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

Shade Capital PMS is an independent firm indulged in providing vital financial investment advisory. They’ve catered to a plethora of clients from their headquarters in New Delhi. And, they always prioritize their client’s satisfaction first.

Today, we’ll draft a relevant review of Shade Capital Portfolio Management Services’ related attributes. And, the review will be constituted of the following: –

• Tad bits from the story of their inception. This part will include the details of the place and the year of its inception. It’ll even enlist the details of their founders.
• Enlisting all the PMS types they offer. This part will ensure to distinguish between two particular types. It’ll even explain their functionality in detail.
• Insight into the educative and industrial qualification of their fund managers. This part will even enlist the net worth of the assets they’re managing.
• Descriptive elaboration of all of their investment strategies. This part will even explain the functioning of each strategy in detail. And, it’ll detail the suitability of the strategies as per clients.
• Establishment of a detailed chart explaining the CAGR promises they have. This part will distinguish the varied CAGR promises as per the investment terms.
• Details of all of their investment plans. This part will elaborate on the approach behind each plan. And, it’ll distinguish mainly four plans based on investment value.
• And more

Shade Capital PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Shade Capital Portfolio Management Services –

Overview of Shade Capital Portfolio Management Services

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

Shade Capital PMS was established in the year 2011 by its founder Mahim Mehta. The company operates from their registered office in New Delhi. They’ve been catering to a variety of clients since their inception.

They are a SEBI-registered PMS company. And, that’s just the tip of the iceberg. They are a client-centric organization running on integrity and ethics. In fact, ‘client first’ is their key operational mantra.

Now, we will discuss Shade Capital portfolio management service company review, its PMS returns, PMS charges and more.

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Types of Shade Capital PMS

There are 2 types of Shade Capital Portfolio Management Services –

Shade Capital PMS is a relatively new company with a lot of fresh ideas. However, they’re smart enough to understand when to stick to the basics.

It reflects every time they grant options to their clients following industry trends. And, granting the options for various PMS types is just one of them.

We’re referring to discretionary and non-discretionary PMS. The first one caters to the clients with a rather relaxing attitude. It helps them by putting all asset-related power in the fund manager’s hands.

This enables the fund managers to alter asset investments when required. The second one is meant for clients with more experience. It enables the clients to get regular advice from the company.

And, the company even seeks their permission for making any changes to assets. This makes the clients responsible for their assets.

Shade Capital PMS Fund Managers Details

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

Shade Capital PMS has got Mahim Mehta himself looking after their PMS segment. Mahim is a CA with 31 years of experience. He’s experienced enough to understand the ways of the industry.

And, he’s smart enough to determine the tides of change. This makes him the perfect man for the job. And, even you can get to access his expertise for your assets.

All you’ll ever need is to invest with the company for a minimum of 4-5 years.

Know Fund Managers of Other Portfolio Management Service Companies

Shade Capital PMS Strategies

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

Shade Capital PMS has been known to create custom investment strategies for clients. This helps them to remain flexible about their approach.

And, it helps them cater to their clients as per their discrete needs. This means that they invest equally in all sorts of portfolios. And, by all, we mean small, mid and large-cap portfolios.

Shade – Value Fund

Shade introduces its multi-cap portfolio under the name Value fund to offer diversity and reliant results for the investors over the long term. The fund has been in the market for over a decade now.

With this multi-cap portfolio, any investor gets a high level of exposure and manifold opportunities packed in one bundle. Also, from the risk prospect too, it is a good alternative as the variety lowers the risk element.

However, there are a few aspects they always look up to when investing: –

• Value Investing: They invest only in companies with strong management and growth potential. This ensures that the invested amount fetches expected returns.
• The margin of Safety: It means buying a security at a significant discount at the intrinsic value. This provides high return possibilities.
• Long-Term Approach: This is the simplest yet most effective investment measure. This helps in long terms capital growth with lessened risk potential.
• Discipline: This is the most important attribute of any investment firm. This helps in regulating the amount of certain stock in the portfolio. This even helps to monitor the portfolio regularly.

Shade Capital PMS Returns / Performance

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

As you can see, we’ve mentioned the chart describing the CAGR of the company. The chart has been distinguished as per the investment terms.

