Multi-Act Equity PMS – Review, Strategies, Returns, Charges & more

Multi-Act Equity PMS is a leading PMS company registered under SEBI. The company has all types of financial products and services to offer all of its clients or investors.

Let’s have a detailed discussion about Multi-Act Equity Portfolio Management Services, its types, fund manager details, strategies, commission models, returns, investment plans, benefits, charges and customer support as well.PMS Offer


Multi-Act Equity PMS – Customer Ratings & Review

Find Client ratings of Multi-Act Equity Portfolio Management Services –

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

 


Overview of Multi-Act Equity Portfolio Management Services

Find a detailed overview of the Multi-Act Equity portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipPrashant K. Trivedi
Yr. of Establishment1997

Multi-Act Equity is considered as the best-known portfolio management service provider in India. It is a private company located in Mumbai, Maharashtra.

The broking house was normally founded by very prolific PMS professional Mr Prashant K Trivedi in the year 1997. It has a very good record in the stock market.

Usually, the PMS business of the company is totally handled and managed by the team of professional portfolio managers.

Now, we will have a discussion about Multi-Act Equity portfolio management service company review, its PMS returns, PMS charges and more.


Invest in Multi-Act Equity PMS – Fill up the form Now!

Fill Your Details Here
  1. Invest in PMS / PCG


Types of Multi-Act Equity PMS

There are 2 types of Multi-Act Equity Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Multi-Act Equity is a greatly popular investment service providing company based in Mumbai, Maharashtra.

It normally avails two types of PMS services for their customers or clients including- discretionary and non-discretionary PMS.

In a discretionary portfolio management service, the entire investment portfolio is managed and handled by the portfolio managers of the company.

Whereas in non-discretionary portfolio management service, clients or investors decides to consult any consultancy firm that can help them in making the right investment decision.


Multi-Act Equity PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Multi-Act Equity PMS company.

Fund Manager’s Details
NameSanjeevkumar Karkamkar
Experience36 yrs.
Highest QualificationB.Com.
AUM (in Cr.)820 Cr.
Number of Clients282
Investment Tenure3yrs

Multi-Act Equity is well-known in the stock market due to its PMS offerings. The broking house has various investment products as well as strategies to offer its customers at nominal commission charges.

The company’s PMS business is handled by the group of fund managers but the highly experienced fund manager of the company is Mr Sanjeev Kumar Karkamkar.

He is graduated with B.com and holds around 36 years of working experience in the field of wealth management.

Normally, the entire group of the company’s portfolio managers holds AUM of around 820 crores and handles more than 282 clients every year.

The investment tenure for the broking house is 3 years.


Know Fund Managers of Other Portfolio Management Service Companies

Karvy PMSMotilal Oswal PMSQuest Investment Advisors PMS
Kotak PMSNJ Wealth PMSReliance PMS
Mastertrust Capital PMSOld Bridge Capital PMSRight Horizons PMS

Multi-Act Equity PMS Strategies

The below table is providing details about the Multi-Act Equity portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Multi-Act Equity is one of the renowned PMS Companies available in India. It is a Mumbai based wealth management company registered with SEBI.

The company usually offers two types of portfolio management service strategies that are described below-

Moat & Special Situations Portfolio

Moat & Special Situations Portfolio (MSSP) normally aims to create a very good capital or wealth appreciation by making an investment in the broking houses with either Moats or Non-Moat businesses or Limited Moat businesses because the special situations help to create positiveness on capital preservation.

With this PMS strategy, the entire investment portfolio is usually managed like an effective return generating a portfolio that can be achieved by proceeding with active cash calls when the market is quite expensive and also when there are very few opportunities to make investments in.

This kind of strategy normally focuses on valuation, quality and impressive returns that provide assistance in generating high-level risk altered returns.

All Seasons Portfolio

All Seasons Portfolio approach is customized to minimise the risk factors associated with the investment portfolio such as- price deflation, price inflation, credit deflation, credit inflation etc.

However, recently emerging or global market plague that could root from the swing of global “carry trade”.

