Sameeksha Capital PMS – Review, Strategies, Returns, Charges & more

Sameeksha Capital PMS is definitely a non-conservative company to state the least. They were not even established as a company at the place. And, that’s what makes them so unique.

However, we’ll rather put our focus on Sameeksha Capital Portfolio Management Services today. We’ll review them on the basis of the following: –

  • Their inception story in details. This part will include the details of their founders. This’ll even include year and place of their inception.
  • Elaboration of the PMS types they offer to their clients.
  • Description about their fund managers. This part will tell you about their educative qualification and experience. This’ll even elaborate the value of the assets they’re managing at present.
  • Details of the investment strategies they implement in reality. This part will include the details of their approach for each strategy. And, it’ll even establish a connection of certain strategies with particular client types.
  • A detailed chart explaining their CAGR promises. This part will expound about the return expectation you may have from the company. In fact, it’ll explain the returns based on investment tenures.
  • Description of all of their investment plans. This part will include the benefits linked to each of plan. And, it’ll even state the prime differences in the plans.
  • And more

PMS Offers


Sameeksha Capital PMS – Customer Ratings & Review

Find Client ratings of Sameeksha Capital Portfolio Management Services –

Ratings
Returns Performance 3.3 / 5
Services 3.2 / 5
Charges 3.4 / 5
Experience 3.3 / 5
Strategies 3.2 / 5
Client Support 3.0 / 5
Overall Ratings 3.3 / 5
Star Ratings ★★★★★

Overview of Sameeksha Capital Portfolio Management Services

Find a detailed overview of the Sameeksha Capital portfolio management service in the table given below-

Overview
Company Type Private
Registered Location Ahmedabad, Gujarat
Leadership Bhavin Shah
Yr. of Establishment 2015

Sameeksha Capital PMS got established as a company in the year 2015. They have a rather interesting inception story. Sameeksha was established by Bhavin Shah in Ahmedabad, Gujrat.

And, Bhavin did so to manage his personal wealth in an organized manner. Nonetheless, as years passed Bhavin managed to convert this organization into a company.

And, that’s exactly how Sameeksha came to exist in the first place. Today, they serve their clients through integrity, transparency, objectivity and hard work. And, most importantly, they believe in being rewarded for out-worldly performance over all.

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


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Types of Sameeksha Capital PMS

There are 2 types of Sameeksha Capital Portfolio Management Services –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

Despite a different start, Sameeksha Capital PMS follows the trends of the industry. and, by doing so, they offer their clients with two PMS types.

We’re referring to the discretionary and non-discretionary PMS. Discretionary PMS is meant for the clients who prefer to relax. These are the clients who prefer the company taking care of their assets.

Thus, it puts the power related to the investments in fund manager’s hands. On the other hand, Non-Discretionary PMS is a whole different thing.

It requires the company to provide accurate advisory to the clients. And, it even requires the company to seek clients’ permission for investment related decisions. In other words, it requires a lot of clients’ engagement.


Sameeksha Capital PMS Fund Managers Details

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

Fund Manager’s Details
Name Bhavin Shah
Experience 22 Years
Highest Qualification MBA
AUM (in Cr.) 267 Cr.
Number of Clients 54
Investment Tenure 2-3yrs

Sameeksha Capital PMS is governed by their founder Bhavin Shah himself. Bhavin is an MBA and has an experience of 22 years. Being an MBA makes him apt for the job.

While, his experience grants him with the necessary tools to make informed decisions. At present he’s managing assets worth 267 Cr. for 54 clients.

And, even you can get to access his expertise. All you’ll have to do is invest with the company for 2-3 years.


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Sameeksha Capital PMS Strategies

The below table is providing details about the Sameeksha Capital portfolio management service strategies-

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

Sameeksha Capital PMS was initially a body created for personal needs. And, that’s why they well understand how needs of different customers can vary.

That’s why they do not confine themselves in terms of investment approach. In fact, all they really care about are the needs and expectations of their clients.

Therefore, they invest in more than one investment model. in fact, they openly invest across small, mid and large cap portfolios. However, this is just an overview of their approach.

In fact, their approach is way more complex. Their objective for all of their approach remains same though. There is however, a shortcoming of their investment approach.

They prioritize on long term investments. This means that they may experience short term volatility. Nonetheless, they do overcome this lacking through extensive research.

In fact, the best part of their entire approach is their research. They believe in exclusive research before investing upon any portfolio. And, to commence that, they deploy a team of 6 researchers.

They seek capital appreciation through mandatory long-term investment. Their prime focus for investment remains on their small and mid-cap companies.

They seek companies with the following attributes: –

  • Superior business model
  • Large market opportunity to deliver substantial growth
  • Strong and shareholder focused management
  • Stocks priced to grant sufficiently risk adjusted returns over minimum two years horizon.

They even use the following tactics: –

  • Invest in Index Futures to partially hedge the portfolio.
  • Manage market exposure by modulating cash flow across Index Futures and Options.

Sameeksha Capital PMS Returns / Performance

The below table is giving details about Sameeksha Capital PMS returns and performance-

Returns (CAGR)
3 Year 9.5%
5 Year 8.4%
7 Year 11.1%
10 Year 10.2%
11 Year Plus 7.2%

The chart above’s been presented to you with a specific motive. It grants a clear picture of the returns you may expect from them. And, the expected returns are established as per investment years.

