Sharekhan PMS – Review, Strategies, Returns, Charges & more

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 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
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 Type Public
Registered Location Mumbai, Maharashtra
Leadership Jaideep Arora
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 have a discussion about 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
Discretionary Yes
Non-Discretionary Yes

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
Name Shankar Vailaya
Experience 25 yrs.
Highest Qualification CA
AUM (in Cr.) 46 Cr.
Number of Clients 255
Investment Tenure 2-3yrs

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

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Sharekhan PMS Strategies

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

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

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-

Returns (CAGR)
3 Year 9.5%
5 Year 8.6%
7 Year 9.2%
10 Year 8.2%
11 Year Plus 8.8%

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.

The Sharekhan PMS returns for 3 years is around 9.5%, for 5 years is 8.6%, for 7 years is 9.2%, for 10 years is around 8.2%. And for more than 11 years plus is 8.8%.

The robust return rate of the broking house makes it the best one available in the stock market.


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Pantomath Fund Managers PMS Phillip Capital PMS R Wadiwala Securities PMS

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 Commission Yes
Volume% Commission Yes
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 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 – 50L 0.110% 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. Plus 0.070% 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 – 5L 22.7% of Profit
Profit Amount – 5L – 10L 21.5% of Profit
Profit Amount – 10L – 50L 19.5% of Profit
Profit Amount – 50L Plus 17.0% 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

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Sharekhan PMS Charges

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

Charges
Management Fees As per 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 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 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

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 Support Yes
Email Support Yes
Chat Support No
Watsapp Support Yes
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 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
  1. Invest in PMS


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