SMC Global PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Mar 24, 2023SMC Global PMS is a popular and reliable wealth management service offering houses. It is normally offering investment-related solutions since 1997.
Now, let’s have a detailed discussion of SMC Global Portfolio Management Services, its customer ratings, overview, types of PMS, strategies, fund manager details, investment plans, returns, commission models, other charges, customer support services and benefits as well.
SMC Global PMS – Ratings & Review by Top10StockBroker
Find Client ratings of SMC Global Portfolio Management Services –
| Ratings | |
| Returns Performance | 3.9 / 5 |
| Services | 3.8 / 5 |
| Charges | 3.8 / 5 |
| Experience | 3.9 / 5 |
| Strategies | 4.0 / 5 |
| Client Support | 3.7 / 5 |
| Overall Ratings | 3.9 / 5 |
| Star Ratings | ★★★★★ |
Overview of SMC Global Portfolio Management Services
Find a detailed overview of the SMC Global portfolio management service in the table given below-
| Overview | |
| Company Type | Public |
| Registered Location | New Delhi, Delhi |
| Leadership | Damodar K. Aggarwal |
| Yr. of Establishment | 1997 |
SMC Global is considered the greatest-known and top-most portfolio management service company in India. The broking company was established by Damodar K Agarwal in the year 1997.
The headquarters of the company is located in New Delhi, Delhi. It is a public-based company popularly known for the PMS business in the stock market.
Now, we will discuss the SMC Global portfolio management service company review, its PMS returns, PMS charges and more.
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Types of SMC Global PMS
There are 2 types of SMC Global Portfolio Management Services –
| Types of PMS | |
| Discretionary | Yes |
| Non-Discretionary | Yes |
SMC Global is the best PMS provider available in the country. It is popular for its PMS offerings. The company normally has two PMS types to offer its clients or investors.
The PMS types of the company include- discretionary PMS and non-discretionary PMS. In discretionary PMS, the entire investment portfolio is managed and handled by the portfolio manager of the company.
Whereas in a non-discretionary investment portfolio, the client wishes to take fair investment advice from any consultancy firm before making any type of investment decision.
SMC Global PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of SMC Global PMS company.
| Fund Manager’s Details | |
| Name | Mr Shyam S. Bansal |
| Experience | 27 Yrs. |
| Highest Qualification | MS – Finance |
| AUM (in Cr.) | 23 Cr. |
| Number of Clients | 31 |
| Investment Tenure | 4 yrs |
SMC Global is a renowned PMS house that offers very qualitative investment-related services to clients for their huge satisfaction.
Ayush Aggarwal (CIO & Fund Manager)
Mr Ayush Aggarwal holds MBA (PGP-FMB) from SP Jain Institute of Management and Research, Mumbai, and he is a graduate of Delhi University. He is very passionate and is a young dynamic business leader.
The present position he holds is CIO of SMC Private wealth Vertical at SMC Global Securities ltd. He is imposed with the responsibility of managing and handling portfolio management activities. His excellence level extends to Macro & Micro factors driving the economy and financial markets.
Identifying high-growth and also fundamentally strong companies is his expertise. He is well sought out by HNI clients for the practical and pragmatic views he has.
Know Fund Managers of Other Portfolio Management Service Companies
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SMC Global PMS Strategies
The below table is providing details about the SMC Global portfolio management service strategies-
| Strategies | |
| SMC Global – Growth Strategy | MULTI CAP |
SMC Global PMS is a very popular and largest broking company in the country. It offers very reliable investment solutions with effective investment strategies as well. The investment strategies offered by the company are described below-
Growth Strategy
Fundamentally strong and growing businesses are chosen for investment in this strategy, wherein the objective is to outperform the benchmark indices by investing in equity and equity-related instruments including mutual funds.
The parameters used while selecting the securities are Attractive Valuation, Strong Fundamentals, Future Outlook of the company and Good Corporate Governance. The selected benchmark for this strategy is BSE 500.
SMC Global PMS Returns / Performance
The below table is giving details about SMC Global PMS returns and performance-
| Strategy | SMC Global – Growth Strategy | |
| Category | MULTI CAP | |
| Return (CAGR) | 1M | -1.65% |
| 3M | 11.01% | |
| 6M | 4.81% | |
| 1Y | -1.92% | |
| 2Y | 25.13% | |
| 3Y | 14.18% | |
| 5Y | NA | |
| Since Inception | 14.18% | |
| Inception Year | Oct 2019 | |
SMC Global PMS is a renowned investment management service offering company. The company is serving clients for around 20+ years.
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SMC Global PMS Investment Plans
The given table is providing details about the SMC Global 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 |
SMC Global PMS is considered the top PMS house available in India. The company is currently providing very flexible investment plans to clients.
The Bronze investment plan usually ranges from Rs. 25 lakhs to Rs. 50 lakhs. The Silver investment plan is in the range of Rs. 50 lakh to Rs. 1 Cr. The Gold investment plan ranges from Rs. 1 Cr. to Rs. 5 Cr.
And the platinum investment plan is above Rs. 5 Cr. Plus. As the broking company has availed very flexible and convenient investment plans for all of its clients.
