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Prabhudas Lilladher PMS is one of the best portfolio management services available across India. The broking house assists in distributing long-term earning growth to all its investors.

They normally offer a wide range of solutions regarding portfolio management services that are normally customized for meeting earnings growth requirements in a very holistic manner.

This article will acknowledge you about Prabhudas Lilladher Portfolio Management Services, its Strategies, its Investment Plans, its Commission Models, its Reviews and more.

PMS Offer


Prabhudas Lilladher PMS – Ratings & Review by Top10StockBroker

Find the detailed Review of Prabhudas Lilladher PMS here-

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

Overview of Prabhudas Lilladher Portfolio Management Services

The below-given table is providing the entire details about the overview of Prabhudas Lilladher PMS.

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipMr Ajay Bodke (CEO)
Yr. of Establishment1987

Prabhudas Lilladher PMS

Prabhudas Lilladher Pvt Ltd is one of the biggest full Portfolio Management Service brokers available across the country. The broking house was founded by Arun Sheth in the year 1987. And it is headquartered in Mumbai, Maharashtra. The company is registered under SEBI.

Prabhudas Lilladher’s renowned and popular business model is PMS (portfolio management service). They are very good PMS competitors in the stock market and are normally known for their performance of PMS. They have a huge list of portfolio managers who normally manage their PMS sector.

Now, we will discuss Prabhudas Lilladher PMS review, types, returns, charges etc.


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    Types of Prabhudas Lilladher PMS

    Find out the details about the types of Prabhudas Lilladher PMS here.

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    The Prabhudas Lilladher PMS house normally offers both PMS types to their investors. With discretionary PMS types, clients don’t have to worry about their investment portfolios as the portfolios are managed by the fund managers here.

    But if the client requires consultation from some consultancy regarding the investment portfolio then he can prefer a non-discretionary PMS type.


    Prabhudas Lilladher PMS Fund Managers Details

    The table given below is providing the details about Prabhudas Lilladher PMS fund manager.

    Fund Manager’s Details
    NameMr Ajay Bodke (CEO & Chief Portfolio Manager)
    Experience19 Years
    Highest QualificationCA
    AUM (in Cr.)Approx 2,800 Cr.
    Number of Clients300+
    Investment TenureMinimum 4 yr.

    Mr Ajay Bodke (CEO & Chief Portfolio Manager)

    Mr Ajay who is presently serving as the CEO & Chief Portfolio Manager has acquired 19 years of experience from India’s leading Mutual Funds like IDFC MF, Standard Chartered MF & SBI MF. His educational qualification constitutes a Master’s in Financial Management and a Master’s in Business Administration from Macquarie Graduate School of Business (Sydney) & Bachelor’s in Mechanical Engineering from Government College of Engineering (Pune).

    However, the Fund Managers of Prabhudas Lilladher broking household an AUM of more than Rs. 2,800 Cr. and handle around 300+ clients. The minimum investment tenure for any investor is around 4 years.


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    Prabhudas Lilladher PMS Strategies

    Find out the details about the strategies used by Prabhudas Lilladher PMS.

    Strategies
    Prabhudas Lilladher – Core Multicap PortfolioMULTI CAP
    Prabhudas Lilladher – Multi Asset Dynamic PortfolioMULTI-ASSET
    Prabhudas Lilladher – Tactical Alpha PortfolioMULTI CAP

    Prabhudas Lilladher Pvt Ltd has customised 2 types of strategies. They are working on a multi-cap strategy and a small-cap strategy.

    Here are some investment management strategies used by Prabhudas Lilladher broking house-

    Prabhudas Lilladher – Core Multicap Portfolio

    This strategy is ideally suitable for risk-takers who are willing to take moderate to high risks in the investment regime. Investors can build wealth for the long term through this multi-cap strategy.

    Prabhudas Lilladher has formulated a unique set of parameters for identifying the right entities to invest in. This parameter set is referred to as DNA + VE test, and here each alphabet signifies an aspect.

    Prabhudas Lilladher – Multi Asset Dynamic Portfolio

    This strategy is quant driven, trigger-based tactical asset allocation framework. This provides exposure to a variety of asset classes through Index Funds or ETFs. This way, they eliminate the sector selection risk and offer risk-adjusted returns to the investor.

    The investor invests in Gold & Liquid for Safety, GILT Securities, Domestic & International Equities for growth, and corporate bonds through this strategy.

    Prabhudas Lilladher – Tactical Alpha Portfolio

    This is a multi-cap strategy offering dynamic investment facilities and alternatives to the customers and gaining high wealth prospects in the long run. For efficient selection, management, and growth of the fund, techniques and styles like Fundamental, technical, and quant are adopted.

