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SMC Global PMS – Review, Strategies, Returns, Charges & more

SMC Global PMS is a popular and reliable wealth management services offering house. 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.

PMS Offers


SMC Global PMS – Customer Ratings & Review

Find Client ratings of SMC Global Portfolio Management Services –

Ratings
Returns Performance3.9 / 5
Services3.8 / 5
Charges3.8 / 5
Experience3.9 / 5
Strategies4.0 / 5
Client Support3.7 / 5
Overall Ratings3.9 / 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 TypePublic
Registered LocationNew Delhi, Delhi
LeadershipDamodar K. Aggarwal
Yr. of Establishment1997

SMC Global is considered as 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 basically a public based company popularly known for the PMS business in the stock market.

Now, we will have a discussion about 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
DiscretionaryYes
Non-DiscretionaryYes

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 through the portfolio manager of the company.

Whereas in a non-discretionary investment portfolio, the client’s wish 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
NameMr. Shyam S. Bansal
Experience26 Yrs.
Highest QualificationMS – Finance
AUM (in Cr.)23 Cr.
Number of Clients31
Investment Tenure3yrs

SMC Global is a renowned PMS house offers very qualitative investment-related services to the clients for their huge satisfaction.

Usually, the PMS business of the broking company is managed by professional fund managers. The best prolific fund manager of the broking company is Mr Shayam S Bansal who is qualified with MS Finance.

He also holds around 26 years of experience in the sector of wealth management. However, the fund managers of the broking company hold AUM of more than 23 crores and handle the portfolios of 31 clients.

The investment tenure of the company is a minimum of 3 years.


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SMC Global PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

SMC Global PMS is 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-

Large-Cap Strategy

SMC Global company has personalised very effective PMS strategy i.e. large-cap strategy. The large-cap strategy usually focuses on making an investment in large-cap stocks or in well-developed companies.

The broking house usually avails this PMS strategy for the clients who are capable of bearing at least great risk and also have the potential to invest 80% in stocks.

Diversified Strategy

The diversified investment philosophy is also best for the clients. This type of strategy focus to invest in companies with comparatively low or small issuance of stocks. With this investment strategy, clients can easily raise the value of stocks.

Small-Mid Cap Strategy

The company has customized small-mid cap strategy for the clients who hold the average investment portfolio. This strategy allows clients to invest around 65% to 70% in small-scale companies.

The small-mid cap strategy enables people to invest in small and mid-cap stocks.


SMC Global PMS Returns / Performance

The below table is giving details about SMC Global PMS returns and performance-

Returns (CAGR)
3 Year9.2%
5 Year7.5%
7 Year7.9%
10 Year8.7%
11 Year Plus6.8%

SMC Global PMS is a renowned investment management service offering company. The company is serving clients for around 20+ years.

Moreover, the returns of SMC Global PMS for 3 years is 9.2%, for 5 years is 7.5%, for 7 years is 7.9%, for 10 years is 8.7% and for more than 11 years is 6.8% CAGR.

The healthiest return rate makes SMC Global one of the best PMS companies in the country.


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SMC Global PMS Investment Plans

Below 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 as the top PMS house available in India. The company is currently providing very flexible investment plans to the clients.

The Bronze investment plan usually ranges from Rs. 25 lakh to Rs. 50 lakh. The Silver investment plan is between 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 are as follows-

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

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 – 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

SMC Global PMS has designed a flexible prepaid commission model. With this commission structure, the client’s would be required to submit management charges before the actual wealth management tenure begins.

This commission structure is totally 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 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 – 50L0.107% 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

SMC Global PMS has also designed 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 manager’s 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 – 5L22.5% of Profit
Profit Amount – 5L – 10L21.5% of Profit
Profit Amount – 10L – 50L18.5% of Profit
Profit Amount – 50L Plus16.5% 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 lakh to Rs. 5 lakh, the commission charges will be 22.5% of the total profit.

If the profit ranges from 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, 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.

The SMC Global has availed very flexible commission and investment structure for the huge satisfaction of clients. Similarly, it has customised other charges structure also.


Know Charges models of other Portfolio Management Service Providers

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SMC Global PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.95% – 1.45% of Asset Value
Brokerage Charges0.015% – 0.055% of Total Transaction Value
Custodian Charges0.25% – 0.45% of Asset Value
Depository Charges0.20% – 0.40% of Asset Value
Exit Load – within 12 months1.2% – 1.5% of Withdrawal Value
Exit Load – post 12 monthsFree

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 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 transaction takes place after 1 year then no commission charges to be levied.

SMC Global PMS Benefits

Find the details about SMC Global 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

SMS Global offers 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 SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportYes
Relationship Manager SupportYes
Call to Fund ManagerYes – 9 Times a month
Issue Resolving TAT17 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 in 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. If offers reliable and flexible investment solutions to the customers.

If you are looking forward to having very flexible wealth management solutions, go and contact SMC Global in order to fulfil all your investment needs.


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