Miv Investment PMS – Review, Strategies, Returns, Charges & more

Miv Investment PMS is one of the great investment service providers available in the country. This company offers very good quality of financial solutions to the clients for their satisfaction.

In this write-up, we will have a detailed discussion of Miv Investment Portfolio Management Services, its customer ratings, overview, fund manager details, investment plans, returns, commission models, other charges, benefits, customer care and more.PMS Offer


Miv Investment PMS – Customer Ratings & Review

Find Client ratings of Miv Investment Portfolio Management Services –

Ratings
Returns Performance3.3 / 5
Services3.4 / 5
Charges3.3 / 5
Experience3.4 / 5
Strategies3.2 / 5
Client Support3.0 / 5
Overall Ratings3.2 / 5
Star Ratings★★★★★

Overview of Miv Investment Portfolio Management Services

Find a detailed overview of the Miv Investment portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipMala Chadha and Ravi Chadha
Yr. of Establishment2005

Miv Investment is a very substantial broking house available in India. It serves clients with valuable and qualitative financial solutions.

It is a private PMS service provider established by Mala Chadha and Ravi Chadha in the year 2005. The company’s headquarters are available in Mumbai, Maharashtra.

It is normally known for availing qualitative PMS services to the investors. Although, the broking house has a great team of fund managers who look after their PMS business.

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


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Types of Miv Investment PMS

There are 2 types of Miv Investment Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Miv Investment is a renowned broking house that offers the best quality financial products to the customers.

Usually, the broking house avails two types of portfolio management services i.e. discretionary PMS and non-discretionary PMS.

Most of the clients prefer discretionary PMS because the investors PMS account is totally handled by the portfolio managers of the company.

While some other clients prefer to consult any consultancy firm in order to make a great investment decision and this entire process known as non-discretionary PMS.


Miv Investment PMS Fund Managers Details

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

Fund Manager’s Details
NameRavi Chadha
Experience13 Yrs
Highest QualificationB.Com.
AUM (in Cr.)466 Cr.
Number of Clients268
Investment Tenure3yrs

Miv Investment is popularly known for offering customised PMS solutions to all types of investors. The best thing about the company is it provides good flexibility and levy very minimal commission charges from the users.

It has a good team of fund managers who take good care of it’s PMS module. But one of the best and greatly experienced fund managers is Ravi Chadha.

He graduated with B.com and holds experience of a minimum of 13 years in the investment management sector.

Moreover, the portfolio managers of the company normally hold around 466 Cr. of AUM and manage the accounts of more than 268 clients or investors. The minimum investment tenure of the broking house is 3 years.


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Miv Investment PMS Strategies

The below table is providing details about the Miv Investment portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Miv Investment has designed very powerfully and strong PMS strategies for all of its clients. With the help of Miv Investment PMS strategies, investors can achieve their financial goals easily.

The PMS strategies of Miv Investment are described below-

Hi-Growth Style

PGS- HiFocus Style strategy is designed to focus on under researched and downgrade growth stocks.

It usually aims to invest in businesses looking forward to enter in a phase of escalated growth or at the modulation point in financial life cycle.

Our main aim is to research for the unique businesses or companies that can give preference to prodigy grow for something great. This strategy helps to invest in stocks including- equity as well as non-equity classes.

Hi-Value Style

The Prodigy Growth Strategy- HiValue Style is also customised to make investment in under-valued and under-researched stocks.

It helps individuals to make good returns on the investment portfolio with low risk factor. This kind of strategy normally leads to strategic positions more than tactical positions.

Hi-Focus Style

Prodigy Growth Strategy- HiFocus Style is greatly concerned in making investment in downgrade and very less researched stocks.

It normally holds a very few stocks and also takes higher risks for being more diversified.

Ultra-Focus Style

The Prodigy Growth Strategy- UltraFocus also aims to invest in stocks that are very down rated and under-researched.

Moreover, it is ultra-focused on the stocks in comparison to HighFocus style strategy. This kind of investment portfolio strategy may hold more concentration in fewer stocks.

The greatly concentrated investment portfolio can run a huge risk in order to be inadequately diversified.


Miv Investment PMS Returns / Performance

The below table is giving details about Miv Investment PMS returns and performance-

Returns (CAGR)
3 Year8.6%
5 Year11.3%
7 Year7.9%
10 Year7.5%
11 Year Plus8.8%

Miv Investment is a well-known and popular-most financial service providers available in the stock market. The company offers very good return rates to the clients.

The returns performance of the company for 3 years is around 8.6%, for 5 years is 11.3%, for 7 years is 7.9%, for 10 years is 7.5% and for 11 years plus is 8.8% CAGR.

The effective and robust return rate of the company makes it a well-structured broking house in the stock market.


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Miv Investment PMS Investment Plans

Below the given table is providing details about the Miv Investment 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

Miv Investment is the best portfolio management service provider in the market. It avails all types of PMS solutions at low commission charges.

Currently, the company is offering 4 types of investment plans including – Bronze investment plan which is between the range of Rs. 25 lakh to Rs. 50 lakh.

