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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.


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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.


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