Porinju Veliyath PMS – Review, Strategies, Returns, Charges & more

Porinju Veliyath PMS is the supreme and leading portfolio management service offering company available in the nation. In this article, the entire details of the PMS company will be discussed including- its strategies, types, yearly returns, commission models, investment plans etc.

The detailed review of the Porinju Veliyath Portfolio Management Service is provided in the table given below.PMS Offers


Porinju Veliyath PMS – Customer Ratings & Review

Find Client ratings of Porinju Veliyath Portfolio Management Services –

Porinju Veliyath PMS Ratings
Returns Performance4.1 / 5
Services4.0 / 5
Charges4.0 / 5
Experience4.2 / 5
Strategies4.0 / 5
Client Support4.1 / 5
Overall Ratings4.1 / 5
Star Ratings★★★★★

Overview of Porinju Veliyath Portfolio Management Services

Porinju Veliyath is the supreme and leading portfolio management service offering company available in the nation. In this article, the entire details of the PMS company will be discussed including- its strategies, types, yearly returns, commission models, investment plans etc.

The detailed review of the Porinju Veliyath PMS is provided in the table given below.

Overview
Company TypePrivate
Registered LocationKochi, Kerela
LeadershipPorinju Veliyath
Yr. of Establishment2001

Porinju Veliyath PMSPorinju Veliyath is the top-notch stock broking house available across the country. The PMS house was established by Mr Porinju Veliyath in the year 2001. It is a private company successfully registered in the list of stockbroking companies. The headquarters of the company is located in Kochi, Kerala.

It has designed one of the leading models namely- portfolio management service model which has gained huge popularity in the stock market. The company is highly renowned in the market for its PMS model. Though, it has several fund managers available to handle its PMS business.

Now, we will have a discussion regarding PMS reviews, PMS charges, PMS Returns, PMS investment and commission models.


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    Types of Porinju Veliyath PMS

    Find out the details about the types of Porinju Veliyath in the table given below.

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    The stockbroking company offers both Discretionary and Non-Discretionary type of portfolio management service to its clients.

    Usually, most of the clients make use of discretionary PMS where the whole PMS account of clients is handled and managed by the portfolio managers.

    However, few of them prefer to get ideas from any top-notch consultancy in order to make investments in a particular company.


    Porinju Veliyath PMS Fund Managers Details

    The entire details of Porinju Veliyath PMS fund managers details are given in the below table chart.

    Fund Manager’s Details
    NamePorinju Veliyath
    Experience20 Years
    Highest QualificationMBA
    AUM (in Cr.)Approx 7,000 Cr.
    Number of Clients300+
    Investment TenureMinimum 3 yr.

    Porinju Veliyath PMS has a wide list of fund managers for managing the PMS model. But, the highly experienced and qualified fund manager is Porinju Veliyath who has a deep knowledge of portfolio management services. He has around 20 years of experience and qualified with an MBA.

    Normally, the fund or portfolio managers of Porinju Veliyath PMS solution holds AUM of Rs. 7,000 Cr. and handles more than 300 clients. The investment tenure for any of the client in Porinju Veliyath PMS is a minimum of 3 years.


    Know Fund Managers of Other Portfolio Management Service Companies

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    Porinju Veliyath PMS Strategies

    The table given below is providing the details about the strategies used by Porinju Veliyath PMS.

    Strategies
    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    According to the table chart given above, Porinju Veliyath stock broking house offers multiple PMS strategies to its clients. They normally work on Diversified strategy, Large Cap strategy and Small-Mid Cap strategy.

    Here is the strategy used by Porinju Veliyath PMS:

    Porinju Veliyath PMS Equity Intelligence Strategy

    Porinju Veliyath Equity Intelligence PMS Strategy is normally a discretionary portfolio management service or DPMS. It has a main focus on buying and selling stocks that are taken by the portfolio manager. For this, no agreement or consent is needed from clients.

    Clients with minimum Rs.50 of investment portfolio can join the Equity Intelligence Strategy of Porinju Veliyath PMS. The best thing about this strategy is there is no boundation regarding withdrawal, clients can withdraw their investment amount whenever they want.

