Pantomath Fund Managers PMS – Review, Strategies, Returns, Charges & moreLast Updated Date: Dec 02, 2022
Pantomath Fund Managers PMS is a diversified financial services company. They’re known for a broad range of financial products and services. And, they have an equally diversified client base.
Established on the early 2012s, they represent a whole new financial approach. In fact, they’re inclined to be called the one-stop financial solution providers. However, not all of their services are our concern for today.
In fact, we’re only concerned about Pantomath Portfolio Management Services. And, that’s what we will be reviewing for our article today. And, the review will include these parameters: –
- Some of the most important aspects of their inception story. This part will include the details of their founders. And, we’ll even expound the place and year of their initiation.
- Explanation of the options they grant as far as PMS is concernedDetails about the people managing the PMS division. We’re referring to their fund managers. We’ll describe about their qualification and experience.
- Exclusive insight into their investment strategies. This part will expound about their approach regarding each strategy. It’ll even detail about the implementation process.
- A detailed and explained chart on the returns that may be expected. This part will cover the CAGR for several investment periods.
- Complete elaboration of the investment plans they offer to clients. This part will tell you about the prime approach behind the plans. And, it’ll even establish the benefits of the plans.
- Exclusive review of all their commission plans. This part will tell you about the variation in each plan. In fact, it’ll establish the pros and cons of all the plans.
- Explanation of their prepaid commission plan.
- Explanation of their volume% commission plan.
- And more
Pantomath Fund Managers PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Pantomath Fund Managers Portfolio Management Services –
|Returns Performance||3.6 / 5|
|Services||3.7 / 5|
|Charges||3.3 / 5|
|Experience||3.6 / 5|
|Strategies||3.5 / 5|
|Client Support||3.4 / 5|
|Overall Ratings||3.5 / 5|
Overview of Pantomath Fund Managers Portfolio Management Services
Find a detailed overview of the Pantomath Fund Managers portfolio management service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||2013|
Pantomath Fund Managers PMS is an LLP unlike most of their competitors. They were established in the year 2013. And the place of their incorporation was Mumbai, Maharashtra.
The company has developed into a favored advisory firm amongst their clients. And, the prime credit for this must be given to their founder Mahavir Lunawat.
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Types of Pantomath Fund Managers PMS
There are 2 types of Pantomath Fund Managers Portfolio Management Services –
|Types of PMS|
Pantomath Fund Managers PMS has two distinct sets of PMS to offer. We’re referring to the Discretionary and Non-Discretionary PMS. They do this in order to get the best of their clients.
This helps the clients to choose the kind of service they want. This even helps the clients to decide their engagement post investment.
So, Discretionary PMS lets the company’s fund manager take charge of the investment decisions. This means that the clients are not disturbed with transition related decisions.
In fact, the fund manager takes care of the complete asset on his own. However, the Non-Discretionary PMS does not function this way.
In fact, it requires a lot of engagement from the clients. The clients are provided with apt financial advisory. And, then they’re sought out for investment related decisions.
In short, Discretionary PMS keeps the clients in charge of their assets.
Pantomath Fund Managers PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Pantomath Fund Managers PMS company.
|Fund Manager’s Details|
|AUM (in Cr.)||29 Cr.|
|Number of Clients||67|
|Investment Tenure||Minimum 3 yr.|
The PMS section of Pantomath Fund Managers is led by Varinder Bansal. He’s an M.Sc. with 13 years of industrial experience.
And, being from a science background, has helped a lot. He’s been able to analyze the market from a different perspective.
And that’s the reason behind his successful career. At present he caters to 67 clients with 29 Cr. worth of asset value.
Know Fund Managers of Other Portfolio Management Service Companies
|Banyan Tree Advisors PMS||Care Portfolio PMS||Edelweiss PMS|
|Bellwether Capital PMS||Centrum PMS||Emkay Investment PMS|
|Bonanza Portfolio PMS||DHFL Pramerica PMS||Enam Asset Management PMS|
Pantomath Fund Managers PMS Strategies
The below table is providing details about the Pantomath Fund Managers portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
Pantomath Fund Managers PMS does not hesitate to experiment with the market. And, that allows them to invest across all domains.
