Roha PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 19, 2022Roha PMS is an asset management organization that specializes in equities investment for high-net-worth individuals.
ROHA Asset Managers is a ROHA Group firm that has been recognized and regulated by SEBI. It is led by Dhiraj Sachdev, one of India’s premier fund managers.
Continue reading for more information about this reputable service provider.
Roha PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Roha Portfolio Management Services –
Roha PMS Ratings | |
Returns Performance | 3.8 / 5 |
Services | 3.9 / 5 |
Charges | 3.8 / 5 |
Experience | 3.1 / 5 |
Strategies | 3.2 / 5 |
Client Support | 3.1 / 5 |
Overall Ratings | 3.9 / 5 |
Star Ratings | ★★★★★ |
The above ratings given in the table will help us to understand better the performance of Roha PMS broking house in every field.
Overview of Roha Portfolio Management Services
Overview | |
Company Type | Private |
Registered Location | Mumbai, Maharashtra |
Leadership | Dhiraj Sachdev |
Yr. of Establishment | 2020 |
Roha Asset Managers, founded in 2020, has a Portfolio Management Service (PMS) license and a basic approach to equities investing. The fund has been authorized and licensed by the SEBI (Securities & Exchange Board of India).
Their investment strategy comprises bottom-up stock picking. Finding the proper firms and enterprises is an important part of their strategy.
With Mr. Dhiraj Sachdev at the helm, investments are made only in fundamentally sound businesses operated by honest and capable management with great commercial prospects. Of course, they must be reasonably priced.
So, any new investor interested in getting started with PMS may team up with Roha Portfolio Management Services.
Invest in Roha PMS – Fill up the form Now!
Types of Roha PMS
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
The types of Roha PMS are divided into two categories: discretionary and non-discretionary.
The first is discretionary PMS, in which a fund manager executes contracts on behalf of their customers. From choosing stocks to carrying out transactions, they supervise and commit to every step.
Customers who choose non-discretionary PMS have additional options for managing their PMS. As with this other service, the fund manager for Roha Portfolio Management Services will just provide suggestions and leave the final investment choice up to the clients.
Roha PMS Fund Managers Details
Fund Manager’s Details | |
Name | Dhiraj Sachdev |
Experience | 6 Years |
Highest Qualification | CA |
AUM (in Cr.) | Approx 258.05 Cr. |
Number of Clients | 139 |
Investment Tenure | Minimum 3-5 yrs. |
The Roha PMS Fund Managers manage over 139 PMS clients and have an AUM of around Rs. 258.05 Cr. Any client in Roha PMS must invest for a minimum of three to five years.
Dhiraj Sachdev (Fund Manager)
Dhiraj Sachdev was a Senior Fund Manager at HSBC Global Asset Management when he was named one of India’s top fund managers by Outlook Business & Value Research in 2017.
Previous experience in equities fund management includes ASK Investments and HDFC Bank.
A manager who leads by example, his 23 years in the business were honored when he produced the long-term performance of 29% CAGR for HSBC Mid & Small Cap Fund during six years.
He now oversees AIF and PMS Funds at Roha Asset Managers and has a proven track record in this capacity.
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Roha PMS Strategies
Below are the details on the Roha PMS Strategies provided:
Strategies | |
Roha – Emerging Champions Portfolio | SMALL & MIDCAP |
Emerging Champions Portfolio
In the world of stock investment, an “Emerging Champion” is a small- or mid-cap firm with strong business fundamentals, steady growth, and the potential to develop significantly in the future.
Under this plan, the Portfolio Manager will invest based on a set of well-established rules that highlight the idea of sustainable earnings growth, cash flows, and high returns on investment for the selection of firms to offer long-term capital gain.
The Scheme will diversify across key industries and economic sectors to lower the risk of instability. The suitable investment time frame of this plan is 3-5 years, with a minimum investment of Rs.50 Lakhs.
Roha PMS Returns / Performance
Strategy | Roha – Emerging Champions Portfolio | |
Category | SMALL & MIDCAP | |
Return (CAGR) | 1M | -1.15% |
3M | 10.86% | |
6M | -3.05% | |
1Y | -2.16% | |
2Y | 44.84% | |
3Y | NA | |
5Y | NA | |
Since Inception | 44.62% | |
Inception Year | Sep, 2020 |
The table displays all of the rates of return that clients may expect to receive over various periods of investing across various methods.
The rate of return for the Roha – Emerging Champions Portfolio might range from -1.15% in the first month to 44.84% in the 24th month. And as for investments made in the inception year, today provides a rate of return of 44.62%.
Overall, the Roha PMS Returns / Performance demonstrate that all of the strategies produce some of the finest rates of return in the financial services business.
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Roha PMS Investment Plans
Investment Plans | |
Bronze (25L – 50L) | Yes |
Silver (50L – 1 Cr.) | Yes |
Gold (1 Cr. – 5 Cr.) | Yes |
Platinum (5 Cr. Plus) | Yes |
Roha PMS Investment Plans are provided through a variety of fund alternatives. A Bronze option costs between INR 25 Lakh and INR 50 Lakh.
