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

Moneylife is a portfolio manager that started its operations in 2019 and is catering to its clients with its investment expertise.

Investors park their funds with the entity, and the entity, in return, customizes portfolios consisting of varied asset classes according to their requirements.

The company offers portfolios for assets like stocks, mutual funds, and bonds and has a positive track record of successful portfolio management.

Moneylife PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Moneylife Portfolio Management Services –

The above ratings given in the table will help us to understand better the performance of Moneylife PMS broking house in every field.

Overview of Moneylife Portfolio Management Services

Portfolio Management Service Providers offers in-house solutions for all the investment dilemma of today’s investors. Making money is one thing, and finding a suitable source to park the same money is a whole different component.

With choices like Fixed Deposits, Recurring Deposits, Bonds, Stocks, Mutual Funds, Insurance, Government securities, Commodities, International securities, and so many other options difficult to even sum up, where should you invest?

And even if you finally make up your mind on one asset, will it alone offer the returns you expect and not strangle your earnings into a loss.

In these overwhelming times, you need an expert enterprise that can take this headache off your mind and lead the way to money generation from money itself.

Moneylife Advisory is a Portfolio Management Service Provides and entails this requirement of its customers. Let’s find out what the services and unique features it stores for the current clients and potential clients.

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Types of Moneylife PMS

Moneylife includes the discretionary and non-discretionary types of Portfolio Management Services. The investors can adopt any type as per their desire of involvement in investments and selection.

In Discretionary PMS, the managers pick the securities and make the investments, whereas in Non-Discretionary, investors also assert authority over the investment types and keep track of the same.

Moneylife PMS Fund Managers Details

Debashis Basu

The fund manager of Moneylife Advisory is a Chartered Accountant by profession and has been engaged in the financial market for decades.

Having keen observance and analysis skills, Debashis brought some highly valued and appreciated skills to the entity.

The aim of Debashis Basu remains to help new and experienced investors find the right set of assets that will not only keep the funds in sustenance but make them flourish and grow highly.

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Moneylife PMS Strategies

MAS – Growth

This is the first product of Moneylife Advisory. A multi-cap opportunity suited from a long-term investment angle for at least seven years.

The portfolio is formed with equity from diverse industries captivating more profit-making entities and grouping them together.

This wealth creation-driven portfolio is formed after careful consideration and research of every element having its bearing on the long-term outcomes.

MAS – Prime

The Moneylife Prime portfolio is ideal for thriving businesses seeking investible sources for parking their surplus in profit-generating means.

The bunch of quality stocks will not only work upon preserving capital but also enhance its worth over time. The entity offers the facility of the model portfolio and assisted portfolio options to the customers.

Moneylife PMS Returns / Performance

An ethical and growth-driven portfolio management entity, Moneylife Advisory is forming innovative products to offer to its customers and satisfy their expectations.

Both the portfolios company offered currently were established in December 2019 and since then have delivered great results.

The returns for one month from Moneylife – MAS Growth were 1.73%; for six months, it went up to 8.54%. And ever since inception, the portfolio has delivered returns (CAGR) of 30.08%.

The Moneylife – MAS Prime portfolio, too, was able to reap 12.02% as returns since inception.

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Moneylife PMS Investment Plans

Investment plans of Moneylife advisory include four different picks. The investment quantum is divided into categories and given specific names.

You will fall in the Bronze plan for investments from 25 lakhs to 50 lakhs. You can take the Silver plan for amounts above 50 lakhs but below or up to 1 Crore.

This way, there is a Gold plan and platinum, too, which allows you to invest in the sum of 1 Crore to 5 Crore or even beyond without any upper limit.

Moneylife PMS Fee Structure or Commission Slabs

Moneylife Advisory has put forth multiple fees or commission structures. Clients can decide which commission plan they will follow and invest in any sum they want.

These fee structures include the Prepaid Commission model, Volume Commission model, and Profit Sharing Commission model. Customers are suggested to choose the befitting commission model cautiously.

Moneylife PMS Prepaid Commission

Moneylife PMS Prepaid Commission is an advance payment for services of the entity. The investment sum is taken as the charge basis, and the calculation is made on the same.

For an investment of 25L – 50L, 1.2% is imposed on the patron by the service provider. For investments falling in the bracket of 50 lakh and 1 Crore, fees will be 1.3% of the investment.

The same commission percentage is charged for investments between 1 Crore to 5 Crores. For funds beyond this, 1.1% will be the commission charge.

Moneylife PMS Volume% Commission

This transaction value-based commission charge is another type of levy imposed on the customers of Moneylife Advisory.

Volume commission is categorized as per the transaction value, so in whichever category the transaction value falls, the customer will be charged at the percent of the respective category.

For instance, 25 lakhs to 50 lakhs transaction value is charged at 0.12% commission.

Moneylife PMS Profit Sharing% Commission

Moneylife PMS Charges

Moneylife Charges are given below:

Management fees are a charge imposed based on the commission model the client has chosen to associate with Moneylife services.

Upfront fees are charged between the range of 1.2% – 2.0%, and this value is derived based on Asset Value.

Charges like brokerage range between 0.01% – 0.05% of the Total Transaction Value. Custodian Charges are levied at 0.20% – 0.35%, and Depository charges are also similar to it, ranging between 0.21% – 0.35%; these are calculated on Asset Value.

There is an Exit Load charge which is liable only when you withdraw the funds within 12 months of their engagement. This charge is imposed at 1.2% – 2.5% of the Withdrawal Value.

Moneylife PMS Benefits

Moneylife Advisory is a portfolio manager delivering innovative and all-rounder financial services to investors. It resolves their investment confusion and bewilderment related to the suitable mode or pick of security to invest.

They have flexible structures for investment and multiple commission plans too.

Moneylife offers a Top-up facility to its clients. Alongside quick and timely updates on the investments, the company has placed features like Back-office reports, Email, and SMS updates.

The portfolio managers also offer Portfolio view and Detailed view options.

Moneylife PMS Customer Care

Communication is a vital essence, whether it is for the personal or impersonal front. The Moneylife PMS Customer Care services include Call support, Email support, WhatsApp support, and Relationship Manager Support.

The customers of Moneylife can also access the Call to fund Manager a maximum of seven times a month to communicate with the Fund Manager. An Issue Resolving TAT is also present to resolve specified types of difficulties.

Moneylife PMS Conclusion

Moneylife Advisory, a portfolio manager, was formed recently to understand and sort the financial expectations of the audience. The company strives to carve a constructive course of action to employ the investors’ money.

Moneylife has formulated multiple portfolios to deliver its services and reach a wider customer base. Both portfolios fulfill discrete investment objectives with a high-quality selection and ethical management approach.

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