Prabhudas Lilladher PMS – Review, Strategies, Returns, Charges & more
Prabhudas Lilladher PMS is one of the best portfolio management service available across India. The broking house to provide assistance 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 the Prabhudas Lilladher Portfolio Management Services, its Strategies, its Investment Plans, it’s Commission Models, it’s Reviews and more.
Prabhudas Lilladher PMS – Customer Ratings & Review
Find the detailed Review of Prabhudas Lilladher PMS here-
|Prabhudas Lilladher PMS Ratings|
|Returns Performance||3.0 / 5|
|Services||3.1 / 5|
|Charges||3.2 / 5|
|Experience||3.3 / 5|
|Strategies||3.1 / 5|
|Client Support||3.0 / 5|
|Overall Ratings||3.2 / 5|
Overview of Prabhudas Lilladher Portfolio Management Services
The below-given table is providing the entire details about the overview of Prabhudas Lilladher PMS.
|Registered Location||Mumbai, Maharashtra|
|Leadership||Mr. Ajay Bodke (CEO)|
|Yr. of Establishment||1987|
Prabhudas Lilladher Pvt Ltd is one of the biggest full Portfolio Management Service broker 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.
The Prabhudas Lilladher renowned and popular business model is PMS (portfolio management service). They are very good PMS competitors in the stock market and normally known for the 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|
The Prabhudas Lilladher PMS house normally offers both the PMS types to their investors. With discretionary PMS types, clients don’t have to worry about their investment portfolios as the portfolios are totally managed by the fund managers here.
But if the client requires consultation from some consultancy regarding the investment portfolio then he can prefer non-discretionary PMS type.
Prabhudas Lilladher PMS Fund Managers Details
The table given below is providing the details about the Prabhudas Lilladher PMS fund manager.
|Fund Manager’s Details|
|Name||Mr. Ajay Bodke (CEO & Chief Portfolio Manager)|
|AUM (in Cr.)||Approx 2,800 Cr.|
|Number of Clients||300+|
|Investment Tenure||Minimum 3 yr.|
Mr. Ajay Bodke (CEO & Chief Portfolio Manager)
Mr. Ajay who is presently serving as the CEO & Chief Portfolio Manager has acquired 18 years of experience from India’s leading Mutual Funds like IDFC MF, Standard Chartered MF & SBI MF. His educational qualification constitutes of Masters in Financial Management and Masters in Business Administration from Macquarie Graduate School of Business (Sydney) & Bachelors in Mechanical Engineer from Government College of Engineering (Pune).
However, the Fund Managers of Prabhudas Lilladher broking house holds AUM more than Rs. 2,800 Cr. and handles around 300+ clients. The minimum investment tenure for any investor is around 3 years.
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Prabhudas Lilladher PMS Strategies
Find out the details about the strategies used by Prabhudas Lilladher PMS.
|MULTI CAP||EQUIGROW STRATEGY|
|MULTI CAP||MULTI STRATEGY|
|SMALL CAP||FORTUNE STRATEGY|
Prabhudas Lilladher Pvt Ltd has customised 2 types of strategies. Basically, they are working on multi-cap strategy,and small-cap strategy.
Here are some investment management strategies used by Prabhudas Lilladher broking house-
Prabhudas Lilladher Multi-Strategy
With an aim to surpass the broad market in long run, the Strategy focuses of generating steady returns from the assorted market conditions. Approach adopted here is of, deploying fundamental research, judicial capital allocation from sectors, holding fast certain risks.
Compliance of risk is in relation with concentrating risks, liquid risks etc and vigilant monitoring. Investment strategy here is a target at equity instruments. Prevailing market sentiment is revealed through the diversification achieved by this strategy, across market capitalization spectrum.
As per the suitability of the strategy, it is a best suit for investors willing to stay invested for a long term, making steady returns through differing market condition, while also ensuring the growth potential of our economy.
So, the basic approach adopted here is a combination of top-down as well as bottom-up approach, while planning the portfolio.
Prabhudas Lilladher Equi Grow Strategy
While deploying this strategy, the company majorly holds high growth stocks, eliminating any sector based bias. Investment in large, small and med cap categories is equally considered in order to be able to fetch high or massive returns in the long term horizon.
Investors who wish to hold a moderate level of risk will find this portfolio strategy most suitable as there is higher allocation of mid cap, as compared to high cap.
