Revelation Portfolio PMS – Review, Strategies, Returns, Charges & more

Choosing the correct PMS service can be irksome. Revelation Portfolio PMS is a company which works to provide you with diversified portfolios. Diversification as clear by the term itself means variety.

Revelation Portfolio Management Services takes note of all sorts of risks and help you to create diversified portfolios to ensure that you do not invest the entire amount in a particular area, instead, invest in diverse areas and minimize the risks.

This article includes a detailed overview of the company.

PMS Offer


Revelation Portfolio PMS – Customer Ratings & Review

Find Client ratings of Revelation Portfolio Portfolio Management Services –

Ratings
Returns Performance 3.2 / 5
Services 3.1 / 5
Charges 3.4 / 5
Experience 3.3 / 5
Strategies 3.2 / 5
Client Support 3.1 / 5
Overall Ratings 3.2 / 5
Star Ratings ★★★★★

Overview of Revelation Portfolio Portfolio Management Services

Find a detailed overview of the Revelation Portfolio portfolio management service in the table given below-

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Dhananjay Champaklal Jhaveri
Yr. of Establishment 2010

The Revelation Portfolio PMS is a well-established private company which was found in 2010 by Dhanajay Champaklal Jhaveri. It has been successfully serving its customer for over 9 years.

Their headquarters are in Mumbai, Maharashtra. The company provides customer satisfying services. People have been relying on them since 2010 and they have never been disappointed by the company.

If you decide to work with them, I am sure your needs are in good hands. The information below specifies the returns and reviews of the company.

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


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Types of Revelation Portfolio PMS

There are 2 types of Revelation Portfolio Portfolio Management Services –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

Revelation Portfolio provides Discretionary and Non-Discretionary portfolio management services. The clients prefer discretionary mode of portfolio management, but sometimes Non-Discretionary is preferred as well.

In Discretionary mode, funds are managed by the fund manager and in non-discretionary mode, you are free to take up your own decisions.


Revelation Portfolio PMS Fund Managers Details

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

Fund Manager’s Details
Name Manish Shah
Experience 7 Years
Highest Qualification MBA
AUM (in Cr.) 58 Cr.
Number of Clients 70
Investment Tenure Minimum 3 yr.

The Revelation Portfolio PMS has skilled and experienced staff. They are trained to provide you with best services they can provide. The head of the team is Mr. Danish Shah.

He has been working as head for seven years. His highest qualification is M. B. A. He has worked in financial management sector and managed to satisfy nearly 70 clients while managing as AUM of 58 crores.

The investment tenure is of at least 3 years.


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Revelation Portfolio PMS Strategies

The below table is providing details about the Revelation Portfolio portfolio management service strategies-

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

The strategies offered by the Revelation Portfolio PMS include;

The Large Cap strategies used to tell when and which one needs to invest large proportion for the long term.

The Diversified Cap requires investing in new business.

The Small-Mid Cap is not a long-term investment and has been beating the large-cap for a long time. But this strategy contains higher risks.

Revelation Portfolio PMS helps and guide their clients in coming up with the best plan for them and choosing the right cap to invest in. Cap simply suggests the size of the investment.


Revelation Portfolio PMS Returns / Performance

The below table is giving details about Revelation Portfolio PMS returns and performance-

Returns (CAGR)
3 Year 9.1%
5 Year 9.6%
7 Year 7.5%
10 Year 7.8%
11 Year Plus 10.2%

Revelation Portfolio PMS offers good returns for the investors. The company provides 7.8% return percentile for a 10-year investment, the returns provided by the company is 7.5% for 7 years investment.

Moreover, the returns reach around 9.6% for 3 years investment which is unsteady. For 3 years, 9.1% return is provided. The returns are 10.2% for 11 years of investment plan.

The constantly changing returns make Revelation Portfolio PMS an established PMS house in India.


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Revelation Portfolio PMS Investment Plans

Below the given table is providing details about the Revelation Portfolio 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) shows the variety of investment portions offered for the investors at Revelation Portfolio PMS. The minimum amount required to avail the services is 25 lakhs.

The investment plans of the company are flexible. The bronze plan of Revelation Portfolio PMS fluctuates from 25 Lakhs to 50 Lakhs.

The Silver Plan ranges from 50 Lakhs to 1 Crore, the Gold Plan starts from 1 Crore rupees and extends up to 5 Crores, and the Platinum plan begins from 5 Crores rupees and above.

The commission and investment rates bendable.


Revelation Portfolio PMS Fee Structure or Commission Slabs

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

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

There are 3 types of commission slabs available for Revelation portfolio Wealth PMS.


