Moneybee Securities PMS – Review, Strategies, Returns, Charges & more

Moneybee 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.PMS Offers


Moneybee Securities PMS – Customer Ratings & Review

Find Client ratings of Moneybee Securities Portfolio Management Services –

Ratings
Returns Performance4.0 / 5
Services3.7 / 5
Charges3.9 / 5
Experience4.1 / 5
Strategies4.1 / 5
Client Support4.2 / 5
Overall Ratings4.0 / 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 TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipDHIREN SHAH
Yr. of Establishment1991

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.


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    Types of Moneybee Securities PMS

    There are 2 types of Moneybee Securities Portfolio Management Services –

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    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
    NameDhiren Shah
    Experience35 Years
    Highest QualificationC.A.
    AUM (in Cr.)23 Cr.
    Number of Clients40
    Investment Tenure3yrs

    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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    Moneybee Securities PMS Strategies

    The below table is providing details about the Moneybee Securities portfolio management service strategies-

    Strategies
    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    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 Year9.6%
    5 Year7.5%
    7 Year9.1%
    10 Year10.2%
    11 Year Plus7.8%

    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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    Pantomath Fund Managers PMSPhillip Capital PMSR Wadiwala Securities PMS

    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 CommissionYes
    Volume% CommissionYes
    Profit Sharing% CommissionYes

    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 – 50L1.21% of Investment
    Investment  – 50L – 1 Cr.1.11% of Investment
    Investment – 1 Cr. – 5 Cr.1.01% of Investment
    Investment – 5 Cr. Plus0.91% 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 – 50L0.116% 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. Plus0.089% 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 – 5L21.6% of Profit
    Profit Amount – 5L – 10L20.6% of Profit
    Profit Amount – 10L – 50L18.5% of Profit
    Profit Amount – 50L Plus16.2% 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 FeesAs per commission model
    Upfront Fees0.71% – 0.91% of Asset Value
    Brokerage Charges0.006% – 0.026% of Total Transaction Value
    Custodian Charges0.20% – 0.35% of Asset Value
    Depository Charges0.17% – 0.30% of Asset Value
    Exit Load – within 12 months0.65% – 1.20% of Withdrawal Value
    Exit Load – post 12 monthsFree

    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 FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    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 SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 5 to 7 Times a month
    Issue Resolving TAT21 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.


    Know everything about more PMS companies

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