R Wadiwala Securities PMS – Review, Strategies, Returns, Charges & more

R Wadiwala Securities PMS was promoted in the year 2004 by the partners of R Wadiwala and group.In March, 2011, the Company acquired SEBI registration for operating as Portfolio Managers (PMS).

R Wadiwala is highly respected and known for investment advisory, financial integration and prompt services in the whole of South Gujarat.

This article highlights about R Wadiwala Securities Portfolio Management Services, its Customer ratings and reviews, returns/performance, Fund manager details, R Wadiwala Securities PMS fee structure and commission and so on.

PMS Offers


R Wadiwala Securities PMS – Customer Ratings & Review

Find Client ratings of R Wadiwala Securities Portfolio Management Services –

Ratings
Returns Performance 3.3 / 5
Services 3.4 / 5
Charges 3.3 / 5
Experience 3.4 / 5
Strategies 3.2 / 5
Client Support 3.0 / 5
Overall Ratings 3.2 / 5
Star Ratings ★★★★★

Overview of R Wadiwala Securities Portfolio Management Services

Find a detailed overview of the R Wadiwala Securities portfolio management service in the table given below-

Overview
Company Type Private
Registered Location Surat, Gujarat
Leadership Bachoobhai Wadiwala
Yr. of Establishment 1943

Foundation of R Wadiwala group was established in the year 1943 by Shri. Bachobhai Wadiwala who was the initiator of equity trading in Surat.

The company PMS services are ideal for high net worth Individuals and Corporate, investors who aim to generate reasonable returns and who appreciate a high level of personalized services. Currently, the company caters advisory services to HNI’s, Corporate, Trusts and retail services at large.

Now, we will have a discussion about R Wadiwala Securities portfolio management service company review, its PMS returns, PMS charges and more.


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Types of R Wadiwala Securities PMS

There are 2 types of R Wadiwala Securities Portfolio Management Services –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

Discretionary Portfolio Services

In this service; the portfolio manager manages the fund of the clients under the client’s requirements. The minimum investment can be done in this service is 25 lakhs.

But some portfolio manager forced to invest a minimum of 1 crore. This service is mainly suitable for the clients whose hectic schedule does not permit them to track the market information timely

Non-Discretionary Portfolio Services

In these services, the investor itself is responsible to manage the funds, the role of the portfolio manager is only to guide the clients in taking decisions but final responsibility lies on a portfolio manager.

This service is mainly suitable for the clients who can take some time form their hectic schedule and can track the market information timely


R Wadiwala Securities PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of R Wadiwala Securities PMS company.

Fund Manager’s Details
Name Vivek B. Agarwal (Ronhil Capital Management)
Experience 10 YRS
Highest Qualification MBA
AUM (in Cr.) 67 Cr.
Number of Clients 85
Investment Tenure 3yrs

Mr. Vivek B. Agarwal is the fund manager of R Wadiwala Securities PMS. He retains 10 years of massive experience in managing customer’s diverse portfolios.

The highest qualification degree holds by the fund manager is an MBA. The number of customers assisted and by the fund manager is 85.

The fund manager particular prefer to invest customers amount for a maximum of 3 years. The AUM of the fund manager of R Wadiwala Securities PMS is 67 crores


Know Fund Managers of Other Portfolio Management Service Companies

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Girik Wealth PMS IIFL PMS Jain Investment Advisors PMS
HDFC PMS Indiabulls Asset Management PMS JM Financial PMS

R Wadiwala Securities PMS Strategies

The below table is providing details about the R Wadiwala Securities portfolio management service strategies-

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

The investment philosophy of R Wadiwala Securities PMS concentrates majorly on recommending purchases in financially sound companies that blend of growth and value

The investment objective of R Wadiwala Securities PMS portfolio manager is to seek capital appreciation through investing in listed equities in India.

The portfolio manager repose portfolios in the distinct market period to reduce volatility. This scheme may use multi-strategy and dynamic allocation framework to construct the portfolio over some time.

