Karma Capital Advisors PMS – Review, Strategies, Returns, Charges & more
Karma Capital Advisors PMS is an independent investment management company. They operate with a value driven investment philosophy. KCA claims money management to be its prime business interest.
They emphasize on their team having the same result-oriented mindset as their clients. Today’s article will draw a detailed review of Karma Capital Portfolio Management Services.
And, it’ll be described according to several parameters. Here’s what it’ll include: –
- Shares from the parts of their inception story. This part will be inclusive of their place and year of origin. It’ll even tell you about their founder in bits and pieces.
- Description about the types of PMS they have to offer. It’ll even explain the functionality of each type.
- List of their fund managers. This part will include the details of each of them. We’ll even establish their educative qualification and experience.
- We’ll present an exclusive explanation to their investment strategies. This part will include the details about the implementation part. And, it’ll even establish the approach of the strategies.
- A chart of CAGR explaining the expected returns. This part will include the complete details of return variation. It’ll even establish the relation between the return rate and investment tenure.
- It’ll showcase a catalogue of all their investment plans. This part will establish the key difference between them. And, it’ll even establish the benefits of investing in each of the plans.
- Description to the entire inventory of commission plan they have to offer. This part will establish the variation in the commission rate for each plan. And, it’ll state the pros and cons of the entire plan.
- And More
Karma Capital Advisors PMS – Customer Ratings & Review
Find Client ratings of Karma Capital Advisors Portfolio Management Services –
|Returns Performance||3.7 / 5|
|Services||3.8 / 5|
|Charges||3.6 / 5|
|Experience||3.7 / 5|
|Strategies||3.8 / 5|
|Client Support||3.9 / 5|
|Overall Ratings||3.8 / 5|
Overview of Karma Capital Advisors Portfolio Management Services
Find a detailed overview of the Karma Capital Advisors portfolio management service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||2005|
Karma Capital Advisors PMS was founded in the year 2005 in Mumbai, Maharashtra. And, it was the efforts of Nikhil Desai that made their existence possible.
They have compatible team that understands the mindset of their clients. And, they’re really proud of this. In fact, they claim to have no conflict at all with money management being their prime business interest.
They’ve offered discretionary PMS to house-holds and corporates alike. And, that’s just a part of their business portfolio. In fact, they’ve worked with the best wealth management outfits in India and abroad.
Now, we will have a discussion about Karma Capital Advisors portfolio management service company review, its PMS returns, PMS charges and more.
Invest in Karma Capital Advisors PMS – Fill up the form Now!
Types of Karma Capital Advisors PMS
There are 2 types of Karma Capital Advisors Portfolio Management Services –
|Types of PMS|
KCA approves of all the ways that makes their clients happy. And, this can even be seen in their offerings. There are two types of PMS being offered by Karma Capital Advisors PMS at present.
First is the discretionary PMS. This allows their clients to stay relaxed post investing. This becomes possible due to one factor. It puts all the investment related power in the hands of the fund manager.
In fact, the fund manager is allowed to act independently on clients’ behalf. The second type of PMS is the Non-Discretionary one.
This is entirely different from the first one. It involves the clients a lot. In fact, the company provides the clients with financial advisory. And, then they seek the permission of the clients for any alterations.
This requires the fund manager to wait for the clients’ approval. In fact, this concentrates all the investment related power onto the clients’ hands.
Karma Capital Advisors PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Karma Capital Advisors PMS company.
|Fund Manager’s Details|
|AUM (in Cr.)||92 Cr.|
|Number of Clients||57|
|Investment Tenure||Minimum 3 yr.|
The company has a distinct and reputed PMS division that works independently. In fact, they have a specific division head for this. The PMS division of the company is currently led by Rushabh Sheth.
He’s a B.Com. with an experience of 20 years. Hailing from the commerce background, he’s well aware of the market formation. In fact, he uses this understanding for clients’ benefits.
At present, he’s in charge of 92Cr. worth of assets for 57 clients. And, you too can get his expertise on your investments.
All you need to do is take care of the company norms. One of which is investing for a minimum of 3 years.
Know Fund Managers of Other Portfolio Management Service Companies
|Karvy PMS||Motilal Oswal PMS||Quest Investment Advisors PMS|
|Kotak PMS||NJ Wealth PMS||Reliance PMS|
|Mastertrust Capital PMS||Old Bridge Capital PMS||Right Horizons PMS|
Karma Capital Advisors PMS Strategies
The below table is providing details about the Karma Capital Advisors portfolio management service strategies-
|MULTI CAP||LONG ONLY INDIAN PUBLIC EQUITY|
There are no approach limitations when it comes to Karma Capital Advisors PMS. In fact, the company’s is open to explore all the investment domains. All they really care about is keeping their customers happy.
