Reliance PMS – Review, Strategies, Returns, Charges & more

Reliance PMS is one of the topmost PMS providing company all over the country. In this content, we will discuss the review of Reliance Portfolio Management Services (PMS), its types, strategies, yearly returns, investment plans, commission models, advantages and more.

Find below the detailed review of Reliance Portfolio Management Service-PMS Offers

Reliance PMS – Customer Ratings & Review

Reliance PMS Ratings
Returns Performance3.7 / 5
Services3.8 / 5
Charges3.6 / 5
Experience3.8 / 5
Strategies3.7 / 5
Client Support3.5 / 5
Overall Ratings3.6 / 5
Star Ratings★★★★★

Overview of Reliance Portfolio Management Services

Below given details in table format are all about Reliance Portfolio Management Service Company-

Company TypePublic
Registered LocationMumbai, Maharashtra
LeadershipAnil Ambani
Year of Establishment1993

Reliance PMS

Reliance is one of the well-known and profitable stock broking company registered under the Securities Exchange Board of India (SEBI). It is usually considered as the largest publicly traded industry by market capitalization across India. However, the company was established by Anil Ambani in the year 1993 and its headquarters is in Mumbai, Maharashtra.

The Reliance PMS industry is popularly known by its Portfolio Management Service performance. It consists of a huge list of portfolio managers who usually monitor their PMS business.

Reliance PMS house is actually helpful in availing portfolio management services from the most powerful and well-known portfolio managers. In Reliance, the investments done by clients are monitored by professional fund managers which in the case helps in achieving investors financial goals, relying on the time duration and risk appetite as well.

Now, we will know more about the Reliance Portfolio Management Service review, returns, charges and many more things as well.

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Types of Reliance PMS

Reliance PMS is good at providing Discretionary as well as Non-Discretionary portfolio management services to its clients for more convenience and satisfaction.

Types of PMS
  • Discretionary service- In this service, the timings and choice regarding the investment decisions managed by the Reliance Portfolio Managers. The huge number of PM investors or clients make use of discretionary service where the whole portfolio management service account is monitored by the portfolio managers of Reliance.
  • Non-Discretionary service- Under this service, only investment ideas are given to the clients by portfolio managers. However, the choice and timings are managed by investors.While some of the clients would like to prefer consultancy in order to make a final decision regarding the same.

Reliance PMS Fund Managers Details

The table given below is providing the entire details about the Reliance PMS Fund Manager-

Fund Manager’s Details
NameShahzad Madan
Experience17 Years
Highest QualificationCFA
AUM (in Cr.)Approx 26,000 Cr.
Number of Clients360+
Investment TenureMinimum 3 yr.

Nevertheless, Reliance PMS house has a varied portfolio or fund managers for the management of clients PMS accounts but Shahzad Madan is a greatly experienced one. He is highly qualified with CFA and holding an experience of around 17 years in the portfolio management sector.

The Reliance PMS fund managers normally hold AUM of approximately 26000 Cr and manage more than 360+ customers. The Reliance PMS company arranges minimum investment tenure of 3 years for its clients.

Know Fund Managers of Other Portfolio Management Service Companies

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Reliance PMS Strategies

Find out the details about Reliance Portfolio Management Service Strategies in the table given below-

Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

As per the table given above, Reliance PMS house offers several types of portfolio management service strategies. They normally work on three types of strategies including- large-cap strategy, diversified strategy and small-mid cap strategy. Investment strategies mentioned in the given table are all available for the clients.

Below given are some effective strategies greatly used by Reliance PMS company-

Reliance Absolute Freedom Strategy

Absolute freedom investment strategy usually aims to promote massive returns in the time span of 3-5 years with the help of a portfolio mostly consisting of large-cap stocks as well as discriminately quality larger midcap stocks.

Reliance High Conviction Strategy

The high conviction strategy also offers outsize returns in just 3-5 years of time period via diversified mid-cap strategy biased multi-cap investment portfolio of our 20-25 top most investment ideas.

Reliance Emerging India Strategy

Emerging India portfolio strategy offers long-term capital valuing just by involving in India growth story with a portfolio involved in high growth businesses that are performing with great potential in all of their operational fields.

