Moneybee Securities PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 02, 2022Moneybee Securities PMS is one of the greatest financial service providers in India. It endeavours to avail differently personalised non-funded portfolio management services to its clients for their huge satisfaction.
In this article, we will discuss Moneybee Securities Portfolio Management Services, its customer ratings, overview, types of PMS, fund manager details, strategies, investment plans, returns, commission models, benefits, service offerings and many more features as well.
Moneybee Securities PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Moneybee Securities Portfolio Management Services –
Ratings | |
Returns Performance | 4.0 / 5 |
Services | 3.7 / 5 |
Charges | 3.9 / 5 |
Experience | 4.1 / 5 |
Strategies | 4.1 / 5 |
Client Support | 4.2 / 5 |
Overall Ratings | 4.0 / 5 |
Star Ratings | ★★★★★ |
Overview of Moneybee Securities Portfolio Management Services
Find a detailed overview of the Moneybee Securities portfolio management service in the table given below-
Overview | |
Company Type | Private |
Registered Location | Mumbai, Maharashtra |
Leadership | DHIREN SHAH |
Yr. of Establishment | 1991 |
Moneybee Securities is a well-known PMS team available in India. It avails very qualitative and distinctly customised portfolio management services to all the clients.
The PMS house was established by Dhiren Shah in the year 1991 and its headquarters are located in Mumbai, Maharashtra.
Now, we will have a discussion about Moneybee Securities portfolio management service company review, its PMS returns, PMS charges and more.
Invest in Moneybee Securities PMS – Fill up the form Now!
Types of Moneybee Securities PMS
There are 2 types of Moneybee Securities Portfolio Management Services –
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
Moneybee Securities is a very reliable and well-known PMS house that ensures very qualitative non-pool financial services to the customers or clients.
The broking company basically strives to offer to kinds of PMS i.e- discretionary PMS and non-discretionary PMS. N discretionary PMS- the whole investment portfolio is handled as well as managed by the fund manager of the company.
Whereas in the non-discretionary portfolio, the clients choose to contact any consultancy firm in a way to make a proper and effective investment decision.
Moneybee Securities PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Moneybee Securities PMS company.
Fund Manager’s Details | |
Name | Dhiren Shah |
Experience | 35 Years |
Highest Qualification | C.A. |
AUM (in Cr.) | 23 Cr. |
Number of Clients | 40 |
Investment Tenure | 3yrs |
Moneybee Securities is considered as the best investment service offering platform located in Mumbai, Maharashtra. The company has a very good team of fund managers who handles it’s entire PMS business effectively.
But the best and greatly experienced PMS manager is Dhiren Shah. He is qualified with C.A and has around 35 years of working experience in the field of investment management.
Normally, the fund managers of the company hold AUM of 23 crores and handle the portfolio of around 40 clients. The investment tenure of Moneybee Securities is around 3 years.
Know Fund Managers of Other Portfolio Management Service Companies
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HDFC PMS | Indiabulls Asset Management PMS | JM Financial PMS |
Moneybee Securities PMS Strategies
The below table is providing details about the Moneybee Securities portfolio management service strategies-
Strategies | |
Large Cap Strategy | Yes |
Diversified Strategy | Yes |
Small – Midcap Strategy | Yes |
Moneybee Securities is the most reliable and leading portfolio management service offering firm. Apart from qualitative PMS services, the broking company also avails personalised strategies to strengthen investment portfolio.
The strategies availed by the company are described below-
Queen bee
Queen bee is the first and the largest PMS scheme availed by the company. This strategy is normally considered as the mother of all the investment portfolio strategies.
Queen Bee strategy creates good fund realization in the medium term to long term approach by generating a well-diversified investment portfolio of large, medium and small capitalization firms.
This strategy type also assists clients to make an investment in IPO (initial public offering).
Money comb
Money comb is another most powerful strategy available for the clients who are looking forward to long term fund realisation by making an investment in high-growth, well-structured and undervalued companies.
The only aim of this strategy is to create high returns by taking leverage with less traded and small stocks.
Moneybee Securities PMS Returns / Performance
The below table is giving details about Moneybee Securities PMS returns and performance-
Returns (CAGR) | |
3 Year | 9.6% |
5 Year | 7.5% |
7 Year | 9.1% |
10 Year | 10.2% |
11 Year Plus | 7.8% |
Moneybee Securities is a greatly popular broking firm available in the country. It basically offers very good returns on investment portfolios to all of its clients.
The returns of Moneybee Securities PMS for 3 years is 9.6%, for 5 years is 7.5%, for 7 years is 9.1%, for 10 years is 10.2% and for 11 years plus is 7.8% CAGR.
The very impressive return rate makes the broking company a powerful one in the stock market.
Know Returns of other PMS Brands
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Moneybee Securities PMS Investment Plans
Below the given table is providing details about the Moneybee Securities 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 |
Moneybee Securities is one of the best PMS service providers available to investors. The broking company offers very reliable and flexible investment plans for all the investors.
Bronze investment slab is normally between the range of Rs. 25 lakh to Rs. 50 lakh. The silver investment slab of the company ranges from Rs. 50 lakh to Rs. 1 Cr.
The gold investment plan of the company ranges between Rs. 1 Cr. to Rs. 5 Cr. And for more than Rs. 5 Cr. of an investment portfolio, there is a platinum investment plan available.
As the company has provided a very flexible investment plan to the clients, it also has a very convenient commission model to offer. The company has customised commission structure in three different parts.
Moneybee Securities PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Moneybee Securities PMS house are as follows-
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
Moneybee Securities PMS is the leading broking company in our country. It not only offers convenient investment slabs but also provides the availability of commission structure as well.