In fact, they invest on all three portfolio categories. Their past investments have been in large, mid and small-cap portfolios. Anyway, that is not the entire picture.
They have a rather complex approach while making investments. And, here’s how they do it: –
Pantomath Emerging Giants PMS:
This is a discretionary PMS the company provides to their clients. There are two prime objectives of this strategy. One, to create a long terms capital appreciation.
And, two, to maximize the returns of the investors over a long-term period. The approach is to invest in emerging opportunities like SMEs and other small-cap portfolios.
The selected portfolios may or may not be listed on any exchange. And, the investment instrument brought into use is securities. The minimum time of investment is taken to be 3 years.
Upon investment, the company regularly monitors the market fluctuations. And, required changes are made when needed. The portfolio in this strategy generally consist if equity stocks, mutual funds, debt / money market instruments.
The asset allocation is divided into three categories. Most of the asset value (upto 85%) is invested on equity. The remaining 15% is shuffled between debt/money market & cash/cash equivalents. And, this is a high-risk portfolio. This is strongly recommended for experienced investors.
Pantomath Fund Managers PMS Returns / Performance
The below table is giving details about Pantomath Fund Managers PMS returns and performance-
|11 Year Plus||7.3%|
Pantomath Fund Managers PMS’s CAGR varies as per investment terms. You see, CAGR here represents compound annual growth rate.
And, the chart above presents the data in the exact format. It’s been divided as per five investment terms. The investments worth 3 years are supposed to fetch 9.5% CAGR.
All 5-year investments fetch 8.7% CAGR. The CAGR for 7-year investments is expected to be 12.5%. The investments worth 10 years are expected to fetch 9.7%. And, all investments above 11 years get 7.3% CAGR.
Know Returns of other PMS Brands
|Narnolia PMS||Paterson Securities PMS||Porinju Veliyath PMS|
|Nine Rivers Capital PMS||Pelican PMS||Prabhudas Lilladher PMS|
|Pantomath Fund Managers PMS||Phillip Capital PMS||R Wadiwala Securities PMS|
Pantomath Fund Managers PMS Investment Plans
Below the given table is providing details about the Pantomath Fund Managers portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
Pantomath Fund Managers PMS has differentiated their investment plans as per investment value. In fact, they’ve presented four categories of investment plans.
The first one is known as the Bronze Plan. This is referred to all the investments in between 25L-50L. Next in line is the Silver Plan.
This refers to the investments within 50L-1Cr. The third category is known as the Gold Plan. This is defined as the investments in between 1Cr.-5Cr.
The last one of the categories is called the Platinum Plan. This refers to the investments over 5Cr.
Pantomath Fund Managers PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Pantomath Fund Managers PMS house are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Pantomath Fund Managers PMS not only has categorization for their investment plans. They even have categorized their commission plans into 3 categories.
And, each category is charged based on different aspects. We’re referring to the prepaid, volume% and profit-sharing commission plans.
Pantomath Fund Managers PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.29% of Investment|
|Investment – 50L – 1 Cr.||1.19% of Investment|
|Investment – 1 Cr. – 5 Cr.||0.99% of Investment|
|Investment – 5 Cr. Plus||0.79% of Investment|
The first of all 3 categories is the Prepaid Plan. This is charged annually based on the total investment value. And, it has four major distinctions. The first one caters to the Bronze Plan.
It is charged at 1.29% commission rate. The second one is for Silver Plan. It’s charged at 1.19%. Third one is meant for the Gold Plan.
This is charged at 0.99%. And, the last one is aimed at the Platinum Plan. This is charged at 0.79%.
Pantomath Fund Managers PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.121% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.115% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.108% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.100% of Total Transaction Volume|
The second in the category is the volume% commission plan. Even this is charged annually. However, this is charged on per transaction basis.
