Sanctum Wealth PMS – Review, Strategies, Returns, Charges & moreLast Updated Date: Dec 02, 2022
Sanctum Wealth PMS is a renowned and reliable PMS house available in India. It avails PMS solutions or services as per the investment aspirations, investment personality, current situations and most importantly risk appetite.
In this write-up, we will discuss Sanctum Wealth Portfolio Management Services, its customer ratings, types of PMS, fund manager’s details, strategies, returns, commission models, benefits, charges and many other factors as well.
Sanctum Wealth PMS – Ratings & Review by Top10StockBroker
|Returns Performance||3.5 / 5|
|Services||3.4 / 5|
|Charges||3.5 / 5|
|Experience||3.3 / 5|
|Strategies||3.2 / 5|
|Client Support||3.4 / 5|
|Overall Ratings||3.4 / 5|
Overview of Sanctum Wealth Portfolio Management Services
Find a detailed overview of the Sanctum Wealth portfolio management service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||2016|
Sanctum Wealth is a greatly known PMS house that offers qualitative PMS services to all types of clients. It is a private company established by Shiv Gupta in the year 2016.
Also, it is headquartered in Mumbai, Maharashtra. The company is famous and popular in the stock market for its PMS module. Usually, it has a big team of PMS managers who handle or look after its entire PMS business.
Now, we will discuss Sanctum Wealth portfolio management service company review, its PMS returns, PMS charges and more.
Invest in Sanctum Wealth PMS – Fill up the form Now!
Types of Sanctum Wealth PMS
There are 2 types of Sanctum Wealth Portfolio Management Services –
|Types of PMS|
Sanctum Wealth is the best platform for customised PMS solutions. Recently, it is providing two types of investment management solutions- discretionary PMS and non-discretionary PMS.
In discretionary PMS, the PMS account of clients or investors is handled by the portfolio managers. Whereas in non-discretionary PMS, the customers look for any consultancy form in a way to make effective investment decisions before making any investment.
Sanctum Wealth PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Sanctum Wealth PMS company.
|Fund Manager’s Details|
|AUM (in Cr.)||275 Cr.|
|Number of Clients||245|
|Investment Tenure||3-4 yrs|
Sanctum Wealth is a greatly popular PMS house available in India. It is one of the best PMS players available in the stock market.
Usually, it PMS model is handled and managed by its portfolio managers and the most prolific portfolio manager is Sunil Sharma.
He has completed his educational qualification with CFA and also has a minimum experience of 21 years in the wealth management sector.
However, the portfolio manager of the company holds an AUM of Rs. 275 Cr. and manages around 245 clients. The investment tenure for Sanctum Wealth is 3-4 years.
Know Fund Managers of Other Portfolio Management Service Companies
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|Mastertrust Capital PMS||Old Bridge Capital PMS|
Sanctum Wealth PMS Strategies
The below table is providing details about the Sanctum Wealth portfolio management service strategies-
|Sanctum – India Titans||MULTI CAP|
|Sanctum – Indian Olympians||LARGE-CAP|
The various Strategies are –
Sanctum Global Allocator
This investment approach allows investing in various geographies available across the globe by generating a portfolio of top-of-the-range global funds that can be easily found on the national mutual fund platform.
Sanctum Indian Titan
The sanctum Indian titans usually focus on investing in ideas that can benefit from some investment growth themes. The investment portfolio is entirely augmented with opportunistic ideas that the stock market is priced with time.
Sanctum Smart Solutions
This kind of investment strategy focuses on qualitative stocks which are based entirely on effective technical factors like- liquidity indicators and momentum.
SHINE’s strategy is structured based on the diversified and mid-cap portfolio around the dual growth themes of formalization and fictionalization. The main aim of this strategy is to safeguard the investment portfolio from significant draw-downs.
Sanctum Portfolio Protector
The portfolio Protector Strategy usually helps in investing in the top quality funds, augmented by protected positions that normally tend to offer downside protection.
Sanctum Wealth PMS Returns / Performance
The below table is giving details about Sanctum Wealth PMS returns and performance-
|Strategy||Sanctum – India Titans||Sanctum – Indian Olympians|
|Inception Year||Nov 2016||Sep 2016|
Sanctum Wealth PMS is one of the highly recognised companies. It avails massive returns for its customers with great investment solutions.
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Sanctum Wealth PMS Investment Plans
The given table is providing details about the Sanctum Wealth 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|
Sanctum Wealth PMS normally avails four flexible investment plans for its customers. It has a bronze plan ranging from Rs. 25 lakh to Rs. 50 lakh.
The silver investment plan ranges from Rs. 59 lakh to Rs. 1 Cr. The gold investment plan is between the range of Rs. 1 Cr. to Rs. 5 Cr. And for more than Rs. 5 Cr. of investment, the platinum investment plan is offered.
Apart from flexible investment plans, the company has also customised three types of flexible commission models which are described below.
