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

LIC PMS or Portfolio Management Services is ranked as one of the top PMS services in our country. We would converse in detail about the Ratings, reviews, Strategies, Commission Models, Yearly Returns & much more about LIC PMS for further understanding.

Find below details of LIC Portfolio Management Services:

LIC PMS – Ratings & Review by Top10StockBroker

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Overview of LIC Portfolio Management Services

The table below provides details of LIC PMS:

LIC PMS is an associate company of India’s premier and most trusted brand LIC of India and is one of the leading full-service stock brokers in India.

The company was founded by Mr S. K. Mitra in the year 1989 having its headquarters in Mumbai, Maharashtra. This broking house is visible in the category of broking houses that are listed in the Stock Market.

LIC PMS is one of the largest players in the category and has a reputed name for its PMS performance. They have ample numbers of fund managers who are proficient to look after their PMS business. One of the prominent Business models of LIC is Portfolio Management Services.

Let’s see in detail the types of LIC PMS, their PMS Charges, PMS Returns & more.

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Types of LIC PMS

This broking house provides both Discretionary as well as Non-Discretionary PMS. It is mostly Discretionary Portfolio Management that is preferred by the clients.

The reason is that this type allows them to be tension free as their entire PMS account is managed by the Fund managers of LIC PMS. However, some clients do go in for Consultancy at the initial stage and thereafter being thoroughly satisfied with the services they make the final decision.

LIC PMS Fund Managers Details

This table will help you to collate all the details about LIC PMS Fund Managers.

LIC PMS has several Fund Managers working in their team. Mr. Parameswar M.A is the best among them. He holds a vast experience of 24 + years in the finance management sector. He is honoured with the degree of MBA and is overall in charge of the operations of the PMS division.

LIC PMS Fund Managers approximately hold Rs. 3,000 cr. as AUM and they handle more than 250 PMS clients. It has been observed that the minimum investment tenure in LIC PMS is at least 4 years which is usually preferred by the clients.

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LIC PMS Strategies

In this table we will get to see the details about LIC Portfolio Management Services Strategies:

The table clearly illustrates the types of PMS strategies provided by LIC PMS. You can check the readily available strategy with them. This broking house works on Large CAP Strategy as well as Midcap Strategy.

LIC PMS VALUE EQUITY+

Strategy in particular embraces the most innovative and robust investment plans. This goes along the path of return or the basic needs that investors have with this particular PMS strategy. The strategy put into place is based on valuations and fundamentals with an abuy-and-hold approach. As per the holding quantity, the numbers of stocks which make up the portfolio are 20 to 25 stocks. The stocks chosen are from diverse sectors and a mixture of large and midcap stocky.

LIC PMS Returns / Performance

In this table you will get to know the details about LIC Portfolio Management Services Returns:

The rate of returns offered by LIC PMS is pretty good. The broking house has successfully managed at beating 10 years of Mutual Fund Returns.

It is only this decent rate of return that motivates the clients to choose LIC PMS from the other set of PMS houses in India.

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LIC PMS Investment Plans

The below table will give details related to LIC Portfolio Management investment slabs:

The above table gives us a clear and better understanding of the different Investment slabs that are offered by LIC PMS to the clients. Rs.25 Lakh is a mandatory minimum investment amount required for any Portfolio Management Services house.

The Investment plans are available for all sets of ranges that are offered by LIC PMS. Their Bronze plan starts with a range of INR 25 Lakh to INR 50 Lakh. The range of the Silver Plan is between Rs.50 Lakh to Rs.1 Crore.

The Gold plan falls in the range of between Rs.1 Crore & Rs.5 Crore. However, there is also a Platinum plan for those set of clients who would prefer to invest for more than Rs.5 Crore with the broking house.

The commission range of LIC PMS varies for each plan. The more you invest the less you pay. In other words,s High investments would lead to elite services & low commissions.

LIC PMS Fee Structure or Commission Slabs

The Fees Structure of LIC Portfolio Management Services is stated here below:

LIC PMS has categorized their Fees into 3 types:

LIC PMS Prepaid Commission

In this format,t the Management Fees or Commission needs to be paid well in advance before the commencement of the actual tenure. This being a prepaid model, the commission charged here is comparatively lower than the other models.

