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

Reliance PMS is one of the topmost PMS-providing companies all over the country. In this context, 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-

Reliance PMS – Ratings & Review by Top10StockBroker

Overview of Reliance Portfolio Management Services

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

Reliance is one of the well-known and profitable stock broking companies 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 for its Portfolio Management Service performance. It consists of a huge list of portfolio managers who usually monitor their PMS business.

Reliance PMS house helps avail 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 this 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.

• Discretionary service- In this service, the timings and choices regarding investment decisions are managed by the Reliance Portfolio Managers. A huge number of PM investors or clients make use of discretionary services 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 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-

Nevertheless, Reliance PMS house has a varied portfolio of 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 18 years in the portfolio management sector.

The Reliance PMS fund managers normally hold an AUM of approximately 26000 Cr and manage more than 360+ customers. The Reliance PMS company arranges a minimum investment tenure of 4 years for its clients.

Know Fund Managers of Other Portfolio Management Service Companies

Reliance PMS Strategies

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

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- 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 – Alpha Growth

This brainchild of Reliance PMS attracts keen investors who are looking to invest in multi-cap. Likewise, this strategy is also fully-proof and highly prosperous for every other entity’s product. Investors can easily invest in a pool of securities through one mode.

The investors do not have to keep their eyes peeled all the time in terms of the market dynamics; the Alpha Growth strategy will help in the progress over the period.

Reliance – Alpha Large Cap

If you want to invest in large-cap entities whose revenue and financial strengths will back your investment and flourish in your favour, then this strategy is only for you.

This portfolio was inserted in April 2014 to cater to the dynamic investors and enthusiasts on a steer to accelerate their investment game. The entity has extensive experience in the industry and success with it, is no doubt.

Reliance – EBOP

Starting from 2017, this strategy Reliance PMS company is made to invest in small-cap businesses. They search for potential businesses which are on the rise and whose finances and operations are growing incredibly.

This also leads to joining a company’s journey in its operations’ initial phase, which further adds more value. This type of small-cap portfolio can offer unexpected results to investors.

Reliance – Mint

This strategy focuses on investing in multi-cap companies. These can include small-cap, mid-cap, and large-cap institutions. Further, out of these, the portfolio largely focuses on exploring the mid-cap section. These types of entities have the potential to become large-cap in the near future.

This portfolio can earn high worth and create high long-term capital appreciation.

Reliance PMS Returns / Performance

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

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 based on 1 year is 0.81 per cent, for 2 years is approximately 35.87 per cent, for 3 years is 19.80 per cent, for 5 years is around 4.06 per cent and since inception, it is 16.66 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-

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 start from 25 lakhs to 50 lakhs and end at 5 Cr. Plus. The Bronze investment slab is ranging from 25 lakhs to 50 lakhs.

The silver one is 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 customers who are capable of investing more than 5 crores.

This, Reliance PMS has investment plans of all ranges, and it also has an excellent variety of commission types and ranges as well. Usually, clients who invest a large amount tend to pay low commissions 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-

The Reliance PMS house has categorised its fee structure or commission slabs into three basic types which are described below in tables.

Reliance PMS Prepaid Commission

Under the 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 in other commission models.

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

If you are investing Rs.25 lakh to Rs. 50 lakh then the prepaid commission will be 1.8% of the 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 crore, 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 the 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 a kind of commission module normally leads clients to pay high commission charges.

In the 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 the 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 the total transaction volume.

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

The profit sharing % commission model is beneficial for investors as its 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 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 lakhs to Rs. 10 lakhs, the profit sharing is 26% of the total profit.

For huge profit values like Rs. 10 lakhs to Rs. 50 lakhs 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 in a table.

Know Charges models of other Portfolio Management Service Providers

Reliance PMS Charges

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

The quick list of charges charged by Reliance PMS company is 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- 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 the 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 the investment portfolio then the charges will be 1.3% to 1.8% of the total withdrawal amount. In case, the withdrawal is done post 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 the withdrawal amount.

Reliance PMS Benefits

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

Here is the list of the benefits of Reliance PMS is as follows-

• The Reliance PMS broking company provide a 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.

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 the fund manager facility. Clients can call directly to their fund manager 1-5 times 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 a well-known and highly reliable company available across the country. It has a very good and huge range of strategies/ schemes that has given excellent results to its clients.

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

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

Reliance PMS FAQs

How can I invest with Reliance PMS?

The service is very fast and hassle-free for investing in Reliance PMS. If you open our website, you will find a complete form for Invest In Reliance PMS. Complete the obligatory details such as your name, mobile number and city and choose the essential service. This will lead you to further investment stages

Who is the current fund manager of Reliance PMS?

Nevertheless, Reliance PMS has a wide variety of PMS accounts portfolios and/or fund managers, but the experience of Shahzad Madan is perfect. With CFA and his approx. With 17 years of experience in the portfolio management industry, he is highly qualified.

What is the approx AUM of Reliance PMS?

The managers of Reliance PMS funds typically have AUMs of about 26000 Cr, managing over 360+ clients. The business Reliance PMS provides its customers with a 3 years minimum investment tenure.

Where can I check the return or performance of Reliance PMS?

We provide you with all the necessary information and evidence in the article published on our website. Thus, all you need to do is to access the article and within the listed heads you find anything needed to check the return or performance of the Reliance PMS.

What are the different strategies used by Reliance PMS?

Reliance PMS house has a variety of portfolio management strategies. They typically work on three types of strategies – large-scale diversified strategies, and small-scale strategies. Customers are all able to use the investment strategies listed in the table. Below given are some effective strategies greatly used by Reliance PMS company-

• Reliance Absolute Freedom Strategy
• High Conviction Strategy
• Reliance Emerging India Strategy

Where to find the fee structure and commission rate of Reliance PMS?

The fee structure and rate of commission of Reliance PMS can be found in the article. Two different headings give you comprehensive information concerning both subjects. You just need to scroll ahead to find the information you want and can find.

How to call or reach Reliance PMS customer care?

You will obtain assistance from Reliance PMS, namely customer services such as calls, email, WhatsApp and a few more. In the study, you have a section that tells you about the types of customer services available and how many or how often they are used.

What are the benefits of investing with Reliance PMS?

The PMS broker Reliance provides its established investors additional facilities for greater convenience. Back-office support is also offered to enable customers to review their investment portfolio reports and information. The Reliance PMS group also provides customers with email and SMS support for all transactions. Reliance PMS Group will also provide customers with all kinds of investment plans and commission models to their satisfaction. The Reliance PMS house has considerable experience in the investment sector in building customers’ trust.

What are the different charges involved with Reliance PMS?

Management charges- the management fees are charged as per the agreement of the portfolio management team and investor. Upfront fees- It is normally charged between 1.5% to 2.5% of total asset value. Brokerage charges- between 0.01% to 0.05% of the total transaction value. Custodian charges- range between 0.35% to 0.45% of total asset value. Depository charges- between 0.13% to 0.17% of the total investment amount. There is also an exit load and withdrawal charge.

Where can I find all the details about Reliance PMS?

This space gives you all the information concerning the Reliance PMS. This article is sought to take consumer comfort into account. All necessary information is therefore given in the form of tables and charts

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