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

Laburnum Capital PMS is a SEBI registered PMS provider based out of New Delhi, India. They’re known to manage equity portfolios of high net worth individuals.

Today, we’ll draft a thorough review of Laburnum Capital Portfolio Management. And, our review will include the following parameters: –

  • Insight in to the basics of their origin history. This part will include the description of their founders. And. It’ll even describe about eth place and year of their foundation.
  • Insight into the PMS related services they grant to their clients. This part will focus on mainly two types. And, it’ll describe the functionality of each type in details.
  • Elaboration about the educative background and experience of their fund managers. This part will even establish the net value of the assets they manage.
  • Details about all of their investment strategies. This part will grant you the complete insight into their approach. And, it’ll establish the suitability of the strategies for certain client types.
  • Mention of a chart explaining the detailed CAGR expectations from the company. This part will elaborate the varying CAGR as per investment terms.
  • Insight into all of their commission plans. This part will tell you about the functionality of each plan.
  • Description of all the additional charges they seek from their clients. This part will even tell you about the reason for these charges.
  • And, at last, there will be a conclusion to the entire article.

PMS Offer


Laburnum Capital PMS – Customer Ratings & Review

Find Client ratings of Laburnum Capital Portfolio Management Services –

Ratings
Returns Performance3.9 / 5
Services3.7 / 5
Charges3.8 / 5
Experience3.9 / 5
Strategies3.8 / 5
Client Support3.7 / 5
Overall Ratings3.8 / 5
Star Ratings★★★★★

Overview of Laburnum Capital Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationNew Delhi, Delhi
LeadershipPavan Ahluwalia
Yr. of Establishment2009

Laburnum Capital PMS was established as a firm rather recently by Pavan Ahluwalia. They saw the light of the day in 2009. However, their recent establishment has not been able to delay their success.

They’ve been serving clients from across the nation. Nonetheless, they do so from their headquarters in New Delhi. They are rather specific with their investment approach.

They use a rigorous, fundamentals-oriented long terms investment approach. And, that’s the reason for their growing clientele.

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


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Types of Laburnum Capital PMS

There are 2 types of Laburnum Capital Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Laburnum Capital PMS offers their clients with two specific PMS types. We’re referring to discretionary and non-discretionary PMS.

The first one is meant to cater clients with a relaxing mindset. These are the clients that do not indulge in regular investment alterations. In fact, they let the fund manager to take care of their assets.

This way they’re only concerned with end results. And, the decisive power related to the asset stays with the fund manager. The second one is entirely different nonetheless.

It requires the company to provide advisory to the clients. And, the clients are supposed to permit for every asset related alteration. This way the asset related decisiveness remains with the clients.


Laburnum Capital PMS Fund Managers Details

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

Fund Manager’s Details
NameVarun Madhok
Experience15 Yrs.
Highest QualificationMBA
AUM (in Cr.)266 Cr.
Number of Clients46
Investment TenureMinimum 3 yr.

Laburnum Capital PMS segment is headed by Varun Madhok. Varun is an MBA with 15 years of experience. He’s been doing a tremendous job at managing clients’ portfolios for the company.

At present he has 46 clients with a cumulative capital investment of 266Cr. In order to fetch his expertise for your investments, there only one thing to do. You must invest with the company for minimum 3 years.


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Laburnum Capital PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Laburnum Capital PMS take their chances with multiple investment strategies. In other words, they invest in small, mid and large cap portfolios altogether. However, their approach is a lot more detailed than this.

They follow the following norms while investing: –

Fundamentals-based Investing:

They prefer to base business analyses on the companies’ fundamentals. And, they prefer to analyze the companies on their own. They completely disagree to sentiment predictions related to any company.

Developing An Edge:

They emphasize on proprietary diligence at company level. This is done to understand the business model and company culture.

And, it’s done by interviewing competitors, former employees, etc. In short, they keep track of sector trends to identify industry economics.

Value Orientation:

They tend to invest in stocks available at substantial discounts to intrinsic value. They pay the fair value in case a business has strong competitive position. Laburnam Capital tend to calculate the intrinsic value on quantitative and qualitative metrics.

Long Term Perspective:

They usually tend to hold the portfolios for several years. This generally gains high capital growth and even lessens the risk.

However, they tend to sell out if the calculation of intrinsic value charges. In some cases, they even sell out if there’s a chance of market alteration.

Concentrated Portfolio:

They tend to stick to realistic investment figures. This even reflects on their choice of portfolio creation. They avoid adding more than 10 – 15 portfolios in their investment basket.

This is done to prevent over-diversification of the portfolio. This even adds upto the certainty of predicted growth potential.

Disciplined Portfolio Management:

They always maintain a particular position in not more than 10-20% of the asset value. In fact, they normally tend not to take positions below 3% either. This is done to avoid excessive diversification.

And, they’re always prompt to act whenever a position changes. In fact, they never hesitate to change their opinion about a company.


