Sanctum Wealth PMS – Review, Strategies, Returns, Charges & more

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.

PMS Offer


Sanctum Wealth PMS – Customer Ratings & Review

Ratings
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
Star Ratings ★★★★★

Overview of Sanctum Wealth Portfolio Management Services

Find a detailed overview of the Sanctum Wealth portfolio management service in the table given below-

Overview
Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Shiv Gupta
Yr. of Establishment 2016

Sanctum Wealth is a greatly known PMS house 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 have a discussion about Sanctum Wealth portfolio management service company review, its PMS returns, PMS charges and more.


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Types of Sanctum Wealth PMS

There are 2 types of Sanctum Wealth Portfolio Management Services –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

Sanctum Wealth is the best platform for having 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 totally handled by the portfolio managers. Where in non-discretionary PMS, the customers look for any consultancy form in a way to make effective investment decisions prior to 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
Name Sunil Sharma
Experience 20 Yrs.
Highest Qualification CFA
AUM (in Cr.) 275 Cr.
Number of Clients 245
Investment Tenure 2-3yrs

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 totally 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 20 years in the wealth management sector.

However, the portfolio manager of the company holds AUM of Rs. 275 Cr. and manager around 245 clients. The investment tenure for Sanctum Wealth is 2-3 years.


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Sanctum Wealth PMS Strategies

The below table is providing details about the Sanctum Wealth portfolio management service strategies-

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

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 making an investment in the ideas that can benefit from some investment growth themes. The investment portfolio is entirely augmented to opportunistic ideas that the stock market mis price 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.

Sanctum Shine

SHINE strategy is structured on the basis of the diversified and mid-cap portfolio around the dual growth themes of formalization and fictionalization. The main aim of this strategy to safeguard the investment portfolio from significant draw-downs.

Sanctum Portfolio Protector

Portfolio Protector Strategy usually helps in making an investment in the top quality of funds, augmented by protected positions that normally tends to offer downside protection.


Sanctum Wealth PMS Returns / Performance

The below table is giving details about Sanctum Wealth PMS returns and performance-

Returns (CAGR)
3 Year 9.8%
5 Year 8.3%
7 Year 8.9%
10 Year 8.5%
11 Year Plus 7.6%

Sanctum Wealth PMS is one of the highly recognised companies. It avails massive returns for its customers with great investment solutions.

The returns of Sanctum Wealth for 3 years is 9.8%, for 5 years is 8.3%, for 7 years is 8.9%, for 10 years is 8.5% and for 11 years plus is 7.6%. The very robust return rate makes the PMS house the best one available in India.


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Sanctum Wealth PMS Investment Plans

Below the given table is providing details about the Sanctum Wealth 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

Sanctum Wealth PMS normally avails four flexible investment plans for its customers. It has a  bronze plan ranges 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 are as follows-

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

Sanctum Wealth company is a reliable PMS provider in India. It avails three kinds of fee structure 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 between 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 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 Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.118% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.113% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.100% of Total Transaction Volume

The volume % commission is entirely designed as per the portfolio managers 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 between 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 between 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 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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Sanctum Wealth PMS Charges

The below-given table is giving information about Sanctum Wealth Portfolio Management Service Charges-

Charges
Management Fees As per 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 client’s.

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 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
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

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 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 the 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.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
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 good support services for all its customers. The support services of the company include-

  • Call Support
  • Email Support
  • Relationship Manager Support
  • Call to fund manager facility is also available. Clients can make calls to their fund manager 4-8 times in 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 any wealth management company then go for Sanctum Wealth and satisfy your investment needs.


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