Right Horizons PMS – Review, Strategies, Returns, Charges & more
Right Horizons PMS is a wealth management firm with its base in the city of Bangalore with branches across the major cities of the country like Mumbai, Hyderabad, Chennai, and others.
The primary aim of this firm is to provide all kind of services required for managing the wealth of the investor and guide them to grow their wealth in a better way possible.
The article below will be about complete details of the Right Horizons Portfolio Management Services starting from its background and team to the charges it takes for rendering services to the clients.
The commission models are discussed in details and also the investment strategies is used to invest the money of the investors.
Right Horizons PMS – Customer Ratings & Review
|Returns Performance||3.9 / 5|
|Services||3.6 / 5|
|Charges||3.7 / 5|
|Experience||3.8 / 5|
|Strategies||3.6 / 5|
|Client Support||3.7 / 5|
|Overall Ratings||3.7 / 5|
Overview of Right Horizons Portfolio Management Services
Find a detailed overview of the Right Horizons portfolio management service in the table given below-
|Registered Location||Bangalore, Karnataka|
|Leadership||Mr. Anil Francis Rego & Mrs. Rachna Rego|
|Yr. of Establishment||2003|
The Right Horizons Portfolio Management Services was started by Mr. Anil Francis Rego and Mrs. Rachna Rego in the year 2003 and they registered the firm as a private organization.
It has its headquarters in the city of Bangalore in Karnataka and has eight branches across the country in different cities. The firm provides all kinds of investment solution and it can be called as one-stop solution for investment services.
The team working behind the investor’s investment goals are highly qualified in the same field with years of experience in the industry. They follow a contrarian approach to achieve their investment goals for the investors.
While Anil Rego is the CEO of the company at present and Rachna Rego heads the sales and operations team, there are other board members who are Deenaz Damania who is the synergy consultant and then there are Shankar Jaganathan and Ravi Sharma who heads the financial planning.
Now, we will have a discussion about Right Horizons portfolio management service company review, its PMS returns, PMS charges and more.
Types of Right Horizons PMS
|Types of PMS|
Right Horizons PMS provides both discretionary and non-discretionary services to the investors. When you opt for the discretionary services you give the full rights of your portfolio to the fund manager.
He can take is own decision regarding investors fund and make asset allocations and timely investment according to his knowledge and research. Here the investor’s only lookout is the revenue or the profit he makes at the end of the year.
The firm also provides non-discretionary services to the investors who are well aware of the market themselves and want to make the investment decisions on their own.
The investors consult the fund manager of Right Horizons and then take the decisions about the asset allocation and also sets some parameters for the fund manager according to which the fund manager needs to track and keeps on reallocating the assets as per the market needs.
Right Horizons PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Right Horizons PMS company.
|Fund Manager’s Details|
|AUM (in Cr.)||Approx 300 cr|
|Number of Clients||500+|
Piyush Sharma (Fund Manager)
The funds of the investors are managed by the Right Horizons PMS Fund Manager who is Piyush Sharma. He is an MBA by qualification and has more than twenty years of experience in this industry.
Piyush has been managing the wealth of the clients and generating a good amount of returns for the past many years and the track record he has created is unbeatable and very stable.
He is handling more than 500 clients of Right Horizons and currently, the total asset under his management is around 300 crores which is a huge responsibility and he is prudently handling the same.
The average tenure of the investment he makes is for three years and he has the belief of long term investment like the firm jointly has.
Anil Rego (Fund Manager)
Mr. Anil Rego is the notable personality who founded Right Horizons and is presently serving as the CEO. His educational profile includes MBA and CFA degree, and he has a vision of Contrarian approach of wealth management.
Arenas of finance in which he masters are Corpus fund management, tax planning and end to end financial planning for both residents and NRI investors. Work engagements from prior years of working are from Wipro. Also he actively involves himself in lectures across many business schools and Indian newspapers.
Know Fund Managers of Other Portfolio Management Service Companies
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|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Right Horizons PMS Strategies
The below table is providing details about the Right Horizons portfolio management service strategies-
|MULTI CAP||FLEXI CAP|
|MID CAP||SUPER VALUE|
|LARGE CAP||INDIA BUSINESS LEADER|
|SMALL CAP||MINERVA INDIA UNDER SERVED|
Flexicap – Multi Cap
As the theme of this strategy signifies, the idea is common attached with maintaining a composure of large cap, mid cap and small cap schemes. For the purpose of balancing risk, or in other words, hedging via investment in bonds and gold.
Capitalization in growth is efficiently achieved via large as well as mid cap space.
India Business Leader – Large Cap
Stocks are picked up from multiple sectors, with prime focus on stocks which have high quality growth. Strategy adopted is of low churn buy and hold strategy, who specifies investment in quality companies possessing an advantage of competition, reasonable valuation and follows up solid corporate governance practices.
Strategies of selective hedging are adopted in order to follow up with capital preservation.
Minerva India Under – served Small Cap
This strategy is oriented towards investment in businesses from underpenetrated categories, with high growth potential. The idea is to figure out value dislocations using forensic on the ground approach.
Super Value Mid Cap
The structure of this strategy is to carefully cater 70% of the portfolio for large caps and 30% for mid cap companies. The previous return records of this strategy show impressive performance and it has always beaten the benchmark.
