Paterson Securities PMS – Review, Strategies, Returns, Charges & more

Paterson Securities PMS is one of India’s oldest stock broking firms. In fact, they’ve existed since before independence of the nation. And, they’ve always kept client satisfaction as their top priority.

In today’s article, we’ll review Paterson Securities Portfolio Management Services under a specific category. We’re talking about their PMS segment.

And, our review will include many aspects like: –

  • Hints about its inception of them as a firm. This part will include the details of their founders. It’ll even include the place and year of their description.
  • Elaboration of all the PMS types they grant to their clients.
  • Description of their fund managers including their educative qualification. This part will even tell you about their industry experience. Moreover, we’ll describe the net worth of the assets they manage.
  • We’ll expound the strategies they use for fetching their clients their profit. This part will tell you about the implementation techniques they use. It’ll even describe the suitability of the strategies as per clients’ needs.
  • Elaboration of all the expected returns as per investment terms. This part will explain the returns through a CAGR chart.
  • And more

PMS Offer


Paterson Securities PMS – Customer Ratings & Review

Find Client ratings of Paterson Securities Portfolio Management Services –

Ratings
Returns Performance3.1 / 5
Services2.9 / 5
Charges2.5 / 5
Experience3.3 / 5
Strategies3.2 / 5
Client Support3.0 / 5
Overall Ratings3.1 / 5
Star Ratings★★★★★

Overview of Paterson Securities Portfolio Management Services

Find a detailed overview of the Paterson Securities portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationChennai, Tamil Nadu
LeadershipM. Amarnath
Yr. of Establishment1892

Paterson Securities PMS is a private company started in the year 1892. They were incorporated within Chennai, Tamil Nadu. And, it was the efforts of M. Amarnath that brought the company into existence.

They’re a registered member of SEBI. Moreover, they even have memberships of NSE and BSE. And, they even are depository participant with CDSL.

To be precise, they’ve been in the PMS business since 2004. And, that’s the time when they were approved by SEBI for PMS. At present, the company is being led by a group of proactive members.

In fact, all the members are proficiently suited for the job. And, it’s because of them that they’ve been able to hold legacy.


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Types of Paterson Securities PMS

There are 2 types of Paterson Securities Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Paterson Securities PMS provide their clients with two specific PMS types. We’re referring to the discretionary and non-discretionary services.

Discretionary services are meant for the clients who lack the time and patience. This puts the decisive power of the investments within fund manager’s hands.

This way the clients can relax and wait for the promised results. The non-discretionary PMS works completely otherwise. This requires a lot of engagement from the clients.

In fact, the company has to provide the clients with regular advisory. And, they even need the clients’ permission for investment approach alterations.

And, by alterations, we mean changes in investment portfolios. This PMS type takes away the decisive power related to asset from company. And, it puts the power onto the hands of the client.


Paterson Securities PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Paterson Securities PMS company.

Fund Manager’s Details
NameBalachandran Venkataraman
Experience30 Yrs.
Highest QualificationCFA
AUM (in Cr.)79 Cr.
Number of Clients54
Investment Tenure3yrs

The company has a specific PMS division that takes care of investments for HNIs. And, the section is presently being led by Balachandran Venkataraman.

He is CFA with 30 years of industrial experience. Being a CFA, he understands the economical situations well. And, thus, helps his clients to gain substantial profits.

In fact, he’s managing assets worth 79Cr. for 54 clients at present. And, even you can get to access his expertise. All you need to do is invest with the company for 3 years.


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Paterson Securities PMS Strategies

The below table is providing details about the Paterson Securities portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

There’s a reason why Paterson Securities have sustained for so long. They’re flexible with their investment approach. And, most importantly, they prioritize their clients’ satisfaction at the top.

And, that’s exactly what keeps them open for innovative experimentation. In fact, they invest their clients’ assets over small, mid and large-cap portfolios.

However, they commence a lot of research before making the investments. And, their overall approach is a lot more complicated. In fact, their approach consists of these steps: –

Client Profiling: The company includes many aspects like: –

  • Assessing clients’ financial goals.
  • Analyzing clients’ risk tolerance.
  • Determining the investment horizon.
  • Determining the return expectations of the client.
  • Identifying the investment objectives of the client.
  • Identifying the liquidity requirements of the client.

Their approach includes investing on quality companies determined through several screeners. They usually do not give into the average market mentality.

In fact, they commence their own detailed research. And, they consider the past performance of a few decades rather than years. They turn towards liquid finds in case they lack investment ideas.


Paterson Securities PMS Returns / Performance

The below table is giving details about Paterson Securities PMS returns and performance-

Returns (CAGR)
3 Year9.2%
5 Year8.8%
7 Year9.5%
10 Year8.6%
11 Year Plus8.2%

The above chart describes about the CAGR of Paterson Securities PMS. The chart’s been divided into five segments. And, each segment is determined as per the investment terms.

So, the CAGR for 3-year investments is expected to be 9.2%. CAGR for 5-year investments is expected to fetch 8.8% returns.

