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SATCO PMS – Review, Strategies, Returns, Charges & more

SATCO PMS or portfolio management services are highly popular and well-known broking company. In this article, we will discuss in detail about SATCO portfolio management services, strategies, review, charges, commission models, investment plans and many more.

Find detailed review of SATCO PMS below:

PMS Offer


SATCO PMS – Customer Ratings & Review

The table given below is providing the details about SATCO Portfolio Management Service customer ratings and reviews.

SATCO PMS Ratings
Returns Performance3.3 / 5
Services3.0 / 5
Charges3.2 / 5
Experience3.0 / 5
Strategies3.0 / 5
Client Support3.1 / 5
Overall Ratings3.1 / 5
Star Ratings★★★★★

Overview of SATCO Portfolio Management Services

The detailed information about the overview of SATCO PMS is given table format.

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipS T Gerela
Yr. of Establishment1994

SATCO PMS

SATCO Pvt Ltd is the renowned company among the various PMS companies available across the nation. It normally comes under the substantial PMS company.

The PMS company was established by ST Gerela in 1994. Its headquarters are located in Mumbai, Maharashtra. The SATCO PMS house is a SEBI registered house.

It is a highly popular company due to its portfolio management service sector. The company also has a huge list of fund or portfolio managers who normally handles the portfolio of the registered clients.

Now, we will discuss in detail about the reviews, strategies, charges and returns about the SATCO PMS.


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Types of SATCO PMS

The table given below is providing details about the types of SATCO portfolio management service.

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

At SATCO Broking house, both (Discretionary and Non-Discretionary) types of portfolio management services are available for all the clients.

Clients can opt for anyone according to their need and requirements related to portfolio management. Normally, most of the clients opt for discretionary PMS type due to higher satisfaction and convenience.

In discretionary PMS, the total investment portfolio of the client is managed by the fund managers of SATCO. And while other clients or investors take assistance from the consultancy firm in order to make a fair investment decision.


SATCO PMS Fund Managers Details

Find out the information about the fund manager of the SATCO PMS through the table given below.

Fund Manager’s Details
NameNaresh Tejwani
Experience15 Years
Highest QualificationMBA
AUM (in Cr.)Approx 1,900 Cr.
Number of Clients175+
Investment TenureMinimum 3 yr.

The SATCO Portfolio Management Service is comprised of multiple portfolio managers but one of the best and professional fund manager is Mr Naresh Tejwani. He is qualified with Management of Business Administration(MBS)  and holding an experience of around 15 years in PMS sector.

The portfolio managers of the SATCO PMS company normally holds AUM of around 1,900 Cr. and manages more than 175 plus clients or investors. The SATCO broking house provides investment tenure of minimum 3 years to all its clients.


Know Fund Managers of Other Portfolio Management Service Companies

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SATCO PMS Strategies

The table given below is providing the details about SATCO Portfolio Management Service strategies.

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

As per the table given above, SATCO PMS is dealing with several PMS strategies. They normally deal with Large Cap Strategy, Diversified Strategy and Small-Mid Cap Strategy. The company has all types of investment strategies available for its investors.

Some great investment strategies used by SATCO are-

  • Concentrated Portfolio- average 20-25 names
  • Low Portfolio Churn
  • Long Holding Periods
  • Controlling Losses by making use of a disciplined stop-loss strategy or approach
  • Set the bar high

The above-mentioned strategies are used by the SATCO portfolio management service providing a house in order to raise high earning growths by investing in well-known, developed and high standard companies.

Investors are allowed to choose any of the favourable strategies for making robust investment portfolios. Usually, step g and healthy portfolios assist in making high warming growths.

So with the help of the approaches mentioned above, one can raise the value of its portfolio.


SATCO PMS Returns / Performance

The table given below is providing details about the returns performance of the SATCO Portfolio Management Service.

Returns (CAGR)
3 Year7.5%
5 Year9.5%
7 Year11%
10 Year12.5%
11 Year Plus13%

The rate of return of SATCO broking house is quite amazing and providing good and healthy results to the investors.

The portfolio management service house is capable enough to beat the MFR (mutual fund returns) of around 10+ years.

