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:
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 Performance||3.3 / 5|
|Services||3.0 / 5|
|Charges||3.2 / 5|
|Experience||3.0 / 5|
|Strategies||3.0 / 5|
|Client Support||3.1 / 5|
|Overall Ratings||3.1 / 5|
Overview of SATCO Portfolio Management Services
The detailed information about the overview of SATCO PMS is given table format.
|Registered Location||Mumbai, Maharashtra|
|Leadership||S T Gerela|
|Yr. of Establishment||1994|
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|
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|
|Name||Nitin Raheja (Portfolio Manager)|
|AUM (in Cr.)||Approx 1,900 Cr.|
|Number of Clients||175+|
|Investment Tenure||Minimum 3 yr.|
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.
Nitin Raheja (Portfolio Manager)
Present founder and promoter of SATCO is Mr. Nitin. He presently holds a total of 25 years of experience dealing in Indian Capital markets. Furthermore, the previous work records he holds are Enam Securities, Sun F&C Mutual Fund, Dawnay Day AV Financial Services.
Know Fund Managers of Other Portfolio Management Service Companies
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|Trivantage Capital PMS||Kotak PMS||IIFL PMS|
|Trustline Holding PMS||Motilal Oswal PMS||Aditya Birla PMS|
SATCO PMS Strategies
The table given below is providing the details about SATCO Portfolio Management Service strategies.
|MULTI CAP||GROWTH & MOMENTUM##, ***|
The great investment strategy used by SATCO is-
SATCO Growth & Momentum Strategy
Expecting to generate long term return, this concentrated portfolio consists of 25 stocks from across market capitalization. Also, the other facets of the strategy are low churn and losses controlled by predetermined stop loss factor.
The Growth & Momentum portfolio has a major aim of generating long term returns for the investors, by creating a concentrated portfolio.
SATCO PMS Returns / Performance
The table given below is providing details about the returns performance of the SATCO Portfolio Management Service.
|Strategy||GROWTH & MOMENTUM##, ***|
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.
The robust return rate of SATCO portfolio management service company making it the best and top-notch PMS company in the country.
Know Returns of other PMS Brands
|Systematix PMS||Tata Asset Management PMS||UTI Asset Management PMS|
|T Ram Financial PMS||Trust Investment PMS||Val Q Investment PMS|
|Tamohara Investment PMS||Tulsian PMS||Valuequest Investment PMS|
SATCO PMS Investment Plans
Find out the details about the investment plans of SATCO portfolio management service in the below-given table.
|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|
|Profit Sharing% Commission||Yes|
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 – 50L||1.1% of Investment|
|Investment – 50L – 1 Cr.||1% of Investment|
|Investment – 1 Cr. – 5 Cr.||0.8% of Investment|
|Investment – 5 Cr. Plus||0.7% 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 – 50L||0.125% 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. Plus||0.095% 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 – 5L||24% of Profit|
|Profit Amount – 5L – 10L||23% of Profit|
|Profit Amount – 10L – 50L||21% of Profit|
|Profit Amount – 50L Plus||19% 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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|Veda Investment Managers PMS||Wealth Advisors PMS||Wizemarkets Analytics PMS|
|Ventura Securities PMS||Wealth Managers PMS||Zenmoney PMS|
SATCO PMS Charges
The table given below is providing the details about the charges levied by the SATCO Portfolio Management Service.
|Management Fees||As per commission model|
|Upfront Fees||0.82% – 1.85% of Asset Value|
|Brokerage Charges||0.007% – 0.01% of Total Transaction Value|
|Custodian Charges||0.28% – 0.38% of Asset Value|
|Depository Charges||0.14% – 0.21% of Asset Value|
|Exit Load – within 12 months||0.75% – 1.5% of Withdrawal Value|
|Exit Load – post 12 months||Free|
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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
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.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 3 to 5 Times a month|
|Issue Resolving TAT||13 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.
SATCO PMS FAQs
Ques – How can I invest with SATCO PMS?
