jain Investment Advisors PMS Charges.
The brokerage charges are quite high as you see in the table and if compared with other companies in the same domain. Then the upfront fees are higher than peers.
If you take the custodian fee and depository charges into account then all you will find those are higher than the average in the market.
The exit load within 12 months is payable which is common with any firm in this domain and after twelve months it is free.
Jain Investment Advisors PMS Benefits
Find the details about Jain Investment Advisors PMS advantages in the table given below-
| 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 |
The Jain Investment Advisors PMS Benefits are –
- Reputed firm
- Highly experienced team members and investment analysts and fund manager
- Commission models are quite easy to understand and pays well
- Reasonable commission
- There are a variety of investment plans for the investors
- The updates are sent via email and SMS all the time
- Back office reports are generated and sent to the clients for the portfolio view
Jain Investment Advisors PMS Customer Care
The table given below is showing a detailed view of Jain Investment Advisors PMS 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 – 8 Times a month |
| Issue Resolving TAT | 13 working days |
The Jain Investment Advisors PMS Customer Care is available for the clients for resolving any complaints and issues faced by them. You can reach them by calling or emailing them.
You can call the fund manager eight times in a month at max. The usual time taken by the customer care team to resolve any issue is 13 working days which is quite low compared to other firms.
Jain Investment Advisors PMS Conclusion
The Jain Investment Advisors PMS Conclusion can be drawn as per the information we saw above and that is the firm is providing good returns to the clients in last few years and also charging a reasonable commission though the other charges are high.
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