The Prepaid Commission model of LIC PMS is dependent on the amount of Investment. If you are making investments in the range of Rs.25 Lakh – Rs.50 Lakh then the prepaid commission would be 1.8% of the Investment.

When your investment is in the range of Rs.50 Lakh to Rs.1 Crore, the prepaid commission would be 1.7% of the total investment.

For an investment of more than Rs.1 Crore and up to Rs.5 Crore, the prepaid fee will be is 1.5% of the total investment. For an investment of above Rs.5 Crore, the management fees would be 1.3% of the amount invested.

LIC PMS Volume% Commission

Here in this format,t your Fees Structure will entirely depend on the total number of transactions that are done by your Fund Manager.

There are other factors also which determine the commission it also depends on the market & other aspects of investment. This type of commission model generally results in making a higher commission payout.

The commission amount in the Volume commission model depends on the market situation and how loyal is your Fund Manager.

If you do a yearly transaction volume between Rs.25 Lakh to Rs.50 Lakh, the Management fees charged would be 0.24% of the total transaction volume.

If the transaction is between Rs.50 Lakh to Rs.1 Crore, then 0.22% of the total transaction amount would be the applicable fesse.

Now, when you do high transaction volume, you will see there is a decrease in the commission i.e. with a transaction volume of Rs.1 Crore upto Rs.5 Crore, the charges are 0.19% of the total volume.

If in case, the transaction volume exceeds Rs.5 Crore, the management fees charged are 0.16% of the total transaction volume.

LIC PMS Profit Sharing% Commission

This is one of the most convenient models for any investor. The prime reason is that in this format the Management fee is paid only after the profit is realized.

In this mode,l you will generally see that the percentage is very high but at the same time,e the risk is low.

As stated above, the  Profit Sharing model is ideally a well-situated model for the client as this model entirely depends on the performance of the portfolio.

For a portfolio with a profit range between Rs.2.5 Lakh to Rs.5 Lakh, the profit sharing is 34%. If the profit range is between Rs.5 Lakh to Rs.10 Lakh, the Profit sharing is 32%. For profits of high amounts like Rs.10 Lakh to Rs.50 Lakh, the profit sharing is 29% while if your profit is over Rs.50 Lakh, then the sharing of profit is 25% to the LIC PMS team. Customized commission models can also be made as per the requirement of the client.

There are various other charges levied by PMS house in addition to this Commission or Management Fees such as Upfront Fees, Brokerage, Depository Charges, Custodian Charges and Exit Load. Let us see what are these charges in the table here below.

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LIC PMS Charges

This table gives us all the details of LIC Portfolio Management Services Charges:

Let us have a look at the list of charges that are levied by LIC PMS:

Management Fees – This fess is as per the commission model that is agreed upon between the client & the PMS team.

Upfront Fees – There are also some upfront fees charged by the LIC PMS team which are more like a prepaid value. The charge of these fees would range between 1.2% – 2.20% of the asset value.

Brokerage Charges – Brokerage charges are levied on all transactions done by the Fund Manager. The charges would be between 0.015% – 0.025% of the total transaction value.

Custodian Charges – There is also a custodian change charge levied by the PMS house from their clients. This charge ranges between 0.04% – 0.5% of Asset Value.

Depository Charges – The PMS depository charges are between 0.18% – 0.25% of Asset Value.

Exit Load Fees – The exit load fees charged by PMS house depend on the client withdrawal duration & on the amount that is withdrawn by the client. The fees charged for any withdrawal taking place within 1 year of portfolio creation is 2% – 3% of the withdrawal amount.

If the withdrawal happens after 1 year then in some cases depending on their nature the withdrawal is free whereas in some cases it is 1% of the withdrawal value.

LIC PMS Benefits

Here in this table,e you will have a better understanding of the benefits of LIC Portfolio Management Services:

Here below we have listed down the various benefits of LIC PMS:

LIC PMS house provides you with the facility of doing a Top-up.

All the reports, their detailed portfolio & all the investments can be checked by the clients by using the Login facility of LIC PMS.

The PMS house also gives the provision of Email Update, SMSUpdatese and WhatsApp Update with regards to all the transactions that take place in the client’s account.

Several flexibilities are provided by LIC PMS to its clients like flexible investment plans and flexible commission models for all ranges of clients and their satisfaction.

In addition to the above, LIC PMS house also has a massive experience in Portfolio Management Services.