SATCO PMS performance for 3 years is 7.5%, for 5 years is 9.5%, for 7 years is 11%, for 10 years is 12.5% and for more than 11 years is 13% (CAGR).

The robust return rate of SATCO portfolio management service company making it the best and top-notch PMS company in the country.


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SATCO PMS Investment Plans

Find out the details about the investment plans of SATCO portfolio management service in the below-given table.

Investment Plans
Bronze (25L – 50L)Yes
Silver (50L – 1 Cr.)Yes
Gold (1 Cr. – 5 Cr.)Yes
Platinum (5 Cr. Plus)Yes

The details given in the table mentioned above are acknowledging the investment plans available to the SATCO PMS clients. For any PMS Company, it is mandatory to have an investment portfolio of around 25 lakhs.

The SATCO PMS has all kinds of investment slabs available for its clients. The Bronze investment plans range from Rs. 25 lakh to Rs. 50 lakh.

The Silver investment plan ranges between Rs.50 lakh to Rs. 1 Cr. The Gold investment plan range from Rs. 1 Cr. to Rs 5 Cr. And for more than 5 Cr. Plus investment portfolio amount there is a platinum investment plan.

Since the SATCO PMS company has all types of several investment plans available, it has also customized satisfying commission models for the clients as well. Normally, huge investment value leads to low commission and elite service.


SATCO PMS Fee Structure or Commission Slabs

The table given below is providing the details about SATCO portfolio management service commission and fees structure.

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

The SATCO portfolio management service company has customized its fees structure into three categories.


SATCO PMS Prepaid Commission

In the prepaid commission model, commission or management fees has to be paid formerly before the real-time period of investment starts.

As it is a prepaid model, so the commission charges are comparatively lower than other customised commission models.

Prepaid Commission (Yearly)
Investment – 25L – 50L1.1% of Investment
Investment  – 50L – 1 Cr.1% of Investment
Investment – 1 Cr. – 5 Cr.0.8% of Investment
Investment – 5 Cr. Plus0.7% of Investment

The prepaid fees structure of the SATCO PMS is totally dependent on the investment portfolio.

If the investment amount is between Rs. 25 lakh to Rs. 50 lakh, the commission charges has to be paid is 1.1% of the total investment amount.

With the investment value of Rs. 50 lakh to Rs. 1 Cr., the commission charges are 1% of the total investment amount.

With more than Rs. 1 Cr. to Rs. 5 Cr. of investment value, the commission charges will be around 0.8% of the total investment amount.

And over Rs. 5 Cr. of investment value, the commission charges are 0.7% of the total investment amount.


SATCO PMS Volume% Commission

Volume % commission fees structure is totally dependent on the numerous transactions happening through the fund or portfolio manager.

Its dependency is also on the market status and some other aspects of the investment portfolio.

Such kind of commission models tends to pay high commission charges.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.125% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.115% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.105% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.095% of Total Transaction Volume

In this case, the commission charges totally depend upon the market status and portfolio managers loyalty.

With the annual transaction volume of Rs. 25 lakhs to Rs. 50 lakhs, the commission charges will be 0.125% of the total transaction volume. If the yearly transaction amount of Rs. 50 lakhs to Rs. 1 Cr., the commission amount to be paid is 0.115% of the total transaction amount.

With high transaction volume like Rs. 1 Cr. to Rs. 5 Cr., the commission amount is 0.105% of the total transaction amount. For more than Rs. 5 Cr of yearly transaction volume, the commission charges will be 0.095% of the total transaction volume.


SATCO PMS Profit Sharing% Commission

The profit sharing % commission model is highly appropriate for any client as the commission charges are to be levied only if the profit is realised.

In this model, clients have low risk and high-profit percentage as well.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L24% of Profit
Profit Amount – 5L – 10L23% of Profit
Profit Amount – 10L – 50L21% of Profit
Profit Amount – 50L Plus19% of Profit

Profit sharing % commission model is an appropriate commission model as its dependency is on the portfolio performance. Normally, this kind of model is offered to the clients who are with the company for more than 2-3 years and clients with high investment portfolios.

