Sharekhan PMS is the top-notch portfolio management service provider in India. It avails easy access to all your later performance figures such as- performance review, 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.

PMS Offers


Sharekhan PMS – Customer Ratings & Review

Find Client ratings of Sharekhan Portfolio Management Services –

Ratings
Returns Performance3.5 / 5
Services3.3 / 5
Charges3.4 / 5
Experience3.3 / 5
Strategies3.6 / 5
Client Support3.4 / 5
Overall Ratings3.4 / 5
Star Ratings★★★★★

Overview of Sharekhan Portfolio Management Services

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

Overview
Company TypePublic
Registered LocationMumbai, Maharashtra
LeadershipJaideep Arora
Yr. of Establishment2000

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 have a discussion about Sharekhan portfolio management service company review, its PMS returns, PMS charges and more.


Invest in Sharekhan PMS – Fill up the form Now!

    Fill Your Details Here


    Types of Sharekhan PMS

    There are 2 types of Sharekhan Portfolio Management Services –

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    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 basically 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 handy for all the Sharekhan clients because the investment portfolio of clients is totally handled and managed by the portfolio managers.

    And few of the client’s 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
    NameShankar Vailaya
    Experience25 yrs.
    Highest QualificationCA
    AUM (in Cr.)46 Cr.
    Number of Clients255
    Investment Tenure2-3yrs

    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 a great wealth management professionals available for managing it’s PMS business.

    The best and highly intellectual fund manager of the broking house is Mr Shankar Vailaya. He is qualified with CA and holds 25 years of working experience in the field of asset management.

    Also, the portfolio management team of the company hold AUM of around 46 crores and manages the investment portfolios of more than 255 clients. And the investment tenure of the broking house is minimum 2-3 years.


    Know Fund Managers of Other Portfolio Management Service Companies


    Sharekhan PMS Strategies

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

    Strategies
    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    Sharekhan PMS comes under the list of top-rated broking companies of India. The company has very effective strategies to offer all its clients.

    The strategies of Sharekhan PMS are described below-

    Power Portfolio

    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 to create a very unique and healthy portfolio.

    Prime Picks

    Prime picks is just like a double investment approach. It basically merges the advantages of unsanctioned proven growth and making investment in multi-beggars, special situation, turnaround and numerous other opportunities.

    Sharp

    This strategy of the company mainly focuses on generating good wealth with long-term investment purview.

    Diversified Equity Portfolio

    This strategy endeavors 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-

    CategoryMULTI CAP
    StrategyPRIME PICKS**
    Return (CAGR)1M4.90%
    3M16.90%
    6M-2.90%
    1Y5.90%
    2YNA
    3YNA
    5YNA
    SI4.70%
    InceptionJun, 2018

    Sharekhan PMS holds a very good reputation in the stock market due to its returns performance. The company avails impressive returns for the customers or investors.


    Know Returns of other PMS Brands


    Sharekhan PMS Investment Plans

    Below the given table is providing details about the Sharekhan 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

    Sharekhan PMS is a greatly popular broking house in the country. The company is good at availing 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 lakh to Rs. 50 lakh.

    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 the 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 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 are as follows-

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

    The broking house offers three types of commission slabs that are described below in detail.


    Sharekhan PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.30% of Investment
    Investment  – 50L – 1 Cr.1.25% of Investment
    Investment – 1 Cr. – 5 Cr.1.15% of Investment
    Investment – 5 Cr. Plus1.05% 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 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 investment amount, the commission charges are 1.05% of the total investment amount.


    Sharekhan PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.110% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.100% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.085% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.070% of 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 lakh to Rs. 50 lakh, 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 fees is around 0.85% of the total transaction value.

    It 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 – 5L22.7% of Profit
    Profit Amount – 5L – 10L21.5% of Profit
    Profit Amount – 10L – 50L19.5% of Profit
    Profit Amount – 50L Plus17.0% of Profit

    Sharekhan PMS profit sharing% commission model is one of the best and 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 the customers.

    If the total profit amount is between the range of Rs. 2.5 lakh to Rs. 5 lakh, the profit share will be 22.7% of the total profit realised.

    If the profit value ranges between Rs. 5 lakh to Rs. 10 lakh, 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


    Sharekhan PMS Charges

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

    Charges
    Management FeesAs per commission model
    Upfront Fees0.65% – 0.75% of Asset Value
    Brokerage Charges0.006% – 0.015% of Total Transaction Value
    Custodian Charges0.17% – 0.34% of Asset Value
    Depository Charges0.16% – 0.32% of Asset Value
    Exit Load – within 12 months0.71% – 1.11% of Withdrawal Value
    Exit Load – post 12 monthsFree

    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 it’s duration. If you withdraw within 1 year the charges levied will be 71% to 1.11% of 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
    Top-up FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    Sharekhan PMS has various benefits that are listed below in brief-

    • The broking house avails top-up facility and also back office reports for easy and convenient process.
    • Customers are allowed to use it’s email update and SMS update facility to resolve any type of query related to the portfolio.
    • Flexible commission structure 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.

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportYes
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 1 to 7 Times a month
    Issue Resolving TAT10 working days

    Sharekhan PMS provide good customer support to it’s clients. The client’s can easy contact 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 to their fund manager 1-7 times in a month.
    • The issue resolving 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!

      Fill Your Details Here


      Know everything about more PMS companies


      Leave a Reply

      Your email address will not be published. Required fields are marked *

      24 + 9 =

      Double your Investment in just 3 Years Invest in PMS