Kotak PMS – Review, Strategies, Returns, Charges & more

Kotak PMS is one of the leading Portfolio Management Services in the country. In this article, we will have a detailed discussion about the Kotak PMS Service, Strategies, Reviews, Charges, Commission Models, Investment Plans and more.

Find detailed review of Kotak Portfolio Management Services below:


Kotak PMS – Customer Ratings & Review

Kotak PMS Ratings
Returns Performance 3.9 / 5
Services 3.6 / 5
Charges 3.7 / 5
Experience 3.8 / 5
Strategies 3.6 / 5
Client Support 3.7 / 5
Overall Ratings 3.7 / 5
Star Ratings ★★★★

Overview of Kotak Portfolio Management Services

Find below the information about Kotak PMS.

Overview
Company Type Public
Registered Location Mumbai, Maharashtra
Leadership Uday S. Kotak
Yr. of Establishment 1985

Kotak PMS

Kotak stock broking company is highly renowned and largest portfolio management service providing company across India.

The broking house was founded by Uday S. Kotak in the year 1985. The Kotak Portfolio Management Services is listed under SEBI and its headquarters of the company is located in Mumbai, Maharashtra.

It’s a highly renowned and successful model is portfolio management services. They have a wide list of experienced fund managers who look after their PMS based clients.

Here, we will know more about the Kotak PMS  Review, Charges, Returns and more.


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Types of Kotak PMS

The below-given table is giving information about the types of Kotak portfolio management service company.

Types of PMS
Discretionary Yes
Non-Discretionary Yes

The Kotak stockbroking house has both the types of portfolio management services namely- Discretionary and Non-Discretionary.

There are so many people who look after investing in well-managed and fundamental companies. Clients normally make use of Discretionary PMS, where the whole portfolio is managed by the portfolio manager.

And some clients look for any consultancy prior to investing in any stock broking company.


Kotak PMS Fund Managers Details

The below-mentioned table is providing the entire details about the fund manager of the Kotak portfolio management service company

Fund Manager’s Details
Name Anshul Saigal
Experience 16 Years
Highest Qualification MBA
AUM (in Cr.) Approx 20,000 Cr.
Number of Clients 325+
Investment Tenure Minimum 3 yr.

Basically, Kotak portfolio management service company has numerous portfolio managers but one of their best and highly experienced fund manager is Mr Anshul Saigal who look after the whole PMS business of the broking house.

Mr Anshul Saigal is qualified with an MBA and holding experience of around 16 years in portfolio management service sector.

The fund managers of Kotak PMS normally holds AUM of approximately 20,000 Cr. and manage more than 325 clients.

The minimum investment tenure of the broking house is 3 year.


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Kotak PMS Strategies

The below-given table is providing the details of Kotak portfolio management service strategies.

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

Kotak portfolio management service providing company is one the best and top-notch company, registered under the securities exchange board of India.

Its main concentration is in making investments in highly-managed and qualitative industries that are normally purchased at appreciable discounts to their fundamental values. Like stocks can be unfavorable but after a long period of time, they set broad standards in terms of healthy returns.

The broking house makes such kind of bets because it has confidence in that particular approach or strategy. They mainly focus on large-cap strategies, diversified strategies and small-mid cap strategies and are renowned in the market for their great PMS performance.

The two basic strategies used by the Kotak portfolio management service are described below-

Kotak Special Situations Value Strategy

Normally, the special situations value strategy’s main motto is to invest in some golden value opportunities as well as in special cases in particular stocks and some related instruments.

So in this way, the investment portfolio will surely be capitalized in the market and particular area agnostic.

This strategy generally helps in making investments in price related situation, merger-related situations and corporate restructurings as well.

Kotak Small and Mid Cap Strategy

Small and Mid Cap Strategy basically look after stock-specific accession with a medium-sized, average and long-term approach.

The investment portfolio must invest in particular areas with favorable investment companies who are well managed, sound fundamentals and having strong future possibilities.

Usually, around 75 per cent of the investment portfolio would like to be invested in small- mid-cap collateral with an available market capitalization of around Rs. 200 Cr. – Rs. 5000 Cr.


Kotak PMS Returns / Performance

The table given below is providing the details about the Kotak PMS Performance.