Revelation Portfolio PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.29% of Investment
Investment  – 50L – 1 Cr. 1.19% of Investment
Investment – 1 Cr. – 5 Cr. 0.99% of Investment
Investment – 5 Cr. Plus 0.79% of Investment

Prepaid commission is the commission you get before investing. However, the commission charged is comparatively lower.

The prepaid commission model of Revelation Portfolio PMS depends as per the investment amount.

For the investment amount of 25 Lakhs to 50 Lakhs, the commission offered is around 1.29% of the total investment amount.

If investment amount is ranging from 50 Lakhs to 1 Crore, the commission is 1.19%. If the investment amount of 1 Crore to 5 Crores, the commission percentage goes up to 0.99%. For the investment amount of over 5 Crores, the commission percentage is around 0.79%.


Revelation Portfolio PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.123% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.118% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.113% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.100% of Total Transaction Volume

The market situation and the loyalty of the fund manager affect the volume commission.

If a transaction takes place of around 25 Lakhs to 50 Lakhs then the commission provided is around 0.123% of the entire transaction volume.

For the transaction volume of 50 Lakhs to 1 Crore, the commission ranges up to 0.118% of the transaction amount.

For the transaction volume of around 1 Crore to 5 Crores, the commission of around 0.113% is provided and for the transaction volume of over 5 Crores, it reaches up to 0.100%.


Revelation Portfolio 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 21.7% of Profit
Profit Amount – 5L – 10L 19.7% of Profit
Profit Amount – 10L – 50L 17.9% of Profit
Profit Amount – 50L Plus 15.5% of Profit

The commission model is suitable for the investors as the fee is only paid after the profit is earned. Thereafter, the profit percentage is very high and the risk for the investor is low.

The commission will be depending on the performance of the portfolio and the profit.

Revelation Portfolio PMS charges 21.7% if the profit amount varies between 2.5 Lakhs to 5 Lakhs, 19.7% of the profit amount is charged if the profit amount is from 5 Lakhs to 10 Lakhs rupees.

For the profit amount varing from 10 Lakhs to 50 Lakhs and above, Revelation Portfolio PMS charges a commission of around 15.5% and 17.9% of the entire profit amount.


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Revelation Portfolio PMS Charges

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

Charges
Management Fees As per commission model
Upfront Fees 0.65% – 0.75% of Asset Value
Brokerage Charges 0.006% – 0.015% of Total Transaction Value
Custodian Charges 0.17% – 0.34% of Asset Value
Depository Charges 0.16% – 0.32% of Asset Value
Exit Load – within 12 months 0.71% – 1.11% of Withdrawal Value
Exit Load – post 12 months Free
  • Management Fees: This is a mutually agreed charged decided by the Revelation Portfolio PMS and the client. It is influenced by the commission model.
  • Upfront Charges: Revelation Portfolio PMS charges upfront charges. This represents the prepaid value. The charge varies around 0.65% to 0.75% of the entire asset value.
  • Brokerage Charges: The Revelation Portfolio PMS charges around 0.006% to 0.015% of the entire transaction value as the brokerage fees.
  • Custodian Charges: the custodian charges range around 0.17% to 0.34% of the asset value.
  • Depository: The depository charges are from 0.16% to 0.32% of the total asset value.
  • Exit Load Charges: The exit load charge is from 0.71% to 1.11% of the total withdrawal amount. The exit load post 12 months will be free of cost.

Revelation Portfolio PMS Benefits

Find the details about Revelation Portfolio 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
  • The company provides the investors with top-up facility
  • The PMS house provides back-office reports.
  • They provide updates, via SMS, email and WhatsApp.
  • The investors can have a detailed view of their investment, account and portfolio.
  • The flexibility of the commission and investment plan is extraordinary.
  • Revelation Portfolio PMS has massive experience.

Revelation Portfolio PMS Customer Care

The table given below is showing a detailed view of Revelation Portfolio 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 – 3 to 6 Times a month
Issue Resolving TAT 12 working days

The company provides smooth and supporting call support to its clients. Including, they provide email support.

Their clients can easily call the fund manager any number of times to resolve issue they are facing. The Turnaround Time of TAT to resolve any issues is 12 working days.


Revelation Portfolio PMS Conclusion

Revelation Portfolio PMS is a stable and experienced PMS solution provider in the country. They follow appealing plans and strategies to generate amazing results for their clients.

Their flexible commission model and investment plans are enjoyed by their clients. Their support is also reliable and helpful. Therefore, Revelation Portfolio PMS can be a good choice to start PMS for discrete portfolios.


Know everything about more PMS companies

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