Janak Merchant PMS is one of the top-notch PMS institutions in India renowned for several reasons. To start with, they offer quality services consistently year after year.

The services they provide are backed by tons of experience in this industry and a robust client support service. Commission fees are mostly reasonable, and there are not many complaints from the clients’ end as well.

However, the most compelling aspect which makes them unique is the investment strategies they deploy, which we will learn in this article later. Also, we will elaborate on the rate of returns and the commissions they charge.

Here is a detailed review of Janak Merchant Portfolio Management Services.

PMS Offers


Janak Merchant PMS – Customer Ratings & Review

Find Client ratings of Janak Merchant Portfolio Management Services –

Ratings
Returns Performance3.5 / 5
Services3.3 / 5
Charges3.4 / 5
Experience3.3 / 5
Strategies3.6 / 5
Client Support3.4 / 5
Overall Ratings3.4 / 5
Star Ratings★★★★★

Overview of Janak Merchant Securities Portfolio Management Services

Find a detailed overview of the Janak Merchant Securities portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationPune, Maharastra
LeadershipJaideep merchant & Mansingh Merchant
Yr. of Establishment1997

Janak Merchant PMS is a private limited company founded by the dynamic duo Mr. Jaideep Merchant & Mr. Mansingh Merchant.

The company established in the year 1997, with a vision to empower investment mentality among the common residents of India.

Now, with over two decades of operations, they have influenced a large number of people to invest more and crafted a way to earn profits. Meanwhile, the company headquarter is in the city of Pune, which is in Maharashtra.

Now, we will have a discussion about Janak Merchant Securities portfolio management service company review, its PMS returns, PMS charges and more.


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    Types of Janak Merchant PMS

    There are 2 types of Janak Merchant Portfolio Management Services –

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    Just like every other successful PMS institution, Janak Merchant Securities also deals with Discretionary and Non-Discretionary services. We will discuss the strategies which are related to these services later.


    Janak Merchant PMS Fund Managers Details

    The table given below is providing the entire details about the fund manager of Janak Merchant PMS company.

    Fund Manager’s Details
    NameJaideep Merchant
    Experience20 years
    Highest QualificationCFA
    AUM (in Cr.)103 Cr.
    Number of Clients147
    Investment Tenure3yrs

    The Fund Manager is the most integral part of any PMS institution as well as its investment schemes. Here, the name of the Fund Manager is Jaideep Merchant.

    He is a young man of age 20, and his highest academic qualification is CFA. What is exciting; at this young age, he already has 147 clients with approximately 103 Crores INR as AUM. Usually, his investment tenure is for three years.


    Know Fund Managers of Other Portfolio Management Service Companies


    Janak Merchant PMS Strategies

    The below table is providing details about the Janak Merchant Securities portfolio management service strategies-

    Strategies
    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    The services that Janak Merchant Securities can be of any type. They make strategies for large-cap investments for large scale companies which typically starts from ₹5,00,00,000.

    This type of plans is usually long-term investments where the risk factor is moderate. Then there are Diversified Strategies meant for medium to large-scale companies.

    These kinds of investment plans deal with a variety of portfolio services like Equity Portfolio, Optimiser Portfolio, MF Direct Portfolio, Moat Portfolio, and many more. Here, the risk factor depends on that particular strategy.

    Finally, they also deal with Small – Midcap Strategies, where the investment capital typically lurks between ₹25,00,000 to ₹5,00,00,000.

    Meanwhile, the risks involved in this category usually are higher than other plans, which is mainly because of its short-term investment tenure.


    Janak Merchant PMS Returns / Performance

    The below table is giving details about Janak Merchant PMS returns and performance-

    Returns (CAGR)
    3 Year10.5%
    5 Year9.8%
    7 Year10.3%
    10 Year9.5%
    11 Year Plus11.5%

    The return rate or what we call the Compound Annual Growth Rate (CAGR) that Janak Merchant Securities provide is exciting and interesting.

    To start with, they offer 10.5% for a 3-year investment plan, which is decent enough compared with their rival companies.

    Next, they have a 5-year investment plan for which they offer 9.8%, which to some experts’ opinion is excellent. Then there is the 7-year investment plan, which they nailed it entirely by providing a massive 10.3%.

    Then there comes the 10-year plan where they steal the show again with a 9.5% return, and finally, for everything over 11 years, they offer 11.5%, which is staggering compared to other PMS institutions.


    Know Returns of other PMS Brands


    Janak Merchant PMS Investment Plans

    Below the given table is providing details about the Janak Merchant Securities 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

    Janak Merchant Securities offer the starter pack, which is actually the  Bronze investment plan, where the invested amount ranges between ₹25,00,000 to ₹50,00,000.

    The next slab is between the amount ₹50,00,000 to ₹1,00,00,000, and this is called the Silver investment plan.

    Then there is the popular Gold investment plan, where the invested amount ranges between ₹1,00,00,000 to ₹5,00,00,000. Now, for everything above the range of ₹5,00,00,000, they call it the Platinum investment plan.

    The investors should keep this in mind that the better investment plan they pick, the lower the commission rate would be.

    So, it is advisory that the investors should scrutinize and compare the commission rates that Janak Merchant Securities imposes before availing any investment plan.


