KB Capital PMS – Review, Strategies, Returns, Charges & more

KB Capital PMS is one of the best private stockbroking companies available in India.

It is actually very flexible at providing a high range of wealth management services, stockbroking services, depository services and many other kinds of financial services as well.

In this article, we will discuss KB Capital Portfolio Management Services, its types, fund manager details, strategies, returns, investment plans, commission, benefits, customer care and many other facets as well.

PMS Offer


KB Capital PMS – Customer Ratings & Review

Find Client ratings of KB Capital Portfolio Management Services –

Ratings
Returns Performance3.2 / 5
Services3.1 / 5
Charges3.4 / 5
Experience3.3 / 5
Strategies3.2 / 5
Client Support3.1 / 5
Overall Ratings3.2 / 5
Star Ratings★★★★★

Overview of KB Capital Portfolio Management Services

Find a detailed overview of the KB Capital portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationKolkata,West Bengal
LeadershipDILIP KUMAR KHANDELWAL
Yr. of Establishment1995

KB Capital is considered as the great popular and leading broking group available in the country. It is actually greatly known for its PMS business in the stock market.

It is a private company established by Dilip Kumar Khandelwal in the year 1995. The headquarters of the company is located in Kolkata, West Bengal.

The strong financial record of the company has raised its reputation in the market. Moreover, the company’s wealth management business is handled and managed by experienced fund managers thoroughly.

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


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Types of KB Capital PMS

There are 2 types of KB Capital Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

KB Capital is a renowned and popular broking house in India. It avails an extensive variety of financial services or solutions for all its customers and investors.

Moreover, the broking house offers two types of portfolio management services (PMs) such as- Discretionary PMS and Non-Discretionary PMS.

In Discretionary PMS, the investment portfolios of the clients are totally handled and managed by the company’s fund managers whereas the non-discretionary PMS is available for those who want to take investment advice from any consultancy company before making any type of investment.


KB Capital PMS Fund Managers Details

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

Fund Manager’s Details
NamePrashant Khandelwal
Experience23 yrs.
Highest QualificationCFA
AUM (in Cr.)57 Cr.
Number of Clients86
Investment Tenure3-4yrs

KB Capital PMS is normally considered as the best platform for financial services. It avails all kinds of financial services to its clients for their convenience and satisfaction.

However, the company has a team of portfolio managers who use to take care of the investor’s portfolio.

The highly experienced and intellectual portfolio manager of the broking firm is Prashant Khandelwal. He is CFA by profession and also holds around 23 years of experience in the wealth management field.

Moreover, the fund managers of KB Capital PMS holds AUM of more than 57 crores and manages the investment portfolios of around 86 clients. The investment tenure for the broking house is 3-4 years.


Know Fund Managers of Other Portfolio Management Service Companies

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KB Capital PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

The broking house has customised 3 types of strategies for it’s investors.

Large Cap Strategy

Large cap is one of the biggest strategies available for investors. This type of strategy mainly focus on big assets or large-cap assets.

If the investor is ready to take high risk and makes investment of around 80% in big companies over the last 3 years.

Diversified Strategy

KB Capital Strategy or approach allows investors to make robust invest portfolio. This type of investment approach helps investors to effectively increase the value of investment portfolio.

Diversified strategy mainly focus in investing across the companies with a very small allotment to every industry.

Small-Mid Cap Strategy

The small-mid cap strategy of the company is greatly useful only when an investor plans to invest more than 60 percent in small and mid caps over the last three years.

This type of strategy normally focus on mid and small-cap asset schemes.


KB Capital PMS Returns / Performance

The below table is giving details about KB Capital PMS returns and performance-

Returns (CAGR)
3 Year10.1%
5 Year9.2%
7 Year9.2%
10 Year8.5%
11 Year Plus7.8%

KB Capital is a substantial portfolio management services offering company in the nation. It is actually very good at availing qualitative financial services for all its customers or clients.

The return performance of the broking house is really very attractive. The company’s returns performance for 3 years is around 10.1%, for 5 years is 9.2%, for 7 years is 9.2%, for 10 years is 8.5% and for more than 11 years is 7.8%.

The broking house provides good returns on investments to its clients. Also, it’s returns performance has given a very good reputation for the company.


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KB Capital PMS Investment Plans

Below the given table is providing details about the KB Capital 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

KB Capital is the top-rated broking house available in the market. It is best to select for making any kind of investments in the stock market.

The company offers four types of investment slabs to the customers for huge satisfaction. The bronze investment slab of the broking house ranges from Rs. 25 lakh to Rs. 50 lakh.

The silver investment plan is between the range of Rs. 50 lakhs to Rs. 1 crore. The gold investment slab ranges from Rs. 1 crore to Rs. 5 crores. And for more than Rs. 5 crores of investment, there is a platinum investment plan available.

As the company has a very flexible investment slab, it has also designed a very attractive and convenient commission modules for its clients. The commission models of the broking house are described below with table charts.


KB Capital PMS Fee Structure or Commission Slabs

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

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

The KB Capital PMS has 3 flexible commission models to offer its clients. The description of the commission slabs is given below.