So, the 3-year investments are believed to fetch 9.5% CAGR. 5-year investments are targeted to fetch 8.4% CAGR. The CAGR for 7-year investments are expected to give 11.1% CAGR.

The 10-year investments are believed to fetch 10.2% CAGR. And, the investments above 11 years are believed to fetch 7.2% CAGR.


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Sameeksha Capital PMS Investment Plans

Below the given table is providing details about the Sameeksha Capital 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

Sameeksha Capital PMS categorizes the investments into four parts. The first one is called the bronze plan with investments from 25L-50L.

Second one is known as silver plan with investment bracket of 50L-1Cr. Third in line is the gold plan. This one looks after the investments within 1Cr.-5Cr. And, the last one is known as the platinum plan.

This caters to the investments above 5Cr.


Sameeksha Capital PMS Fee Structure or Commission Slabs

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

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

Sameeksha Capital PMS has three commission models in place for the clients. We’re referring to the prepaid, volume% and the profit-sharing model.


Sameeksha Capital 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

This one seeks commission from the clients in advance. Hence, the name prepaid plan. It’s divided into four parts. And, each part is defined by a particular investment plan.

The commission rate for bronze plan holders is 1.25%. Commission rate for silver plan holders is 1.15%. Commission rate for gold plan holders is 1.05%. And, the commission rate for platinum plan holders is 0.95%.


Sameeksha Capital PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.130% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.120% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.110% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.100% of Total Transaction Volume

The second commission plan offered by Sameeksha Capital PMS is volume% plan. It charges the clients based on the total transactions made. We’re talking about the one made by fund manager.

And, these are made so as to deliver the promised returns to the clients. Even this plan has been categorized into four parts. And, each part is defined by a particular investment plan.

The first category caters to the bronze plan holders. It charges the clients at 0.130% rate. Then are the silver plan holders who’re charges at a rate of 0.120%.

Third in line is the commission rate for the gold plan holders. They’re charges at 0.110%. And, lastly, the platinum plan holders are charged at 0.100%.


Sameeksha Capital 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 21.1% of Profit
Profit Amount – 5L – 10L 20.1% of Profit
Profit Amount – 10L – 50L 18.1% of Profit
Profit Amount – 50L Plus 16.1% of Profit

Profit-sharing plan is the commission plan granted by Sameeksha Capital PMS. And, it is rather popular with clients too. In fact, it is the most favored one.

It charges the clients post the profits realized by them and not before. And, it’s categorized into four parts. The first category is meant for the bronze plan holders.

They’re charged at a rate of 21.1%. Next in line comes the one meant for silver plan holders. They’re charged at 20.1% commission rate. Then the turn for gold plan holders exist.

They’re charged at 18.1% commission rate. And, the last plan caters to the platinum plan holders. They’re charged at a 16.1% commission rate.


Know Charges models of other Portfolio Management Service Providers

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Sameeksha Capital PMS Charges

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

Charges
Management Fees As per commission model
Upfront Fees 0.78% – 0.99% of Asset Value
Brokerage Charges 0.008% – 0.028% of Total Transaction Value
Custodian Charges 0.16% – 0.36% of Asset Value
Depository Charges 0.18% – 0.33% of Asset Value
Exit Load – within 12 months 0.78% – 1.09% of Withdrawal Value
Exit Load – post 12 months Free

Sameeksha Capital PMS has certain charges in place apart from the commission rate. And, these charges are incurred after granting certain services. But you must understand this clearly, that they must mandatory be paid.

So, here’s the entire list of the charges: –

  • They charge a management fee from the clients. This is charged based on the opted put commission model.
  • The clients are charged with an upfront fee. This is charged at 0.78-0.99% of asset value.
  • The clients are charged with a brokerage charge. This is charged based on the transactions made by the fund manager. And, these are made to deliver the promised returns. It charges the clients at 0.009-0.028% of transaction value.
  • The clients are even charged with a custodian charge. This is charged at 0.16-0.36% of asset value.
  • The clients are even charged with a depository charge. This is charged at 0.18-0.33% of asset value.
  • The clients must even pay 0.78-1.09% worth of exit load. This is charged at withdrawal value. And, it’s only charged in case of the withdrawals made within 12 months of investment.

Sameeksha Capital PMS Benefits

Find the details about Sameeksha Capital 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

Sameeksha Capital PMS provides their clients with many benefits. And, the list includes: –

  • The clients have an access to the top-up facility given by the company.
  • They get regular updates on their investment status. And, they’re notified through SMS and Email.
  • The clients get access to proper reports for their investments.
  • The clients have access to numerous flexible investment and commission model.

Sameeksha Capital PMS Customer Care

The table given below is showing a detailed view of Sameeksha Capital 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 – 8 to 10 Times a month
Issue Resolving TAT 19 working days

Sameeksha Capital PMS grants many supportive services to their clients. And, they have a proper customer care in place for this: –

  • The clients have provision to issue resolution within 19 working days.
  • Access to a dedicated relationship manager.
  • Permission to call the fund manager 8-10 times in a month.
  • Support over call and email.

Sameeksha Capital PMS Conclusion

To conclude, Sameeksha Capital PMS is the perfect company that understands client’s needs. And, this allows them to manage the investments with exclusive expertise.


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