The company normally has 3 types of fee structures that are described below.
Moneybee Securities PMS Prepaid Commission
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.21% of Investment |
Investment – 50L – 1 Cr. | 1.11% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.01% of Investment |
Investment – 5 Cr. Plus | 0.91% of Investment |
With prepaid commission structure of the company, the clients will surely be needed to avail commission in advance before the real tenure for investment starts. This type of commission structure is totally dependent on the total investment value.
If the investment value is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 1.21% of the total investment amount.
If the investment amount ranges from Rs. 50 lakh to Rs. 1 Cr., the commission charges are 1.11% of total investment value.
If the total investment value is between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission charges will be 1.01% of the total investment value.
And for more than Rs. 5 Cr. of investment, the commission charges will be 0.91% of the total investment.
Moneybee Securities PMS Volume% Commission
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.116% of Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.110% of Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.100% of Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.089% of Total Transaction Volume |
Moneybee Securities is the top-notch PMS house. It has customised flexible volume % commission, a model where the commission amount is calculated on the basis of fund manager’s loyalty, total transactions done by the fund manager in clients account and the stock market value as well. The description of the volume % commission model is given below-
If the customer opts this commission model then the commission charges will be like- if the transaction volume is between the range of Rs. 25 lakh to Rs. 59 lakh, the commission charges will be 0.116% of the total transaction volume.
If the total transaction volume is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges will be 0.110% of the transaction volume.
If the transaction volume is between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission charges are 0.100% of the total transaction volume. It the transaction volume is more than Rs. 5 Cr., the commission charges will be 0.91% of the total transaction volume.
Moneybee Securities 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 | 21.6% of Profit |
Profit Amount – 5L – 10L | 20.6% of Profit |
Profit Amount – 10L – 50L | 18.5% of Profit |
Profit Amount – 50L Plus | 16.2% of Profit |
Moneybee Securities PMS is the top-rated company in India. It has promoted one of the best and flexible commission models that are- profit-sharing % commission model.
In this model, the client only needs to provide profit sharing to the company only when the actual profit is realised.
This commission structure is only offered to the long-term clients and to the ones with a high ranging investment portfolio.
With this commission structure, if the total profit amount realised on the investment is between the range of Rs. 2.5 lakh to Rs. 5 lakh, the commission charges to be paid will be 21.6% of the total profit.
If the total realised profit is between the range of Rs. 5 lakh to Rs. 10 lakh, the commission charges are 20.6% of the total profit.
If the total profit realised is between the range of Rs. 10 lakh to Rs. 50 lakh, the commission amount to be levied is 18.5% of the total profit value.
If the profit value is more than Rs. 50 lakh, the commission charges will be 16.2% of the total profit value.
As the broking company has availed flexible investment plans and commission models. Similarly, it also has the other charges structure to provide all of its clients.
The other charges structure include- depository charges, upfront charges, custodian charges, brokerage charges, exit load charges, management fees etc.
Know Charges models of other Portfolio Management Service Providers
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Moneybee Securities PMS Charges
The below-given table is giving information about Moneybee Securities Portfolio Management Service Charges-
Charges | |
Management Fees | As per commission model |
Upfront Fees | 0.71% – 0.91% of Asset Value |
Brokerage Charges | 0.006% – 0.026% of Total Transaction Value |
Custodian Charges | 0.20% – 0.35% of Asset Value |
Depository Charges | 0.17% – 0.30% of Asset Value |
Exit Load – within 12 months | 0.65% – 1.20% of Withdrawal Value |
Exit Load – post 12 months | Free |
Moneybee Securities is a reliable PMS company available for investors. As it charges a commission for providing investment services to the clients, it also charges some other charges from the investors.
The other charges structure of the company is described below-
- The management fees are levied as per the selected commission model.
- The company charges upfront fees between the range of 0.71% to 0.91% of the total asset value.
- The brokerage charges are levied between the range of 0.006% to 0.026% of the total transaction value.
- The custodian charges are levied between the range of 0.20% to 0.35% of the total asset value.
- The depository charges are between the range of 0.17% to 0.30% of asset value.
- Exit load charges are levied as per the total withdrawal amount and withdrawal duration as well. If the withdrawal of transaction takes place within a year then the commission charges will be levied between the range of 0.65% to 1.20% of the total withdrawal amount. If it takes place after a year then no commission charges will be levied.
Moneybee Securities PMS Benefits
Find the details about Moneybee Securities 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 |
The PMS house offers the following benefits to its clients or investors.
- Availability of top-up facility
- Back office reports
- Email update facility
- SMS update facility
- Portfolio view
- Flexible commission model
- Flexible investment slabs
- Moreover, the company has massive experience in the investment management field.
Moneybee Securities PMS Customer Care
The table given below is showing a detailed view of Moneybee Securities PMS Customer Care.
Customer Care | |
Call Support | Yes |
Email Support | Yes |
Chat Support | No |
Watsapp Support | No |
Relationship Manager Support | Yes |
Call to Fund Manager | Yes – 5 to 7 Times a month |
Issue Resolving TAT | 21 working days |
Moneybee Securities PMS avail effective support services for all of its clients. Its support services include-
- Call support
- Email support
- Relationship manager support
- Clients can call their fund manager at least 5-7 times in a month.
- The issue-resolving TAT of the company is 21 working days.
Moneybee Securities PMS Conclusion
Moneybee Securities is a reliable and renowned PMS house. If you are in search of reliable PMS services, go for Moneybee Securities and fulfill all your investment needs.
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Invest in Moneybee Securities PMS – Fill up the form Now!