Returns (CAGR)
3 Year 15%
5 Year 13%
7 Year 11%
10 Year 15%
11 Year Plus 18%

Normally, the healthy rate of return from investment makes the Kotak PMS one of the highly best-performing companies. The company has given tough competition to the 10 years of Mutual Fund Returns.

The Kotak PMS returns for 3 years is 15%, for 5 years is 13%, for 7 years is 11%, for 10 years is 15% and for 11 years plus is around 18% (CAGR).


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Kotak PMS Investment Plans

The table mentioned below is providing the entire details about the investment plans of the Kotak PMS.

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

The above-given table has provided a better understanding of the investment plans of the Kotak stockbroking company. Normally, a minimum value of Rs. 25 lakhs is needed to start investing in any renowned stockbroking company.

The company has various investment plans including- Bronze investment plan ranging from Rs. 25 lakh to Rs. 50 lakh. Gold investment plan range between Rs. 50 lakh to Rs. 1 Cr.

High investment plans include- Gold investment plan ranges from Rs. 1 Cr. to Rs. 5 Cr. More than Rs. 5 Cr. investment, there is a platinum plan.

Since the company has very flexible investment plans, it also has a flexible commission model which we will discuss below.


Kotak PMS Fee Structure or Commission Slabs

The below table is providing the details about the commission models of the Kotak portfolio management service.

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

Kotak PMS commission charges are normally classified into three different parts.


Kotak PMS Prepaid Commission

In prepaid commission model, commission or management charges are required to pay in advance before the real-time period of investment starts.

Since it is a prepaid commission model the commission charges are normally lower than other such commission models.

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.5% of Investment
Investment  – 50L – 1 Cr. 1.4% of Investment
Investment – 1 Cr. – 5 Cr. 1.2% of Investment
Investment – 5 Cr. Plus 1.0% of Investment

The prepaid commission model of Kotak portfolio management service company has a dependency on total investment value.

With investment portfolio range of Rs. 25 lakh to Rs. 50 lakh, the charges will be 1.5% of the total investment amount. If the investment portfolio range between Rs. 50 lakh to Rs. 1 Cr., the commission fees is 1.4% of the total investment amount.

And the high investment portfolio range between Rs. 1Cr. to Rs. 5 Cr., the commission charges will be 1.2% of the total investment amount. And for more than Rs. 5 Cr. investment portfolio, the charges will be 1.0% of the total investment amount.


Kotak PMS Volume% Commission

This fees structure is wholly dependent on the number of transactions made through fund managers. The volume% commission model is also dependent on the status of the market and other investment aspects as well.

This kind of commission usually leads to extensive commission payout.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.16% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.14% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.12% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.10% of Total Transaction Volume

Under volume% commission model, the commission charges levied by the company based on the market situation as well as the fund manager’s loyalty.

If the annual transaction amount range between Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 0.16% of the total transaction volume.

And if the annual transaction value is between Rs. 50 lakh to Rs. 1 Cr., then 0.14 % of the total transaction amount is to be paid to the company.

With high transaction volume like Rs.1 Cr. to Rs. 5 Cr., then 0.12% of the total transaction volume is to be paid. With over Rs. 5 Cr. of transaction volume, the commission charges will be 0.10% of the total transaction volume.


Kotak PMS Profit Sharing% Commission

This is the most suitable and agreeable commission model customized for investors. The criteria of this model are the management charges are paid only when the profit value is realized. This commission model has low risk and high-profit percentage as well.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 25% of Profit
Profit Amount – 5L – 10L 23% of Profit
Profit Amount – 10L – 50L 20% of Profit
Profit Amount – 50L Plus 15% of Profit

The most convenient profit sharing% commission model available for investors. Its total dependency is on the investment portfolio profit.

Generally, this profit sharing% model is offered to those clients who are already with Kotak PMS and those having huge investment portfolios.

For the portfolio consisting profit range of Rs. 2.5L to Rs. 5L, the profit sharing percentage to be paid will be 25% of the total profit realized.

If the investment portfolio has a profit range between Rs. 5 lakh to Rs. 10 lakh, the applicable profit sharing% is 23% of the total profit.

