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Karvy PMS is associated with the Karvy Group which is a premier integrated financial services provider that is ranked among the top 5 in the country across its business segments.

The Portfolio Management Services of Karvy PMS house are ideal for High Net Worth Individuals or Institutions who wish to opt for personalized management of their finances.

Let us quickly take a glance at the Ratings, reviews, Strategies, Commission Models, Yearly Returns & much more about Karvy PMS.

PMS Offers

Karvy PMS – Ratings & Review by Top10StockBroker

This table gives a general idea about the performance of Karvy PMS broking house in every field.

Karvy PMS Ratings
Returns Performance 3.5 / 5
Services 3.3 / 5
Charges 3.4 / 5
Experience 3.3 / 5
Strategies 3.6 / 5
Client Support 3.4 / 5
Overall Ratings 3.4 / 5
Star Ratings ★★★★★

As seen above in the table the ratings of Karvy PMS are excellent in every category.

Overview of Karvy Portfolio Management Services

Company Type Private
Registered Location Hyderabad, Andhra Pradesh
Leadership Phani Sekhar Ponangi
Yr. of Establishment 1985

The establishment of Karvy PMS house was done in the year 1985 under the leadership of Mr Phani Sekhar Ponangi. The headquarter of this Private Company is in Hyderabad, Andhra Pradesh. Listed here below are the different types of Karvy PMS, their PMS Charges, PMS Returns & more.

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    Types of Karvy PMS

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    There are both Discretionary PMS and Non-Discretionary PMS types provided by Karvy PMS broking house just in the line with what other PMS houses offer to their valuable clients.

    An option is given to the customer to decide between Discretionary and Non-Discretionary PMS. Specific approval is required from the client for each portfolio transaction in the case of the Discretionary PMS type. On the other hand in the case of the Non-Discretionary PMS type, there is no approval required from the client.

    In the Non-Discretionary PMS type, the entire PMS account would be exclusively managed by the Fund managers of the Karvy broking house. The clients prefer to leap with Discretionary Portfolio Management PMS.

    Karvy PMS Fund Managers Details

    The Fund Manager’s details of Karvy PMS are mentioned in the table here below:

    Fund Manager’s Details
    Name Phani Sekhar Ponangi
    Experience 13 Years
    Highest Qualification CFA
    AUM (in Cr.) Approx 1,500 Cr.
    Number of Clients 250+
    Investment Tenure Minimum 4 yr. 3 mnt

    The Fund Managers team of Karvy PMS is bundled with scores of brilliant executives. Mr Phani Sekhar Ponangi ranks first on the list.

    What sets him apart is his diversified experience of 13 years with his experiential degree in CFA which is an added advantage to his profile. Phani has the calibre to understand market conditions and mould the results towards a positive direction.

    The Fund Managers of Karvy PMS are holding approximately Rs. 1,500 Cr. worth of AUM for the clients. The Fund Managers ensure to give a better service to more than 250 PMS clients.

    The clients are comfortable in making investments with Karvy PMS for a minimum period of 4 years and 3 months as the term of tenure.

    Know Fund Managers of Other Portfolio Management Service Companies

    Karvy PMS Strategies

    The table will give a fair idea of Karvy Portfolio Management Services Strategies:

    Karvy – Demeter DEBT
    Karvy – Excel DEBT

    From the above table, it is clearly understood that there are multiple types of PMS strategies provided by Karvy PMS house. All types of Investment strategies will encounter them. This broking house works on a Large CAP Strategy, Diversified Strategy and Small-Midcap Strategy.

    The PMS is offered by Karvy across two asset classes – Debt and Equity. Let us have an understanding of their strategies.

    Karvy Demeter Strategy

    Income and capital appreciation can be referred to as the result orientation of this strategy. The targets are set to be achieved through high-yield debt portfolio creation, through asset allocation to debt.

    Target investors who are likely to be satisfied via this strategy are the ones who seek high returns over a long-term horizon via a moderate to high-risk appetite.

    As for the securities which are dealt with via this strategy, it consists of all rated and unrated securities such as non-convertible debentures and preference shares.

    Karvy Excel Strategy

    Karvy refers to this strategy as a mid-yield product, which favours income over capital appreciation. The target set is achieved through asset allocation to debt.

    Investors who would want to tag along with the strategy are the ones who seek moderate returns spread through a long-term horizon. Also, the investor class at target via this strategy are the ones who have a low to moderate risk appetite.

    Chosen securities for investment are – the ones with a credit rating of investing grand and above only. Also, the cash flow from the investment is regular.