Similarly, it has also customised very convenient and satisfactory commission models as well.
SMC Global PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by SMC Global PMS house as follows-
| Commission / Fees Structure | |
| Prepaid Commission | Yes |
| Volume% Commission | Yes |
| Profit Sharing% Commission | Yes |
SMC Global PMS is the best and most popular wealth management house. It has provided highly flexible commission models for the huge satisfaction of the customers.
SMC Global 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 |
SMC Global PMS has designed a flexible prepaid commission model. With this commission structure, the clients would be required to submit management charges before the actual wealth management tenure begins.
This commission structure is dependent on the investment portfolio. If the investment portfolio is between the range of Rs. 25 lakh to Rs. 50 lakh, the management fees will be around 1.30% of the total investment value.
If the total investment ranges from Rs. 50 crore to Rs. 1 crore, the management charges will be 1.25% of the investment portfolio.
If the investment portfolio is between the range of Rs. 1 crore to Rs. 5 crores, the management fees will be 1.15% of the total investment.
If the total investment is above Rs. 5 crores, the commission charges will be 1.05% of the total investment value.
SMC Global PMS Volume% Commission
| Volume% Commission (Yearly) | |
| Transaction Volume – 25L – 50L | 0.107% 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 |
SMC Global PMS has also designed a volume % commission structure where management fees are normally dependent on the portfolio manager’s loyalty and market situation as well.
It will be based on how loyally your fund managers make transactions in your investment account. If the total transaction volume is between the range of Rs. 25 lakh to Rs. 50 lakh, the management fees will be 0.107% of the total transaction volume.
If the transaction volume ranges from Rs. 50 lakh to Rs. 1 crore, the management fees will be 0.100% of the total transaction volume.
If the total transaction volume is between the range of Rs. 1 crore to Rs. 5 crores, the commission charges will be 0.085% of the transaction volume.
If it is above Rs. 5 crores, the commission charges will be 0.070% of the total transaction volume.
SMC Global 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 | 22.5% of Profit |
| Profit Amount – 5L – 10L | 21.5% of Profit |
| Profit Amount – 10L – 50L | 18.5% of Profit |
| Profit Amount – 50L Plus | 16.5% of Profit |
SMC Global PMS has personalised a very effective and reliable commission structure named- prepaid sharing % commission.
This commission structure asks for management charges only when the client realises the actual profit on its investment portfolio.
Usually, this type of commission structure is availed for elite clients. If the total profit realised is between the ranges of Rs. 2.5 lakhs to Rs. 5 lakhs, the commission charges will be 22.5% of the total profit.
If the profit ranges from 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, the commission charges will be 18.5% of the profit.
If the profit is above Rs. 50 lakh, the commission value will be 16.4% of the profit.
SMC Global has availed very flexible commission and investment structures for the huge satisfaction of clients. Similarly, it has customised other charges structure also.
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SMC Global PMS Charges
The below-given table is giving information about SMC Global Portfolio Management Service Charges-
| Charges | |
| Management Fees | As per the commission model |
| Upfront Fees | 0.95% – 1.45% of Asset Value |
| Brokerage Charges | 0.015% – 0.055% of Total Transaction Value |
| Custodian Charges | 0.25% – 0.45% of Asset Value |
| Depository Charges | 0.20% – 0.40% of Asset Value |
| Exit Load – within 12 months | 1.2% – 1.5% of Withdrawal Value |
| Exit Load – post 12 months | Free |
SMS Global portfolio management service company normally levy some other charges that are listed below-
- Management charges are levied as per the selected commission model.
- The upfront fees are charged between the range of 0.95% to 1.45% of asset value.
- The brokerage charges are levied between the range of 0.015% to 0.055% of the total transaction value.
- The custodian charges are charged between the range of 0.25% to 0.45% of total asset value.
- The depository charges are charged between the range of 0.20% to 0.40% of total asset value.
- Exit load fees are usually levied as per the withdrawal time duration as well as the withdrawal amount. If the withdrawal takes place within 12 months, the management fees charged will be between the range of 1.2% to 1.5% of the total withdrawal amount. If the withdrawal of the transaction takes place after 1 year then no commission charges are to be levied.
SMC Global PMS Benefits
Find the details about SMC Global 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 |
SMS Global offers the following benefits to its clients-
- Top-up facility
- Back office reports
- Email update
- SMS update
- Flexible commission & investment plans
- The company has massive experience in the wealth management sector.
SMC Global PMS Customer Care
The table given below is showing a detailed view of SMC Global 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 – 9 Times a month |
| Issue Resolving TAT | 17 working days |
SMC Global is a greatly known PMS house. It offers investment solutions with proper support services as well. The support services offered by the company include-
- Call support
- Email support
- Relationship manager support
- Clients can make a call to their fund manager at least 9 times a month.
- The issue-resolving TAT of the company is 17 working days.
SMC Global PMS Conclusion
SMC Global PMS is the best PMS company. It offers reliable and flexible investment solutions to customers.
If you are looking forward to having very flexible wealth management solutions, go and contact SMC Global to fulfil all your investment needs.
Invest in SMC Global PMS – Fill up the form Now!
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