    Janak Merchant PMS Fee Structure or Commission Slabs

    Find the details about the types of commission models or fees structure offered by Janak Merchant PMS house are as follows-

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

    It may sound complicated, but it isn’t. We are talking about the various commission models that Janak Merchant Securities deployed to charge commissions for their service. There are three models, and here they are:


    Janak Merchant PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.35% of Investment
    Investment  – 50L – 1 Cr.1.25% of Investment
    Investment – 1 Cr. – 5 Cr.1.05% of Investment
    Investment – 5 Cr. Plus0.85% of Investment

    The Prepaid commission model is applicable when the investor pays the commission fees before the investment tenure begins.

    The simple reason for the investors to do this is because usually, the commission fees are lower than other commission models.

    That said, we must discuss the rate of commission that Janak Merchant Securities is charging. For the investment amount between ₹25,00,000 to ₹50,00,000, they charge 1.35%.

    For the investment amount between ₹50,00,000 to ₹1,00,00,000, they charge 1.25%. They charge 1.05% and 0.85% for the investment amount between ₹1,00,00,000 to ₹5,00,00,000 and everything above ₹5,00,00,000 respectively.

    Please note that all these commission rates are calculated based on the total invested amount.


    Janak Merchant PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.126% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.120% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.105% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.090% of Total Transaction Volume

    When the PMS institution charged a commission based on the total number of the successful transaction completed by the Fund Manager, that model is typically called Volume% Commission.

    Sometimes, market volatility can also make an impact on determining the final fees. Meanwhile, Veda Investment Managers charge 0.109% if the annual transaction amount is ₹25,00,000 to ₹50,00,000, and if the transaction amount ranges between ₹50,00,000 to ₹1,00,00,000, they charge 0.104%.

    Similarly, if the annual amount ranges between ₹1,00,00,000 to ₹5,00,00,000, they charge 0.090%, while for anything above ₹5,00,00,000, they charge 0.075%. All these commission rates are calculated annually on the total transaction volume.


    Janak Merchant PMS Profit Sharing% Commission

    The table given below is showing details about profit sharing% commission model-

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L21.8% of Profit
    Profit Amount – 5L – 10L20.8% of Profit
    Profit Amount – 10L – 50L19.8% of Profit
    Profit Amount – 50L Plus17.8% of Profit

    When the commission fee is applicable when the investors make a profit from the invested amount, that specific payment model is called the Profit Sharing% Commission.

    In most cases, investors prefer this model, as it involves low risks. Veda Investment Managers, on the other hand, charges 23.1% if the profit amount ranges from ₹2,50,000 to ₹5,00,000.

    In case the profit amount varies between ₹5,00,000 to ₹10,00,000, they charge 22.0%. Next is for the profit margin between ₹10,00,000 to ₹50,00,000, which is 20.3%, and finally, for anything above ₹50,00,000, they charge around 18.1%. Now, please note that all these calculation are done on a yearly basis.


    Know Charges models of other Portfolio Management Service Providers


    Janak Merchant PMS Charges

    The below-given table is giving information about Janak Merchant Securities Portfolio Management Service Charges-

    Charges
    Management FeesAs per commission model
    Upfront Fees0.62% – 0.92% of Asset Value
    Brokerage Charges0.005% – 0.025% of Total Transaction Value
    Custodian Charges0.18% – 0.32% of Asset Value
    Depository Charges0.16% – 0.30% of Asset Value
    Exit Load – within 12 months0.7% – 1.00% of Withdrawal Value
    Exit Load – post 12 monthsFree

    Here is the entire list of fees structure that Veda Investment Managers charges from the investors:

    • The commission fees that Veda Investment Managers charges are based on the existing commission models – Prepaid Commission, Volume% Commission, and Profit Sharing% Commission.
    • The Upfront fee that they charge ranges between 0.70% – 0.90% of the total asset value.
    • The Brokerage charges range between 0.009% – 0.036% of the total transaction value.
    • The Custodian charges ranges between 0.20% – 0.30% of the total asset value.
    • The Depository charges range between 0.18% – 0.30% of the total asset value.
    • The Exit Load that they charge within 12 months ranges between 0.75% – 1.25% of the withdrawal value.
    • The Exit Load that they charge after 12 months are free of cost.

    Janak Merchant PMS Benefits

    Find the details about Janak Merchant PMS advantages in the table given below-

    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

    Apart from the Whatsapp feature, Veda Investment Managers promptly delivers benefits and advantages to every client. Here is a list, however:

    • They provide Top-up Facility.
    • They provide Back-office Reports.
    • They provide Email Updates.
    • They provide SMS Updates.
    • They provide Portfolio Views.
    • They provide Detailed Views.
    • They provide Flexible Commission Models.
    • They provide Flexible Investment Plans.
    • They provide a massive experience.

    Janak Merchant PMS Customer Care

    The table given below is showing a detailed view of Janak Merchant PMS Customer Care.

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 8 to 10 Times a month
    Issue Resolving TAT23 working days

    Like most of the quality PMS institution, Veda Investment Managers deliver consistent client support. To start with, they offer an emergency Call Support and Email Support to resolve the problems or queries of the clients.

    Even though there are no dedicated Chat Support or Watsapp Support, they manage the support section brilliantly.

    They also offer Relationship Manager Support, where the maximum Issue Resolving TAT is up to 20 working days. Also, the clients can call the Fund Manager up to Six times in a month.


    Janak Merchant PMS Conclusion

    It is safe to say, in spite of the company of just over five years, Veda Investment Managers is delivering compelling services to their clients.

    Yes, there are sections where they should improve, but overall, it is a trustworthy company to be associated with.


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