The silver investment plan is between the range of Rs. 50 lakh to Rs. 1 Cr., Gold investment plan is between the range of Rs. 1 Cr. to Rs. 5 Cr. and the platinum plan is customised for the client’s having investment portfolio more than Rs. 5 Cr.

As the company has personalised very flexible investment plan chart for the customers. It has also designed a very convenient and flexible commission structure.


Miv Investment PMS Fee Structure or Commission Slabs

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

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

The well-known and greatly popular broking house offer all kinds of financial services to the clients. Moreover, the company has customised commission model in three parts.


Miv Investment PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.29% of Investment
Investment  – 50L – 1 Cr.1.19% of Investment
Investment – 1 Cr. – 5 Cr.0.99% of Investment
Investment – 5 Cr. Plus0.79% of Investment

The prepaid commission model is dependent on the total value of the investment. If the investment amount ranges between Rs. 25 lakh to Rs. 50 lakh, the management charges will be 1.29% of the total investment value.

If the investment amount ranges from Rs. 50 lakh to Rs. 1 Cr. , the commission charges are 1.19% of the investment amount.

If it is between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission charges are 0.99% of the total investment amount.

And for above Rs. 5 Crores of the investment amount, the commission charges will be 0.79% of the total investment value.


Miv Investment PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.107% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.100% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.085% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.070% of Total Transaction Volume

The volume % commission structure of the company is also dependent on the loyalty of the fund manager or portfolio manager.

If the transaction value is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 0.107% of the total transaction volume.

If the transaction volume is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges are 0.100% of the total transaction volume.

If it is actually between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission charges are 0.085% of the total transaction volume.

If the transaction volume is more than Rs. 5 Cr., the commission amount is 0.070% of the total transaction value.


Miv Investment PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L23.0% of Profit
Profit Amount – 5L – 10L21.5% of Profit
Profit Amount – 10L – 50L20.5% of Profit
Profit Amount – 50L Plus18.0% of Profit

Profit-sharing % commission structure is considered as the very convenient commission models of the broking house.

If the realised profit value is between the range of Rs. 2.5 lakhs to Rs. 5 lakhs, profit sharing will be 23.0% of the total profit.

If the profit value is between the range of Rs. 5 lakhs to Rs. 10 lakhs, the commission charges will be 21.5% of the total profit realised.

If it is between the range of Rs. 10 lakhs to Rs. 50 lakhs, the commission charges are 20.5% of the profit. If the realised profit value is above Rs. 50 lakhs, the profit sharing will be around 18.0% of the actual profit realised.

As the company has customised very effective investment plans and commission models, it has designed some other sort of charges as well.

The other charges may include- upfront charges, custodian charges, depository charges, exit load charges, management charges and brokerage charges as well.


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Miv Investment PMS Charges

The below-given table is giving information about Miv Investment Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.57% – 0.87% of Asset Value
Brokerage Charges0.006% – 0.012% of Total Transaction Value
Custodian Charges0.18% – 0.33% of Asset Value
Depository Charges0.17% – 0.30% of Asset Value
Exit Load – within 12 months0.80% – 1.10% of Withdrawal Value
Exit Load – post 12 monthsFree

Miv Investment is a very flexible and top-rated broking house. Apart from commission charges, it levies some other charges which are described below in brief-

  • Management charges are normally charged on the basis of the opted commission or fee structure.
  • Upfront charges are charged between the range of 0.57% to 0.87% of total asset value.
  • Brokerage charges are charged between the range of 0.006% to 0.012% of the total transaction value.
  • Custodian charges normally range from 0.18% to 0.33% of asset value.
  • Depository charges levied by the company are between the range of 0.17% to 0.30% of asset value.
  • Exit load charges are levied on the basis of withdrawal duration and withdrawal amount as well. If you withdraw before 12 months then the commission charges will be 0.80% to 1.10 of total withdrawal value. If you withdraw after 1 year then no commission charges will be levied by the broking house.

Miv Investment PMS Benefits

Find the details about Miv Investment 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

The benefits associated with Miv Investment are described below-

  • The broking house is actually very good at availing top-up facility as well as complete back-office reports for all it’s customers.
  • Email and SMS update facility is also available for the huge satisfaction of the client’s.
  • The broking house is also best at offering flexible commission and investment models to the customers for ease.
  • Moreover, the company has a very massive experience in the field of wealth management.

Miv Investment PMS Customer Care

The table given below is showing a detailed view of Miv Investment PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 3 to 10 Times a month
Issue Resolving TAT14 working days

Miv Investment also provide huge support to all of its clients. Below given are the support services provided to all the clients-

  • Call support
  • Email support
  • Relationship manager support.
  • Clients are allowed to call to their fund manager at least 3-10 times in a month to ask any query.
  • The issue-resolving TAT for Miv Investment PMS is 14 working days.

Miv Investment PMS Conclusion

Miv Investment is one of the top-rated PMS service providers available in the country. If you are actually in search of any PMS house for having reliable wealth management services, go for Miv Investment company and satisfy your needs.


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