Reliance PMS Returns / Performance

The below-given table is showing details about Reliance Portfolio Management Services Returns-

Returns (CAGR)
3 Year8%
5 Year11%
7 Year14%
10 Year17%
11 Year Plus19%

The Reliance Portfolio Management service Company’s return rate is comparatively good. The PMS company is capable enough to hit around 10+ years of mutual fund returns.

The Reliance PMS broking house performance on the basis of 3 years is 8 per cent, for 5 years is approximately 11 per cent, for 7 years is per cent, for 10 years is around 17 per cent and for around 11 years plus, it is 19 per cent.

The healthy return performance makes Reliance one of the best and leading Portfolio Management Service companies across India.

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Reliance PMS Investment Plans

The table given below is providing details about the investment plans of Reliance PMS broking house-

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

Ironically, the table is systematically providing a fine understanding of a variety of investment plans offered by Reliance portfolio management service house to its existing clients.

For investing in Reliance PMS, every single individual requires to have a minimum investment portfolio of around 25 lakhs.

The Reliance PMS company investment slabs basically start from 25 lakhs to 50 lakhs and end at 5 Cr. Plus. The Bronze investment slab is ranging from 25 lakh to 50 lakh.

The silver one is in between 50 lakhs to 2 Crore. The Gold investment plan is ranging from 1 Cr. to 5 Cr. and the last platinum investment plan is for the customers who are capable of making an investment of more than 5 crores.

This, the Reliance PMS has investment plans of all ranges, it also has an excellent variety of commission types and ranges as well. Usually, clients who invest a large amount tends to pay low commission and get elite services from the PMS broking house.

Reliance PMS Fee Structure or Commission Slabs

The table is providing entire details about Reliance PMS fees structure or commission slabs-

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

The Reliance PMS house has categories its fees structure or commission slabs into three basic types which are described below with tables.

Reliance PMS Prepaid Commission

Under prepaid commission type, the clients are supposed to pay management charges or commission fees in advance, before the real portfolio investment tenure begins.

In this model, the commission charges are normally levied comparatively lower than other commission models.

Prepaid Commission (Yearly)
Investment – 25L – 50L1.8% of Investment
Investment  – 50L – 1 Cr.1.65% of Investment
Investment – 1 Cr. – 5 Cr.1.35% of Investment
Investment – 5 Cr. Plus1.15% of Investment

This commission model of Reliance PMS company is totally dependent on the value of the investment.

If you are making an investment of Rs.25 lakh to Rs. 50 lakh then the prepaid commission will be 1.8% of total investment. With an investment amount of Rs. 50 lakh to Rs 1 crore, the prepaid commission charge is 1.65% of the total investment value.

If you are investing Rs. 1 crore to Rs. 5 crores, the prepaid commission will be 1.35% of the investment amount. And for more than Rs. 5 crores, the commission charges will be 1.15% of the investment value.

Reliance PMS Volume% Commission

The dependency of volume% commission module is completely on the total transactions done by your investment or portfolio manager. This commission module also has a dependency on market and some other such aspects of portfolio or investment.

Such kind of commission module normally leads clients to pay high commission charges.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.21% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.19% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.15% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.11% of Total Transaction Volume

In volume % commission module, the commission charges are completely dependent on your portfolio manager’s loyalty and market situation as well.

The transaction analysis is done on yearly basis. If the annual transaction amount is between Rs. 25 lakhs to Rs. 50 lakhs then the commission charge will be 0.21% of total transaction amount. If the transaction volume is from Rs. 50 lakhs to Rs. 1 Crore the management charges to be paid is 0.19% of total transaction volume.

And it is clearly understood with the above-given table that the management fees are comparatively low with high transaction volume. With transaction volume of Rs. 1 Crore to Rs. 5 Crore, the charge is 0.15% of total transaction volume. And for more than Rs 5 Cr. transaction volume, the commission charge is 0.11% of transaction volume.

Reliance PMS Profit Sharing% Commission

The Reliance PMS profit sharing % Commission model is highly convenient for the clients as the commission charges are to be paid only if the profit amount is realised. In this commission model, there is low risk and profit % is comparatively high.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L28% of Profit
Profit Amount – 5L – 10L26% of Profit
Profit Amount – 10L – 50L22% of Profit
Profit Amount – 50L Plus18% of Profit

The profit sharing % commission model is beneficial for investors as it’s dependency is on portfolio performance. Normally, this commission model of Reliance PMS broking house is for those investors who are with the company for a long time period and have substantial portfolios.

