Janak Merchant PMS – Review, Strategies, Returns, Charges & more

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 –

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-

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

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.

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Janak Merchant PMS Strategies

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

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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.

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Janak Merchant PMS Charges

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