    Aggressive investors who are thrilled with the risk factor in their investor canvas should take on this portfolio for their wealth generation.


    Prabhudas Lilladher PMS Returns / Performance

    The table given below is providing details about the returns of PrabhudasLilladher’sr portfolio management services.

    StrategyPrabhudas Lilladher – Core Multicap PortfolioPrabhudas Lilladher – Multi Asset Dynamic PortfolioPrabhudas Lilladher – Tactical Alpha Portfolio
    CategoryMULTI CAPMULTI-ASSETMULTI CAP
    Return (CAGR)1M-0.96%-2.86%-2.50%
    3M8.50%3.77%7.10%
    6M-3.27%-2.00%-4.72%
    1Y-7.21%-2.21%NA
    2Y19.71%NANA
    3Y10.55%NANA
    5Y5.97%NANA
    Since Inception6.70%-0.48%-4.72%
    Inception YearMay 2007Jul 2021Apr 2022

    The return rate of Prabhudas Lilladher is healthy and impressive. The portfolio management service house is capable enough to beat more than 10 years of mutual fund returns.


    Know the Returns of other PMS Brands


    Prabhudas Lilladher PMS Investment Plans

    Find out the details regarding Prabhudas Lilladher PMS Investment plans in the table given below.

    Investment Plans
    Bronze (25L – 50L)Yes
    Silver (50L – 1 Cr.)Yes
    Gold (1 Cr. – 5 Cr.)Yes
    Platinum (5 Cr. Plus)Yes

    The table given above is showing the entire detail of the investment plans available at the Prabhudas Lilladher PMS for all its clients. Normally, a minimum of Rs. 25 lakhs of investment is required for having Portfolio management services for any house.

    Prabhudas Lilladher has customised investment plans of all types. Its Bronze investment plan ranges from Rs. 25 lakh to Rs. 50 lakh. The Silver investment plan of the PMS company is in the range of Rs. 50 lakh to Rs. 1Cr.

    The Gold Plan ranges from Rs 1Cr. to Rs. 5 Cr. And the Platinum Plan is designed for clients with an investment portfolio of more than Rs. 5 Cr.

    Since the Prabhudas Lilladher company had a range of investment plans, it also has several commission models. Normally, investment of a high amount leads to better services and low commissions.


    Prabhudas Lilladher PMS Fee Structure or Commission Slabs

    The table given below is providing details about the fee structure of Prabhudas Lilladher PMS company.

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

    Prabhudas Lilladher Pvt Ltd has designed commission models in three various categories.


    Prabhudas Lilladher PMS Prepaid Commission

    The prepaid commission model is highly convenient. In this model, commission or management charges are levied in advance before the true tenure tends to start. As it is the prepaid commission model, the commission fees are comparatively lower than other commission models.

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.2% of Investment
    Investment – 50L – 1 Cr.1.1% of Investment
    Investment – 1 Cr. – 5 Cr.0.9% of Investment
    Investment – 5 Cr. Plus0.7% of Investment

    This commission model is completely dependent on the amount of investment.

    With an investment amount of Rs. 25 lakh to Rs. 50 lakh, the commission charges to be paid are 1.2% of the total investment. If the investment value is between Rs. 50 lakh to Rs. 1Cr., the commission charges will be 1.1% of the total investment.

    With a huge amount of investment like Rs. 1Cr- Rs. 5 Cr., the commission fees will be 0.9% of the total investment amount. And above Rs. 5 Cr. of the investment amount, the charges will be around 0.7% of the total investment value.


    Prabhudas Lilladher PMS Volume% Commission

    The volume % Commission model relies on the total transactions made by the investment portfolio managers. The commission model has a dependency on other such factors of investment and market situation also. In this model, clients are supposed to pay a high commission amount to the broking house.

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.16% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.14% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.12% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.10% of the Total Transaction Volume

    According to the volume % commission model, the commission charges are dependent completely on the portfolio manager’s loyalty and market status.

    Normally, if the transaction volume every year is Rs. 25 lakh to Rs. 50 lakh then the commission payout will be 0.16% of the total transaction volume.

    If the annual transaction amount is between Rs. 50 lakh to Rs. 1 Cr., the commission charges will be around 0.14% of the total transaction volume.

    With a high level of transaction volume like Rs. 1 Cr to Rs. 5 Cr, the commission fee is 0.12% of the total transaction volume. For more than Rs. 5 Cr of transaction volume, the commission charges will be around 0.10% of the total transaction volume.


    Prabhudas Lilladher PMS Profit Sharing% Commission

    The profit sharing % commission model is convenient and suitable for all. As the investors need to pay the commission charges after realising the profit amount. This commission model normally offers low-risk and high-profit percentages.