Answer – The article contains details about the investment process of SATCO PMS. If you do, you will see a small form with some necessary fields to complete and the investment specifics will be given after the fields are filled out.
Ques – Who is the current fund manager of SATCO PMS?
Answer – Mr. Nitin is actually SATCO’s manager and promoter. He already has 25 years of experience in the Indian Capital Markets. In comparison, Enam Shares, Sun F&C Mutual Fund, Dawnay Day AV Financial Services are the previous job records that he has kept.
Ques – What is the approx AUM of SATCO PMS?
Answer – AUM of about 1.900 Cr is usually owned by the fund managers of the SATCO PMS firm. More than 175 consumers or investors are managed. The broking business SATCO provides all its consumers with an investment tenure of at least three years.
Ques – Where can I check return or performance of SATCO PMS?
Answer – The table contains all information on SATCO Portfolio Management Service’s returns performance. The table shows that the SATCO brokerage return rate is very incredible and offers investors strong and stable returns. The service portfolio is able to resolve the MFR (mutual fund return) of nearly ten more years. The SATCO portfolio management service company’s robust return rate made it the country’s largest and top PMS company.
Ques – What are the different strategies used by SATCO PMS?
Answer – SATCO’s main investment policy is SATCO’s growth & momentum strategy – this focused portfolio is consisting of 25 securities of the entire market capitalisation with a view to delivering long-term returns. Furthermore the other elements of the technique are low churning and predefined stop loss regulated losses. With its oriented portfolio, the growth & momentum portfolio is structured to produce long-term returns for investors.
Ques – Where to find the fee structure and commission rate of SATCO PMS?
Answer – All the SATCO PMS info can be found on our website. All the relevant heads have been listed in detail and have been given in tables and charts. The data presented on the website is now readily available to decide SATCO PMS’ fee structure and rate of commission.
Ques – How to call or reach SATCO PMS customer care?
Answer – SATCO PMS Customer assistance provides all the customers with a really nice service. It provides consumers with a direct call service such that their range can be asked at any given time with respect to their portfolio. It also serves all clients in Whatsapp and Email. The best thing about the fund management business provider is that it also provides assistance to the partnership manager support. Consumers can contact their fund managing director 5 times a month for a high net worth portfolio value and customers can call 2-3 times a month. The TAT response dilemma is up to 13 working days for every user.
Ques – What are the benefits of investing with SATCO PMS?
Answer – The top-up service is given for customers to their immense pleasure by the brokerage. The customers may still use the back office login in the SATCO Portfolio Management Services industry to monitor the documentation and the details of the investment portfolio. Both its clients will also receive SMS notifications and email updates. This facility allows consumers to update their account’s cumulative purchases. SATCO also has the versatility of investment channels and commission models, which are fantastic at providing all its customers a lot of flexibility. More than 1 decade of huge expertise in the PMS field is also what the SATCO portfolio management service house holds.
Ques – What are the different charges involved with SATCO PMS?
Answer – Management Fees – Management charges are generally charged on the basis of the Commission model collection or the deal is entered into between the customer and the PMS team. Upfront charges- Early charges vary from 0.82% to 1.85% of the overall valuation of the asset. Brokerage charges- Allowance for 0.007% to 0.01% of the gross amount of transactions for the same duration. Custodian charges- The value of the overall asset is between 28% and 0.38%. Depository charges – The cost of the loan is 0.14% to 0.21% of the net valuation of the funds. Exit load charges – When withdrawals take place within a year, the penalties to be charged are roughly 0.75% to 1.5% of the gross withdrawal amount. And no such charges are received from the customers as the purchases are carried out after 1 year.
Ques – Where can I find all the details about SATCO PMS?
Answer – You will find information on the SATCO PMS in the report we have written to you. We take into consideration the feasibility and awareness of the consumer’s needs. Consequently, all details are displayed in a table with a vivid description.
Invest in SATCO PMS – Fill up the form Now!
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