Laburnum Capital PMS Returns / Performance

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

Returns (CAGR)
3 Year12.5%
5 Year8.5%
7 Year11.2%
10 Year11.5%
11 Year Plus7.6%

We’ve mentioned a chart right above this section describing the promised CAGR. The chart’s been distinguished into five sections. And, each section is defined as per the investment year.

So, the 3-year investments are expected to fetch a CAGR of 12.5%. all 5-year investments are expected to fetch 8.5% CAGR. 7-year investments are expected to fetch 11.2% CAGR.

The 10-year investments are expected to fetch a CAGR of 11.5%. And, the investments beyond 11 years are expected to fetch 7.6% CAGR.


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Laburnum Capital PMS Investment Plans

Below the given table is providing details about the Laburnum 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

Laburnum Capital PMS do follow the market trends where necessary. In fact, that’s why they grant their clients with service-related options.

Speaking of it, they provide their clients with four investment plans. And, each category is defined as per a particular investment value bracket.

The first category is known as bronze plan. It caters to the investment bracket of 25L-50L. Second category is known as the silver plan. It caters to the investment bracket of 50L-1Cr.

Third category is known as the gold plan. This plan caters to the investment bracket of 1Cr.-5Cr. And, the last category is known as the platinum plan. This one caters to the investments above 5Cr.


Laburnum Capital PMS Fee Structure or Commission Slabs

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

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

Laburnum Capital PMS even offers 3 categories of commission plans. And, their clients are free to opt out any one of them. The commission is charged annually.

However, there are specific parameters as per which the charges are incurred. We’re referring to prepaid, volume% and profit-sharing commission plans.


Laburnum Capital PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.40% of Investment
Investment  – 50L – 1 Cr.1.25% of Investment
Investment – 1 Cr. – 5 Cr.1.05% of Investment
Investment – 5 Cr. Plus0.90% of Investment

The first commission plan is known as the prepaid plan. This one charges the clients based on their investment plan. And, it charges them in advance.

Therefore, the bronze plan holding clients are charged at 1.40% of investment. The silver plan holding clients are charged at 1.25% of investment value.

Gold plan holding clients are charged at 1.05% of investment. And, the platinum plan holding clients are charged at 0.90% of investment value.


Laburnum Capital PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.127% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.120% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.110% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.095% of Total Transaction Volume

The second commission plan is known as the volume% plan. The clients are charged as per their investment models. This plan charges the bronze plan holding clients at 0.127% of transaction value.

The silver plan holding clients are charged at 0.120% of transaction volume. Gold plan holding clients are charged at 0.110% of transaction volume.

And, the platinum plan holding clients are charged at 0.095% of transaction volume.


Laburnum 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

This one is the last of the three commission plans that the company offers. And, even this plan charges them as per investment plans.

Moreover, the clients are charged on the basis of their realized profits. So, the bronze plan clients are charged at 22.5% of profits.

Silver plan clients are charged at 21.5% profit. Gold plan holding clients are charged at 19.3% profit. And, the platinum plan holding clients are charged at 17.1% profit.


Know Charges models of other Portfolio Management Service Providers

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Laburnum Capital PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.65% – 0.85% of Asset Value
Brokerage Charges0.007% – 0.017% of Total Transaction Value
Custodian Charges0.13% – 0.33% of Asset Value
Depository Charges0.16% – 0.26% of Asset Value
Exit Load – within 12 months0.79% – 1.19% of Withdrawal Value
Exit Load – post 12 monthsFree

Laburnum Capital PMS incurs some additional charges on their clients. And, this is the entire list to these charges and the reason behind them: –

  • Clients are charged for brokerage charges at 0.007-0.017% of total transaction value.
  • The clients are charged for upfront fee at 0.65-0.85% of asset value.
  • Clients are charged for depository value at 0.16-0.26% of asset value.
  • The clients are charged for custodian charges at 0.13-0.33% of asset value.
  • Clients are even charged for exit load in case of withdrawal with 12 months of investment. They are charged at 0.79-1.19% of withdrawal value.
  • The clients are even charged a certain amount for management fee. This is charged on the basis of the opted commission model.

Laburnum Capital PMS Benefits

Find the details about Laburnum 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

Several benefits are granted by Laburnum Capital PMS like: –

  • Access to several flexible commission and investment plans.
  • Access to a dedicated relationship manager.
  • On time reports related to the investment status.
  • Real time updates on asset alterations over SMS and Email.

Laburnum Capital PMS Customer Care

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

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 to 7 Times a month
Issue Resolving TAT13 working days

Laburnum Capital PMS has a firm customer care that grants the clients with: –

  • A promise to resolve all investment related issues within 13 working days.
  • Complete and on time support through email and phone.
  • Grant for a dedicated relationship manager.

Laburnum Capital PMS Conclusion

As a conclusion, we can establish that Laburnum Capital PMS can definitely be trusted for their services.


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