Renaissance Investment PMS – Review, Strategies, Returns, Charges & more

When it comes to one of the best PMS services, Renaissance Investment PMS is definitely one of them.

Therefore, in this article, let’s have a look at the comprehensive overview of the Renaissance Investment Portfolio Management Services and its commission models, return, strategies, and lots more.

PMS Offer

Renaissance Investment PMS – Customer Ratings & Review

Find Client ratings of Renaissance Investment Portfolio Management Services –

Returns Performance3.6 / 5
Services3.7 / 5
Charges3.3 / 5
Experience3.6 / 5
Strategies3.5 / 5
Client Support3.4 / 5
Overall Ratings3.5 / 5
Star Ratings★★★★★

Overview of Renaissance Investment Portfolio Management Services

Find a detailed overview of the Renaissance Investment portfolio management service in the table given below-

Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipPankaj Murarka
Yr. of Establishment2017

Renaissance Investment is definitely one of the biggest full-service brokerage companies in India. This company was established by Pankaj Murarka in the year 2017.

The headquarters of this brokerage firm is in Mumbai, Maharashtra. This is one of the very few stock brokerage companies which has been included in the list of the stock market.

Portfolio management services of Renaissance Investment are one of the best and most renowned business models going around at the moment.

They are among the giants of portfolio management services providers and have produced a tremendous performance in this sector. They have numerous fund managers who take care of the PMS business with prowess.

In this article, we will have a detailed discussion of the Renaissance Investment PMS and the charges, returns, reviews and much more.

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

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Types of Renaissance Investment PMS

There are 2 types of Renaissance Investment Portfolio Management Services –

Types of PMS

The stockbroking house of Renaissance Investment provides Discretionary and Non-Discretionary portfolio management services.

Most of the clients of Renaissance Investment uses the Discretionary mode of portfolio management in which the PMS account of the client gets managed by the fund managers of Renaissance Investment whereas some of their clients go for Non-Discretionary mode in which they take consultancy and make the final decision all by themselves.

Renaissance Investment PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Renaissance Investment PMS company.

Fund Manager’s Details
Experience10 Yrs.
Highest QualificationC.A.
AUM (in Cr.)46 Cr.
Number of Clients97
Investment Tenure2-3yrs

The team of fund managers of Renaissance Investment PMS is filled with prolific and competent individuals who are providing top-notch PMS services to the clients of Renaissance Investment and the Mr Pawan Parakh is one of the best in the team.

Mr Parakh has got 10 years of experience in working in the financial management sector. His highest qualification is C.A. He holds around AUM (Asset Under Management) of 46 Cr. The number of clients he handles is around 97 and the investment tenure is generally around 2 to 3 years.

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Renaissance Investment PMS Strategies

The below table is providing details about the Renaissance Investment portfolio management service strategies-

Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Sustainable Growth

Renaissance Investment PMS always invests in those businesses which can deliver growth over time. They always believe in the sustainable growth of stock investors. That is why their clients are so much happy and satisfied with their PMS.

Risk Management

Renaissance Investment PMS is one such PMS house which really focuses on the risk management factor of their clients.

That is why their clients are always on the profit’s side. Because of their comprehensive risk management approach, they are able to solve the problems quite easily.

Comprehensive Decision-Making

While providing PMS services, the decision-making of the house becomes very much important.

Renaissance Investment PMS has proficient fund managers whose comprehensive decision making will lead to a divided for the clients.

Renaissance Investment PMS Returns / Performance

The below table is giving details about Renaissance Investment PMS returns and performance-

Returns (CAGR)
3 Year9.3%
5 Year11.1%
7 Year8.5%
10 Year7.4%
11 Year Plus10.2%

Renaissance Investment PMS provides very good returns to investors. For the 10 year investment, the company provides 7.4% and for a 7 years investment, the company gives 8.5% returns.

Moreover, for 5 years of investment, the returns will be around 11.1% which is staggering. For 3 years and 11 years of investment, the returns will be around 9.3% and 10.2%.

These staggering returns make Renaissance Investment PMS one of the biggest PMS houses in India.

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Renaissance Investment PMS Investment Plans

Below the given table is providing details about the Renaissance Investment 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

The table above will give you a good indication of various investment slabs that are available for the investors at Renaissance Investment PMS.

In order to avail PMS Service from any company, one has to invest at least INR 25 Lakhs. Renaissance Investment PMS provides investment plans with many options.

The bronze plan starts with 25 Lakhs to 50 Lakhs. The Silver Plan ranges from 50 Lakhs and 1 Crore rupees, the Gold Plan ranges from 1 Crore rupees to 5 Crores rupees, and the Platinum plan starts from 5 Crores rupees and above.

Because the Renaissance PMS has many types of investment plans and thus, the commission rate and investment rate varies a lot. The higher the investment is the higher the interest will be and the commission will be lower.

Renaissance Investment PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Renaissance Investment PMS house are as follows-

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

There are 3 types of commission slabs available for Renaissance Investment PMS.

