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KR Choksey PMS is a Mumbai-based wealth management company running since 1979. The company offers services across many financial verticals. They’re a part of the NSE, BSE, MCX and NCDEX. Furthermore, they’re even a part of DP for the CDSL.

However, in today’s article, we’ll only talk about KR Choksey Portfolio Management Services. We’ll review them based on: –

  • The story of their origin. This part will include the details of their founders. And, it’ll even tell you about the year and place when they were established.
  • Description of all sorts of PMS they offer to their clients.
  • Their fund managers’ details include the value of the assets they manage. This part will even tell you about their educative qualification and experience.
  • Elaboration on all of their investment strategies. This part will tell you all about their different approaches.
  • Descriptive chart about the CAGR they promise to their clients. This part will distinguish the CAGR for different investment terms.
  • Elaboration to all of their commission plans. This part will establish the parameters based on which the commission is charged.
  • Complete elaboration on all of the extra charges they demand from their clients. This part will include the reason for which these charges are incurred.
  • And, finally, there will be a conclusion to the entire article. This part will simply re-establish the pros and cons of the company.

PMS Offers

KR Choksey PMS – Customer Ratings & Review

Find Client ratings of KR Choksey Portfolio Management Services –

Returns Performance 3.5 / 5
Services 3.4 / 5
Charges 3.5 / 5
Experience 3.3 / 5
Strategies 3.2 / 5
Client Support 3.4 / 5
Overall Ratings 3.4 / 5
Star Ratings ★★★★★

Overview of KR Choksey Portfolio Management Services

Find a detailed overview of the KR Choksey portfolio management service in the table given below-

Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Kisanbhai R. Choksey
Yr. of Establishment 1979

As mentioned earlier KR Choksey PMS was established in the year 1979. They have their headquarters located in Mumbai, Maharashtra. And, Kisanbhai R. Choksey is the person who established the firm.

At present they cater to more than 75,000 investors across the nation. And, they even have more than 1,500 Cr. worth of assets under management.

Now, we will discuss the KR Choksey portfolio management service company review, its PMS returns, PMS charges and more.

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    Types of KR Choksey PMS

    There are 2 types of KR Choksey Portfolio Management Services –

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    There are merely two PMS types offered to the clients by KR Choksey PMS. We’re talking about Discretionary and Non-Discretionary PMS. The first one sets the client’s free post-investment.

    It grants asset-related decisive powers to the fund manager. Thus, the fund manager is free to execute any asset-related alterations.

    The second one, however, works on a different philosophy. It requires the company to provide the clients with regular advice.

    And, the company must even seek clients’ permission for any executing any changes. So, the decisive power related to the asset remains with the clients.

    KR Choksey PMS Fund Managers Details

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

    Fund Manager’s Details
    Name Vikash Khemka
    Experience 14 Yrs
    Highest Qualification MS – Finance
    AUM (in Cr.) 67 Cr.
    Number of Clients 51
    Investment Tenure 4-5 yrs

    KR Choksey PMS has Vikash Khemka as their fund manager at present. Vikash has MS – Finance, and for educative background. And, he even has experience of 14 years.

    At present, he’s in charge of 51 clients and assets worth 67Cr. And, it’s quite easy for you to get him to manage your assets as well. All you need to do is invest with the company for 4-5 years.

    Know Fund Managers of Other Portfolio Management Service Companies

    KR Choksey PMS Strategies

    The below table is providing details about the KR Choksey portfolio management service strategies-

    KRChoksey – Alpha Invest MULTI CAP

    KR Choksey PMS is completely open to multiple investment ideas. They invest in all sorts of portfolios. And, we’re talking about small, mid and large-cap portfolios.

    However, merely this information does not justify the approaches they implement. So, here’s the complete list of their strategies: –

    KR Choksey – Diversified Equity

    The objective of this strategy is to generate long-term capital growth. This is achieved by investing in equity and equity instruments across large-cap stocks.

    Stocks promising stable returns and low volatility over the long term are selected. This strategy works typically on a top-down approach. And, 80-90% of the asset value is invested in large-cap stocks.

    KR Choksey – Emerging Cap

    This strategy aims for long-term capital growth through investment across mid-cap stocks. It predominantly invests in equity and equity-related instruments. This works on a bottom-up strategy.

    This means that the company seeks to identify promising investment ideas. This has higher volatility and risk factor as compared to large-cap stocks. A certain amount of the asset is also invested in the money market.

    KR Choksey – Alpha Invest

    The objective is to generate long-term capital appreciation. The investment is made on equity and equity-related instruments. And, the asset is invested across several cap segments.

    This helps in getting risk diversification. It’s apt for both resident and non-resident clients.

    KR Choksey – Short term

    The objective of this strategy is to generate short-term capital growth. Investments in this are made across equity and equity-related instruments.

    And, the focus is liquid counters with superior risk-adjusted returns. The company uses a combo of technical and quantitative attributes to identify oversold / overbought shares/indices.

    KR Choksey – Vision Infrastructure

    This strategy aims to generate long-term capital growth through passively managed portfolios. The investment is made across equity and equity-related instruments.

    And, the primary focus is to invest in mid-cap stocks. Stocks with the potential to deliver superior risk-adjusted returns in infrastructure space are selected.

    This has higher volatility and risk factor as compared to large-cap stock investments.