This accounts the overall transaction value made by the fund managers. Even this has four distinctions. The first one is aimed for the Bronze Plan.
It’s charged at 0.121%. Second one is for the Silver Plan. It’s charged at 0.115%. Third in line is aimed for the Gold Plan. It’s charged at 0.108%. And, the last is meant for the Platinum Plan. It’s charged at 0.100%.
Pantomath Fund Managers PMS Profit Sharing% Commission
The table given below is showing details about profit sharing% commission model-
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||22.9% of Profit|
|Profit Amount – 5L – 10L||22.0% of Profit|
|Profit Amount – 10L – 50L||20.5% of Profit|
|Profit Amount – 50L Plus||18.1% of Profit|
This is the last of the 3 commission plans. This too is charged annually. However, this is mist popular with the clients. And, the reason for this is the mode of payment.
The clients only pay in this plan after realizing their profits. Even this has four distinctions. First one is meant for the Bronze Plan. It’s charged at 22.9%.
Second one caters to the Silver Plan. It’s charged at 22.0%. Then comes the one for the Gold Plan. It’s charged at 20.5%. The last one is meant for the Platinum Plan. It’s charged at 18.1%.
Know Charges models of other Portfolio Management Service Providers
|Renaissance Investment PMS||Sameeksha Capital PMS||Shade Capital PMS|
|Revelation Portfolio PMS||Samvitti Capital PMS||Sharekhan PMS|
|Sageone Investment PMS||Sanctum Wealth PMS||Shepherds Hill PMS|
Pantomath Fund Managers PMS Charges
The below-given table is giving information about Pantomath Fund Managers Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.62% – 0.75% of Asset Value|
|Brokerage Charges||0.006% – 0.023% of Total Transaction Value|
|Custodian Charges||0.14% – 0.29% of Asset Value|
|Depository Charges||0.17% – 0.35% of Asset Value|
|Exit Load – within 12 months||0.86% – 1.26% of Withdrawal Value|
|Exit Load – post 12 months||Free|
There are a few more charges that you need to pay the company for. And, these are charged for the services you take. Here’s the complete list of these: –
- Depository Charges charged at 0.17%-0.35% of asset value.
- Management fee charged as per the commission plan opted for.
- An upfront fee charged at 0.62%-0.75% of asset value.
- Brokerage charges charged at 0.006%-0.023% of total transaction value.
- Custodian charges charged at 0.14%-0.29% of asset value.
- And, exit load charged at 0.86%-1.26% of withdrawal value. This must be paid only for transactions within 12 months of investments.
Pantomath Fund Managers PMS Benefits
Find the details about Pantomath Fund Managers PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Pantomath Fund Managers PMS grants several benefits. However, we’ve enlisted the most lucrative ones: –
- Regular updates on investment status through Email and SMS.
- Complete and detailed reports on investment. The reports are given through Back-Office Reports, Detailed View & Portfolio View.
- Numerous investment and commission models to choose from.
- Massive experience of the fund manager to rely upon.
- Access to top-up facility for easy increment of investment fund.
Pantomath Fund Managers PMS Customer Care
The table given below is showing a detailed view of Pantomath Fund Managers PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 6 to 8 Times a month|
|Issue Resolving TAT||12 working days|
Pantomath Fund Managers PMS’s customer care grants similar services as their competitors. Here’s the entire list: –
- Merely 12 working days required for issue resolution.
- Permission to call the fund manager 6-8 times a month.
- Support through email and call.
- Provision to a relationship manager.
Pantomath Fund Managers PMS Conclusion
To conclude, Pantomath Fund Managers PMS as per us can be trusted for their services. In fact, they have a pretty strong record to support this statement.
Know everything about more PMS companies
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|Savvy Capital PMS||Securities Investment PMS||Solidarity Investment PMS|
|SBI Funds PMS||Seers Fund Management PMS||Stewart Mackertich PMS|
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