ASP portfolio approach is basically customised to effectively maintain the buying power of an investment portfolio with the help of any investment environment and also with minimal risk and impermanent loss of wealth.


Multi-Act Equity PMS Returns / Performance

The below table is giving details about Multi-Act Equity PMS returns and performance-

Returns (CAGR)
3 Year11.1%
5 Year10.2%
7 Year9.5%
10 Year7.2%
11 Year Plus8.4%

Multi-Act Equity is a top-most and popular PMS company in Mumbai, Maharashtra. The broking house has the capability of providing good returns on the investment portfolio of the customers.

The returns performance of the company for 3 years is 11.1%, for 5 years is 10.2%, for 7 years is 9.5%, for 10 years is 7.2% and for more than 11 years is around 8.4%.

The robust and impressive return rate of the broking house has raised the reputation in the stock market.


Know Returns of other PMS Brands

Systematix PMSTata Asset Management PMSUTI Asset Management PMS
T Ram Financial PMSTrust Investment PMSVal Q Investment PMS
Tamohara Investment PMSTulsian PMSValuequest Investment PMS

Multi-Act Equity PMS Investment Plans

Below the given table is providing details about the Multi-Act Equity 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

Multi-Act Equity is a very reliable and trustworthy broking company available in the stock market. The company has normally customised very effective and flexible investment slabs for its investors or customers.

The investment plans of the broking house include – bronze investment plan 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.

The gold investment plan is between the range of Rs. 1 crore to Rs. 5 crores. And the platinum plan is available for the client’s holding investment portfolio of more than Rs. 5 crores.

As the broking house has designed very flexible and effective investment plans so it has also customized three types of commission models that are described below with table charts.


Multi-Act Equity PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Multi-Act Equity PMS house are as follows-

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

Multi-Act Equity normally avails only three types of fee structure for its customers or clients.


Multi-Act Equity PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.25% of Investment
Investment  – 50L – 1 Cr.1.18% of Investment
Investment – 1 Cr. – 5 Cr.1.10% of Investment
Investment – 5 Cr. Plus1.00% of Investment

Multi-Act Equity has designed a very effective prepaid commission model for the clients. With this type of fee structure, the customers or clients need to commission amount before the real journey for the investment management starts.

The prepaid commission model has a dependency on the investment amount. If the investment value is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 1.25% of the total investment amount.

If the investment amount is Rs. 50 lakh to Rs. 1 Cr., the commission charges will be 1.18% of the total investment amount.

If the investment amount is between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission charges will be 1.10% of the investment amount.

If it is more than Rs. 5 Cr., the commission charges will be 1.00% of the total investment amount.


Multi-Act Equity PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.113% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.109% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.105% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.095% of Total Transaction Volume

Volume % Commission structure is normally dependent on how many transactions are done by the fund manager. Moreover, it is also dependent on the loyalty of the fund manager and stock market value as well.

Volume % commission model normally acts on the basis of fund managers loyalty. If the transaction volume is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges will be 0.113% of the total transaction volume.

It the transaction volume is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges are 0.109% of the total transaction volume.

If the transaction volume is between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission charges will be 0.105% of the total transaction volume.

If it is above Rs. 5 Cr. then the commission charges will be 0.095% of the transaction volume.


Multi-Act Equity PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L22.0% of Profit
Profit Amount – 5L – 10L20.0% of Profit
Profit Amount – 10L – 50L17.5% of Profit
Profit Amount – 50L Plus15.0% of Profit

Multi-Act Equity most effective and flexible commission model is profit-sharing % commission. With this commission model, the clients only require to share profit once the actual profit realized on the investment.

This kind of commission model is offered to the clients with a huge investment portfolio and who are with the company for more than 2-3 years.

Profit-sharing % commission model is one of the healthiest and convenient commission models available for the clients.

If the profit amount is between the range of Rs. 2.5 lakh to Rs. 5 lakhs, the profit-sharing will be 22.0% of the total profit.