Some more R Wadiwala Securities Investment Strategy

  • Analyze each company valuation growth and financial history of the last 13 years
  • Focus on liquidity and able to handle much larger investible funds without compromising returns
  • Close to benchmark on sectorial and individual stock weight age
  • Identify trends of stocks approved in approved buy list to ascertain stock with sustainable high/rising return ratios
  • Identifying valuation multiple for each industry through extensive testing on over 80 financial parameters.

R Wadiwala Securities PMS Returns / Performance

The below table is giving details about R Wadiwala Securities PMS returns and performance-

Returns (CAGR)
3 Year 8.8%
5 Year 9.5%
7 Year 8.6%
10 Year 8.2%
11 Year Plus 9.2%

The rate of returns gained by the company in different years is highly impressive. With these returns, the investors can have faith in the company and can easily invest their funds without any hesitation.

Here are the following returns achieved by the company in different years.

  • Rate of return for 3 years is 8.8%
  • The rate of return for 5 years is 9.5%
  • Rate of return for 7 years is 8.6%
  • The rate of return in 10 years is 8.2%
  • Rate of return in more than 5 years is 9.2%

Know Returns of other PMS Brands

Narnolia PMS Paterson Securities PMS Porinju Veliyath PMS
Nine Rivers Capital PMS Pelican PMS Prabhudas Lilladher PMS
Pantomath Fund Managers PMS Phillip Capital PMS R Wadiwala Securities PMS

R Wadiwala Securities PMS Investment Plans

Below the given table is providing details about the R Wadiwala Securities 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

Here you can find the information about the different investment plans offered by the company to its investors. These investment plans is chosen by the customers according to their needs and capabilities.

Different investment plans have different investment amount, so the investors can choose according to its affordability

  • The bronze plan offered by the R Wadiwala PMS, the customers can invest minimum 25 lakhs and maximum 50 lakhs
  • In the silver plan offered to the customers can invest minimum 50 lakhs and maximum 1 crores
  • The gold plan offered to the customers can invest minimum of 1 crore and maximum 5crores
  • In the platinum plan offered by the R Wadiwala Securities PMS, the customers can invest more than 5crores

R Wadiwala Securities PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by R Wadiwala Securities PMS house are as follows-

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

There are 3 different types of Fee Structure available –


R Wadiwala Securities PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.40% of Investment
Investment  – 50L – 1 Cr. 1.15% of Investment
Investment – 1 Cr. – 5 Cr. 1.00% of Investment
Investment – 5 Cr. Plus 0.85% of Investment

In the prepaid commission model, the investors are bound to pay the amount in advance. It means before the initiation of the investment period. As the commission is bound to be paid in advance, so the commission will be low following other commission models.

  • Minimum 1.40% of the total investment amount will be paid by the customers if the investment amount lies between (25L.-50L.)
  • Minimum 1.15% of the total investment amount will be paid by the customers if the investment amount lies between (50L.-1 CR.)
  • Minimum 1.00% of the total investment amount will be paid by the customers if the investment amount lies between (1 CR.-5CR.)
  • Minimum 0.095% of the total investment amount will be paid by the customers if the investment amount will be more than 5 crores

R Wadiwala Securities PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.127% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.120% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.110% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.095% of Total Transaction Volume

In the volume% commission models, commission charges are given to the customers following the number of transactions done by the customers.The volume% commission models of the R Wadiwala Securities PMS is :-

  • Minimum 0.127% of Total Transaction Value will be paid by the customers if the investment amount lies between (25L.-50L.)
  • Minimum 0.120% of Total Transaction Value will be paid by the customers if the investment amount lies between (50L.-1 CR.)
  • Minimum 0.110% of Total Transaction Value will be paid by the customers if the investment amount lies between (1 CR.-5CR.)
  • Minimum 0.095% of Total Transaction Value will be paid by the customers if the investment amount will be more than 5 crore.

R Wadiwala Securities PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 21.8% of Profit
Profit Amount – 5L – 10L 20.8% of Profit
Profit Amount – 10L – 50L 18.5% of Profit
Profit Amount – 50L Plus 15.8% of Profit

In the profit-sharing model, commission charges are paid following the profit gained by the customers. Here is R Wadiwala Securities PMS profit-sharing model.