That’s why they never hesitate to invest in large, mid or small-cap portfolios. But, that’s just the overview of their real approach. The real deal, on the other hand, is is far more complex.
Karma Capital Advisors PMS use a bottom up strategy to say in short. They’re concerned about conserving and increasing capital over longer timeframes. And, they use several market cycles for this.
In other words, they focus equally on returns and risk factor. Their investment philosophy is centered around the following: –
- Value oriented investments with safety margin.
- Goal-oriented approach / absolute return mindset.
- Prime focus on risk adjusted returns for clients’ safety.
- Independent and out of the box thinking for achieving results.
- Focus on compounding wealth over a medium to long term horizon.
Their investment process includes detailed research and analysis. And, the analysis contains several aspects. We’re referring to analyzing the industry, business accounting, portfolio valuation and management.
Even additional efforts are made by interviewing the competitors, suppliers and customers. Their portfolio construction approach depends on index and market cap agnostics.
They invest across various diversified Indian sectors post discrete analysis. They specifically track and follow 225 companies. And, their investments are more or less focused on these.
Karma Capital Advisors PMS Returns / Performance
The below table is giving details about Karma Capital Advisors PMS returns and performance-
|Strategy||LONG ONLY INDIAN PUBLIC EQUITY|
As promised, we’ve mentioned a detailed chart of CAGR rating just above this part. The chart explains about the varying return rates based on investment tenure.
And, we’ve specifically mentioned compound annual growth rate as the return parameter. As you can see, we’ve selected five tenure distinctions.
The CAGR for 3-year investments is 10.5%. CAGR for the 5-year investments is rated at 10.3%. All the 7-year investments are expected to gain 11.5% CAGR. 9.5% CAGR is expected out of all the 10-year investments.
And, all investments above 11 years is expected to yield 9.8% CAGR.
Know Returns of other PMS Brands
|Systematix PMS||Tata Asset Management PMS||UTI Asset Management PMS|
|T Ram Financial PMS||Trust Investment PMS||Val Q Investment PMS|
|Tamohara Investment PMS||Tulsian PMS||Valuequest Investment PMS|
Karma Capital Advisors PMS Investment Plans
Below the given table is providing details about the Karma Capital Advisors portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
Karma Capital Advisors PMS has distinguished their investment plans into four major parts. And, each part is determined by a bracket of investment value.
The first one is Bronze Plan with investments between 25L-50L. next is the Silver Plan with investments between 50L-1Cr.
Third one is the Gold Plan with 1Cr.-5Cr. limit. And, then comes the Platinum Plan with over 5Cr. investment valuation.
Karma Capital Advisors PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Karma Capital Advisors PMS house are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Like their competitors even Karma Capital Advisors has 3 distinctions for commission plan. We’re referring to the prepaid, volume% and profit-sharing plans.
Karma Capital Advisors PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.25% of Investment|
|Investment – 50L – 1 Cr.||1.18% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.10% of Investment|
|Investment – 5 Cr. Plus||1.00% of Investment|
As the name prevails, this is charged in advance. the Bronze Plan holders are subject to 1.25% commission rate. The Silver Plan holders are a subject to 1.18% commission rate.
Gold Plan holders need to pay 1.10% commission rate. And, the Platinum Plan holders are required to pay of a commission rate of 1.00%. The commission for this plan is charged on the overall asset value.
Karma Capital Advisors PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.117% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.110% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.102% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.090% of Total Transaction Volume|
This plan charges the clients on the transactions made for their investments’ sake. We’re referring to the transactions made by the fund manager.
Even this has four distinctions. Bronze plan owners need to pay a commission of 0.117%. Silver plan holders are required to pay 0.110% commission rate.
Gold Plan holders are needed to pay 0.0102% commission rate. And, the Platinum plan holders are required to pay off a commission rate of 0.090%.
Karma Capital 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||22.7% of Profit|
|Profit Amount – 5L – 10L||21.7% of Profit|
|Profit Amount – 10L – 50L||19.7% of Profit|
|Profit Amount – 50L Plus||17.7% of Profit|
This is the most favored plan amongst the clients. It requires payment post profit realization. The bronze plan holders are required to pay 22.7% commission.
21.7% commission rate is charged from the Silver plan holders. Gold plan bearers are required to pay off a commission rate of 19.7%.
And, the Platinum plan owners must pay 17.7% commission. The commission in this plan is charges over the profit value.