    KR Choksey PMS Returns / Performance

    The below table is giving details about KR Choksey PMS returns and performance-

    Strategy KRChoksey – Alpha Invest
    Category MULTI CAP
    Return (CAGR) 1M -3.28%
    3M 13.13%
    6M 1.03%
    1Y -3.18%
    2Y 27.14%
    3Y 17.57%
    5Y 11.25%
    Since Inception 11.28%
    Inception Year Mar 2007

    The above chart shows the expected CAGR as promised by the company. And, the chart is distinguished for varied investment terms.

    The CAGR for 1-year investments is thought to be -3.18%. CAGR for 2-year investments is expected at 27.14%. 3-year investments are expected to fetch 17.57% CAGR.

    11.25% CAGR is expected from the 5-year investments. And, the investments since inception are expected to fetch a CAGR of 11.28%.

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    KR Choksey PMS Investment Plans

    The given table is providing details about the KR Choksey 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

    KR Choksey PMS categorizes investments into four parts. The first one is called the bronze plan with investments from 25L-50L. The second one is known as a silver plan with an investment bracket of 50L-1Cr.

    Third, in line is the gold plan. This one looks after the investments within 1Cr.-5Cr. And, the last one is known as the platinum plan. This caters to investments above 5Cr.

    KR Choksey PMS Fee Structure or Commission Slabs

    Find the details about the types of commission models or fees structure offered by KR Choksey PMS house as follows-

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

    KR Choksey PMS grants prepaid, volume% and the profit-sharing model.

    KR Choksey PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.35% of Investment
    Investment – 50L – 1 Cr. 1.20% of Investment
    Investment – 1 Cr. – 5 Cr. 1.00% of Investment
    Investment – 5 Cr. Plus 0.80% of Investment

    This is the first commission plan the company offers. It charges the clients before investing. The bronze plan clients are charged at a 1.35% commission rate.

    Silver plan clients are charged a 1.20% commission rate. A 1.00% commission rate is charged from the gold plan clients.

    And, the platinum plan clients are charged at a 0.80% commission rate. The commission is charged based on the investment value.

    KR Choksey PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.119% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.114% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.109% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.100% of the Total Transaction Volume

    Volume% Commission depends on the total transaction volume of the fund manager on behalf of the client. For a transaction volume of INR 25 lakh to 50 lakh, the commission charged is 0.119%of the total transaction.

    For higher transaction volumes of IINR 5 Crore & plus, the charges are 0.100% of the total transaction. Hence, the charges decrease with high transaction volume.

    KR Choksey PMS Profit Sharing% Commission

    The table given below is showing details about profit sharing% commission model-

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L 22.4% of Profit
    Profit Amount – 5L – 10L 20.4% of Profit
    Profit Amount – 10L – 50L 18.4% of Profit
    Profit Amount – 50L Plus 16.1% of Profit

    A profit-sharing plan is the last of all commission plans. It charges the clients after they realize their profits. And, that’s why it’s so popular with the clients.

    So, it charges the bronze plan clients a 22.4% commission rate. The silver plan clients are charged a 20.4% commission rate.

    Gold plan clients are charged an 18.4% commission rate. And, the platinum plan clients are charged at a 16.1% commission rate.

    Know Charges models of other Portfolio Management Service Providers

    KR Choksey PMS Charges

    The below-given table is giving information about KR Choksey Portfolio Management Service Charges-

    Management Fees As per the commission model
    Upfront Fees 0.50% – 0.80% of Asset Value
    Brokerage Charges 0.005% – 0.015% of Total Transaction Value
    Custodian Charges 0.15% – 0.25% of Asset Value
    Depository Charges 0.11% – 0.21% of Asset Value
    Exit Load – within 12 months 0.75% – 1.00% of Withdrawal Value
    Exit Load – post 12 months Free

    Here’s the list of all additional charges KR Choksey PMS incurs upon their clients: –

    • The clients are charged a certain management fee. This is charged based on the type of commission plan they opt for.
    • The clients must pay a brokerage charge. They’re charged at 0.005-0.015% of transactional value for this.
    • The clients are charged an upfront fee. This is charged at 0.50-0.80% of the asset value.
    • The clients are charged with a custodian charge. And, they’re charged at 0.15-0.25% of asset value for this.
    • The clients must even pay off a depository charge. This is charged at 0.11-0.21% of the asset value.
    • And, at last, the clients are charged for exit load. They’re charged at 0.75-1.00% of the withdrawal value. This is only charged on withdrawals within 12 months of investment.

    KR Choksey PMS Benefits

    Find the details about KR Choksey PMS advantages in the table given below-

    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

    Investing with KR Choksey PMS comes with many benefits. We, however, have enlisted only the ones with the most impact: –

    • The clients get the advantage of using the company’s top-up provision. This allows them to increase their investment value upto a certain extent.
    • The clients get access to timely updates regarding their investments. They’re updated through SMS and Emails.
    • The clients get to choose from many diversified and flexible investment models. They even have the option to choose their favourable commission model.
    • The clients get to tap into the company’s years of industrial experience. And, thus, benefit from it.

    KR Choksey PMS Customer Care

    The table given below is showing a detailed view of KR Choksey PMS Customer Care.

    Customer Care
    Call Support Yes
    Email Support Yes
    Chat Support No
    Watsapp Support Yes
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 6 to 9 Times a month
    Issue Resolving TAT 14 working days

    KR Choksey PMS has set up proper customer care for their clients. And, customer care grants the clients with the following services: –

    • Provision to call the fund manager for investment-related queries. This is permitted 6-9 times a month.
    • Immediate support through calls and email.
    • Provision to a dedicated relationship manager.
    • Issue resolution TAT within 14 working days.

    KR Choksey PMS Conclusion

    In short, we deem KR Choksey PMS to be the perfect company to help with wealth management needs.

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