If the profit value ranges from Rs. 5 lakhs to Rs. 10 lakhs, the profit-sharing is 20.0% of the total profit. If the profit volume is between the range of Rs. 10 lakh to Rs. 50 lakh, profit sharing will be 17.5% of the profit amount.

If the profit value is more than Rs. 50 lakhs the profit sharing will be 15.0% of the total profit. As the company has customised very flexible investment and commission models for its customers.

Similarly, it has also designed charges model which included- custodian charges, management fee, upfront charges, depository charges and exit load and brokerage charges.


Know Charges models of other Portfolio Management Service Providers

Varanium Capital PMSWay2Wealth PMSWealthbridge Capital PMS
Veda Investment Managers PMSWealth Advisors PMSWizemarkets Analytics PMS
Ventura Securities PMSWealth Managers PMSZenmoney PMS

Multi-Act Equity PMS Charges

The below-given table is giving information about Multi-Act Equity Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.68% – 0.95% of Asset Value
Brokerage Charges0.007% – 0.021% of Total Transaction Value
Custodian Charges0.15% – 0.26% of Asset Value
Depository Charges0.1.6% – 0.35% of Asset Value
Exit Load – within 12 months0.85% – 1.15% of Withdrawal Value
Exit Load – post 12 monthsFree

Multi-Act Equity is a trustworthy broking house levies various charges from its clients. The charges levied by the company are described below-

  • Management charges are levied according to the selected fee structure.
  • Upfront fees are between the range of 0.68% to 0.95% of asset value.
  • Brokerage charges are between the range of 0.007% to 0.02% of the total transaction value.
  • Custodian charges are 0.15% to 0.26% of asset value.
  • Depository charges are between the range of 0.1.6% to 0.35% of asset value.
  • Exit load charges normally depend on the amount of withdrawal and withdrawal duration. If you withdrawal amount within 12 months the commission charges will be 0.85% to 1.15% of withdrawal value. If the transactions are made after 1 year then no commission charges are levied by the company.

Multi-Act Equity PMS Benefits

Find the details about Multi-Act Equity 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 broking or investment service providing company has various benefits listed below-

  • It offers top-up and back-office reports to the customers for flexibility.
  • Email update and SMS update facility is also available.
  • Very flexible commission and investment models are provided for huge convenience and betterment.
  • The company has massive experience in the investment management field as well.

Multi-Act Equity PMS Customer Care

The table given below is showing a detailed view of Multi-Act Equity 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

The investment service providing group offers good and effective support services to its clients. The support services provided to Multi-Act Equity Clients are listed below-

  • Call support
  • Email support
  • Relationship manager support
  • Customers can call to its fund manager 5- 8 times in a month.
  • The issue-resolving TAT of the company is 15 working days.

Multi-Act Equity PMS Conclusion

Multi-Act Equity PMS is a renowned investment service offering firm. If you are looking for any trustworthy company, go for Multi-Act Equity and satisfy your desires.


Know everything about more PMS companies

Ask PMSBanyan Tree Advisors PMSGeojit Finance PMS
Alchemy PMSHDFC PMSAngel Broking PMS
Axis PMSCentrum PMSSharekhan PMS

Invest in Multi-Act Equity PMS – Fill up the form Now!

Fill Your Details Here
  1. Invest in PMS / PCG


Most Read Articles
10 Best Practices of Share Market
SIP Investment
Equity Mutual Fund Investment
Stock Market Investment
What is an IPO?
Sub Broker Model Discontinued
How to Invest in Share Market
Mutual Fund vs Real Estate
Upcoming IPOs

Leave a Reply

Your email address will not be published. Required fields are marked *

Double your Investment in just 3 Years Invest in PMS
×

Share your details & Become Sub Broker Now!

  1. Become Sub Broker

Offer valid for limited time.

×

Share your details & Open Demat A/C Now!

  1. Open Demat Account

Offer valid for limited time.

×

Share your details & Get IPO Allotment Now!

  1. Invest in IPO

Offer valid for limited time.

×

Share your details & Invest in PMS Now!

  1. Invest in PMS / PCG

Offer valid for limited time.