    It’s portfolio management service business has returned around 47% in the financial year 2017, tremendously performing better the nifty 50 as well as BSE 500.


    Porinju Veliyath PMS Returns / Performance

    The table given below is providing the details of Porinju Veliyath Portfolio Management Service returns:

    Returns (CAGR)
    3 Year12%
    5 Year12%
    7 Year15%
    10 Year18%
    11 Year Plus24%

    The return rate of Porinju Veliyath broking house is extremely impressive. It has attempted to beat around 10 plus years of Mutual Fund Returns.

    Porinju Veliyath PMS returns for 3 years is 12%, for 5 years is 12%, for 7 years is 15%, for 10 years is 18% and for 11 plus years is 24%.

    Normally, the healthy PMS returns make the Porinju Veliyath the best and supreme stock broking company.


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    Porinju Veliyath PMS Investment Plans

    The table given below is providing a good understanding of Porinju Veliyath 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 table above is showing a variety of investment slabs provided by Porinju Veliyath PMS house to its clients. For any type of portfolio management service company, minimum Rs.25 lakhs of investment amount is required.

    Porinju Veliyath company normally offers investment slabs of all ranges. It Bronze investment plans range from Rs.25 lakh to Rs.50 lakh.

    The silver investment slab is between the range of Rs.50 lakh to Rs.1 Cr. The Gold investment plan is in the range from Rs.1 Cr. to Rs.5 Cr. And for more than Rs.5 Cr. there is a Platinum investment plan.

    As the Porinju Veliyath PMS is good at providing all ranges of investment plan starts from Rs.25 lakhs, it has various commission models & ranges as well. Typically, high investment amount leads to low commission and soothing services as well.


    Porinju Veliyath PMS Fee Structure or Commission Slabs

    The table given below is providing the details about Porinju Veliyath PMS Fees Structure or Commission Model.

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

    Porinju Veliyath PMS fees are categorized into three different parts-


    Porinju Veliyath PMS Prepaid Commission

    In this prepaid commission model, the commission or management charges are to be paid prior to the actual investment term starts.

    As it a prepaid commission structure, so the commission charges are comparatively less than other commission structures.

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.5% of Investment
    Investment  – 50L – 1 Cr.1.4% of Investment
    Investment – 1 Cr. – 5 Cr.1.2% of Investment
    Investment – 5 Cr. Plus1.0% of Investment

    The Prepaid Commission structure of Porinju Veliyath PMS is totally dependent on the value of the investment.

    With an investment range of Rs.25 lakh to Rs.50 lakh, the payable commission fees will be 1.5% of the total investment amount. If the investment amount is between the range of Rs.50 lakh to Rs.1 Cr., the commission charges will be 1.4% of the total investment amount.

    If the investment amount is higher than Rs.1 Cr. Like Rs.1 Cr. to Rs.5 Cr., then the commission charges are 1.2% of the total investment amount. And for more than Rs.5 Cr., the commission charges will be 1.0% of the total investment amount.


    Porinju Veliyath PMS Volume% Commission

    The volume % commission model typically depends on the total no. of transactions are made by the portfolio manager. It has a dependency on some other factors of the investment portfolio and market status.

    In volume % commission model, the commission fees are normally higher than other such fees structures.

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.18% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.17% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.15% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.13% of Total Transaction Volume

    In this model, the management charges are completely dependent on the loyalty of the portfolio manager and market situation as well.

    If the transaction volume on the basis of year is nearest to Rs.25 lakh to Rs.50 lakh, the management fees to be charged will be 0.18% of the total transaction volume. If the yearly transaction amount is around Rs.50 lakh to Rs.1 Cr., the commission fees will be 0.17% of the total transaction volume.

    With high transaction volume such as- Rs.1 Cr – Rs.5 Cr., the management fees will be around 0.15% of the total transaction volume. And over Rs.5 Cr. of transaction value, the management fees will be 0.13% of the total transaction volume.


    Porinju Veliyath PMS Profit Sharing% Commission

    The profit sharing % fees structure is designed in a highly convenient way. As in this model, clients are required to pay management fees only if the real profit is realized.

    This model actually leads to low management fees and high percentage.