The investment portfolio with profit ranges from Rs.2.5 lakh to Rs.5 lakh, the commission fees is 24% of the total profit amount. If the investment portfolio consists of profit range between Rs.5 lakh to Rs.10 lakh, the commission amount required to be paid is 23% of the total profit value.

With the investment portfolio having profit value between Rs.10 lakh to Rs.50 lakh, the commission charges will be 21% of the total profit amount. If the portfolio with more than Rs.50 lakhs of profit, the commission charges will be 19% of the total profit amount.

All the commission models described above are designed on the basis of the investor’s requirements. With management and commission fee, there are some other charges like custodian charges, depository charges, brokerage charges, upfront fees and exit load charges are also levied by the PMS house.


Know Charges models of other Portfolio Management Service Providers

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Ventura Securities PMSWealth Managers PMSZenmoney PMS

SATCO PMS Charges

The table given below is providing the details about the charges levied by the SATCO Portfolio Management Service.

Charges
Management FeesAs per commission model
Upfront Fees0.82% – 1.85% of Asset Value
Brokerage Charges0.007% – 0.01% of Total Transaction Value
Custodian Charges0.28% – 0.38% of Asset Value
Depository Charges0.14% – 0.21% of Asset Value
Exit Load – within 12 months0.75% – 1.5% of Withdrawal Value
Exit Load – post 12 monthsFree

Here is the list of charges imposed by the SATCO portfolio management service company are as follows-

  • Management Fees- Normally, the management charges are levied in the basis of the selection of commission model or the agreement is done between the client and the PMS team.
  • Upfront Charges- The upfront charges are also taken by the PMS team. They are normally like an advance amount. The upfront charges range between 0.82% to 1.85% of the total asset value.
  • Brokerage Fees- Brokerage fees are also charged by the SATCO PMS team. It is normally charged on the basis of total transaction volume. The commission charges for the same ranges from 0.007% to 0.01% of the total transaction volume.
  • Custodian Charges- The SATCO PMS house charge custodian charges from its clients. They are in the range of 28% to 0.38% of the total asset value.
  • Depository Charges- Depository charges are levied between the range of 0.14% to 0.21% of the total asset value.
  • Exit Load Charges- Such kind of charges are levied on the basis of withdrawal time and withdrawal amount. In case, if the transactions are done within 1 year then the charges to be paid are around 0.75% to 1.5% of the total withdrawal value. And if the transactions are made post 1 year then no such charges are levied from the clients.

SATCO PMS Benefits

The table given below is providing a good understanding of the SATCO PMS benefits.

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

Here is the quick list of benefits associated with the SATCO PMS company are as follows-

  • The Top-up facility is provided to the clients by the broking house for their huge satisfaction.
  • The SATCO portfolio management service industry also avail back office login for the clients so that they can check the reports as well as details regarding their investment portfolio anytime.
  • The SMS update facility and Email update facility is also offered to all of its clients. With this facility clients can get updates regarding the total transactions happening in their account.
  • SATCO company also good at offering huge flexibility to all its investors like- it provides flexibility in investment slabs and commission models as well.
  • The SATCO portfolio management service house also holds over 1 decade of massive experience in the PMS sector.

SATCO PMS Customer Care

The table given below is providing the details about the SATCO PMS customer care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportYes
Relationship Manager SupportYes
Call to Fund ManagerYes – 3 to 5 Times a month
Issue Resolving TAT13 working days

SATCO PMS Customer care provides a very good to all of its investors. It offers direct call facility to clients so that they can get enquiry regarding their portfolio anytime. It also provides Whatsapp and Email support to all the clients.

The best thing about the portfolio management service house is it offers Relationship Manager Support also. With a high net worth portfolio clients can call to their fund manager 5 times a month and low net worth clients can call 2-3 times in a month.

The issue resolving TAT for any client is a maximum of 13 working days.


SATCO PMS Conclusion

SATCO is one of the best portfolio management service solutions available for investors. They have designed convenient portfolio management service strategies which has provided impressive results to all of its clients.

The flexibility in investment slabs and commission models also provide a good convenience to all its clients. The support system and other such services of the broking house are extremely favorable and useful.

If you are in search of the top notch broking house to start up with, go for the SATCO PMS house for higher convenience and betterment.


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Fill Your Details Here
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