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Old Bridge Capital PMS – Review, Strategies, Returns, Charges & more

Old Bridge Capital PMS, unlike its name, is a new portfolio management company in the investment industry.

However, its name has a meaning which goes back to the time when old bridges were constructed and the engineers building the bridge had to stand below the bridge so that its genuineness and strength can be assured.

The Old Bridge Capital Portfolio Management Services has the same values and they invest in such a way that the investor’s investment remain secured.

The article below will discuss the commission the firm charges, other charges, investment strategy, and various other intricate details about the company.

PMS Offers


Old Bridge Capital PMS – Customer Ratings & Review

Ratings
Returns Performance3.1 / 5
Services3.0 / 5
Charges3.6 / 5
Experience3.2 / 5
Strategies3.3 / 5
Client Support3.2 / 5
Overall Ratings3.2 / 5
Star Ratings★★★★★

Overview of Old Bridge Capital Portfolio Management Services

Find a detailed overview of the Old Bridge Capital portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipKenneth Andrade
Yr. of Establishment2015

Old Bridge Capital Portfolio Management Services is a new investment service company in the industry and it was established in the year 2015.

The founder member of the firm is Kenneth Andrade who is one of the board members of the firm along with Amit K. Janasi and G.V. Alankara.

The investment team of the firm consists of Kennet Andrade himself who is the Chief Investment Officer.

Then there is Sanjay Dam who is the investment analyst in the team, Rupanjana Sur who is another investment analyst along with Tarang Agarwal and Tejas Mehta. The fund manager of the firm is Celine Dsouza about whom will read in the next section.

The business and operations section is headed by G.V. Alankara along with Jignesh Shah and Ruchi Pandey. Old Bridge Capital PMS is a private venture which is having its registered office in Mumbai, Maharashtra.

Now, we will have a discussion about Old Bridge Capital portfolio management service company review, its PMS returns, PMS charges and more.


Types of Old Bridge Capital PMS

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

The type of services provided by the Old Bridge Capital PMS are –

Discretionary Services

This is when the investor handovers all the rights and duties related to his or her portfolio to the fund manager and the investment team of the firm.

The Old Bridge Capital firm is prudent in this service, and they take all the decision by analyzing all the risk returns on the investment they are going to make.

They keep on altering the portfolio according to the market changes so it doesn’t lose the value.

Non-discretionary services

When an investor opts for this service, then the investment decision is taken along the path as prescribed by the investor himself.

The investor takes part in the investment and decision-making process. The investor and the fund manager or the investment analyst discuss the investment opportunities and portfolio and investment goals.

The later provide consultation to the investor while the former has the rights to take the decision about his or her own investment. In this case, the risk of the portfolio also lies with the investors only.


Old Bridge Capital PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Old Bridge Capital PMS company.

Fund Manager’s Details
NameMs. Celine Dsouza
Experience11years
Highest QualificationCA
AUM (in Cr.)Approx 1600 Cr
Number of Clients600+
Investment Tenure3yrs

The Old Bridge Capital PMS Fund Manager has an extensive eleven years of experience in the portfolio management industry. She is a Chartered Account by profession and she is managing around Rs. 1600 crore of the asset.

The number of clients she is managing for the firm is over six hundred at present. Ms. Celine Dsouza normally keeps the investment tenure close to three years while it may vary according to the investment goals of the client. The track record of the firm in these 4 years has been consistent.


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Old Bridge Capital PMS Strategies

The below table is providing details about the Old Bridge Capital portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

The Old Bridge Capital PMS Strategies includes two strategies which are –

All Cap Strategy:

Under this strategy, the fund manager taps the segments in the market which are booming and have high potential in the future.

The stocks of the companies in these segments are purchased and held for the long term and this also does not provide the scope for high churning of capital.

The primary criteria for this strategy are to see which companies are having low debt as well as high capital. The diversification is one of the major aspects of this portfolio created according to this strategy.

The standard index for this strategy is BSE 500 (benchmark). The main asset class in which the investment is made under this strategy is Equity.

For liquidity purpose, there may be some investment in the fixed term papers or in other liquid funds. This is for the risk-takers – the investors who are well acquainted with the risks in the equity funds and understand the risk and then ready to take it for long term.

The purpose is to beat the market returns and earn higher than the same.

Thematic Portfolio:

This is another investment strategy of Old Bridge Capital firm. According to this strategy, the investments are made in a sector which is growing at the highest speed.

In this case, the portfolio so made will be a concentrated portfolio with the benchmark index as Nifty 50.

The asset allocation is primarily done only in Equity and here as well the risks takers should participate who are looking for returns higher than the normal return in the market.


Old Bridge Capital PMS Returns / Performance

The below table is giving details about Old Bridge Capital PMS returns and performance-

Returns (CAGR)
3 Year8.5%
5 Year7.6%
7 Year11.2%
10 Year11.5%
11 Year Plus12.5%

The Old Bridge Capital PMS Returns are quite consistent and at par with the market as you can see the three years return is close to 8.5% while the 5 years return is 7.6%.


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Old Bridge Capital PMS Investment Plans

Below the given table is providing details about the Old Bridge Capital 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

The different investment plans of this firm that you can opt for are categorized under four Old Bridge Capital PMS Investment Plans.