  • Minimum 21.5% of the total profit will be paid by the customers if the investment amount lies between (2.5L.-5L.)
  • Minimum 19.5% of the total profit will be paid by the customers if the investment amount lies between (5L.-10L.)
  • Minimum 17.4% of the total profit will be paid by the customers if the investment amount lies between (10L.-50L)
  • Minimum 15.1% of the total profit will be paid by the customers if the investment amount will be more than 50 Lakhs.

Know Charges models of other Portfolio Management Service Providers

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Revelation Portfolio PMS Samvitti Capital PMS Sharekhan PMS
Sageone Investment PMS Sanctum Wealth PMS Shepherds Hill PMS

R Wadiwala Securities PMS Charges

The below-given table is giving information about R Wadiwala Securities Portfolio Management Service Charges-

Charges
Management Fees As per commission model
Upfront Fees 0.68% – 0.95% of Asset Value
Brokerage Charges 0.007% – 0.021% of Total Transaction Value
Custodian Charges 0.15% – 0.26% of Asset Value
Depository Charges 0.1.6% – 0.35% of Asset Value
Exit Load – within 12 months 0.85% – 1.15% of Withdrawal Value
Exit Load – post 12 months Free
  • Management Fees-Management fees levied on the customers is primarily decided based on fees structure decided by the clients. The management fees is As per the commission model
  • Upfront Fees-The upfront fees is paid by the customers in advance prior to the investment period. The upfront fees of R Wadiwala PMS is68% – 0.95% of Asset Value
  • Brokerage Charges-Brokerage charges is given to the brokers for hiring their services. The brokerage charges are 007% – 0.021% of Total Transaction Valu
  • Custodian charges– The custodian charges is 15% – 0.26% of Asset Value
  • Depository Charges– The depository charges are given to the depository company for opening their dematerialization account with them. The Depository Charges of R Wadiwala PMS is1.6% – 0.35% of Asset Value
  • Exit charge-The exit fees is paid by the customers at the time of withdrawal of their money. The exit fees is 85% –1.15% of Withdrawal Value if done within 12 months.

R Wadiwala Securities PMS Benefits

Find the details about R Wadiwala Securities PMS advantages in the table given below-

Benefits / Advantages
Top-up Facility Yes
Back office Reports Yes
Email Update Yes
SMS Update Yes
Watsapp Update No
Portfolio View Yes
Detailed View Yes
Flexible Commission Model Yes
Flexible Investment Plans Yes
Massive Experience Yes
  • R Wadiwala Securities PMS has extensive years of experience in managing a portfolio of the customers
  • The company email and WhatsApp facility available to the customers helps them to receive daily market updates
  • For the customer’s ease, the PMS house also provide Flexible Commission Model and Flexible Investment Plans
  • The company also satisfies the customers by providing them top-up facilities.

R Wadiwala Securities PMS Customer Care

The table given below is showing a detailed view of R Wadiwala Securities PMS Customer Care.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
Relationship Manager Support Yes
Call to Fund Manager Yes – 9 to 11 Times a month
Issue Resolving TAT 18 working days

To relief and comfort the existing customers, R Wadiwala Securities PMS offers direct call services to them.

With the direct call facility, customers can call directly to portfolio manager for clearing their issues at least 9-11 times in a month.

The PMS house also provides e-mail facility in case if customers cannot directly then they can send e-mail also. A dedicated relationship manager is provided for the complete support given to the customers.

The issue-resolving Tat of R Wadiwala Securities PMS is minimum of 18 working days.


R Wadiwala Securities PMS Conclusion

R Wadiwala Securities PMS is the most renowned investment management firm who is engaged in offering its services all across the countries.

The portfolio management strategies formed by the company gave him excellent results. The customers support service of the R Wadiwala Securities PMS gives a lot of comfort and satisfaction to the customers.

The company is highly respected and known for investment advisory, financial integration and prompt services in the whole of South Gujarat.

If you are in search of renowned portfolio Management Company, then R Wadiwala Securities PMS is the best option.


Invest in R Wadiwala Securities PMS – Fill up the form Now!

Fill Your Details Here
  1. Invest in PMS


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