The 7-year investments are expected to gain 9.5% CAGR. 8.6% CAGR is expected from the 10-year investments. And, all the investments above 11 years are expected to gain 8.2% CAGR.


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Paterson Securities PMS Investment Plans

Below the given table is providing details about the Paterson Securities 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

Paterson Securities PMS have been the pioneers for many investment processes. In fact, they’ve determined many investment strategies and determined many financial categories.

Speaking of which, they’ve categorized their investment plans into four parts. The first part is known as the bronze plan. This consists of the investments within 25L-50L.

The second one in line is the silver plan. This is meant for the investments within 50L-1Cr. Third in line is the gold plan. This caters to the investments within the range of 1Cr.-5Cr.

And, the last one is known as the platinum plan. This is meant to represent the investments over 5Cr.


Paterson Securities PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Paterson Securities PMS house are as follows-

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

Paterson Securities PMS has even distinguished their commission plans in 3 categories. And, each category charges the clients in different ways.

However, the determining parameters of all the categories are the investment plans. Anyway, we’re referring to the prepaid, volume% and profit-sharing commission plans.


Paterson Securities PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.2% of Investment
Investment  – 50L – 1 Cr.1.1% of Investment
Investment – 1 Cr. – 5 Cr.1.0% of Investment
Investment – 5 Cr. Plus0.9% of Investment

The first one to fall within the categories is the prepaid plan. This one requires the payment of commission in advance. However, it charges less than the remaining two categories.

It has four distinctions based on investment plans. The first one caters to the bronze plan holders. It charges the clients with 1.2% commission rate.

Next in line is the one for silver plan holders. It charges the clients with 1.1% commission rate. Then comes the one catering to gold plan. It charges the clients with 1.0% commission plan.

And, the last one is meant for the platinum plan holders. It charges them with 0.9% commission rate.


Paterson Securities PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.111% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.101% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.091% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.081% of Total Transaction Volume

Volume% plan comes next in line of commission plans. This requires the clients to pay as per the transactions made. And, we’re referring to the transactions made by the fund manager.

These are made to secure the promised returns. Even this has four categories. The first one is for bronze plans holders. This charges them at 0.111% rate.

Then comes the one for silver plan holders. This charges them at 0.101% commission rate. Third one is meant for the gold plan holders.

This one charges the clients at 0.091% rate. And, the last one is meant for platinum plan holders. This charges the clients at 0.081% rate.


Paterson Securities PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L21.8% of Profit
Profit Amount – 5L – 10L20.8% of Profit
Profit Amount – 10L – 50L19.8% of Profit
Profit Amount – 50L Plus17.8% of Profit

This is the last distinction within the commission plans. This requires the clients to pay the commission post realizing profit.

The rates in this one are comparatively high. and, even this has been categorized into four parts. The first one cater to bronze plan holders.

It charges them at 21.8% rate. Next comes the one focused on silver plan holders. This charges them at a rate of 20.8%. third one is meant for the gold plan holders.

And, it charges them at a rate of 19.8%. and, the last one is for the platinum plan holders. They’re charged at 17.8% commission rate.


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Paterson Securities PMS Charges

The below-given table is giving information about Paterson Securities Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.84% – 0.97% of Asset Value
Brokerage Charges0.006% – 0.020% of Total Transaction Value
Custodian Charges0.14% – 0.31% of Asset Value
Depository Charges0.13% – 0.25% of Asset Value
Exit Load – within 12 months0.90% – 1.30% of Withdrawal Value
Exit Load – post 12 monthsFree

The chart above represents that charges that you must pay in addition to commission. These charges are incurred as per the services granted. And, they include: –

  • A management fee determined as per the commission plan selected.
  • Brokerage charges charged as per transaction made for the investment. It’s charged at 0.006-0.020%.
  • Upfront fee charged at 0.84-0.97% of the asset value.
  • Custodian charges charged at 0.14-0.31% of the asset value.
  • Depository charges charged at 0.13-0.25% of asset value.
  • And, an exit load charged at 0.90-1.30% of withdrawal value. This in only charged for the withdrawals within 12 months of investment.

Paterson Securities PMS Benefits

Find the details about Paterson Securities 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

Paterson Securities PMS is known to provide their clients with many benefits like: –

  • The provision for increasing the investment value to certain extent at will.
  • Provision of multiple flexible investment and commission plans.
  • The Provision of regular updates on investment through email and SMS.
  • Provision of detailed reports through back-office reports and more.
  • Access to huge experience of the fund manager.

Paterson Securities PMS Customer Care

The table given below is showing a detailed view of Paterson Securities PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 to 9 Times a month
Issue Resolving TAT25 working days

Paterson Securities PMS provides their clients with proactive customer care support including: –

  • Provision of a dedicated relationship manager.
  • Active support over a call and through email.
  • Provision to call the fund manager 6-9 times a month.
  • Promise to resolve any issues related to the investments within 25 working days.

Paterson Securities PMS Conclusion

Paterson Securities PMS is a name that speaks for itself. And, there isn’t much that we can conclude here, except the fact, that the company can most definitely be trusted with their ways of investments.


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