Sanctum Wealth PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Sanctum Wealth PMS house as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Sanctum Wealth company is a reliable PMS provider in India. It avails of three kinds of fee structures for the clients. The commission models of the company are described below-
Sanctum Wealth PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.31% of Investment|
|Investment – 50L – 1 Cr.||1.21% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.01% of Investment|
|Investment – 5 Cr. Plus||0.81% of Investment|
Sanctum Wealth has availed this model where the management fees are levied in advance. If the investment portfolio ranges from Rs. 20 lakh to Rs. 50 lakh, the commission charges are 1.31% of the total investment amount.
If the portfolio is in the range of Rs. 50 lakh to Rs. 1 Cr, the commission charges will be 1.21% of the total investment value.
If the investment value is between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission charges are 1.01% of the investment value. If it is more than Rs. 5 Cr., the commission charges are 0.81% of the investment amount.
Sanctum Wealth PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.123% of the Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.118% of the Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.113% of the Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.100% of the Total Transaction Volume|
The volume % commission is entirely designed as per the portfolio manager’s loyalty and investment transactions performed by him.
If the transaction amount is between the range of Rs. 25 lakhs to Rs. 50 lakhs, the commission charges are 0.123% of the total transaction value.
If the transaction volume is in the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges are 0.118% of the total transaction volume.
If it is between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission charges are 0.113% of the total transaction volume.
If the transaction volume is more than Rs. 5 Cr, the commission charges are 0.100% of the total transaction volume.
Sanctum Wealth 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||19.1% of Profit|
|Profit Amount – 10L – 50L||17.1% of Profit|
|Profit Amount – 50L Plus||15.1% of Profit|
The profit-sharing fee structure is the most powerful and reliable one offered by the company. If the actual profit value is in the range of Rs. 2.5 lakhs to Rs. 5 lakhs then the profit sharing will be 21.1% of the total profit.
If it is between the range of Rs. 5 lakh to Rs. 10 lakhs, the sharing of profit will be 19.1% of the actual profit value.
If the profit amount is between the range of Rs. 10 lakh to Rs. 50 lakh, the total profit sharing will be 17.1% of the profit value. If it is more than Rs. 50 lakhs, the commission charges will be 15.1% of the total profit.
As the broking company has availed various commission models and flexible investment plans for the investors, the company has also designed a charges model which included- upfront fees, brokerage fees, custodial charges, management charges, depository charges and exit load charges.
Know Charges models of other Portfolio Management Service Providers
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|Sageone Investment PMS||Sanctum Wealth PMS||Shepherds Hill PMS|
Sanctum Wealth PMS Charges
The below-given table is giving information about Sanctum Wealth Portfolio Management Service Charges-
|Management Fees||As per the commission model|
|Upfront Fees||0.64% – 0.74% of Asset Value|
|Brokerage Charges||0.007% – 0.014% of Total Transaction Value|
|Custodian Charges||0.19% – 0.37% of Asset Value|
|Depository Charges||0.17% – 0.38% of Asset Value|
|Exit Load – within 12 months||0.85% – 1.10% of Withdrawal Value|
|Exit Load – post 12 months||Free|
Sanctum Wealth company is a well-known PMS company available in the stock market. Along with commission charges, It charges some other sort of charges from the clients.
The other charges are described below-
- Management charges are normally charged according to the selected commission structure.
- The upfront fees are levied between the range of 64% to 0.74% of total asset value.
- The brokerage charges are charged between the range of 0.007% to 0.014% of the total transaction value.
- The custodian charges are between the range of 0.19% to 0.37% of asset value.
- The depository charges range from 0.17% to 0.38% of the asset value.
- Exit load charges normally depend on the withdrawal of the amount and the withdrawal duration. If you withdraw within one year, the commission charges are 0.85% to 1.10% of the total withdrawal amount. If you withdraw post one year then no commission charges will be levied by the company.
Sanctum Wealth PMS Benefits
Find the details about Sanctum Wealth PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Sanctum Wealth is a greatly known portfolio management service offering company in the stock market. The company offers various benefits to the clients for their satisfaction and convenience.
The benefits are described below-
- The broking company offer a top-up facility and the entire back-office reports for the betterment of the customers.
- SMS and Email update facility is also available through which clients can communicate with their fund manager regarding any query.
- Flexible investment plans and commission structures are also availed or facilitated for huge convenience.
- Moreover, the broking company has massive experience in the wealth management sector.
Sanctum Wealth PMS Customer Care
The table given below is showing a detailed view of Sanctum Wealth PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 4 to 8 Times a month|
|Issue Resolving TAT||14 working days|
The PMS Company is also good at availing of good support services for all its customers. The support services of the company include-
- Call Support
- Email Support
- Relationship Manager Support
- A call to the fund manager facility is also available. Clients can make calls to their fund manager 4-8 times a month.
- The issue-resolving TAT of the company is 14 working days.
Sanctum Wealth PMS Conclusion
Sanctum Wealth is one of the biggest PMS providers available in India. The company usually offer all kinds of PMS solutions. If you are in search of a wealth management company then go for Sanctum Wealth and satisfy your investment needs.
Invest in Sanctum Wealth PMS – Fill up the form Now!
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