    Karvy PMS Returns / Performance

    This table depicts the details about Karvy Management Services Returns:

    Strategy Karvy – Demeter Karvy – Excel
    Category DEBT DEBT
    Return (CAGR) 1M 0.63% 0.87%
    3M 1.94% 2.56%
    6M 3.77% 5.27%
    1Y 8.49% 10.77%
    2Y 10.35% 11.16%
    3Y 10.84% 10.74%
    5Y 11.27% 10.56%
    Since Inception 12.77% 10.30%
    Inception Year Jul 2014 Nov 2016

    Every client or customer aspires to get an extraordinary rate of return for their investments made. It is therefore the priority of every Portfolio Management Service provider to meet up with the requirements of the clients.

    Karvy PMS broking house is nowhere behind in this aspect. Their striking rate of returns diverts the interest of the investors onto their side.

    This is precisely the reason why Karvy PMS house is the prime choice of most investors.

    Know the Returns of other PMS Brands

    Karvy PMS Investment Plans

    This table exhibits the details about Karvy Portfolio Management investment slabs:

    Investment Plans
    Bronze (25L – 50L) Yes
    Silver (50L – 1 Cr.) Yes
    Gold (1 Cr. – 5 Cr.) Yes
    Platinum (5 Cr. Plus) Yes

    This table describes the different Investment slabs offered by Karvy PMS to the clients. Rs. 25 Lakh is the compulsory value of an investment in any Portfolio Management Service house in India to initiate the transaction.

    Karvy PMS broking house has four types of Investment Plans for their customers viz: – Bronze, Silver, Gold and Platinum.

    The Bronze plan starts at INR 25 Lakh and is pertinent up to INR 50 Lakh. Silver Plan starts from the range of Rs.50 Lakh and goes up to Rs.1 Crore.

    The Gold plan is between Rs.1 Crore to Rs.5 Crore. The Platinum plan is for a budget of more than Rs.5 Crore.

    Karvy PMS house has various commission slabs for different schemes proposed by them. You will benefit by making more investments as it would lead towards paying low commissions.

    Karvy PMS Fee Structure or Commission Slabs

    The Fees Structure of Karvy PMS Management Services is listed here below:

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

    Karvy PMS house has classified its fees or the commission structure into 3 types.

    Karvy PMS Prepaid Commission

    The investor is required to make advance payments in this category before the actual tenure begins. This type of commission is categorized in the prepaid model format.

    Here the commission charged is extremely low.

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.55% of Investment
    Investment – 50L – 1 Cr. 1.45% of Investment
    Investment – 1 Cr. – 5 Cr. 1.25% of Investment
    Investment – 5 Cr. Plus 1.05% of Investment

    In this layout, the commission is based on the amount of Investment made by the client. If the investment is between Rs.25 Lakh and Rs.50 Lakh then 1.55% of the Investment value will be the prepaid commission.

    1.45% of the total investment would be the prepaid commission for investments between Rs.50 Lakh to Rs.1 Crore. For investments above Rs.1 Crore and up to Rs.5 Crore, the prepaid fee charged by Karvy PMS is 1.25% of the total investment.

    However, if the investment goes beyond Rs.5 Crore, then the management fees would be 1.05% of the total amount invested.

    Karvy PMS Volume% Commission

    The Fees Structure in this layout depends on the total number of transactions done by your stipulated Fund Manager.

    Several other factors like market condition and other aspects of investment are also taken into consideration at the time of charging commission to the client.

    The commission amount required to be paid is very high in this kind of model.

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.155% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.145% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.125% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.105% of the Total Transaction Volume

    The commission amount in this layout would mainly depend on the situation of the market and the sincerity of your specific Fund Manager.

    If your yearly transaction volume is between Rs.25 Lakh to Rs.50 Lakh, around about 0.155% of the total transaction volume is the Management fees charged by Karvy PMS house.

    If the transaction value is between Rs.50 Lakh to Rs.1 Crore, then 0.145% of the total transaction amount needs to be paid to them. Your commission charges could be less for a higher amount of transaction volume.

    So if your transaction volume is above Rs.1 Crore and up to Rs.5 Crore, then the charges for it are 0.125% of the total transaction volume.

    For any transaction volume exceeding Rs.5 Crore, the Management fees to be paid to Karvy PMS house would be 0.105% of the total transaction volume.

    Karvy PMS Profit Sharing% Commission

    This model is one of the favourite models of all investors. In this format, the investors need to pay the Management fee only after them having realized their profit.