With an investment portfolio of Rs. 2.5 lakhs to Rs. 5 lakhs, profit sharing will be 28%. If the profit value is between Rs. 5 lakh to Rs. 10 lakh, the profit sharing is 26% of the total profit.

For huge profit value like Rs. 10 lakh to Rs. 50 lakh the profit sharing is 22% of profit and the portfolio with more than Rs. 50 lakh profit amount, profit sharing will be 18%.

All the commission models are personalized according to the requirements of customers. With commission fees or management charges, there are several other kinds of fees charged by the Reliance PMS company including- brokerage fees, upfront fees, custodian charges, depository charges and exit load charges as well. The description of all these charges is given below with a table.

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Reliance PMS Charges

Below the table is giving the information about Reliance Portfolio Management Service Charges-

Management FeesAs per commission model
Upfront Fees1.5% – 2.5% of Asset Value
Brokerage Charges0.01% – 0.05% of Total Transaction Value
Custodian Charges0.35% – 0.45% of Asset Value
Depository Charges0.13% – 0.17% of Asset Value
Exit Load – within 12 months1.3% – 1.8% of Withdrawal Value
Exit Load – post 12 monthsFree or 0.75% of Withdrawal Value

The quick list of charges charged by Reliance PMS company are as follows-

Management charges- according to the commission model, the management fees are charged as per the agreement of the portfolio management team and investor.

Upfront fees- An upfront charges are also taken by the Reliance PMS company. This charge is the same as prepaid fees. It is normally charged between 1.5% to 2.5% of total asset value.

Brokerage charges- Reliance PMS company brokerage charges are levied according to the total transactions made by the portfolio manager. The brokerage charges are between 0.01% to 0.05% of the total transaction value.

Custodian charges- Custodian charges are also levied by the Reliance PMS team from its customers. The charges normally range between 0.35% to 0.45% of total asset value.

Depository charges- Depository charges are normally charged between 0.13% to 0.17% of the total investment amount.

Exit load charges- If the withdrawal is happening within 12 months of investment portfolio then the charges will be 1.3% to 1.8% of the total withdrawal amount. In case, the withdrawal is done post the 12 months then sometimes the charges are not levied and if in some cases the fees are charged then it will be around 0.75% of withdrawal amount.

Reliance PMS Benefits

Find out the advantages of Reliance PMS house in the table given below-

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 the benefits of Reliance PMS are as follows-

  • The Reliance PMS broking company provide top-up facility to its existing investors for more convenience.
  • The back office support is also provided so that clients can check the reports and details of their investment portfolio.
  • The Reliance PMS group also offers Email and SMS support to the customers regarding all the happening transactions.
  • All ranges of investment plans and commission models are also provided to the clients for their satisfaction by the Reliance PMS group.
  • For building clients trust, The Reliance PMS house has massive experience in the investment sector.

Reliance PMS Customer Care

The table given below is providing details about customer care support.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportYes
Relationship Manager SupportYes
Call to Fund ManagerYes – 1 to 5 Times a month
Issue Resolving TAT11 working days

Reliance PMS customer care is good at providing support to its existing clients such as- direct calling service for resolving any query. Email and WhatsApp service is also provided for more convenience.

Relationship manager support is also given to the clients of Reliance PMS house. To high investment value customers, they offer direct calling to fund manager facility. Clients can call directly to their fund manager 1-5 times in a month. And low net value clients can call directly 1-2 times in a month regarding the investment portfolio.

The Reliance PMS group’s issue resolving TAT is 11 working days.

Reliance PMS Conclusion

Reliance Portfolio Management Services is the well-known and highly reliable company available across the country. It has very good and a huge range of strategies/ schemes that has given excellent results to its clients.

Their flexible commission models as well as investment plans provide a huge satisfaction and convenience to the clients. And also the services and support systems are well structured and greatly useful.

If you really want to invest in any PMS house or group, Reliance PMS is the right platform for you. It has all that you require.

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