fbpx

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.PMS OffersPMS Offers


Right Horizons PMS – Customer Ratings & Review

Ratings
Returns Performance3.9 / 5
Services3.6 / 5
Charges3.7 / 5
Experience3.8 / 5
Strategies3.6 / 5
Client Support3.7 / 5
Overall Ratings3.7 / 5
Star Ratings★★★★★

Overview of Right Horizons Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationBangalore, Karnataka
LeadershipMr. Anil Francis Rego & Mrs. Rachna Rego
Yr. of Establishment2003

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
DiscretionaryYes
Non-DiscretionaryYes

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
NamePiyush Sharma
Experience20 yrs.
Highest QualificationMBA
AUM (in Cr.)Approx 300 cr
Number of Clients500+
Investment Tenure3yrs

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.


Know Fund Managers of Other Portfolio Management Service Companies

ICICI Pru PMSAditya Birla PMSAlchemy PMSASK PMS
IIFL PMSMotilal Oswal PMSPorinju Veliyath PMSKotak PMS
Angel Broking PMSAxis PMSDHFL Pramerica PMSEdelweiss PMS

Right Horizons PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

The Right Horizons PMS Strategies includes a top-down approach where the investment universe is decided at the beginning.

The first step out of four steps of their investment strategy is this where the investment universe is selected whether it will be equities or any other assets like bonds or debentures and others. Investment universe mainly is a category of investment vehicle whose features are the same or similar.

Then the second step is research and analysis within the investment universe selected and dig out the best stocks out of the universe.

In this stage, certain number of stocks are selected and then those stocks are particularly analyzed in the third stage where the intrinsic value of the stocks are found out and then out of the stocks shortlisted, the market value of those stocks are checked, and if the market value is lower than the intrinsic value then the stocks are bought and added to the portfolio.

The firm has different types of portfolios for different kinds of investors but the basic strategy remains the same. In every different portfolio, there is a different investment universe which has been targeted and from there the top-down approach has been carried out.

When some portfolio contains purely one single king of asset others contain a mix of assets like equity and debt and others. It is mainly dependent on the investor what kind of investor he is whether risk-taker or risk-averse.


Right Horizons PMS Returns / Performance

The below table is giving details about Right Horizons PMS returns and performance-

Returns (CAGR)
3 Year8.6%
5 Year8.2%
7 Year9.6%
10 Year10.5%
11 Year Plus10.2%

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.


Know Returns of other PMS Brands

Asit C Mehta Investment PMSIndianivesh PMSNJ Wealth PMSSBI Funds PMS
HDFC PMSIDFC PMSKarvy PMSCredent Asset PMS
Pelican PMSCentrum PMSLIC PMSSundaram PMS

Right Horizons PMS Investment Plans

Below the given table is providing details about the Right Horizons 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 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
Prepaid CommissionYes
Volume% CommissionYes
Profit Sharing% CommissionYes

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 – 50L1.25% of Investment
Investment  – 50L – 1 Cr.1.15% of Investment
Investment – 1 Cr. – 5 Cr.1.05% of Investment
Investment – 5 Cr. Plus0.95% 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 – 50L0.117% 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. Plus0.090% 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 – 5L23.0% of Profit
Profit Amount – 5L – 10L21.5% of Profit
Profit Amount – 10L – 50L19.5% of Profit
Profit Amount – 50L Plus17.0% 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.


Know Charges models of other Portfolio Management Service Providers

Nine Rivers Capital PMSSystematix PMSMarathon Trends PMSReliance PMS
Prabhudas Lilladher PMSNarnolia PMSAccuracap PMSSATCO PMS
Alfaccurate Advisors PMSMarcellus PMSEmkay Investment PMSInvesco PMS

Right Horizons PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.65% – 0.85% of Asset Value
Brokerage Charges0.007% – 0.017% of Total Transaction Value
Custodian Charges0.13% – 0.33% of Asset Value
Depository Charges0.16% – 0.26% of Asset Value
Exit Load – within 12 months0.79% – 1.19% of Withdrawal Value
Exit Load – post 12 monthsFree

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
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateYes
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes

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.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 to 9 Times a month
Issue Resolving TAT14 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.


Know everything about more PMS companies

Tamohara Investment PMSUnifi Capital PMS2Point2 Capital PMSAmbit Capital PMS

Most Read Articles
10 Best Practices of Share Market
SIP Investment
Equity Mutual Fund Investment
Stock Market Investment
What is an IPO?
Sub Broker Model Discontinued
How to Invest in Share Market
Mutual Fund vs Real Estate
Upcoming IPOs

Leave a Reply

Your email address will not be published. Required fields are marked *

Get 90% Discount on Brokerage Now! Open Demat Account
×

Share your details & Become Sub Broker Now!

  1. Become Sub Broker

Offer valid for limited time.

×

Share your details & Open Demat A/C Now!

  1. Open Demat Account

Offer valid for limited time.

×

Share your details & Get IPO Allotment Now!

  1. Invest in IPO

Offer valid for limited time.

×

Share your details & Invest in PMS Now!

  1. Invest in PMS

Offer valid for limited time.