    The percentage of the commission that is paid here is very high but at the same time, the risk involved is comparatively very low.

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L 27% of the Profit
    Profit Amount – 5L – 10L 25% of the Profit
    Profit Amount – 10L – 50L 22% of the Profit
    Profit Amount – 50L Plus 19% of the Profit

    Investors prefer to choose this model because the commission has to be paid based on the performance of the portfolio.

    The profit sharing is 27% for a portfolio that earns profit in the range of Rs.2.5 Lakh up to Rs.5 Lakh. 25% is the Profit volume that needs to be shared with the PMS house for the profit range between Rs.5 Lakh to Rs.10 Lakh.

    When you take home a profit in between the range of Rs.10 Lakh to Rs.50 Lakh, the profit sharing is 22% and if you make a profit of above Rs.50 Lakh, then 19% of the total profit has to be shared with Karvy PMS team.

    Additional information

    A team of expert professionals of Karvy PMS house conducts extensive research on markets to provide customized solutions and commission models for achieving unique investment objectives for their investors.

    In addition to the Commission or Management Fees charged by Karvy PMS house, there are several other charges like Upfront Fees, Brokerage, Depository Charges, Custodian Charges and Exit Load fees that are also imposed by the PMS house. Let us quickly take a look at what these charges are all about in the table given below.

    Know Charges models of other Portfolio Management Service Providers

    Karvy PMS Charges

    The details of Karvy Portfolio Management Services Charges are explained in this table:

    Management Fees As per the commission model
    Upfront Fees 0.9% – 1.5% of Asset Value
    Brokerage Charges 0.009% – 0.019% of Total Transaction Value
    Custodian Charges 0.2% – 0.3% of Asset Value
    Depository Charges 0.10% – 0.15% of Asset Value
    Exit Load – within 12 months 0.9% – 1.5% of Withdrawal Value
    Exit Load – post 12 months Free or 0.4% of Withdrawal Value

    A few other charges in addition to the commission fees that have to be paid to Karvy PMS house are:

    Management Fees – The management fees are as per the commission model that is agreed upon by both the client & the PMS team.

    Upfront Fees – 0.9% – 1.5% of the asset Value is the upfront fee that you will pay to the Karvy PMS team.

    Brokerage Charges – The Brokerage charges are somewhere between 0.009% – 0.019% of the total transaction value.

    Custodian Charges – The custodian change charge of this PMS house is between 0.2% – 0.3% of Asset Value.

    Depository Charges – The depository charge is between 0.10% – 0.15% of Asset Value.

    Exit Load Fees – The Exit load fee is 0.9% – 1.5% of the withdrawal value for the amount being withdrawn within 1 year immediately after your portfolio was created.

    The Exit Load fee on occasion is free and sometimes it is 0.4% of the withdrawal value for incurring transactions after one year.

    The decision holding the right of giving it free or charging would be sole with Karvy PMS house. Mostly the decisions are taken on case to case basis

    Karvy PMS Benefits

    This table briefly explains the benefits of associating with Karvy Portfolio Management Services:

    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

    Listed here below are the benefits offered by Karvy PMS house:

    They provide a Top-up facility to all their clients.

    You can have access to their web services through their online medium. Here one can easily generate all the latest reports and portfolio information.

    Email Update and SMS Update provisions are also offered by them for all the transactions that take place in the client’s account.

    There are Flexible Investment Plans and Flexible Commission Models available with this PMS house for their investors.

    The massive experience in Portfolio Management Services of Karvy PMS house helps the customers in getting superlative results.

    Karvy PMS Customer Care

    This table will give you an idea of what kind of Client Support you can seek from Karvy PMS:

    Customer Care
    Call Support Yes
    Email Support Yes
    Chat Support No
    Watsapp Support No
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 5 to 8 Times a month
    Issue Resolving TAT 10 working days

    The clients seem to be very happy with the Customer Care support extended by the team of Karvy PMS house.

    They have the provisions of making Direct Calls for issues and queries of any sort that keep emerging from time to time.

    They also give full support through Email and WhatsApp to their clients.

    You can approach their Relationship Manager without any hesitation.

    Their Fund Managers can also be called directly at least 5 to 8 times a month to clear your doubts.

    Karvy PMS team has their issue resolving TAT within 10 working days.

    Karvy PMS Conclusion

    These ideas are strongly rooted in the high-quality research asset class. Karvy PMS is always on the top of the mind of any investor.

    They have attractive schemes for investors from time to time. Their robust team works hard in helping you get guaranteed returns for your investments.

    Karvy Portfolio Management Services can be of assistance to you to gain prospects.

