JHP Securities PMS – Review, Strategies, Returns, Charges & more

JHP Securities PMS is the well-grounded investment management organization in the city of Mumbai, India.The Company is established with a vision to offer knowledge based and research backed financial solutions to the players in Indian capital market.

Today the company widely offer broking and equity portfolio managements services. The company aim to deliver performance that set benchmark and service that prosper the client’s experience.

This article delivers a brief note on JHP Securities Portfolio Management Services, its Strategies, Commission model, Fund manager details, types and so on.

PMS Offers


JHP Securities PMS – Customer Ratings & Review

Find Client ratings of JHP Securities Portfolio Management Services –

Ratings
Returns Performance3.3 / 5
Services3.2 / 5
Charges3.4 / 5
Experience3.3 / 5
Strategies3.2 / 5
Client Support3.0 / 5
Overall Ratings3.3 / 5
Star Ratings★★★★★

Overview of JHP Securities Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipMilind Patel
Yr. of Establishment1997

Incorporated in the year 1997 in India, JHP Securities is one of the trusted investment management firm aims to offer portfolio managements services in Mumbai, Maharashtra.

The founder of the JHP Securities is Mr.Milind Patel.The Company makes every possible effort to deliver risk adjustment investment results and carry out business with highest integrity.

Along with the portfolio management services, the company is also expert in offering broking services to the customers. The company also offers customized portfolio management services according to the customer’s needs and preference

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


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Types of JHP Securities PMS

There are 2 types of JHP Securities Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Discretionary portfolio management service- In these services, each and every thorough decision is taken by investors itself instead of portfolio manager.

The responsibility of investors is only to mention their desires and needs but is not eligible to take any decision regarding its portfolio. The effectiveness of decision depends on the portfolio manger qualifications and skills

Non- Discretionary portfolio management service- In these services, each and every thorough decision is taken by portfolio manager itself instead of investor.

The responsibility of portfolio manager is to consider each and every requirement of the investors. The portfolio manager can assist the investors in every steps b the last decision will be taken by portfolio manager itself.


JHP Securities PMS Fund Managers Details

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

Fund Manager’s Details
NameMr. Vishal Patel
Experience17 YRS
Highest QualificationMS – Finance
AUM (in Cr.)37 Cr.
Number of Clients71
Investment Tenure3-4yrs

Mr.Vishal Patel is the founder of JHP Securities. He is having over about 20 years of experiences in investment research and portfolio management.

Vishal holds the degree MS in Finance and mainly focus in the area of NBDS, PMS and Broking.

He continuously seeks to integrate expertise and foresight for management and operations of the company resent, he serve more than 71 customers and retains AUM of 37 crores.


Know Fund Managers of Other Portfolio Management Service Companies

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JHP Securities PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Robust Business

As robustness of investing in a business has become crticital, Due to this the company deploys copybook method of assessing and experiencing the business surveying its customers, retailers and distributors etc.

Long-term horizon

The company strives to invest the funds for long term period instead of investing quarterly

Margin of Safety

Margin of safety is the most important factor for all the investment decisions. The company prefers to buy stock when it is available below its fair value.

Top-Priority

The company highly focus is to avoid permanent loss of capital. The company holds the cash at the time when there are no stocks left to purchase.

Transparency

The company policies, strategies, management fees is fully transparent and are very clear to each and every clients

Constraint Approach

The company follows constraints approach of holding cash in absurd valuations, patently wait for the corrections which protect risk capital


JHP Securities PMS Returns / Performance

The below table is giving details about JHP Securities PMS returns and performance-

Returns (CAGR)
3 Year8.8%
5 Year8.6%
7 Year11.3%
10 Year7.5%
11 Year Plus7.9%

Since the inception of the company, JHP Securities optimum strategies has delivered maximum returns in different years.

In the first 3 years, the company has achieved the CAGR Of  9.2%, In 5 years, the company has gained a CAGR of 11.2%,In 7 years the company has gained a CAGR of 8.9%.

In 10 years, the company has gained a CAGR of 8.4%,In more than 11 years, the company has gained a CAGR of 10.3%.The highest CAGR of 11.2% were achieve in 5 years.


Know Returns of other PMS Brands

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Pantomath Fund Managers PMSPhillip Capital PMSR Wadiwala Securities PMS

JHP Securities PMS Investment Plans

Below the given table is providing details about the JHP 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

JHP Securities is engaged in offering various investment plans to the investors according to their budget and requirements. Among the various plan offered by the company, investors can chose any affordable plan according to their needs and desires.

  • In the bronze plan investors can invest minimum 25L to maximum 50L
  • For silver plan investors can invest minimum 50L to maximum 1 Cr.
  • In the Gold plan investors can invest minimum 1 crore to 5 cores
  • For Platinum plan investors can invest more than 5 crore

JHP Securities PMS Fee Structure or Commission Slabs

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

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

There are 3 types of Fee structure available to the clients to choose from.


