Right Horizons PMS – Review, Strategies, Returns, Charges & more

Right Horizons PMS is a wealth management firm with a 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 kinds of services required for managing the wealth of the investors and guide them to grow their wealth in the 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 detail and also the investment strategies are used to invest the money of the investors.

Right Horizons PMS – Ratings & Review by Top10StockBroker

Overview of Right Horizons Portfolio Management Services

Find a detailed overview of the Right Horizons portfolio management service in the table given below-

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 solutions and it can be called a 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, other board members 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 discuss Right Horizons portfolio management service company review, its PMS returns, PMS charges and more.

Types of Right Horizons PMS

Right Horizons PMS provides both discretionary and non-discretionary services to investors. When you opt for the discretionary services you give the full rights of your portfolio to the fund manager.

He can take his own decisions regarding investors’ funds and make asset allocations and timely investments 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 investors who are well aware of the market themselves and want to make 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.

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 21 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 in a 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 the Contrarian approach to wealth management.

Arenas of finance in the mastered 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.

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Right Horizons PMS Strategies

The below table is providing details about the Right Horizons portfolio management service strategies-

Right Horizons – Alphabots India Prime

This strategy compiles diverse large-cap stocks in one bunch to form an effective portfolio for investors. The stocks for the portfolio are chosen through an Artificial Intelligence Framework. The portfolio aims to deliver superior risk-adjusted returns.

The portfolio includes significant application of AI technology for the selection of stocks which is developed and improvised by highly skilled and experienced data scientists and researchers,

Right Horizons – Flexi Cap

As the theme of this strategy signifies, the idea is commonly attached to maintaining the composure of large-cap, mid-cap and small-cap schemes. To balance risk, or in other words, hedge 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 a prime focus on stocks which have high-quality growth. The 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 to follow up with capital preservation.

Minerva India Underserved 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 a forensic on-the-ground approach.

Right Horizons – Perennial

This combination of 15-25 stocks is made to bring exposure across businesses to the investors and advantages them over the long term. The strategy follows the market cap and sector-agnostic exposure across businesses for the identification of stocks.

Further, the portfolio seeks capital preservation which will result in appreciation in favor of the investor in the long run.

Right Horizons – Super Value

The structure of this strategy is to carefully cater to 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-

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 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 constant returns 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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Right Horizons PMS Investment Plans

The given table is providing details about the Right Horizons portfolio management service investment plans.

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 as follows-

The Right Horizons Portfolio Management Services Fee Structure is constructed of three different elements or individual commissions which are charged –

• The invested amount is known as the prepaid commission
• Then there is the volume% commission which is deducted from 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

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

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, 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-

The Right Horizons PMS Profit Sharing Commission is according to the amount of profit generated from the portfolio over a period 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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Right Horizons PMS Charges

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

The Right Horizons PMS Charges include 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, the exit load is nil.

Right Horizons PMS Benefits

Find the details about Right Horizons PMS advantages in the table given below-

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.

You can reach 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 them.

The fund manager will be answering your call around 6-9 times 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 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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