MPSL PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 21, 2022Looking for a seasoned player in the market to start your investing journey? Look no further, as MPSL PMS has all the necessary services and perks, which are just what a newbie requires.
With a team of experienced managers and customer support, this 11-year-old company has it all. Read further to know more about its investment plans and strategies.
MPSL PMS – Ratings & Review by Top10StockBroker
Find Client ratings of MPSL Portfolio Management Services –
MPSL PMS Ratings | |
Returns Performance | 3.8 / 5 |
Services | 3.9 / 5 |
Charges | 3.8 / 5 |
Experience | 3.1 / 5 |
Strategies | 3.2 / 5 |
Client Support | 3.1 / 5 |
Overall Ratings | 3.9 / 5 |
Star Ratings | ★★★★★ |
The above ratings given in the table will help us to understand better the performance of MPSL PMS broking house in every field.
Overview of MPSL Portfolio Management Services
Overview | |
Company Type | Private |
Registered Location | Ludhiana, Punjab |
Leadership | Investment Committee |
Yr. of Establishment | 2011 |
The company is a private limited establishment. They initiated their services in 2011 from Ludhiana, Punjab. They have a strong investment philosophy to strive to follow a conservative approach and invest in a way that the margin of safety is maintained.
Keeping this in mind, MPSL Portfolio Management Services use the following strategies to make their portfolio:
- Selecting companies with a topline of Rs.500 Cr.
- The stocks are picked from multi-cap companies.
- Building a portfolio with 20-25 stocks.
- Each stock will have a minimum weightage of 3% and a maximum of 5%.
- Each sector will only have no more than 25% of weightage.
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Types of MPSL PMS
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
There are usually two types of PMS namely Discretionary and non-discretionary services. To maintain flexibility in their services, the organisation provides both services. Brief on the types of MPSL PMS are provided below:
Discretionary: This PMS is the sort-after solution for new investors. By selecting this service, the clients will be able to sit back and relax as the fund managers take up the responsibility of completely handling their portfolios.
Non-discretionary: The non-discretionary PMS only gives partial authority to the fund managers. They can analyse the stocks and share their opinion on them, however, the final deciding power resides with the clients.
MPSL PMS Fund Managers Details
Fund Manager’s Details | |
Name | Investment Committee |
Experience | 10 Years |
Highest Qualification | Finance |
AUM (in Cr.) | Approx 645.86 Cr. |
Number of Clients | 528 |
Investment Tenure | Minimum 3-5 yrs. |
The investment committee of the organisation is well experienced in their work as they have been working in the financial industry for over a decade. The team is currently handling the investment of 500+ clients.
The assets under their management are approximately Rs.645.86 Cr. with an investment horizon of 3-5 years. The MPSL PMS Fund Managers of the committee focus on capital preservation and building long-term wealth.
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MPSL PMS Strategies
Strategies | |
MPSL – Vallum India Discovery | MIDCAP |
The MPSL PMS Strategies consists of only one prominent one by the name- of MPSL – Vallum India Discovery. The description is provided below:
MPSL – Vallum India Discovery
The fund claims to be the intersection between growth and value investing. The stocks of those companies are chosen which have an innovative business model and have reached their break-even point. To find these stocks, the PMS uses profit cycle analysis.
MPSL PMS Returns / Performance
Strategy | MPSL – Vallum India Discovery | |
Category | MIDCAP | |
Return (CAGR) | 1M | -3.13% |
3M | 9.47% | |
6M | -6.12% | |
1Y | -11.35% | |
2Y | 32.38% | |
3Y | 28.70% | |
5Y | 12.79% | |
Since Inception | 25.81% | |
Inception Year | Oct, 2011 |
There is only one portfolio fund running under the organisation and thus they can completely focus on growing and bringing out the maximum of the investment.
The investments done 10 years ago today are providing a return of 25.81%. the rate of return keeps on gradually increasing as months go by.
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MPSL PMS Investment Plans
Investment Plans | |
Bronze (25L – 50L) | Yes |
Silver (50L – 1 Cr.) | Yes |
Gold (1 Cr. – 5 Cr.) | Yes |
Platinum (5 Cr. Plus) | Yes |
Depending on the investment amount, the investment plans are allotted. The bronze plan requires a minimum investment of Rs.25 Lakhs to Rs. 50 lakhs. The silver plan consists of an investment amount between Rs.50 lakhs and Rs. 1 Cr.