The first one starts for the investors who have the investment budget of Rs. 25 lakhs to Rs. 50 lakhs and this plan are named as the Bronze plan.

The investment bracket of Rs. 50 lakhs to Rs. 1 crore comes under the investment plan named as Silver. The Gold investment plan is for the investors who want to invest any amount between Rs. 1 crore to Rs. 5 crores.

The Platinum plan is for the highest investment bracket or rather to say for any investment above Rs. 5 crore.


Old Bridge Capital PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Old Bridge Capital PMS house are as follows-

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

The Old Bridge Capital PMS Commission has three different elements in it.

The Old Bridge Capital Portfolio Management Services Fee Structure includes a commission on the basis of the profit the fund manager generate for the client which is known as the profit% commission.

Then there is a prepaid commission which is for the investment you make and then there is Volume% commission which is according to the volume of transactions made with the invested amount.


Old Bridge Capital PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L0.95% of Investment
Investment  – 50L – 1 Cr.0.85% of Investment
Investment – 1 Cr. – 5 Cr.0.75% of Investment
Investment – 5 Cr. Plus0.70% of Investment

The Old Bridge Capital PMS Prepaid Commission starts with 0.70% for the investment amount of Rs. 5 crores and above and the commission goes up as the investment amount decreases as you can see in the table above.

So, for the investment bracket of Rs. 1 crore to Rs. 5 crores, it is 0.75% and 0.85% for the bracket of investment of Rs. 50 lakhs and Rs. 1 crore.

The highest prepaid commission is for the investment bracket of Rs. 25 lakhs to Rs. 50 lakhs. As you can see the prepaid commission is comparatively a little lower than the other PMS companies in the industry which is a benefit for the investors.


Old Bridge Capital PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.135% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.125% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.115% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.105% of Total Transaction Volume

The Old Bridge Capital PMS Volume% Commission which starts with 0.105% for the investment bracket of Rs. 5 crores and more than that is actually higher than the average charged as volume% commission in the market.

The percentage rises as the amount transaction volume decreases and goes up to 0.135% for the investment bracket of Rs. 25 lakhs and Rs. 50 lakhs as you can see in the table along with the other two investment brackets.

So, the less transaction will be there in the account of the investor, the more volume% commission has to be provided.


Old Bridge Capital PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L22.5% of Profit
Profit Amount – 5L – 10L21.5% of Profit
Profit Amount – 10L – 50L19.5% of Profit
Profit Amount – 50L Plus17.5% of Profit

The Old Bridge Capital PMS Profit Sharing Commission is a commission that you pay for the amount of profit you earn on your investment via the portfolio management company.

So, if you earn Rs. 2.5 to Rs. 5 lakh in a year, then your yearly commission under this segment would be 22.5%, it comes down as your profit amount increases.

For a profit of Rs. 5 lakhs to Rs. 10 lakhs, the percentage of commission you have to pay is 21.5% and 19.5% for the profit made between Rs. 10 lakhs and Rs. 50 lakhs.

For-profit more than Rs. 50 lakhs, the profit% commission is 17.5%. This commission percentage is on par with the market not very high nor low.


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Old Bridge Capital PMS Charges

The below-given table is giving information about Old Bridge Capital Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.50% – 0.80% of Asset Value
Brokerage Charges0.005% – 0.015% of Total Transaction Value
Custodian Charges0.15% – 0.25% of Asset Value
Depository Charges0.11% – 0.21% of Asset Value
Exit Load – within 12 months0.75% – 1.00% of Withdrawal Value
Exit Load – post 12 monthsFree

The Old Bridge Capital PMS Charges includes upfront fees which can go up to 0.80% of the asset value from 0.50%. Brokerage charges are there at 0.005% to 0.015% on the value of the transaction.

Then there are charges like custodian charges and depository charges and exit load as you can see in the table above.

The brokerage charges are comparatively lower than other portfolio management companies while the custodian charges are at par with the other peers and the same with the depository charges.

The exit load is free if you withdraw your investment after twelve months but if you withdraw before this period then you have to pay 0.75% to 1% of the amount withdrawn and this charge is quite at par with the market rather on the lower side of the scale.


Old Bridge Capital PMS Benefits

Find the details about Old Bridge Capital 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 Old Bridge Capital PMS Benefits are –

  • You get back office reports
  • There is an update facility on your Email and SMS – this way you get all the updates about your portfolio
  • The commission model is flexible so is the investment plans
  • The firm is new in the industry but the investment team is well experienced and has great expertise.

Old Bridge Capital PMS Customer Care

The table given below is showing a detailed view of Old Bridge Capital PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 to 7 Times a month
Issue Resolving TAT18 working days

The Old Bridge Capital PMS Customer Care is really helpful and supportive and you can get in touch with the customer in regard to any query or complaints by emailing them or calling them on their number.

They provide the services of relationship manager if required by the client. The maximum number of times investor can call the fund manager is 7 times and they take around 18 days to resolve any issues at a max.


Old Bridge Capital PMS Conclusion

Old Bridge Capital PMS, though a new firm in the industry in Old Bridge Capital PMS Conclusion, we have to say that this firm has a huge potential to serve the investor and generate a good amount of profit for them with their innovative investment strategies and services.


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