Know Charges models of other Portfolio Management Service Providers
|Varanium Capital PMS||Way2Wealth PMS||Wealthbridge Capital PMS|
|Veda Investment Managers PMS||Wealth Advisors PMS||Wizemarkets Analytics PMS|
|Ventura Securities PMS||Wealth Managers PMS||Zenmoney PMS|
Karma Capital Advisors PMS Charges
The below-given table is giving information about Karma Capital Advisors Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.54% – 0.74% of Asset Value|
|Brokerage Charges||0.004% – 0.011% of Total Transaction Value|
|Custodian Charges||0.18% – 0.25% of Asset Value|
|Depository Charges||0.11% – 0.23% of Asset Value|
|Exit Load – within 12 months||0.73% – 1.00% of Withdrawal Value|
|Exit Load – post 12 months||Free|
KCA incurs many charges based on the services they provide. Here’s the list of them all: –
- Depository Charges worth 0.11%-0.23% of asset value.
- Management fee in accordance to the commission plan opted for.
- An upfront fee worth 0.54%-0.74% of asset value.
- Brokerage charges worth 0.004%-0.011% of total transaction value.
- Custodian charges at 0.18%-0.25% of asset value.
- And, exit load at 0.73%-1.00% of withdrawal value. This is charged for transactions within 12 months of investments.
Karma Capital Advisors PMS Benefits
Find the details about Karma Capital Advisors PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Karma Capital Advisors PMS grants many benefits to their clients. We’ve mentioned the most lucrative ones here: –
- Entitlement to their top-up facility.
- Regular updates through Email and SMS.
- Detailed investment reports through Back-Office, Portfolio View and Detailed View.
- Benefit of extensive knowledge and experience of 20 years.
- Flexible investment and commission models to choose from.
Karma Capital Advisors PMS Customer Care
The table given below is showing a detailed view of Karma Capital Advisors PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 7 Times a month|
|Issue Resolving TAT||14 working days|
The list to Karma Capital Advisors PMS’s customer care support unfolds as follows: –
- Instant and accurate support over call and email.
- Provision to call the find manager upto 7 times a month.
- Issue resolution TAT at 14 working days.
- Provision of a relationship manager.
Karma Capital Advisors PMS Conclusion
All we can say about Karma Capital Advisors PMS is that they’ve a good record. And, they can definitely be trusted with your investments.
KARMA CAPITAL ADVISORS PMS FAQs
Ques – Who is the current Fund Manager of Karma Capital Advisors PMS?
Answers – Rushabh Seth is the appointed fund manager at the Karma Capital Advisors. Mr Rushabh Seth with his 20 years of experience and commerce background is a very promising chair holder at the company.
Ques – What is the investment strategy of Karma Capital Advisors PMS?
Answers – Investments strategies at Karma Capital Advisors speaks about taking benefit from Indian Capital Markets. The company has only one investment strategy that is Karma Capital – Long Only Indian Public Equity.
Ques – What are the benefits of investing with Karma Capital Advisors PMS?
Answers – Karma Capital Advisors brings flexible investment models with an experience of around 20 plus experience under one single roof.
- Apart from the exclusive facilities that makes Karma Capital Advisors one of very few ventures that cumulatively talks about customer welfare what else makes the company a grab is their returns. The Karma Capital – Long Only Indian Public Equity have obtained returns as big as 83.30% in just six months.
Ques – Is it worth investing in Karma Capital Advisors PMS?
Answer – At Karma Capital Advisors you get entitled to their top-up facility with regular updates through Email and SMS and also a detailed back office, portfolio view and detailed view.
Ques – What is the fee structure of Karma Capital Advisors PMS?
Answer – Clients can either choose for a Fixed Fee or a Variable Fee structure under the laid fee portfolio by Karma Capital Advisors. The AMC under fixed fee weigh up to around 2.50% or 1.50%. While the AMC under variable fee is zero, given the client have to do a 20% profit sharing above 10 % hurdle.
Ques – Where can I check return or performance of Karma Capital Advisors PMS?
Answers – The returns for Karma Capital Advisors has been very promising from past several months which lead to more and more investors biding their trust onto the company. However, the returns for the following company can be either checked from the given article.
Ques – How to call or reach Karma Capital Advisors PMS customer care?
Answers – Patrons at Karma Capital Advisors can reach out to the experts at the company either through the call support or email support. There is also an option to directly converse with the fund manager at Karma Capital Advisors.
Ques – Where to find complete details about Karma Capital Advisors PMS?
Answers – The information surrounding such commences or companies are very open to change and thus always need to be verified with the current market news. However we take in note that we present you with the latest of information to sit right with the speed you operate.
Ques – How can I invest with Karma Capital Advisors PMS?
Answer – Investing with Karma Capital Advisors is a cake walk. As a client, all you need to do is fill the customer service form that is given on this page, through which the company executives will get in touch with you and recommend the best investment for your capital.
Ques – What is the approx AUM of Karma Capital Advisors PMS?
Answers – AUM stands for Asset Under Management, the company has around a sum of Rs 100 Crores under management at present date.
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Invest in Karma Capital Advisors PMS – Fill up the form Now!
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