Renaissance Investment PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.5% of Investment
Investment  – 50L – 1 Cr.1.3% of Investment
Investment – 1 Cr. – 5 Cr.1.2% of Investment
Investment – 5 Cr. Plus1.0% of Investment

The prepaid commission is the commission paid before the beginning of the investment tenure. As this commission model is prepaid, the commission charged will be comparatively lower.

The prepaid commission model of Renaissance Investment PMS varies as per the investment amount. With 25 Lakhs to 50 Lakhs investment amount, the commission will be around 1.5% of the total investment amount.

When the investment amount is around 50 Lakhs to 1 Crore, the commission is 1.3%. For the investment amount of 1 Crore to 5 Crores, the commission rate is around 1.2% and for the investment amount of over 5 Crores, the commission percentage becomes 1%.

Renaissance Investment PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.123% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.113% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.100% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.085% of Total Transaction Volume

The volume commission depends on the situation of the market and the loyalty of the fund manager. If the transaction is around 25 Lakhs to 50 Lakhs then the commission will be around 0.123% of the entire transaction volume.

Moreover, with the transaction volume of 50 Lakhs to 1 Crore, the commission will be around 0.113% of the transaction volume.

For the transaction volume of around 1 Crore to 5 Crores, the commission will be around 0.1% and for the transaction volume of over 5 Crores, it will be around 0.085%.

Renaissance Investment PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L21.6% of Profit
Profit Amount – 5L – 10L20.6% of Profit
Profit Amount – 10L – 50L18.5% of Profit
Profit Amount – 50L Plus16.2% of Profit

It is perhaps the most convenient commission model for any investors as the fee will only be paid if the profit is gauged. The percentage in this model will only be very high and the risk for the investor will be very low

The reason why this model is the most convenient of all is that in this model, the commission will be depending on the profit and the performance of the portfolio.

Renaissance Investment PMS charges 21.6% of the profit amount is between 2.5 Lakhs to 5 Lakhs. 20.6% of the profit amount will be charged if the profit amount is around 5 Lakhs to 10 Lakhs rupees.

Moreover, for the profit amount of 10 Lakhs to 50 Lakhs and above 50 Lakhs respectively, Renaissance Investment PMS charges a commission of around 18.5% and 16.2% of the entire profit amount.

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Renaissance Investment PMS Charges

The below-given table is giving information about Renaissance Investment Portfolio Management Service Charges-

Management FeesAs per commission model
Upfront Fees0.90% – 1.20% of Asset Value
Brokerage Charges0.013% – 0.043% of Total Transaction Value
Custodian Charges0.21% – 0.41% of Asset Value
Depository Charges0.25% – 0.35% of Asset Value
Exit Load – within 12 months0.95% – 1.45% of Withdrawal Value
Exit Load – post 12 monthsFree

The Renaissance Investment PMS house levies charges not only for the commission and management fee but they also charge plenty of other charges which can be seen from the below table.

  • Management Fees: This charge is mutually agreed between the client and the company and it will be as per the commission model.
  • Upfront Charges: Renaissance PMS also charges upfront charges which is like the prepaid value. The charge will range around 0.90% to 1.20% of the entire asset value.
  • Brokerage Charges: They charge brokerage fees which are around 0.013% to 0.0.43% of the entire transaction value.
  • Custodian Charges: They charges custodian charges which are around 0.21% to 0.41% of the asset value.
  • PMS Depository: The Renaissance PMS levies depository charges of around 0.25% to 0.41% of the total asset value.
  • Exit Load Charges: The exit load charge of inside 12 months will be around 0.95% to 1.45% of the total withdrawal amount and the exit load post 12 months will be free of cost.

Renaissance Investment PMS Benefits

Find the details about Renaissance Investment PMS advantages 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
  • Renaissance Investment PMS provides the investors with top-up facility
  • Also, the PMS house provides back office reports as well.
  • The PMS house does stop there as they also provide updates, via email, SMS, and WhatsApp.
  • The investors can have a detailed view of their account, investments, and portfolio.
  • The flexibility of the investment and commission plan is extraordinary.
  • Moreover, the PMS house has massive experience as well

Renaissance Investment PMS Customer Care

The table given below is showing a detailed view of Renaissance Investment PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 8 to 10 Times a month
Issue Resolving TAT19 working days

The Renaissance Investment PMS provides fantastic call support to their clients. Apart from that, they provide email support as well.

They have a relationship with a manager who can help in resolving the issues faced by the client. Moreover, their clients can call to the find manager as well, 8 to 10 times in a month to resolve any issue they are facing.

The Turnaround Time of TAT of resolving the issues for Renaissance Investment PMS is 19 working days.

Renaissance Investment PMS Conclusion

Renaissance Investment PMS is one of the biggest and largest PMS solution provides in the country. They are myriads of strategies and plans to generate fantastic results for their clients.

Their flexible commission model and investment plans will bring a lot of convenience to the clients. Their support is also very much robust. Therefore, Renaissance Investment PMS can be a good choice to start PMS.

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  1. Invest in PMS / PCG

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