    Karvy PMS FAQs

    Ques – How can I invest with Karvy PMS?

    Answer – If you are planning to invest with Karvy PMS, it is easy and convenient. To do so you need to get access via the button Invest in PMS. You can find a form under the Head of Investment once you’ve done so. There are some mandatory areas in that form, such as name, mobile number, city and what sort of investment. You’ll get access to it once you have completed the form.

    Ques – Who is the current fund manager of Karvy PMS?

    Answer – Karvy PMS’ Fund Managers squad is bundled with scores of brilliant executives. In the list, Mr. Phani Sekhar Ponangi is first. What distinguishes him is his 12 years of varied experience with his experiential CFA degree, which is a bonus to his profile. Phani is capable of understanding the dynamics of the market and influencing the outcomes in a positive direction.

    Ques – What is the approx AUM of Karvy PMS?

    Answer – Rs 1,500 Cr. is held by the Fund Managers of Karvy PMS AUM for the consumers. The Fund Managers ensure that more than 250 PMS customers are provided with a better service. Clients are comfortable making investments in Karvy PMS as a term of tenure for a minimum period of 3 years and 3 months.

    Ques – Where can I check the return or performance of Karvy PMS?

    Answer – In the article, we have provided you with, you can check the return and output of the Karvy PMS directly. Our team operates with utmost importance towards the customers, hence the article is structured in a manner that offers data in both tabular, map and explanatory methods.

    Ques – What are the different strategies used by Karvy PMS?

    Answer – Karvy broking house operates on the strategy of Large CAP, Diversified Strategy and Small-Midcap. Karvy offers the PMS across two asset groups, Debt and Equity. Let us have an appreciation of their tactics.

    • Demeter Strategy: Profits and capital appreciation can be referred to as this strategy’s outcome orientation. The goals are set to be accomplished through the development of a high-yield debt portfolio, by asset allocation to debt.
    • Karvy Excel Strategy: Karvy refers to this approach as a mid-yield commodity that favours revenue over the appreciation of resources. By asset allocation to debt, the goal setting is achieved. The buyers who want to tag along with the plan are the ones who are searching for moderate yields spread over the long term.

    Ques – Where to find the fee structure and commission rate of Karvy PMS?

    Answer – The report given to you is for your versatility and ease. Therefore, all you need to do to find the fee structure and the commission rate of the Karvy PMS is to locate the appropriate head within the article. All the material is written and revised, so you won’t have any trouble finding it.

    Ques – How do call or reach Karvy PMS customer care?

    Answer – There is more than one reasonable way for our customers to reach customer support services quickly. In the article, there are strategies such as mobile numbers, email IDs and even WhatsApp numbers, so that customers face no difficulties. Their customer care services are efficient and they are available for the help of their clients.

    Ques – What are the benefits of investing with Karvy PMS?

    Answer – The benefits offered by Karvy PMS House are listed below:

    • They provide all their customers with a top-up service.
    • Through their online media, you can have access to their web services. Here all the latest reports and portfolio details can be produced easily.
    • For all transactions that take place in the client account, email update and SMS update requirements are also provided by them.
    • This PMS house has Flexible Investment Plans and Flexible Commission Models open to its investors.
    • Karvy PMS house’s massive expertise in portfolio management services allows customers to produce superlative results.

    Ques – What are the different charges involved with Karvy PMS?

    Answer – In addition to the commission fees that must be charged to the Karvy PMS home, a few other charges are:

    • Management charges are in line with the commission model decided by both the customer and the PMS team.
    • Upfront fees-0.9%-1.5% of the valuation of the asset are the upfront fees you would pay to the Karvy PMS team.
    • Brokerage charges are anywhere between 0.009% and 0.019% of the overall value of the deal.
    • This PMS house’s custodian change fees are between 0.2 per cent-0.3 per cent of the asset value.
    • The depository charge is between 0.10% and 0.15% of the asset value.
    • Exit load fees are 0.9 cent-1.5 per cent of the withdrawal value for the amount that is withdrawn immediately after the portfolio has been generated within 1 year. On occasions, the Exit Load charge is free and often it is 0.4 per cent of the withdrawal value after one year for incurred transactions.

    Ques – Where can I find all the details about Karvy PMS?

    Answer – By the comfort, ease and feasibility of our customers, the article we have provided you with on the Karvy PMS is planned and comprehensive. We provide you with detailed explanations of the entire PMS service in the tables and maps. Bold headers are provided for the topics to be easily found. We have made all the work easy for you and compiled all the necessary data.

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