There are five distinctions to be precise. And, each distinction has a different CAGR expectation. The investments worth 1 year are expected to fetch -7.82% CAGR.

The investments worth 2 years are expected to fetch 21.08% CAGR. All the investments worth 3 years are expected to fetch a CAGR of 14.88%. 7.13% CAGR is expected to be gained from the 5-year investments.

And, all the investments since inception are expected to generate 16.13% CAGR.

Know the Returns of other PMS Brands

Shade Capital PMS Investment Plans

The given table is providing details about the Shade Capital portfolio management service investment plans.

Shade Capital PMS presents their clients with four different categories of investment plans. And, each plan is determined by a certain investment bracket.

The first category is known as the bronze plan. This caters to the investment bracket of 25L-50L. The second category is known as the silver plan.

It caters to the investment bracket of 50L-1Cr. Then comes the third category known as the folding plan. This caters to the investment bracket of 1Cr.-5Cr. And, the last category is known as the platinum plan.

It caters to investments above 5Cr.

Shade Capital PMS Fee Structure or Commission Slabs

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

There are three specific categories offered by Shade Capital PMS in terms of the commission plan. And, the clients have no restrictions as to which plan they choose.

They are informed about each plan. We’re referring to the prepaid, volume% and profit-sharing plans.

Shade Capital PMS Prepaid Commission

This is the first of the three commission plans. It’s known as the prepaid plan. This one charges the clients in advance. However, that’s why the charges are even less than other plans.

This plan has four categories. And, each category is defined by a particular investment plan. The first category refers to the bronze plan. This one charges the clients at a rate of 1.29%.

The second one caters to the silver plan holders. This one charges the clients at a rate of 1.19%. Third, in line is the one for gold plan holders.

This one charges the clients at a rate of 0.99%. And, the last category is meant for platinum plan holders. It charges the clients at a rate of 0.79%.

Shade Capital PMS Volume% Commission

This is the second option granted by the company in terms of the commission plan. This one charges the clients as per transactions. Transactions refer to the ones made by fund managers.

Even this has four categories defined by the investment plans. The first category is for the bronze plan holders. This one charges the clients 0.115% of the transaction value.

The second one charges the silver plan clients at 0.105% of the transaction value. The third category charges the golf plan clients 0.090% of the transaction value.

And, the last category is for the platinum plan holders. This one charges the clients 0.075% of the transaction value.

Shade Capital PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

The third category of the commission plan is known as the profit-sharing plan. This one charges as per the profits generated for clients. So, the bronze plan holders are subjected to a rate of 23.0% commission.

The silver plan clients are subjected to a rate of 21.5% commission. The third category is for the gold plan clients. This charges the clients a 20.5% commission. And, the platinum plan holders are charged an 18.0% commission.

Know Charges models of other Portfolio Management Service Providers

Shade Capital PMS Charges

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

Shade Capital PMS incurs their client’s certain extra charges. And, here’s the list of all of them: –

• The clients are charged a management fee as per their commission plan.
• Clients are charged an upfront fee of 0.70-0.90% of asset value.
• The clients are charged a brokerage charge at 0.009-0.036% of the transaction value.
• Clients are charged a custodian charge at 0.20-0.30% of asset value.
• The clients are charged a depository charge at 0.18-0.30% of asset value.
• Clients are even charged with an exit load at 0.75-1.25% of the withdrawal value. However, this is only charged when the withdrawal is made with 12 months of investment.

Shade Capital PMS Benefits

Find the details about Shade Capital PMS advantages in the table given below-

Shade Capital PMS grants its clients many benefits: –

• Clients get to use the top-up facility by the company. It enables them to increase the investment value at will.
• The clients get regular updates through Email and SMS.
• Clients get access to multiple plans for commission and investment.
• The clients are granted regular reports for their investments.

Shade Capital PMS Customer Care

The table given below is showing a detailed view of Shade Capital PMS Customer Care.

Shade Capital PMS has established firm customer care to help its clients. Customer care is responsible for providing clients with the following: –

• They provide active support through calls and email.
• The company provides a relationship manager.
• They help resolve any investment issues within 14 working days.
• You can call the fund manager 5-6 times w month.

Shade Capital PMS Conclusion

We’d like to conclude by stating that Shade Capital PMS can be trusted for their PMS activities.

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