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L27% of Profit
    Profit Amount – 5L – 10L25% of Profit
    Profit Amount – 10L – 50L22% of Profit
    Profit Amount – 50L Plus19% of Profit

    It is one of greatly convenient and suitable commission model for all the Porinju Veliyath PMS clients, as it is wholly dependent on the investment portfolio performance. Typically, this fees structure is only offered to those clients who are with the PMS house for more than 2 years and high investment portfolio clients.

    For an investment portfolio with actual profit ranges between Rs.2.5 Lakh – Rs.5 Lakh, the management fees levied by the company is 27% of the total profit. And the portfolio with profit ranges from Rs.5 Lakh – Rs.10 Lakh, the commission charges will be around 25% of the total profit.

    With high investment portfolio with profit value of Rs.10 lakh to Rs.50 lakh, the management charges will be around 22% of the total profit amount. And if the profit amount is more than Rs.50 lakh then the commission charges will be around 19% of the total profit amount.

    All the above fees structure is designed according to the client’s requirements. Apart from commission payout or management payout, there are some other charges levied by the company including- Upfront charges, custodian charges, depository charges, brokerage charges and exit load charges. All these charges will be discussed in detail with a table chart given below.


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    Porinju Veliyath PMS Charges

    The table given below is providing the entire details about the Porinju Veliyath PMS Charges-

    Charges
    Management FeesAs per commission model
    Upfront Fees0.8% – 1.8% of Asset Value
    Brokerage Charges0.009% – 0.029% of Total Transaction Value
    Custodian Charges0.28% – 0.38% of Asset Value
    Depository Charges0.17% – 0.22% of Asset Value
    Exit Load – within 12 months0.8% – 1.8% of Withdrawal Value
    Exit Load – post 12 monthsFree or 0.4% of Withdrawal Value

    Here is the quick list of charges levied by Porinju Veliyath PMS are as follows-

    • Management Fees- The management charges are normally levied as per the commission structure agree by the PMS team and client.
    • Upfront Fees- Basically, upfront charges are also levied by the stockbroking house. Such kind of charges acts as a prepaid charge. The Upfront charges levied between the range of 0.8% to 1.8% of the total asset value.
    • Brokerage Charges- Brokerage charges are levied on the basis of the total number of transactions made by the portfolio manager. The brokerage charges usually levied between 0.009% to 0.029% of the total transaction volume.
    • Custodian Charges- Custodian charges are also levied by the PMS house. It is typically between the range of 0.28% to 0.38% of the total asset value.
    • Depository Charges- Depository charges are normally levied between the range of 0.17% to 0.22% of the total asset value.
    • Exit Load Charges- Exit load charges are normally levied on the basis of clients withdrawal amount and withdrawal duration. If the client is withdrawing within 1 year then the commission charges will be 0.8% to 1.8% of the total withdrawal value. If the withdrawal is done post 12 months then sometimes it is free and sometimes it is 0.4% of the total withdrawal value.

    Porinju Veliyath PMS Benefits

    The table given below is providing good understanding related to Porinju Veliyath benefits.

    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

    Here is the entire list of benefits associated with Porinju Veliyath PMS are as follows-

    • The Porinju Veliyath PMS provides good Top-up facility to all its existing clients for convenience.
    • It also avails back office login facility to all its clients so that the clients can easily check the details and reports regarding their investment portfolio.
    • The PMS house also offers SMS update as well as Email update facility, so that they can check for the transactions happening in their portfolio account.
    • It also provides good flexibility level to all the clients like- customisation of flexible investment plans and commission models for the huge satisfaction of clients.
    • The PMS house has massive experience in the field of portfolio management service.

    Porinju Veliyath PMS Customer Care

    The table given below is providing entire details related to Porinju Veliyath Customer Care.

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportYes
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 2 to 5 Times a month
    Issue Resolving TAT8 working days

    Porinju Veliyath PMS house normally provides a lot of service or support to all its clients like they can make calls directly to their fund managers regarding any issue. It is also good at providing SMS support and Email Support to all the clients.

    Porinju Veliyath offers good support of Relationship Manager as well. High investment portfolio clients can call to their fund manager at least 2-5 times in a month and with a low value of the investment portfolio clients can call to their fund manager 2-3 times in a month.

