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 their team has 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 Of 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 of 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 the return variation. It’ll even establish the relationship 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 of the entire inventory of the 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 – Ratings & Review by Top10StockBroker

Find Client ratings of Karma Capital Advisors Portfolio Management Services –

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-

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 a compatible team that understands the mindset of their clients. And, they’re proud of this. They claim to have no conflict at all with money management being their prime business interest.

They’ve offered discretionary PMS to households and corporates alike. And, that’s just a part of their business portfolio. They’ve worked with the best wealth management outfits in India and abroad.

Now, we will discuss 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 –

KCA approves of all the ways that make 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.

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. The company provides clients with financial advice. And, then they seek the permission of the clients for any alterations.

This requires the fund manager to wait for the client’s approval. 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.

The company has a distinct and reputed PMS division that works independently. 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 a commerce background, he’s well aware of the market formation. He uses this understanding for clients’ benefit.

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 4 years.

Know Fund Managers of Other Portfolio Management Service Companies

Karma Capital Advisors PMS Strategies

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

There are no approach limitations when it comes to Karma Capital Advisors PMS. The company is open to exploring all investment domains. All they 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 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 factors. Their investment philosophy is centred around the following: –

• Value-oriented investments with a 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-

As promised, we’ve mentioned a detailed chart of CAGR ratings just above this part. The chart explains 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 1-year investments is -6.69%. CAGR for the 2-year investments is rated at 29.65%. All the 3-year investments are expected to gain 21.93% CAGR. 6.60% CAGR is expected out of all the 5-year investments.

And, all investments since inception are expected to yield 13.28% CAGR.

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Karma Capital Advisors PMS Investment Plans

The given table is providing details about Karma Capital Advisors’ portfolio management service investment plans.

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.

The 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 as follows-

Like their competitors, even Karma Capital Advisors has 3 distinctions for the commission plan. We’re referring to the prepaid, volume% and profit-sharing plans.

Karma Capital Advisors PMS Prepaid Commission

As the name prevails, this is charged in advance. the Bronze Plan holders are subject to a 1.25% commission rate. The Silver Plan holders are a subject to 1.18% commission rate.

Gold Plan holders need to pay a 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

This plan charges the clients for 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 a 0.110% commission rate.

Gold Plan holders needed to pay a 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-

This is the most favoured plan amongst the clients. It requires payment post-profit realization. The bronze plan holders are required to pay a 22.7% commission.

A 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 a 17.7% commission. The commission in this plan is charged over the profit value.

Know Charges models of other Portfolio Management Service Providers

Karma Capital Advisors PMS Charges

The below-given table is giving information about Karma Capital Advisor’s Portfolio Management Service Charges-

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 by the commission plan opted for.
• An upfront fee worth 0.54%-0.74% of asset value.
• Brokerage charges are worth 0.004%-0.011% of the 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 Advisor’s PMS advantages in the table given below-

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.
• The 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.

The list of 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 have a good record. And, they can 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 Karma Capital Advisors. Mr Rushabh Seth with his 20 years of experience and commerce background is a very promising chairholder 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 which 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 make Karma Capital Advisors one of the very few ventures that cumulatively talk about customer welfare what else makes the company a grab is its 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 a Fixed Fee or a Variable Fee structure under the laid fee portfolio by Karma Capital Advisors. The AMC under fixed fee weighs up to around 2.50% or 1.50%. While the AMC under variable fee is zero, given the client has to do a 20% profit sharing above the 10 % hurdle.

Ques – Where can I check the return or performance of Karma Capital Advisors PMS?

Answers – The returns for Karma Capital Advisors have been very promising for the past several months which lead to more and more investors biding their trust in the company. However, the returns for the following company can be either checked from the given article.

Ques – How do 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 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 note that we present you with the latest 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 cakewalk. As a client, all you need to do is fill out 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 the present date.

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