Speaking in terms of compatibility, investors who aim at mid to long terms return intervals, ensuring steady returns, even across diverse market conditions, in compliance with high growth potential of the Indian economy, will find this strategy likely.
Prabhudas Lilladher Fortune Strategy
Underlining idea is to discover opportunities of wealth creating on a long term threshold. Undder this strategy, the company mostly features investment in enterprises from sectors, possessing strong brand franchises.
Sole objective of this strategy is to invest in companies which are high on standards of corporate governance, strong growth opportunities and also well maintained balance sheet. Such picks are objectified towards picking up on growth phase of companies and ones that have a strong turnaround.
Prabhudas Lilladher PMS Returns / Performance
The table given below is providing details about the returns of Prabhudas Lilladher portfolio management services.
|Category||MULTI CAP||MULTI CAP||SMALL CAP|
|Strategy||EQUIGROW STRATEGY||MULTI STRATEGY||FORTUNE STRATEGY|
|Inception||Aug, 2013||Aug, 2013||Jul, 2017|
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.
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Prabhudas Lilladher PMS Investment Plans
Find out the details regarding Prabhudas Lilladher PMS Investment plans in the table given below.
|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 details about the investment plans available at the Prabhudas Lilladher PMS for all its clients. Normally, minimum Rs. 25 lakhs of investment is required for having Portfolio management services of any house.
Prabhudas Lilladher has customised investment plans of all types. It’s Bronze investment plan ranges from Rs. 25 lakh to Rs. 50 lakh. The Silver investment plan of the PMS company is between 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 the clients with an investment portfolio of more than Rs. 5 Cr.
Since the Prabhudas Lilladher company had all ranges of investment plans, it also has several commission models. Normally, investment of high amount leads to better services and low commission.
Prabhudas Lilladher PMS Fee Structure or Commission Slabs
The table given below is providing details about the fees structure of Prabhudas Lilladher PMS company.
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
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 – 50L||1.2% of Investment|
|Investment – 50L – 1 Cr.||1.1% of Investment|
|Investment – 1 Cr. – 5 Cr.||0.9% of Investment|
|Investment – 5 Cr. Plus||0.7% 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
Volume % Commission model totally 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 high commission amount to the broking house.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.16% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.14% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.12% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.10% of 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 on a yearly basis 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 fees 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
Profit sharing % commission model is convenient and suitable one among 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 percentage.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||23% of Profit|
|Profit Amount – 5L – 10L||22% of Profit|
|Profit Amount – 10L – 50L||21% of Profit|
|Profit Amount – 50L Plus||20% of Profit|
This commission model is normally considered as the most convenient one. As it is wholly dependent on the investment portfolio. Normally, the profit sharing % model us offered to clients with huge investment amount and the clients exists in the company for more than 2 years.
For investment portfolio with profit range between Rs. 2.5 lakh to Rs 5 lakh, the commission fees is 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.
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 with the table chart.
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Prabhudas Lilladher PMS Charges
The table given below is detailing the charges taken by the Prabhudas Lilladher PMS house.
|Management Fees||As per commission model|
|Upfront Fees||0.8% – 1.8% of Asset Value|
|Brokerage Charges||0.008% – 0.012% of Total Transaction Value|
|Custodian Charges||0.25% – 0.35% of Asset Value|
|Depository Charges||0.12% – 0.18% of Asset Value|
|Exit Load – within 12 months||0.8% – 1.8% of Withdrawal Value|
|Exit Load – post 12 months||Free|
Here is the entire list of charges levied by the PMS house are as under-
- Management Fees- Management charges levied by the Prabhudas lilladher PMS house is on the basis of 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- Prabhudas Lilladher company charge some brokerage charges from the investors. This kind of charges 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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
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-up facility to their clients.
- The company also avail 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 avail 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.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 1 to 4 Times a month|
|Issue Resolving TAT||15 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 in strategies that have given extremely amazing results to their clients or 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 system is 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, the 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 Masters in Financial Management and Masters in Business Administration from Macquarie Graduate School of Business (Sydney) & Bachelors 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 return or performance of Prabhudas Lilladher PMS?
Answer – You must check our article for all the data regarding 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. In accordance with 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 in order 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 in order 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 with some brokerage charges, ranging from 0.008 percent to 0.012 percent 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 percent to 0.35 percent of the value of the total asset.
- Depository fees vary from 0.12 percent to 0.18 percent of the value of the total asset.
- Exit Load Costs- 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, from 0.8 percent and 1.8 percent 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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