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

Shade Capital PMS is an independent firm indulged in providing vital financial investment advisory. They’ve catering to a plethora of clients from their headquarters in New Delhi. And, they always prioritize their clients’ 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 place and year of their inception. It’ll even enlist the details of their founders.
  • Enlisting of all the PMS types they offer. This part will ensure to distinguish two particular types. It’ll even explain their functionality in details.
  • Insight into the educative and industrial qualification of their fund mangers. 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 the approach behind each plan. And, it’ll distinguish mainly four plans based on investment value.
  • And more

PMS Offer


Shade Capital PMS – Customer Ratings & Review

Find Client ratings of Shade Capital Portfolio Management Services –

Ratings
Returns Performance 3.1 / 5
Services 3.0 / 5
Charges 3.6 / 5
Experience 3.2 / 5
Strategies 3.3 / 5
Client Support 3.2 / 5
Overall Ratings 3.2 / 5
Star Ratings ★★★★★

Overview of Shade Capital Portfolio Management Services

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

Overview
Company Type Private
Registered Location New Delhi, Delhi
Leadership Mahim Mehta
Yr. of Establishment 2011

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

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

Now, we will have a discussion about 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 –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

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 to the fund manager’s hands.

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

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

Fund Manager’s Details
Name Mahim Mehta
Experience 30 Yrs.
Highest Qualification CA
AUM (in Cr.) 43 Cr.
Number of Clients 44
Investment Tenure 3-4yrs

Shade Capital PMS has got Mahim Mehta himself looking after their PMS segment. Mahim is a CA with 30 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 3-4 years.


Know Fund Managers of Other Portfolio Management Service Companies

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Alchemy PMS Anvil Wealth PMS Axis PMS

Shade Capital PMS Strategies

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

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

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 mean that they invest equally in all sort of portfolios. And, by all we mean small, mid and large cap portfolios.

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.
  • Margin of Safety: It means to buy a security at a significant discount at the intrinsic value. This basically provides high return possibilities.
  • Long-Term Approach: This is the simplest yet effective investment measure. This helps in long terms capital growth with a 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-

Returns (CAGR)
3 Year 12.5%
5 Year 9.7%
7 Year 8.7%
10 Year 9.5%
11 Year Plus 7.3%

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 3 years are expected to fetch 12.5% CAGR.

The investments worth 5 years are expected to fetch 9.7% CAGR. All the investments worth 7 years are expected to fetch a CAGR of 8.7%. 9.5% CAGR is expected to be gained from the 10-year investments.

And, all the investments beyond 11 years are expected to generate 7.3% CAGR.


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Shade Capital PMS Investment Plans

Below the given table is providing details about the Shade Capital 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

Shade Capital PMS presents their clients with four different category 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 fold plan. This caters to the investment bracket of 1Cr.-5Cr. And, the last category is known as the platinum plan.

It caters to the 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 are as follows-

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

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

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


Shade Capital PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.29% of Investment
Investment  – 50L – 1 Cr. 1.19% of Investment
Investment – 1 Cr. – 5 Cr. 0.99% of Investment
Investment – 5 Cr. Plus 0.79% of Investment

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 the platinum plan holders. It charges the clients at a rate of 0.79%.


Shade Capital PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.115% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.105% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.090% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.075% of Total Transaction Volume

This is the second option granted by the company in terms of 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 at 0.115% of transaction value.

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

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


Shade Capital 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 23.0% of Profit
Profit Amount – 5L – 10L 21.5% of Profit
Profit Amount – 10L – 50L 20.5% of Profit
Profit Amount – 50L Plus 18.0% of Profit

Third category of 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 at a rate of 23.0% commission.

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


Know Charges models of other Portfolio Management Service Providers

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Shade Capital PMS Charges

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

Charges
Management Fees As per commission model
Upfront Fees 0.70% – 0.90% of Asset Value
Brokerage Charges 0.009% – 0.036% of Total Transaction Value
Custodian Charges 0.20% – 0.30% of Asset Value
Depository Charges 0.18% – 0.30% of Asset Value
Exit Load – within 12 months 0.75% – 1.25% of Withdrawal Value
Exit Load – post 12 months Free

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

  • The clients are charged a management fee as per their commission plan.
  • Clients are charged an upfront fee at 0.70-0.90% of asset value.
  • The clients are charged a brokerage charge at 0.009-0.036% of 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 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-

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

Shade Capital PMS grants their clients with many benefits like: –

  • 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 investment.

Shade Capital PMS Customer Care

The table given below is showing a detailed view of Shade Capital 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 – 5 to 6 Times a month
Issue Resolving TAT 14 working days

Shade Capital PMS has established a firm customer care to help their clients. The customer care is responsible providing the clients with the following: –

  • They provide active support through call 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 definitely be trusted for their PMS activities.


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