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

PMS Offers


Karma Capital Advisors PMS – Customer Ratings & Review

Find Client ratings of Karma Capital Advisors Portfolio Management Services –

Ratings
Returns Performance3.7 / 5
Services3.8 / 5
Charges3.6 / 5
Experience3.7 / 5
Strategies3.8 / 5
Client Support3.9 / 5
Overall Ratings3.8 / 5
Star Ratings★★★★★

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-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipNikhil Desai
Yr. of Establishment2005

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.


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Types of Karma Capital Advisors PMS

There are 2 types of Karma Capital Advisors Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

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
NameRushabh Sheth
Experience20 Years
Highest QualificationB.Com.
AUM (in Cr.)92 Cr.
Number of Clients57
Investment TenureMinimum 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.


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Karma Capital Advisors PMS Strategies

The below table is providing details about the Karma Capital Advisors portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

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-

Returns (CAGR)
3 Year10.5%
5 Year10.3%
7 Year11.5%
10 Year9.5%
11 Year Plus9.8%

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.


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Karma Capital Advisors PMS Investment Plans

Below the given table is providing details about the Karma Capital Advisors 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

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
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

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 – 50L1.25% of Investment
Investment  – 50L – 1 Cr.1.18% of Investment
Investment – 1 Cr. – 5 Cr.1.10% of Investment
Investment – 5 Cr. Plus1.00% 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 – 50L0.117% 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. Plus0.090% 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 – 5L22.7% of Profit
Profit Amount – 5L – 10L21.7% of Profit
Profit Amount – 10L – 50L19.7% of Profit
Profit Amount – 50L Plus17.7% 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

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Ventura Securities PMSWealth Managers PMSZenmoney PMS

Karma Capital Advisors PMS Charges

The below-given table is giving information about Karma Capital Advisors Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.54% – 0.74% of Asset Value
Brokerage Charges0.004% – 0.011% of Total Transaction Value
Custodian Charges0.18% – 0.25% of Asset Value
Depository Charges0.11% – 0.23% of Asset Value
Exit Load – within 12 months0.73% – 1.00% of Withdrawal Value
Exit Load – post 12 monthsFree

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
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

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.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 7 Times a month
Issue Resolving TAT14 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.


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