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|
Overview of Kotak Portfolio Management Services
Find below the information about Kotak PMS.
|Registered Location||Mumbai, Maharashtra|
|Leadership||Uday S. Kotak|
|Yr. of Establishment||1985|
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.
Invest in Kotak PMS – Fill up the form Now!
Types of Kotak PMS
The below-given table is giving information about the types of Kotak portfolio management service company.
|Types of PMS|
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|
|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.
Know Fund Managers of Other Portfolio Management Service Companies
|ICICI Pru PMS||Aditya Birla PMS||Alchemy PMS||Ask PMS|
|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Kotak PMS Strategies
The below-given table is providing the details of Kotak portfolio management service strategies.
|SECTOR FUND||FINTECH FUND|
|SMALL & MID CAP||SMALL & MIDCAP|
|MULTI CAP||SPECIAL SITUATION (Series 2)|
|MULTI CAP||SPECIAL SITUATION ( Series 1)**|
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 Pharma Strategy
Outlook of the investment strategy sketches the aim as to generate capital appreciation through investments. Equity and the equity related asset classes are the chosen financial instruments here, with a medium to long term proposition.
The focus sectors here are Pharma and Health related Stocks, where great opportunities are identified and selected for investment. Finally, the portfolio would contain around 10 to 20 stocks.
Kotak Fintech Fund Strategy
Spaces explored in this strategy are BFSI and IT. The primary idea of this strategy is to selectively pick up on stocks which are priced on the lower end, and possess strong and surprising growth prospects.
The theory taken into account is to invest in company which are available at a discount prices to that of their intrinsic value. The fund managers closely study such stocks to figure out the reason behind the discounted value, and the likely triggers which would lead to further rise in price.
Kotak Small & Midcap Strategy
Here, the portfolio is structured in a way, where investment is made in 10-25 stocks, within the market capitalization of Rs.200-5000 crores. The choice made here is of investing in equity and equity related products all of which are listed.
Furthermore, the portfolio provides 25% of flexibility, where the said percentage valued stocks are chosen from market cap of above Rs.5,000 cr.
Kotak Special Situation (Series 2) Strategy
Investment outlook here is inclined towards 2 major opportunities, one of which is special situation and the second one is value opportunities.
Collectively, this strategy is an aim towards long term wealth creation. Opportunities at target are corporate events which lead to increase in value of a business. Such events include demergers, delisting and corporate restructurings. Here, stocks available at discounted value to their intrinsic value are chosen.
Kotak Special Situation (Series 1) Strategy
It is similar to that of Series one, where the view point is of special situations and value opportunities. Special situations include corporate events as that of demergers, delisting, and corporate restructurings. Such returns are however not similar to that of market returns, and hence result to have a special and attractive stature.
Value opportunities on the other hand are investing in stocks available at discounted rates on that of their intrinsic value.
Kotak PMS Returns / Performance
The table given below is providing the details about the Kotak PMS Performance.
|Category||SECTOR FUND||SECTOR FUND||SMALL & MID CAP||MULTI CAP||MULTI CAP|
|Strategy||PHARMA||FINTECH FUND||SMALL & MIDCAP||SPECIAL SITUATION (Series 2)||SPECIAL SITUATION ( Series 1)**|
|Inception||Sep, 2016||Mar, 2018||Apr, 2012||Sep, 2017||Jul, 2012|
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.
Know Returns of other PMS Brands
|Asit C Mehta Investment PMS||Indianivesh PMS||NJ Wealth PMS||SBI Funds PMS|
|HDFC PMS||IDFC PMS||Karvy PMS||Credent Asset PMS|
|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
Kotak PMS Investment Plans
The table mentioned below is providing the entire details about the investment plans of the Kotak PMS.
|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|
|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.
Know Charges models of other Portfolio Management Service Providers
|Nine Rivers Capital PMS||Systematix PMS||Marathon Trends PMS||Reliance PMS|
|Prabhudas Lilladher PMS||Narnolia PMS||Accuracap PMS||SATCO PMS|
|Alfaccurate Advisors PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
Kotak PMS Charges
Find out the details of Kotak portfolio management service charges in the table given below-
|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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||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.
|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.
Kotak PMS FAQs
Ques – How can I invest with Kotak PMS?
Answer – The system is extremely quick and hassle-free when investing in Kotak PMS. You can find a fill-up form for Invest In Kotak brokerage PMS when you visit our website. To select a critical service, complete the mandatory details, such as your name, mobile number and city, and then click the Submit button. This will take you to the next phases of investment in this way.
Ques – Who is the current fund manager of Kotak PMS?
Answer – Kotak portfolio management service company has various portfolio managers, but Mr Anshul Saigal is one of their best and highly experienced fund managers who looks after the broking house’s entire PMS market. Mr Anshul Saigal has an MBA and approximately 16 years of experience in the area of portfolio management services.
Ques – What is the approx AUM of Kotak PMS?
Answer – Kotak PMS fund managers usually hold an AUM of approximately 20,000 Cr. More than 325 clients are managed and managed. The brokerage house’s minimum investment tenure is 3 years.
Ques – Where can I check return or performance of Kotak PMS?
Answer – To check the return and performance of Kotak PMS, you need to check our website. Once you open this article, we provide you with various heads, along with the performance ratings. The data is designed in a very Systematic manner and given under proper topics. Therefore all the information is available here.
Ques – What are the different strategies used by Kotak PMS?
Answer – In making investments in highly regulated and qualitative industries that are typically bought at substantial discounts to their fundamental values, Kotak PMS sketches the goal of generating capital appreciation through investments in the investment strategy. BFSI and IT are being explored by Fintreck Fund Stratergy. Small and Midcap stratergy and The Special Case Strategies are the other strategies.
Ques – Where to find the fee structure and commission rate of Kotak PMS?
Answer – You will find all the required information regarding the fee structure and the commission rate within the article. You just have to locate the area and the head under which it is placed. All the data is usually put in the tabular manner for the convenience of the customers.
Ques – How to call or reach Kotak PMS customer care?
Answer – One is provided with customer service support by Kotak PMS. You have the call support, email support, whatsapp support as well as relationship manager support. You can expect your query resolved in a matter of 7 working days.
Ques – What are the benefits of investing with Kotak PMS?
Answer – One of the most sophisticated types of investments available for HNI or High Networth customers or NRI customers is portfolio management services or PMS. The Kotak PMS is one of the best brokerage to invest in. Kotak PMS is one of the country’s leading providers for portfolio management. We will have a thorough discussion in this article about the Kotak PMS Program, tactics, feedback, rates, Commission models, investment plans and more.
Ques – What are the different charges involved with Kotak PMS?
Answer – Management Fees- The management fees are charged by the Kotak portfolio management service company in compliance with the commission model chosen by investors. Upfront Fees-All of its customers also receive upfront fees from the Kotak PMS industry. It is the same as charges for prepaid. The upfront charges imposed by the business vary from 1.2% to 2.2% of the overall value of the asset. Brokerage fees- The Kotak PMS also receives brokerage fees from its investors. Depository fees- The company Kotak PMS has also included depository fees in its investment management kit. Depository charges vary primarily from 2% to 0.25% of the total value of the asset. Exit load charges- Exit load charges are paid on the basis of the volume of withdrawal and the withdrawal period.
Ques – Where can I find all the details about Kotak PMS?
Answer – The information regarding the Kotak PMS can be found in the link to our post. We understand the significance of being well educated, because all tactics need to be understood. This article is therefore intended to address all the queries about the investment that one has to make. All descriptions in the article are provided in depth.
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