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.

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Prabhudas Lilladher PMS – Customer Ratings & Review

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.

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 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
    NameMr. Ajay Bodke (CEO & Chief Portfolio Manager)
    Experience18 Years
    Highest QualificationCA
    AUM (in Cr.)Approx 2,800 Cr.
    Number of Clients300+
    Investment TenureMinimum 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.

    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    Prabhudas Lilladher Pvt Ltd has customised all types of strategies. Basically, they are working on large-cap strategy, diversified strategy and small-mid cap strategy.

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

    Prabhudas Lilladher Multi-Strategy

    The multi-strategy basically aspires to make immovable returns in various market conditions by utilizing diverse strategies. The broking house aspires to beat an expansive market in the remote future.

    The portfolio offers good capital appreciation just by initially investing in equity instruments. With a vital distribution to large caps in a large multi-cap strategy, it is the best long term investment platform for people who are looking forward to building an investment portfolio incorporating of great market leaders with robust balance sheets, fast cash flow production and superior earnings growth as well.

    Prabhudas Lilladher Equi Grow Strategy

    The Equi Grow Investment strategy aspires to invest as well as holding mainly high growth leading companies without any sector unfairness in securities or bonds over the large-cap and mid-cap groups with a focus to generate high-level returns for a long rum.

    With a mid-cap issuance moderately higher in comparison to large-cap strategy, this kind of strategy is spotted a little greater on the risk-return spectrum rather than multi-cap strategy.

    Prabhudas Lilladher Fortune Strategy

    Fortune strategy is the last investment strategy offered by the Prabhudas Lilladher PMS to all its clients or investors. The main aim of this strategy is to focus on long term returns opportunities in order to create good wealth.

    Allocation of capital in various businesses with this strategy ranges over sectors however greatly float around robust brand franchises.

    The fortune strategy normally looks forward to procuring businesses in an early growth phase or in those at the edge of string and healthy turnaround due to some favourable business conditions and environment.

    The main focus of this strategy is to hold our various years of interpretation of several small-cap and mid-cap industries and also old our highly strong work table of research analysts who usually maintain the interaction with the management across various sectors.

    Prabhudas Lilladher PMS Returns / Performance

    The table given below is providing details about the returns of Prabhudas Lilladher portfolio management services.

    Returns (CAGR)
    3 Year9.5%
    5 Year12%
    7 Year13%
    10 Year14%
    11 Year Plus16%

    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.

    The returns performance of Prabhudas Lilladher PMS for 3 years is 9.5%, for 5 years is 12%, for 7 years is 13%, for 10 years is 14% and for 11 plus years is 16% (CAGR).

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    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 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
    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

    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 – 50L0.16% 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. Plus0.10% 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 – 5L23% of Profit
    Profit Amount – 5L – 10L22% of Profit
    Profit Amount – 10L – 50L21% of Profit
    Profit Amount – 50L Plus20% 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 FeesAs per 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 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
    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-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.

    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 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.

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