JHP Securities PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.21% of Investment
Investment  – 50L – 1 Cr.1.11% of Investment
Investment – 1 Cr. – 5 Cr.1.01% of Investment
Investment – 5 Cr. Plus0.91% of Investment

Prepaid commission model says that investors have to pay management fees in advance. In advance implies before the start of the customers investment tenure.

Every range of investment plan has different percentage of commission to be paid. For example

  • When investment is been done between (25L.-50L.) then 1.13% of total investment amount will be charged to the investors
  • If investment is been done between (50L.-1 CR.) then 1.03% of total investment amount will be charged to the investors
  • When investment is been done between then 0.93% of total investment amount will be charged to the investors
  • If investment is made more than 5 crore then 0.80% of total investment amount will be charged to the investors

JHP Securities PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.114% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.107% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.100% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.090% of Total Transaction Volume

Volume % Commission model says that commission is imposed to the investors according to the number of transaction done by the portfolio manager. Percentage of commission will be decided after the calculation of the number of transaction and amount is been calculated

  • If the investor’s transaction amount lies in between 25L-50L, then 0.122% of Total Transaction amount will be imposed to the investors
  • When the investor’s transaction amount lies in between 50L-1Cr, then 0.112% of Total Transaction amount will be imposed to the investors
  • If the investor’s transaction amount lies in between 1Cr-5 Cr, then 0.102% of Total Transaction amount will be imposed to the investors
  • When the investor’s transaction amount is more than 5 crores, then 0.080% of Total Transaction amount will be imposed to the investors

JHP Securities PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L22.5% of Profit
Profit Amount – 5L – 10L21.5% of Profit
Profit Amount – 10L – 50L19.5% of Profit
Profit Amount – 50L Plus17.5% of Profit

Profit sharing models says that investors can only pay management fees after he received profit from its investment. This given satisfaction to the investors as commission is been paid after the profits are realized.

  • If the profit amount gained by the investors lies between 2.5L-50L, then 21.7% of total profit will be imposed to the investors
  • For profit amount gained by the investors lies between 50L-1Cr, then 20.7% of total profit will be imposed to the investors
  • If the profit amount gained by the investors lies between 1Cr-5 Cr, then 18.7% of total profit will be imposed to the investors
  • For profit amount gained by the investors is more than 5 crores, then 16.7% of  total profit will be imposed to the investors

Know Charges models of other Portfolio Management Service Providers

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Sageone Investment PMSSanctum Wealth PMSShepherds Hill PMS

JHP Securities PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.64% – 0.74% of Asset Value
Brokerage Charges0.007% – 0.014% of Total Transaction Value
Custodian Charges0.19% – 0.37% of Asset Value
Depository Charges0.17% – 0.38% of Asset Value
Exit Load – within 12 months0.85% – 1.10% of Withdrawal Value
Exit Load – post 12 monthsFree
  • Management Fees-The management fees is been given to the management for rendering the portfolio management services to the investors. The management fees of JHP securities ranges from
  • Upfront Fees-Upfront charges are the advance charges which is essential for the investors to pay prior the investment tenure starts. The upfront fees of JHP securities ranges from
  • Brokerage Charges-Brokerage charges are essential for the investors to pay to the broker for rendering the brokerage service to them. The brokerage charges of JHP securities ranges from
  • Custodian charges– The custodian charges of JHP securities ranges from
  • Depository Charges-The Depository amount is been paid by the investors to the depository company for the dematerialization account opened by them with depository company. The depository charges of JHP securities ranges from
  • Exit charge-The exit charges is normally paid by the investors when the withdrawn their amount form the company. The exit charges of JHP securities ranges from

JHP Securities PMS Benefits

Find the details about JHP Securities 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
  • Each and every policies and fees imposed to the investors are transparent
  • Customized portfolio managements services is offered to the customers
  • The company has more than three and half decades of capital market experience
  • Constant top-up facility and back office report is offered to the investors
  • The company aims to look at investments and duration from a long term view

JHP Securities PMS Customer Care

The table given below is showing a detailed view of JHP Securities PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 5 to 6 Times a month
Issue Resolving TAT14 working days

JHP Securities offers the top-notch customer support services to the investors.

For calling directly to the fund manager, the company provides direct call support to the investors in order to resolve their investment related issues. For the more customers comfort, the company also provides e-mail facility to the customers.

Customers can directly call fund manager 5-6 times in a month. All the customers’ issues will be resolved by the JHP securities in 14 working days.


JHP Securities PMS Conclusion

JHP Securities is the first-rate investment management company in India. The company follows feasible and beneficial strategies which enable the investor’s to achieve high profit and growth.

The flexible investment plan and commission models satisfy the investors in every possible easy. The customer service support is also favorable.

So if you are looking for top-notch and trusted investment Management Company then JHP Securities is the best option.


Know everything about more PMS companies

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