The Silver option has a price range of Rs.50 Lakh to Rs.1 Crore. The Gold plan invests between Rs.1 crore and Rs.5 crore, whilst the Platinum plan requires investments of more than Rs.5 crore.
Roha PMS Fee Structure or Commission Slabs
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
In addition to the investment plan slab, the organization provides a very useful Roha PMS Fee Structure.
Commissions are classified into three sorts. It is done to correspond with the various type of investment plans accessible. All of these alternatives enhance the service that Roha PMS Investments provides to its clients.
Roha PMS Prepaid Commission
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.1% of Investment |
Investment – 50L – 1 Cr. | 1.3% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.3% of Investment |
Investment – 5 Cr. Plus | 1.1% of Investment |
The following is the annual prepaid commission:
For investments between Rs. 25 Lakh and Rs. 50 Lakh, the fee is 1.1% of the investment amount. The charge is 1.3% for investments between Rs. 50 Lakh and Rs. 1 Cr., following the same investment slab as previously indicated.
For the final two tiers, Rs. 1 Cr to Rs. 5 Cr and Rs. 5 Cr and above, the commission is 1.3% and 1.1%, respectively. Remember that the Roha PMS Prepaid Commission is based on the amount invested.
Roha PMS Volume% Commission
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.11% of the Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.15% of the Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.14% of the Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.11% of the Total Transaction Volume |
The Roha PMS Volume% Commission is based on the fund manager’s transaction volume. The short version is as follows:
The commission rate is 0.11% if the transaction volume is between 25 lakhs and 50 lakhs, and 0.15% if the transaction volume is between 50 lakhs and 1 crore.
The commission percentage for the remaining two commission slabs, 1 Cr. to 5 Cr. and 5 Cr. and above, is 0.14% and 0.11%, respectively.
Roha PMS Profit Sharing% Commission
Profit Sharing% Commission (Yearly) | |
Profit Amount – 2.5L – 5L | 25% of the Profit |
Profit Amount – 5L – 10L | 23% of the Profit |
Profit Amount – 10L – 50L | 21% of the Profit |
Profit Amount – 50L Plus | 21% of the Profit |
Profit Sharing is the most practical option for the consumer because it is entirely dependent on the portfolio’s profitability. The commission proportion of this sort may change based on the revenue generated.
The Roha PMS Profit Sharing% Commission decreases from 16% to 11% when the profit amount increases from Rs. 2.5 lakh and continues to rise too much larger amounts like Rs. 5 Cr and above.
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Roha PMS Charges
Charges | |
Management Fees | As per the commission model |
Upfront Fees | 1.2% – 2.6% of Asset Value |
Brokerage Charges | 0.01% – 0.05% of Total Transaction Value |
Custodian Charges | 0.20% – 0.35% of Asset Value |
Depository Charges | 0.21% – 0.35% of Asset Value |
Exit Load – within 12 months | 1.2% – 2.2% of Withdrawal Value |
Exit Load – post 12 months | Free |
The Roha PMS Charges are as follows:
Brokerage Fees – The Fund Manager charges brokerage fees on all transactions. Fees range between 0.01% and 0.05% of the total transaction value.
Custodian Fee – The PMS firm also charges its customers for custodian change. This charge ranges between 0.20% and 0.35% of the asset value.
Depository Fees – Depository fees typically vary from 0.21% to 0.35% of the asset value.
Exit Load Fees – Exit load fees are charged by the PMS house based on the length and amount of the client’s withdrawal. If you withdraw within 12 months of investing, the fee is 1.2% – 2.2% of the Withdrawal Value. If the withdrawal happens after a year, it may be free in some cases.
Management Fees – Management fees are decided by the commission model agreed upon between the customer and the PMS team.
Upfront Fees – The PMS team also charges an upfront fee. This price is equivalent to a prepaid value. This cost ranges from 1.2% to 2.6% of the asset value.
Roha PMS Benefits
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 following are the different advantages of using Roha as your PMS solution provider. It not only offers a variety of customizable investment programs but also several commission types.
Another benefit of Roha PMS is that they give extensive reports on trends and analysis, as well as a full perspective of the portfolio developed.
They also conveniently give SMS and email alerts on all sorts of transactions that the fund manager undertakes by their client’s investment objectives.
Roha PMS Customer Care
Customer Care | |
Call Support | Yes |
Email Support | Yes |
Chat Support | No |
Watsapp Support | Yes |
Relationship Manager Support | Yes |
Call to Fund Manager | Yes – 1 – 7 times a month |
Issue Resolving TAT | 7 working days |
This company’s customer service is excellent. The Roha PMS Customer Care team provides several communication channels, including email and WhatsApp.
Clients can also speak openly with their fund manager 1 to 7 times each month. If a complaint is received, the PMS team answers within 7 days with a viable response.
Roha PMS Conclusion
Roha PMS has a diverse set of techniques that have yielded excellent outcomes for its clientele.
Clients benefit from their customizable Investment Plans and Commission structures. Their support system and services are highly valuable and well-organized.
Simply collaborating with them allows you to sit back and let the team handle everything from stock selection to lucrative and profitable transactions.
Invest in Roha PMS – Fill up the form Now!
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Invest in Roha PMS – Fill up the form Now!