For investments above Rs.1 Cr till Rs.5 Cr, the slab is known as the gold investment plan and for HNIs choosing to invest above Rs5 Cr, it is called the platinum plan.
The table presents all the MSPL PMS Investment Plans.
MPSL PMS Fee Structure or Commission Slabs
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
The MSPL PMS Fee Structure is divided into three categories. the prepaid commission percentage, the transaction commission percentage, and the profit commission percentage.
As the name implies, each category of commission is dependent on a specific determinant.
MPSL PMS Prepaid Commission
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.2% of Investment |
Investment – 50L – 1 Cr. | 1.3% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.1% of Investment |
Investment – 5 Cr. Plus | 1.3% of Investment |
The MSPL PMS Prepaid Commission has one of the realistic commission charges. It is framed in a way which will be beneficial for both the clients and the fund managers.
The investments made worth Rs.25 lakhs till Rs.50 Lakhs and between Rs.1 Cr and Rs.5 Cr are charged with a commission of 1.1%. Otherwise, it is 1.3% of the investment amount.
MPSL PMS Volume% Commission
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.11% of the Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.15% of the Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.13% of the Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.10% of the Total Transaction Volume |
The MSPL PMS Volume% Commission does not follow a definite flow. The commission percentage fluctuates from transaction to transaction.
If in a year, 25 lakh transactions have been made, they will receive 0.11% of the total transaction volume.
For volume between 50 lakhs and 1 Cr, it is 0.15%. the commission dips again at the slab of transactions ranging from 1 Cr. to 5 Cr. at 0.13%. And as for the last slab, it is for 5+ Cr. transactions, levying a 0.10% commission on it.
MPSL PMS Profit Sharing% Commission
Profit Sharing% Commission (Yearly) | |
Profit Amount – 2.5L – 5L | 18% of Profit |
Profit Amount – 5L – 10L | 16% of Profit |
Profit Amount – 10L – 50L | 13% of Profit |
Profit Amount – 50L Plus | 13% of Profit |
Profit sharing seems to be the most sought-after commission plan, as it is a way for the fund managers to stay motivated to build up the profits for the clients so that they can also enjoy higher revenue.
The MSPL PMS Profit Sharing% Commission is as follows- for profit amount between Rs2.5 Lakhs and Rs.5 Lakhs, it is 18% of the profit.
For generating profit somewhere between Rs.5 Lakhs and Rs.10 Lakhs, 16% commission is earned by the fund managers. And profits above Rs.10 Lakhs will earn the managers a 13% commission.
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MPSL PMS Charges
Charges | |
Management Fees | As per the commission model |
Upfront Fees | 1.2% – 2.5% of Asset Value |
Brokerage Charges | 0.01% – 0.08% of Total Transaction Value |
Custodian Charges | 0.20% – 0.40% of Asset Value |
Depository Charges | 0.21% – 0.35% of Asset Value |
Exit Load – within 12 months | 1.2% – 2.0% of Withdrawal Value |
Exit Load – post 12 months | Free |
The MSPL PMS Charges lists the other fees that the clients need to pay apart from the commissions. The management fees are calculated as per the commission model.
There are also upfront fees, custodian fees, depository fees and exit load fees. The exit, if done after 12 months, will be sans any additional charges.
MPSL PMS Benefits
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 MSPL PMS Benefits of associating with MSPL PMS are at the same level as their services. They provide in-depth research and analysis reports along with a clear description of the developments of the portfolio.
With years of experience in the market, fund managers are well aware of the necessities that they need to provide to the clients apart from the basic services. The same are listed here.
MPSL PMS Customer Care
Customer Care | |
Call Support | Yes |
Email Support | Yes |
Chat Support | No |
Watsapp Support | Yes |
Relationship Manager Support | Yes |
Call to Fund Manager | Yes – 1 – 7 times a month |
Issue Resolving TAT | 7 working days |
Customer service is one of the most essential segments in an organisation to maintain the right client relationship.
Being aware of this, the MSPL PMS Customer Care provides all sorts of communication support except for the chatbot. They also make sure that every grievance gets resolved within 6-7 working days.
MPSL PMS Conclusion
After being in the industry for 11 long years, the organisation is well-versed in market trends and the type of investment that brings maximum returns.
So without stressing too much, feel free to reach out to MSPL PMS and have a discussion over the investment plans before associating with them.
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