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L23% of the Profit
    Profit Amount – 5L – 10L22% of the Profit
    Profit Amount – 10L – 50L21% of the Profit
    Profit Amount – 50L Plus20% of the Profit

    This commission model is normally considered the most convenient one. As it is wholly dependent on the investment portfolio. Normally, the profit sharing % model is offered to clients with huge investment amounts and the clients exists in the company for more than 2 years.

    Foran investment portfolio with a profit range between Rs. 2.5 lakh to Rs 5 lakh and the commission fees are 23% of the total profit. If the investment portfolio ranges from Rs. 5 lakh to Rs. 10 lakh, the commission charges are 22% of the total profit.

    Additional information

    For a huge profit amount of Rs. 10 lakh to Rs. 50 lakh, the commission charges applicable are 21% of the total profit. And for more than Rs. 50 lakh of profit on the investment portfolio, the commission charges are to be paid is 20% of the total profit.

    All the types of commission models and fees structure are designed as per the customer’s requirements. With commission models, the PMS house also takes some other sort of charges such as upfront charges, custodian charges, exit load charges, depository charges and brokerage charges. All these charges are discussed below in the table chart.


    Know Charges models of other Portfolio Management Service Providers


    Prabhudas Lilladher PMS Charges

    The table given below is detailing the charges taken by the Prabhudas Lilladher PMS house.

    Charges
    Management FeesAs per the commission model
    Upfront Fees0.8% – 1.8% of Asset Value
    Brokerage Charges0.008% – 0.012% of Total Transaction Value
    Custodian Charges0.25% – 0.35% of Asset Value
    Depository Charges0.12% – 0.18% of Asset Value
    Exit Load – within 12 months0.8% – 1.8% of Withdrawal Value
    Exit Load – post 12 monthsFree

    Here is the entire list of charges levied by the PMS house as under-

    • Management Fees- Management charges levied by the PrabhudasGallagherr PMS house are based on chosen commission model by the clients.
    • Upfront Charges- Upfront fees are also charged by the portfolio management service company. Such kind of charges is like prepaid charges. The Upfront charges are normally levied between 0.8% to 1.8% of the total asset value.
    • Brokerage Charges- PrabhudasLilladher’sr company charge some brokerage charges from the investors. This kind of charge ranges from 0.008% to 0.012% of the total transaction charges.
    • Custodian Charges- Custodian charges are also to be paid by the client to Prabhudas Lilladher PMS house. Custodian charges normally range from 0.25% to 0.35% of the total asset value.
    • Depository Charges- Depository charges range between 0.12% to 0.18% of the total asset value.
    • Exit Load Charges- Exit load charge dependency is on the withdrawal value and withdrawal time. If the total number of transactions are made during 12 months then the commission charges are imposed between 0.8% to 1.8% of the total withdrawal value. If the transactions are done post 1 year then the clients do not require to pay any commission charges to the company.

    Prabhudas Lilladher PMS Benefits

    The table chart given below is providing details regarding the associated Prabhudas Lilladher 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 list of several benefits associated with Prabhudas Lilladher broking house are as follows-

    • The portfolio management service company is normally good at providing convenient top facilities to their clients.
    • The company also available a back office login facility for the clients so that they can check reports and details regarding their portfolio with ease.
    • SMS Update and Email Update facility also provided to the clients by the company where they can get the total updates regarding their portfolio.
    • The PMS house is also good at offering flexibility relates to investment plans as well as commission models to their clients. It normally avails all ranges of investment plans for the huge satisfaction of the clients.
    • The Prabhudas Lilladher company has massive experience in the sector of portfolio management services.

    Prabhudas Lilladher PMS Customer Care

    The table given below is providing the details about the client support of the company.

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportYes
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 1 to 4 Times a month
    Issue Resolving TAT15 working days

    Prabhudas Lilladher Pvt Ltd is normally good at providing convenient customer service or care to all its clients. Client’s can call directly to their fund manager regarding any issue or query. It provides Email Support and Whatsapp support also to its clients for betterment.

    The company provide relationship manager support for more convenience. For example-high-investment portfolio, clients can call their fund manager 1-4 times a month. Low investment portfolio clients can call around 1-2 times a month.

    The issue resolving TAT for Prabhudas Lilladher PMS team is 15 working days.


    Prabhudas Lilladher PMS Conclusion

    It is very clear from the above discussion that Prabhudas Lilladher comes under the list of renowned and popular portfolio management service-providing companies. It has a huge range of strategies that have given extremely amazing results to its clients and investors.