Right Horizons PMS Returns / Performance
The below table is giving details about Right Horizons PMS returns and performance-
|Category||MULTI CAP||MID CAP||MULTI CAP||LARGE CAP||SMALL CAP|
|Strategy||FLEXI CAP||SUPER VALUE||ALPHABOTS||INDIA BUSINESS LEADER||MINERVA INDIA UNDER SERVED|
|Inception||Jan, 2019||Jan, 2019||May, 2019||Jan, 2019||Apr, 2011|
The Right Horizons PMS Returns are quite along the lines of the market average returns for the other companies.
Whether you see the three years returns or the 5 years or the long term returns like the 10 or 11 years and more returns all are pretty much close to the market average.
These depict that the firm is generating stable and a constant return every year for the investors. The fund manager is more focused on a regular income and stable performance of the portfolio.
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|Pelican PMS||Centrum PMS||LIC PMS||Sundaram PMS|
Right Horizons PMS Investment Plans
Below the given table is providing details about the Right Horizons portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The investors come with different investment budget whether it is low or high, this firm has a plan for every investor.
The minimum amount in any portfolio management company is Rs.2500000 as so is here and for any amount with Rs. 25 lakhs to Rs. 50 lakhs, you will be put under the bronze plan.
So, as you can see in the table above, the plan is different for every investment bracket. And the maximum investment can be anything over and above Rs. 5 crores.
Right Horizons PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Right Horizons PMS house are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
The Right Horizons Portfolio Management Services Fee Structure is constructed of three different elements or individual commission which are charged –
- On the invested amount that is known as the prepaid commission
- Then there is the volume% commission which is deducted on the transaction volume
- Finally, the profit generated by the fund manager for the investor is charged at a certain percentage of the profit or as per slabs which are known as the profit sharing% commission.
Right Horizons PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.25% of Investment|
|Investment – 50L – 1 Cr.||1.15% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.05% of Investment|
|Investment – 5 Cr. Plus||0.95% of Investment|
The Right Horizons PMS Prepaid Commission which is according to the amount of investment is having an inverse relationship with the amount invested.
So, when the investment amount goes up the percentage of the commission goes down. As you can see in the table above, there is a minimum percentage for the maximum amount of investment and vice versa.
The main thing to notice here is that the commission percentage whether the minimum or the highest, is on the higher end altogether if compared with other similar PMS companies in the industry.
Right Horizons PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.117% of Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.110% of Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.100% of Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.090% of Total Transaction Volume|
As the volume of a transaction goes up the Right Horizons PMS Volume% Commission goes down south. If you see the volume% commission then you will find that this is lower than many other firms in the industry.
So, the Right Horizons charges less for the transaction volume while higher on the prepaid commission.
Right Horizons 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||23.0% of Profit|
|Profit Amount – 5L – 10L||21.5% of Profit|
|Profit Amount – 10L – 50L||19.5% of Profit|
|Profit Amount – 50L Plus||17.0% of Profit|
The Right Horizons PMS Profit Sharing Commission is according to the amount profit generated from the portfolio over a period of time that is yearly.
The table above enumerates all the details about the commission and here if you compare the commission you will find that the profit-sharing commission is again higher only when you invest within the minimum investment bracket.
Otherwise, the charges will be lower when you increase the amount of investment and also the charges are lower than many other similar firms.
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|Alfaccurate Advisors PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
Right Horizons PMS Charges
The below-given table is giving information about Right Horizons Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.65% – 0.85% of Asset Value|
|Brokerage Charges||0.007% – 0.017% of Total Transaction Value|
|Custodian Charges||0.13% – 0.33% of Asset Value|
|Depository Charges||0.16% – 0.26% of Asset Value|
|Exit Load – within 12 months||0.79% – 1.19% of Withdrawal Value|
|Exit Load – post 12 months||Free|
The Right Horizons PMS Charges includes brokerage charges which are lower than most of the firms in the business. The upfront fees are quite on par with the market.
The custodian charges are on the lower side of the scale and the depository charges are at par with the industry average.
The exit load or the charges for withdrawing your money is more or less similar to other firms in the industry if you withdraw within 12 months but if you do not withdraw anything before the first 12 months, then post that period, exit load is nil.
Right Horizons PMS Benefits
Find the details about Right Horizons PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
The Right Horizons PMS Benefits are –
- There are various investment portfolios and plans to invest according to your investment goals
- You will receive all the updates about your portfolio through the SMS service and the Email you register with the firm
- The firm provides the facility to you to top-up your investment
- The back office reports are readily available for the investors
- The commission model is quite flexible
- The team members and the fund manager has huge experience in the field
Right Horizons PMS Customer Care
The table given below is showing a detailed view of Right Horizons PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 6 to 9 Times a month|
|Issue Resolving TAT||14 working days|
You can reach the Right Horizons PMS Customer Care via their Email support or you can throw them a call as well. The relationship manager services can also be availed if you require.
The fund manager will be answering your call around 6-9 times in a month and they resolve any issue or complaints within 14 working days which is quite fast if compared to other peers.
Right Horizons PMS Conclusion
The Right Horizons PMS Conclusion can be drawn on the lines that this firm is really great when it comes to generating returns at a lower percentage of commission and other charges.
However, the most important aspect of the firm is its portfolios and investment strategy which makes it stand out.
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