Sharekhan PMS – Review, Strategies, Returns, Charges & moreLast Updated Date: Mar 14, 2023
Sharekhan PMS is a top-notch portfolio management service provider in India. It avails easy access to all your later performance figures such as performance reviews, current stats, stock transactions etc.
In this write-up, we will discuss Sharekhan Portfolio Management Services, its customer ratings, types, returns, strategies, fund manager details, investment plans, commission models, benefits, customer support and some other features as well.
Sharekhan PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Sharekhan Portfolio Management Services –
|Returns Performance||3.5 / 5|
|Services||3.3 / 5|
|Charges||3.4 / 5|
|Experience||3.3 / 5|
|Strategies||3.6 / 5|
|Client Support||3.4 / 5|
|Overall Ratings||3.4 / 5|
Overview of Sharekhan Portfolio Management Services
Find a detailed overview of the Sharekhan portfolio management service in the table given below-
|Registered Location||Mumbai, Maharashtra|
|Yr. of Establishment||2000|
Sharekhan PMS is greatly known for providing portfolio management services to clients in the stock market. It is a public broking house established by Jaideep Arora in the year 2000.
The company’s headquarters are located in Mumbai, Maharashtra. It owns a very strong record in the stock market. However, the entire PMS business of the broking house is managed thoroughly by the portfolio managers of the company.
Now, we will discuss the Sharekhan portfolio management service company review, its PMS returns, PMS charges and more.
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Types of Sharekhan PMS
There are 2 types of Sharekhan Portfolio Management Services –
|Types of PMS|
Sharekhan PMS is a renowned financial service offering company available in the country. It is best known for its PMS business in the market.
The company offers two types of PMS to all of its clients. The PMS services of the company include- discretionary PMS and non-discretionary PMS.
The discretionary PMS comes in handy for all Sharekhan clients because the investment portfolio of clients is handled and managed by the portfolio managers.
And few of the clients choose to prefer non-discretionary PMS where they contact any consultancy firm for making the right investment decision.
Sharekhan PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Sharekhan PMS company.
|Fund Manager’s Details|
|AUM (in Cr.)||46 Cr.|
|Number of Clients||255|
|Investment Tenure||3-4 yrs|
Sharekhan PMS is one of the largest PMS service providers in the country. It avails all kinds of PMS services for all clients and investors.
The broking house normally has great wealth management professionals available for managing its PMS business.
The best and most highly intellectual fund manager of the broking house is Mr Shankar Vailaya. He is qualified with CA and holds 26 years of working experience in the field of asset management.
Also, the portfolio management team of the company hold an AUM of around 46 crores and manages the investment portfolios of more than 255 clients. And the investment tenure of the broking house is a minimum of 3-4 years.
Know Fund Managers of Other Portfolio Management Service Companies
|Banyan Tree Advisors PMS||Care Portfolio PMS||Edelweiss PMS|
|Bellwether Capital PMS||Centrum PMS||Emkay Investment PMS|
|Bonanza Portfolio PMS||DHFL Pramerica PMS||Enam Asset Management PMS|
Sharekhan PMS Strategies
The below table is providing details about the Sharekhan portfolio management service strategies-
|Sharekhan – Prime Picks||MULTI CAP|
Sharekhan PMS comes under the list of top-rated broking companies in India. The company has very effective strategies to offer all its clients.
The strategies of Sharekhan PMS are described below-
It is a large-cap strategy which is based on quant covered by the portfolio manager. This strategy is designed with pre-defined and effective rules for making purchases or switches and it also enables the creation of a very unique and healthy portfolio.
Prime picks are just like a double investment approach. It merges the advantages of unsanctioned proven growth and investing in multi-beggars, special situations, turnaround and numerous other opportunities.
This strategy of the company mainly focuses on generating good wealth with a long-term investment purview.
Diversified Equity Portfolio
This strategy endeavours to exceed the benchmark line with lower changeling in the investment portfolio.
Sharekhan PMS Returns / Performance
The below table is giving details about Sharekhan PMS returns and performance-
|Strategy||Sharekhan – Prime Picks|
|Inception Year||Jun 2018|
Sharekhan PMS holds a very good reputation in the stock market due to its return performance. The company avails impressive returns for the customers or investors.
Know the Returns of other PMS Brands
|Narnolia PMS||Paterson Securities PMS||Porinju Veliyath PMS|
|Nine Rivers Capital PMS||Pelican PMS||Prabhudas Lilladher PMS|
|Pantomath Fund Managers PMS||Phillip Capital PMS||R Wadiwala Securities PMS|
Sharekhan PMS Investment Plans
The given table is providing details about the Sharekhan portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
Sharekhan PMS is a greatly popular broking house in the country. The company is good at availing of all types of effective financial services to investors.
Moreover, the broking house has very effective investment plans to offer its customers. The bronze investment plans are typically between the range of Rs. 25 lakhs to Rs. 50 lakhs.
The silver investment plan ranges from Rs. 50 lakh to Rs. 1 crore. The gold investment plan is between the range of Rs. 1 Cr. to Rs. 5 Cr.
Moreover, the company also has platinum investment plans for customers holding more than Rs.5 Cr of the investment portfolio.
According to the above-given information, it is clear that the broking house offers great investment plans and returns to the customer. But it also offers a convenient and flexible commission model which is described below.
Sharekhan PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Sharekhan PMS house as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
The broking house offers three types of commission slabs that are described below in detail.