    The flexible investment plans, as well as commission models, have provided a lot of satisfaction and convenience to the clients. The services and support systems are also very satisfactory and well-structured.

    If you are looking forward to any portfolio management service solution then Prabhudas Lilladher should be at the top of your list.


    Prabhudas Lilladher PMS FAQs

    Ques – How can I invest with Prabhudas Lilladher PMS?

    Answer – The article contains specifics of the investment process of the Prabhudas lilladher PMS, which we have specifically built for the convenience of our customers. You will find a small form with some mandatory fields to fill in once you open the connection, and once you fill in the fields, investment information will also be provided.

    Ques – Who is the current fund manager of Prabhudas Lilladher PMS?

    Answer – Mr Ajay, currently serving as CEO& Chief Portfolio Manager, has acquired 18 years of experience from India’s leading mutual funds such as IDFC MF, Standard Chartered MF & SBI MF. His educational qualifications include a master’s in Financial Management and a master’s in Business Administration from Macquarie Graduate School of Business (Sydney) & Bachelor’s in Mechanical Engineering from Gover (Pune).

    Ques – What is the approx AUM of Prabhudas Lilladher PMS?

    Answer – The broking house of Prabhudas Lilladher Fund Managers holds more than Rs. 2,800 Cr. in AUM. And it handles about 300+ customers. For any investor, the minimum investment tenure is about 3 years.

    Ques – Where can I check the return or performance of Prabhudas Lilladher PMS?

    Answer – You must check our article for all the data regarding the return and performance of Prabhudas Lilladher PMS. Once you’ve done so under various heads, you can find all the info. What you need to do is look for the head you are looking for. To make it easier for the customers, the score is also given in the form of a tabular ranking.

    Ques – What are the different strategies used by Prabhudas Lilladher PMS?

    Answer – 2 styles of techniques have been customised by Prabhudas Lilladher Pvt Ltd. They are essentially working on a multi-cap approach and a small-cap strategy. They are Lilladher Equi Prabhudas Grow Strategy and Prabhudas Lilladher Fortune Strategy.

    Ques – Where to find the fee structure and commission rate of Prabhudas Lilladher PMS?

    Answer – Inside the article that you are given, you can easily find the fee structure and commission rate of the Prabhudas Lilladher PMS. To the needs of the client, we provide the feasibility of well-chartered tabular data.

    Ques – How to call or reach Prabhudas Lilladher PMS customer care?

    Answer – The Prabhudas Lilladher PMS offers various customer care and services-related facilities to its customers. They help to provide the ultimate comfort for our clients. Facilities such as phone numbers, WhatsApp and email are also provided to access the services.

    Ques – What are the benefits of investing with Prabhudas Lilladher PMS?

    Answer – Here is a list of many benefits associated with the brokerage of Prabhudas Lilladher:

    • The portfolio management service business is usually good at providing its customers with convenient top-up facilities.
    • The business also provides consumers with back-office login facilities to conveniently check reports and information about their portfolio.
    • SMS Update and Email Update facilities are also offered by the company to customers where they can get full portfolio updates.
    • The PMS House is also fantastic at giving its customers versatility in terms of investment strategies as well as commission models. To the immense pleasure of consumers, it typically uses both sets of investment plans.
    • The Prabhudas Lilladher company has massive experience in the sector of portfolio management services.

    Ques – What are the different charges involved with Prabhudas Lilladher PMS?

    Answer – Here is the full list of fees charged by the PMS house:

    • Management charges imposed by the Prabhudas Lilladher PMS house are based on the clients’ selected commission model.
    • The fund management service company also charges upfront charges. These forms of payments are similar to prepaid fees, typically between 0.8% and 1.8% of the overall value of the asset.
    • Brokerage charges- The company Prabhudas Lilladher charges investors some brokerage charges, ranging from 0.008 per cent to 0.012 per cent of the total transaction charges.
    • Custodian fees must also be paid to the Prabhudas Lilladher PMS house by the customer. Custodian fees usually vary from 0.25 per cent to 0.35 per cent of the value of the total asset.
    • Depository fees vary from 0.12 per cent to 0.18 per cent of the value of the total asset.
    • Exit Load Costs- The reliance of the exit load fee is on the withdrawal value and time of withdrawal. If the total amount of transactions is made over 12 months, 0.8 per cent and 1.8 per cent of the total withdrawal value is levied on the commission fees.

    Ques – Where can I find all the details about Prabhudas Lilladher PMS?

    Answer – In the article, we have given you, you can find all the details on the Prabhudas Lilladhar PMS. We take the feasibility and needs of the client into consideration. Therefore under definitive heads with a vivid summary, all the data is given in a tabular form.


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