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Jeetay Investments PMS is one of the oldest PMS institutions in India right now. They are famous for the consistency in the services they provide over the years.

Also, their support team is like a cherry on top of a cake. The investment strategies are dynamic and flexible as they are immensely experienced.

There are some grievances about their fees structure, but investment return they deliver is worth mentioning. Overall, they are one of the best PMS institutions in the country, for sure.

Find detailed review of Jeetay Investments Portfolio Management Services below –

PMS Offer


Jeetay Investments PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Jeetay Investments Portfolio Management Services –

Ratings
Returns Performance 3.2 / 5
Services 3.1 / 5
Charges 3.4 / 5
Experience 3.3 / 5
Strategies 3.2 / 5
Client Support 3.1 / 5
Overall Ratings 3.2 / 5
Star Ratings ★★★★★

Overview of Jeetay Investments Portfolio Management Services

Find a detailed overview of the Jeetay Investments portfolio management service in the table given below-

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Mr. Chetan Parikh
Yr. of Establishment 1984

First and foremost, Jeetay Investments is a private limited company to date, in spite of the company established in the year 1984. The company headquartered in the financial capital of India, Mumbai.

The founder of the company is Mr. Chetan Parikh, who has been the dominant force for the company to the state where it is right now.

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


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    Types of Jeetay Investments PMS

    There are 2 types of Jeetay Investments Portfolio Management Services –

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    Now, as the company is more than 35 years old, we can expect them to deliver both Discretionary and Non-Discretionary form of investment plans. On top of that, they offer Advisory services as well, which we will discuss later in this article.


    Jeetay Investments PMS Fund Managers Details

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

    Fund Manager’s Details
    Name Mr. Vinay Parikh
    Experience 25 Yrs.
    Highest Qualification MBA
    AUM (in Cr.) 295 Cr.
    Number of Clients 183
    Investment Tenure 2-3yrs

    Jeetay Investments has the knack to discover some of the best Fund Managers. Currently, Mr. Vinay Parikh is their Fund Manager. He is an MBA and has vast experience in dealing with PMS.

    In fact, he has a total experience of 25 years. His AUM is approximately 295 Crores INR with a client base of roughly 183. Typically, the investment tenure he deals with is between 2-3 years.


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    Jeetay Investments PMS Strategies

    The below table is providing details about the Jeetay Investments portfolio management service strategies-

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

    Jeetay Investments is an experienced company that offers several profitable investment plans. They deal with all sorts of services for small-cap, mid-cap, and large-cap stock investments.

    Also, they are terrific in dealing with diversified strategies as well. Now, when it comes to the services they offer, it can be categorized as follows:

    Discretionary Portfolio Management

    The motto of Jeetay Investments when it comes to their Discretionary investment plans is simple enough – to let the investor earn the maximum profit.

    To do that, they have deployed one of the most experienced Fund Managers, Mr. Vinay Parikh. The Fund Manager intervenes in every aspect, and it is his responsibility to earn maximum profit.

    There are several investment plans in motion right now, but the most notable among them are the Value Plan and the Allied Plans.

    Several noteworthy testimonial letters prove the credibility of both the company and these two particular strategies.

    Non-Discretionary Portfolio Management

    When it comes to managing the investment portfolio, Jeetay Investments values every bit of knowledge the client may hold. That is why there are quite a few Non-Discretionary investment plans that they have deployed.

    Now, that doesn’t mean there are no activities of the company. In fact, here, the Fund Manager has some critical responsibilities that he should take care of.

    Now, Jeetay Investments offer numerous non-discretionary investment plans. However, the most significant two investment plans are the Value Trek Plan and the Value Discover Plan. There are several testimonial letters available on their website.


    Jeetay Investments PMS Returns / Performance

    The below table is giving details about Jeetay Investments PMS returns and performance-

    Returns (CAGR)
    3 Year 8.8%
    5 Year 9.2%
    7 Year 9.5%
    10 Year 8.2%
    11 Year Plus 8.6%

    Jeetay Investments offers consistent investment returns, but one can argue it is comparatively lower than other companies. The offer 8.8% for a 3-year investment plan.

    Next in line is their 5-year investment plan where they offer 9.2%. The 7-year investment plan is where they offer 9.5%. Now, if we notice carefully, up to the 7-year investment, the return rates are increasing.

    Now, from the 10-year investment plan, that tends to lower down – 8.2%. For any investment with the tenure of more than 11 years, they offer 8.6%.

    This is something that many believe is way below the industry standard, especially when we compare them to other rival companies nearby.


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    Jeetay Investments PMS Investment Plans

    Below the given table is providing details about the Jeetay Investments 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

    It is imperative to provide ample flexibility to the investors if the company want to sustain in the long run. Therefore, Jeetay Investments offer four preliminary investment plans to give freedom to the investors.

    Their first offer is the Bronze investment plan, where the invested amount ranges from ₹25,00,000 to ₹50,00,000. The second offer they provide is the Silver investment plan, where the invested amount varies between ₹50,00,000 to ₹1,00,00,000.

    The third offer on this list is the Gold investment plan, where the invested amount slab is between ₹1,00,00,000 to ₹5,00,00,000. The final proposal is the Platinum investment plan, where the invested amount must exceed ₹5,00,00,000.