Sharekhan PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.30% of Investment|
|Investment – 50L – 1 Cr.||1.25% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.15% of Investment|
|Investment – 5 Cr. Plus||1.05% of Investment|
The company has designed a prepaid commission structure as per the requirements of the customers. In this commission model, before the real-time period of investment begins, clients will be required to pay the commission or management fees in advance.
The broking house has a customised prepaid free structure as per the total investment value. If the total investment value is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges are 1.30% of the investment.
If it is actually between the range of Rs. 50 lakh to Rs. 1 crore, the management fee is 1.25% of the total investment amount. If the investment amount is between the range of Rs. 1 Cr. to Rs. 5 Cr., the management fees will be 1.15% of the total investment amount.
And for more than Rs. 5 Cr. plus the investment amount, the commission charges are 1.05% of the total investment amount.
Sharekhan PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.110% of the Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.100% of the Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.085% of the Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.070% of the Total Transaction Volume|
The volume % commission model of the company is dependent on the numerous transaction made by the portfolio manager. Also, it is designed as per stock market value and various other factors of the investment amount.
This commission model is also dependent on the loyalty of the portfolio manager. If the transaction volume ranges between Rs. 25 lakhs to Rs. 50 lakhs, the commission charges are 0.110% of the total transaction volume.
If the transaction value is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges are 0.100% of the total transaction value.
If it is between the range of Rs. 1 Cr. to Rs. 5 Cr., the management fee is around 0.85% of the total transaction value.
If the transaction volume is more than Rs. 5 crores, the commission charges will be 0.070% of the total transaction volume.
Sharekhan 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||22.7% of the Profit|
|Profit Amount – 5L – 10L||21.5% of the Profit|
|Profit Amount – 10L – 50L||19.5% of the Profit|
|Profit Amount – 50L Plus||17.0% of the Profit|
Sharekhan PMS profit sharing% commission model is one of the best and most flexible commission models availed by the company.
With this commission model, the investors only need to pay the profit share once the actual profit is realised. This commission model is customised with a high percentage and minimum risk factor.
Sharekhan PMS profit-sharing % commission is one of the convenient fee structures available for customers.
If the total profit amount is in the range of Rs. 2.5 lakh to Rs. 5 lakhs, the profit share will be 22.7% of the total profit realised.
If the profit value ranges between Rs. 5 lakhs to Rs. 10 lakhs, the profit sharing will be 21.5% of the total profit. If it is between the range of Rs. 10 lakh to Rs. 50 lakh, profit sharing will be 19.5% of the total profit amount.
And if the total profit value is above Rs. 50 lakh, the profit sharing will be 17.0% of the total profit realised.
Apart from the flexible commission models, the broking house usually levies some other sort of charges including- upfront fees, depository charges,
custodian charges, brokerage charges, exit load charges and management fees as well. All these changes are described below.
Know Charges models of other Portfolio Management Service Providers
|Renaissance Investment PMS||Sameeksha Capital PMS||Shade Capital PMS|
|Revelation Portfolio PMS||Samvitti Capital PMS||Sharekhan PMS|
|Sageone Investment PMS||Sanctum Wealth PMS||Shepherds Hill PMS|
Sharekhan PMS Charges
The below-given table is giving information about Sharekhan Portfolio Management Service Charges-
|Management Fees||As per the commission model|
|Upfront Fees||0.65% – 0.75% of Asset Value|
|Brokerage Charges||0.006% – 0.015% of Total Transaction Value|
|Custodian Charges||0.17% – 0.34% of Asset Value|
|Depository Charges||0.16% – 0.32% of Asset Value|
|Exit Load – within 12 months||0.71% – 1.11% of Withdrawal Value|
|Exit Load – post 12 months||Free|
Sharekhan PMS is a reliable and popular broking house available in the stock market. The other charges charged by the company are described below-
- Management fees are levied as per the selected commission model by the client.
- Upfront fees are charged between the range of 0.65% to 0.75% of total asset value.
- Brokerage charges are charged between the range of 0.006% to 0.015% of the total transaction charges.
- Custodian charges normally range from 0.17% to 0.34% of total asset value.
- Depository charges are charged between the range of 0.16% to 0.32% of asset value.
- Exit load charges are dependent on the withdrawal amount and its duration. If you withdraw within 1 year the charges levied will be 71% to 1.11% of the withdrawal amount and if you withdraw after one year then no charges will be charged.
Sharekhan PMS Benefits
Find the details about Sharekhan PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Sharekhan PMS has various benefits that are listed below in brief-
- The broking house avails top-up facility and also back office reports for an easy and convenient process.
- Customers are allowed to use its email update and SMS update facility to resolve any type of query related to the portfolio.
- Flexible commission structures and investment plans are also provided for the betterment of customers.
- The company also has massive experience in the wealth management field.
Sharekhan PMS Customer Care
The table given below is showing a detailed view of Sharekhan PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 1 to 7 Times a month|
|Issue Resolving TAT||10 working days|
Sharekhan PMS provide good customer support to its clients. The clients can easily contact the broking house for any query. The list of support services is given below-
- Call support
- Email support
- WhatsApp support
- Relationship manager support.
- Customers can call their fund manager 1-7 times a month.
- The issue resolving the TAT of the company is 10 working days.
Sharekhan PMS Conclusion
Sharekhan PMS is one of the leading companies that offer qualitative PMS services and many other financial services.
If you are looking forward to any PMS Service providing company, go for Sharekhan Portfolio Management Services and satisfy your needs.
Invest in Sharekhan PMS – Fill up the form Now!
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