With extensive profit portfolios, the profit sharing % charge is normally low. If the investment portfolio with a profit range of Rs. 10 lakh to Rs. 50 lakh, then the profit sharing will be 20% of the total profit.

With over Rs. 50 lakhs of profit on the investment portfolio, the profit sharing % is 15% of the total profit.

The above commission models are designed by the Kotak PMS according to the needs of investors. Apart from commission charges, upfront fees, brokerage fees, depository fees, custodian charges and exit load charges are also charged by the Kotak portfolio management service platform.


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Kotak PMS Charges

Find out the details of Kotak portfolio management service charges in the table given below-

Charges
Management Fees As per commission model
Upfront Fees 1.2% – 2.2% of Asset Value
Brokerage Charges 0.015% – 0.035% of Total Transaction Value
Custodian Charges 0.35% – 0.45% of Asset Value
Depository Charges 0.2% – 0.25% of Asset Value
Exit Load – within 12 months 1.5% – 2.5% of Withdrawal Value
Exit Load – post 12 months Free or 0.8% of Withdrawal Value

The charges imposed by the Kotak portfolio management service platform are listed below-

  • Management Charges- According to the commission model opted by investors, the management charges are levied by the Kotak portfolio management service company.
  • Upfront Fees- The Kotak PMS industry also levy upfront fees from all of its clients. It is the same as prepaid charges. The upfront charges levied by the company range from 1.2% to 2.2% of the total asset value.
  • Brokerage Charges- Brokerage charges are also levied by the Kotak PMS from its investors. Such kind of charges is tailor-made with a range of 0.015% to 0.035% of the total transaction value.
  • Custodian Charges- Custodian charges taken by Kotak PMS portal ranges from 0.35% to 0.45% of the total asset value.
  • Depository Charges- The Kotak PMS company has also included depository charges under its investment management package. Depository charges mainly range from 2% to 0.25% of the total asset value.
  • Exit Load Charges- Exit load charges are charged on the basis of withdrawal amount and time duration of withdrawal. For instance, if the withdrawal of the particular transaction takes place within 12 months then the commission charge will be 1.5% to 2.5% of the total withdrawal amount. If the withdrawal is done after a year then in some cases it is free and in some cases, it is 0.8% of the total withdrawal amount.

Kotak PMS Benefits

The table given below is providing a good understanding of the Kotak portfolio management service benefits.

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

Here are some advantages of Kotak portfolio management benefits listed below-

  • The Kotak PMS group basically offer the top-up facility to all its clients.
  • The company also provide proper back office login to their customers. So that customers can see the details as well as reports related to their own investment portfolio.
  • Email Update and SMS Update facility is also provided for the satisfaction of all the investors or clients working with the Kotak PMS company. With this facility, clients can get updates regarding the happening transactions in their account.
  • The Kotak PMS company do provide flexibility to their clients regarding investment slabs and fees structure or commission models as well.
  • The company is holding massive experience of around 16+ years in portfolio management service sector

Kotak PMS Customer Care

The below-mentioned table is providing details Kotak PMS client support.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support Yes
Relationship Manager Support Yes
Call to Fund Manager Yes – 3 to 7 Times a month
Issue Resolving TAT 7 working days

Kotak portfolio management service basically provides good at providing support to clients or customers.

Customers can make calls directly to their fund manager or portfolio manager in order to get details regarding their investment portfolio. The stockbroking company provides Email Support as well as WhatsApp support to its customers.

The Kotak PMS portal also provides good relationship management support to all of its customers. Basically, the high investment value clients can call their fund manager 5-7 times in a month and the investors having a low net worth portfolio can contact their portfolio manager 3-4 times in a month.

Therefore, the issue resolving TAT of the Kotak portfolio management service group is around 7 working days.


Kotak PMS Conclusion

Kotak portfolio management service portal is one of the greatest and well-known company considered across the nation.

They have customized very convenient and flexible strategies for their clients and also their strategies have given some sort of positive results to their investors.

The services and support system provided to clients by Kotak PMS group is well-structured and favourable. Basically, this stockbroking group is well-known for its portfolio management service offerings and performance as well.

If you want to start up with any portfolio management company then Kotak PMS group can be the best platform for you.


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Fill Your Details Here
  1. Invest in PMSBecome Sub BrokerOpen Demat Account


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