KB Capital PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.35% of Investment
Investment  – 50L – 1 Cr.1.25% of Investment
Investment – 1 Cr. – 5 Cr.1.05% of Investment
Investment – 5 Cr. Plus0.85% of Investment

The prepaid commission model of the company is designed and customized according to the customer’s requirements.

If you opt for this commission model, you will be needed to pay the commission amount in advance before the actual process starts.

The company’s prepaid commission model is designed according to the investment amount. If the investment amount is between the range of Rs. 25 lakh to Rs. 50 lakh, the management fees will be 1.35% of the total investment amount.

If it is between the range of Rs. 50 lakh to Rs. 1 Crore, the commission charges will be 1.25% of the total investment amount.

If the investment value is between the range of Rs.1 Crore to Rs. 5 Crore, the commission charges to be paid are 1.05% of the total investment.

And for more than Rs. 5 crores of the investment amount, the commission amount is 0.85% of the total investment amount.


KB Capital PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.123% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.113% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.100% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.085% of Total Transaction Volume

KB Capital PMS volume % commission model or fee structure has a dependency on the total number of transaction done by the portfolio manager.

Moreover, it is also dependent on the stock market value and some other facets of the investment. This type of fee structure usually leads to extensive commission payout.

The volume % commission structure is dependent on fund managers loyalty and market status. If the transaction volume ranges from Rs. 25 lakh to Rs. 50 lakh, the commission charges are 0.123% of the total transaction volume.

If the transaction vole is between the range of Rs. 50 lakh to Rs. 1Cr., the commission charges are 0.113% of the total transaction volume.

If the transaction volume is Rs. 1 Cr. to Rs. 5 Cr., the commission amount will be 0.100% of the total transaction volume.

If the transaction volume is more than Rs. 5 crores, the commission charges will be 0.085% of the total transaction volume.


KB Capital 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 – 50L19.3% of Profit
Profit Amount – 50L Plus17.1% of Profit

The company’s profit-sharing % commission structure is very flexible and convenient one as compared to the above-given commission models.

The investors need to pay the commission amount to the company only when he or she actually realises the profit. The profit-sharing % commission structure is designed with a great percentage and very low-risk factor.

Profit-sharing % commission structure is considered as the most flexible and convenient structure. It has a dependency on the performance of the portfolio.

The company offers profit sharing % commission model to the investors with huge portfolio range and the clients who are working with the company for more than 2 years.

If the profit on the investment portfolio is between the range of Rs. 2.5 lakh to Rs. 5 lakh, profit sharing will be 22.5% of the total profit realised.

If the profit value on the portfolio ranges from Rs. 5 lakh to Rs. 10 lakh, the profit-sharing is 21.5% of the total profit.

If the profit amount on investment is between the range of Rs. 10 lakh to Rs. 50 lakh, profit sharing will be 19.3% of the total profit.

And for more than Rs. 50 lakh of profit on the investment portfolio, the profit sharing will be 17.1% of the total profit.

Along with management fees, the company also charges some other kind of charges including- brokerage charges, custodian charges, depository charges, upfront charges, exit load charges etc.


Know Charges models of other Portfolio Management Service Providers

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Barclays Securities PMSBNP Paribas PMSCapstocks Securities PMS

KB Capital PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.73% – 0.95% of Asset Value
Brokerage Charges0.006% – 0.020% of Total Transaction Value
Custodian Charges0.14% – 0.28% of Asset Value
Depository Charges0.16% – 0.31% of Asset Value
Exit Load – within 12 months0.68% – 1.00% of Withdrawal Value
Exit Load – post 12 monthsFree

KB Capital PMS levy following other charges from its clients or investors-

  • The company charges levy management charges as per the commission structure.
  • Upfront charges are between the range of 0.73% to 0.95% of the total asset value.
  • Brokerage charges range from 0.006% to 0.020% of the total transaction value.
  • Custodian charges range from 0.14% to 0.28% of total asset value.
  • Depository charges range from 0.16% to 0.31% of total asset value.
  • Exit load charges depend on the withdrawal amount and its time duration. If you withdrawal amount within 1 year the commission charges will be between 0.68% to 1.00% of total withdrawal value. And if it is done after 1 year then no exit load charges are charged.

KB Capital PMS Benefits

Find the details about KB Capital 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

The benefits of KB Capital PMS are listed below-

  • The company provide the top-up facility with back-office support to its client for satisfaction.
  • Email and SMS update facility is also available for more convenience.
  • Flexible investment plans and commission structures are provided to ease the process.
  • The company also has massive experience in the field of wealth management.

KB Capital PMS Customer Care

The table given below is showing a detailed view of KB Capital PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 9 Times a month
Issue Resolving TAT17 working days

KB Capital PMS offer good customer support to the clients. The support services provided to KB Capital clients are listed below-

  • Call support
  • Email support
  • Relationship manager support
  • Clients can directly call to their fund manager 9 times in a month to resolve any kind of issue.
  • The issue-resolving TAT of the company is 17 working days.

KB Capital PMS Conclusion

KB Capital PMS is one of the best platforms for having financial solutions in the country. If you are in search of any reliable company for extensive PMS services, go for KB Capital and fulfil your desires.


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