LIC PMS Customer Care

This table will provide details about LIC PMS Client Support:

There is a lot of support provided by LIC PMS Customer Care to its clients. Facilities like Direct Call support for resolving any type of queries, and Email and WhatsApp support are provided by them to their clients.

Relationship Manager Support is provided by LIC PMS to all its clients. They also offer direct calls to the fund manager facilities between 2 to 4 times a month. The issue resolving TAT period of the LIC PMS team is 15 working days.

LIC PMS Conclusion

LIC Portfolio Management Services is no doubt one of the best and most reliable trusted PMS solutions available in the country as they are associated with the most trusted brand.

They have succeeded in getting good and satisfactory results for their clients with the help of their strategies. Their Commission models and flexible Investment Plans are not only very attractive but also easy to the clients.

This PMS house has a very strong support system and always gives warm services to their client that is extremely useful & well structured.

Your search for a good PMS can be over by registering with LIC PMS, a name with which many investors have enrolled for better results.

LIC PMS

Ques – How can I invest with LIC PMS?

Answer – The system is incredibly fast and hassle-free while investing in LIC PMS. When you visit our website, you will find a fill-up form for Invest In LIC brokerage PMS. Complete the mandatory information such as your name, mobile number and city, and then click the Submit button to select the critical service. This will take you to the further stages of investment in this manner

Ques – Who is the current fund manager of LIC PMS?

Answer – Within the team, LIC PMS have several Fund Managers operating. Amongst them, Mr Parameswar M.A is the best. He has 23 + years of extensive experience in the financial management field. He is honoured with the degree of MBA and is in charge of the PMS division’s operations overall.

Ques – What is the approx AUM of LIC PMS?

Answer – Approximately Rs. 3,000 crore is owned by LIC PMS Fund Managers. They treat more than 250 PMS customers as AUM and they. The minimum investment tenure for LIC PMS is at least 3 years, which is typically favoured by customers.

Ques – Where can I check the return or performance of LIC PMS?

Answer – We have all the data and information for you in the article published on our website. Therefore, if you want to check the return or performance of the LIC PMS, all you need to do is access the post. The data is provided in tabular form keeping the ease of the customer in mind.

Ques – What are the different strategies used by LIC PMS?

Answer – LIC PMs operate on both the Large CAP and the Midcap Approach. In particular, the approach covers the most innovative and comprehensive investment plans., and is referred to as the Value Equity +

Ques – Where to find the fee structure and commission rate of LIC PMS?

Answer – The fee structure and commission rate of LIC PMS can be found in the article. Two distinct heads present comprehensive information on both subjects. To find the information you are interested in searching for yourself, you just have to scroll ahead and you will find it.

Ques – How to call or reach LIC PMS customer care?

Answer – LIC PMS offers you, namely customer service support such as calls, emails, WhatsApp, and a few other podiums. You have a section in the report that gives you information about what types of customer support systems are available and the quantity or methods of using them. A map of the services offered is provided first, followed by detailed steps for the services.

Ques – What are the benefits of investing with LIC PMS?

Answer – LIC PMS or Portfolio Management Services are ranked as one of our nation’s top PMS services. This brokerage is recognisable in the group of brokerage houses listed on the stock exchange. LIC PMS is one of the category’s largest players and has a reputed reputation for its PMS results. They have large numbers of fund managers who are capable of taking care of their PMS business. Portfolio Management Services is one of LIC’s popular business models. Therefore it is credible and useful.

Ques – What are the different charges involved with LIC PMS?

Answer – Management fees, according to the commission model agreed between the customer and the PMS team. Upfront fees are charged within a range of 1.2 per cent to 2.20 per cent of the asset value, more like a prepaid value. Brokerage fees are charged between 0.015 per cent and 0.025 per cent of the total transaction value on all transactions carried out by the Fund Manager. The custodian change fee levied by the PMS house ranges from 0.04 per cent to 0.5 per cent of the asset value. Depository fees range from 0.18 per cent to 0.25 per cent of assets and finally, the Exit load is charged.

Ques – Where can I find all the details about LIC PMS?

Answer – Within the article that is provided to you, we make sure we put in all the required information and data intact for you to access quickly and easily. We provide you with detailed steps and information regarding the brokerage company that will help you understand where you are about to invest.

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