    The issue resolving TAT of Porinju Veliyath PMS is around 8 working days.


    Porinju Veliyath PMS Conclusion

    Porinju Veliyath portfolio management service company is the best PMS solution offering company across India. They normally have customized various strategies that have provided very good results to their clients.

    The flexible commission model and investment plans provide a good level of convenience to its clients. Their services, as well as a support system, is extremely favorable and useful.

    If you are looking forward to getting into any PMS company then opting Porinju veliyath can be the best idea for you.


    Porinju Veliyath PMS

    Ques – How can I invest with Porinju Veliyath PMS?

    Answer – For investing in Porinju Veliyath PMS, the service is highly speedy and hassle-free. You can find a fill-up form for Invest In Porinju Veliyath PMS in this page itself. Complete the mandatory information such as your name, mobile number and city, and select the critical service, then click the submit button. In this way, you will be led to the further stages of investment

    Ques – Who is the current fund manager of Porinju Veliyath PMS?

    Answer – For the management of the PMS model, Porinju Veliyath PMS has a wide list of fund managers. However, Porinju Veliyath is a highly experienced and trained fund manager who has a deep knowledge of portfolio management services. He has about twenty years of experience and an MBA qualification.

    Ques – What is the approx AUM of Porinju Veliyath PMS?

    Answer – The Porinju Veliyath PMS solution funds or portfolio managers hold an AUM of Rs. 7,000 Cr. It handles more than 300 customers. The investment term of any Porinju Veliyath PMS client shall be for a minimum of 3 years.

    Ques – Where can I check return or performance of Porinju Veliyath PMS?

    Answer – In the article published on our website, we provide you with all the information and facts relevant. Therefore, if you want to check the return or output of the Porinju Veliyath PMS, all you need to do is access the article and within the stated heads you will find all the required.

    Ques – What are the different strategies used by Porinju Veliyath PMS?

    Answer – Porinju Veliyath stock broking house offers its customers multiple PMS strategies, according to the table chart that is given regarding the strategies. They usually work on Diversified Policy, Large Cap Policy and Small-Mid Cap Policy. A discretionary portfolio management service or DPMS is typically Porinju Veliyath Equity Intelligence PMS Strategy.

    Ques – Where to find the fee structure and commission rate of Porinju Veliyath PMS?

    Answer – Within the article given, you can find the fee structure and commission rate of Porinju Veliyath PMS. The comprehensive information on both subjects is presented by two different heads. You just have to scroll ahead to find the knowledge you are interested in looking for yourself and you will find it.

    Ques – How to call or reach Porinju Veliyath PMS customer care?

    Answer – Porinju Veliyath PMS offers you, namely customer service support such as call, email, whatsapp, and a few other podiums. You have a section in the report that gives you information about what types of customer support systems are available and the quantity or methods of using them. A map of the services offered is provided first, followed by detailed steps for the services.

    Ques – What are the benefits of investing with Porinju Veliyath?

    Answer – Porinju Veliyath is the top-notch stock broking house available across the country. It has designed one of the leading models namely- portfolio management service model which has gained huge popularity in the stock market. The company is highly renowned in the market for its PMS model. Therefore it is ons of the profitable firms to make your investment so that you can enjoy great advantages.

    Ques – What are the different charges involved with Porinju Veliyath PMS?

    Answer – The management fees are usually charged as per the arrangement of the commission.

    • In a range of 0.8 percent to 1.8 percent of the gross asset value, the upfront charges are imposed.
    • Brokerage commissions are charged on the basis of the total number of transactions made by the management of the portfolio.
    • The PMS house also receives custodian fees, usually from 0.28 percent and 0.38 percent of the overall asset value.
    • Depository charges are usually imposed between 0.17% and 0.22% of the total value of the asset.
    • And the last is the exit load charge.

    Ques – Where can I find all the details about Porinju Veliyath PMS?

    Answer – All the details regarding Porinju Veliyath PMS is given to you via this article. The article is designed keeping the convenience of the customers in mind. Therefore is provided in the form of tables with all the required information.


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