    It is expected that the higher the investment amount, the lower the commission fees. Therefore, we suggest all the investors take a look at the investment plans and figure out the commission fees before the investment term starts.


    Jeetay Investments PMS Fee Structure or Commission Slabs

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

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

    There are three commission models that Jeetay Investments deploy. Here they are:


    Jeetay Investments PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.25% of Investment
    Investment  – 50L – 1 Cr. 1.20% of Investment
    Investment – 1 Cr. – 5 Cr. 1.05% of Investment
    Investment – 5 Cr. Plus 0.85% of Investment

    The first commission model is the Prepaid Commission, where the PMS institution charges the commission fees in advance; even before the investment tenure begins.

    The investors, on the other hand, believe that the costs are usually less than other models; therefore, agree to this. Meanwhile, Jeetay Investments charges 1.25% per annum in the investment amount ranges from ₹25,00,000 to ₹50,00,000.

    They charge 1.20% per annum, likewise if the investment amount revolves between ₹50,00,000 to ₹1,00,00,000.

    Then if the investment amount revolves between ₹1,00,00,000 to ₹5,00,00,000, the investors have to pay 1.05% per annum, and finally, if the invested amount exceeds above ₹5,00,00,000, Jeetay Investments charges an annual commission of 0.85%.


    Jeetay Investments PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.121% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.115% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.108% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.100% of Total Transaction Volume

    The second commission model is Volume% Commission, where apart from market volatility, the total number of the successful transactions completed by the Fund manager is calculated for tallying the commission fees.

    Now, the commission rate in the case when the invested amount ranges between ₹25,00,000 to ₹50,00,000, Jeetay Investments charge 0.121% per annum.

    They charge 0.115% per annum if in case the invested amount lurks between ₹50,00,000 to ₹1,00,00,000. Now, when the invested amount revolves between ₹1,00,00,000 to ₹5,00,00,000, they charge 0.108% per annum.

    Finally, the commission fees in the case when the invested amount exceeds ₹5,00,00,000, they charge 0.100% per annum.


    Jeetay Investments 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 21.7% of Profit
    Profit Amount – 5L – 10L 20.7% of Profit
    Profit Amount – 10L – 50L 18.7% of Profit
    Profit Amount – 50L Plus 16.7% of Profit

    The third commission model is the Profit Sharing% Commission. As straightforward it is, it is also the most popular payment model as per the majority of the investors.

    Here, the investor only needs to pay when they make a profit from the invested amount. However, Jeetay Investments is strategic to break the commission fees into four slabs.

    For slab one; if the annual profit margin is between ₹2,50,000 to ₹5,00,000, the investors have to pay 21.7% per annum. Similarly, for slab two; if the annual profit margin is between ₹5,00,000 to ₹10,00,000, they need to pay 20.7% per annum as commission.

    For slab three; the similar story as if the annual profit margin is between ₹10,00,000 to ₹50,00,000, the commission will be 18.7% per annum.

    For slab four, if the annual profit margin exceeds the amount of ₹50,00,000, the commission rate will be 16.7% per annum.


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    Jeetay Investments PMS Charges

    The below-given table is giving information about Jeetay Investments Portfolio Management Service Charges-

    Charges
    Management Fees As per commission model
    Upfront Fees 0.79% – 0.94% of Asset Value
    Brokerage Charges 0.007% – 0.017% of Total Transaction Value
    Custodian Charges 0.15% – 0.25% of Asset Value
    Depository Charges 0.15% – 0.25% of Asset Value
    Exit Load – within 12 months 0.75% – 1.05% of Withdrawal Value
    Exit Load – post 12 months Free

    The following is the entire fees structure that Jeetay Investments that they charge from the investors in a year:

    • The management fees will be as per the commission models we discussed.
    • Jeetay Investments deployed an upfront fee ranging from 0.79% – 0.94% of the total asset value.
    • They deploy brokerage fees ranging from 0.007% – 0.017% of the total transaction value.
    • They deploy Custodian fees ranging from 0.15% – 0.25% of the total asset value.
    • Depository charges are ranging from 0.15% – 0.25% of the total asset value.
    • For the exit load within 12 months, they charge between 0.75% – 1.05% of the total withdrawal value, while it is free after 12 months.

    Jeetay Investments PMS Benefits

    Find the details about Jeetay Investments 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

    Here is the list of all the features and benefits that Jeetay Investments offer to their investors.

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

    Jeetay Investments PMS Customer Care

    The table given below is showing a detailed view of Jeetay Investments 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 – 6 to 9 Times a month
    Issue Resolving TAT 14 working days

    Jeetay Investments is often praised for the competent customer support services they offer. They provide Relationship Manager Support, which mostly resolves any doubts or queries.

    To add to that, they have an emergency call and email support for resolving issues quickly.

    Typically, the investors can call 6-9 times to the Fund Manager in a month, and they usually take a maximum of 14 working days to resolve an issue. Meanwhile, they lack the two most critical features – chat support and whatsapp support.


    Jeetay Investments PMS Conclusion

    Jeetay Investments can be considered one of the pros in the PMS business. However, people ofter criticize investment return rates. But apart from that, all other areas are well covered as it is supposed to be for a 35-year-old PMS company.


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