Solidarity Investment PMS – Review, Strategies, Returns, Charges & more

Solidarity Investment PMS is an investment management firm primarily engaged in investing in the Indian equity Market. Solidarity Investment is not an intermediary of any other company and does not distribute other products.

The company is considered an independent partner-focus investment management firm and strives to invest in Indian public equities and early-stage ventures.

This article describes Solidarity Investment Portfolio Management Services, its Strategies, Commission model, Fund manager details, PMS types & more.

Solidarity Investment PMS – Ratings & Review by Top10StockBroker

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Overview of Solidarity Investment Portfolio Management Services

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

Solidarity Investment PMS came into existence in the year 2011 in Mumbai, Maharashtra. The company is showing exemplary performance in the investment management industry.

The chairman of the company is Mr Manish Gupta. The Company believes in following a long-term approach for the customers and looking for sustainable business.

The company offers Discretionary and Non- Discretionary portfolio management services to investors.

Now, we will discuss the Solidarity Investment portfolio management service company review, its PMS returns, PMS charges and more.

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Types of Solidarity Investment PMS

There are 2 types of Solidarity Investment Portfolio Management Services –

The Discretionary portfolio management service offered by Solidarity Investments says that entire sale and purchase decisions related to an investor’s portfolio are taken by the portfolio manager.

The term discretionary means that investors should have complete trust in the portfolio manager. It free the investors from the burden of taking investment-related decisions.

The Non- Discretionary portfolio management service by Solidarity Investments says that entire sale and purchase decisions related to a customer’s portfolio are taken by the investors themselves.

Portfolio managers can guide investors in taking feasible investment decisions but cannot take any decision without concerning the investors. Here investors retain the full burden of taking an investment decision.

Solidarity Investment PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Solidarity Investment PMS company.

Mr. Manish Gupta is the fund manager of Solidarity Investments PMS. He has done MBA and holds 15 years of experience in the investment management industry.

The number of customers managed by the fund manager is 104. The AUM (in crores) retained by the fund manager is 433.57 Cr. as of 30 Jun 20. The investment tenure to the clients offered by the company is a minimum of 4 years.

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Solidarity Investment PMS Strategies

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

Solidarity – Prudence

High-quality, well-researched equity and equity-related securities bundled together to invest in. This portfolio looks for companies with compounding stories telling a tale of disciplined growth and expanding on financial grounds continuously.

After a thorough evaluation of the companies based on valuation, financial standings, growth, quality, etc., the stocks are selected for investment and portfolio construction.

The company follows one strategy and that is “Prudence “which says that the company always look to invest in growth-making companies and retains quality franchise and are provided at a reasonable valuation.

Growth

Investing in growth-making companies helps investors to earn a great amount when the stock prices get increased in the long run.

Quality

Here the company portfolio manager invests in the companies which have the following features

• High ROE and cash generation
• Low capital intensity
• Operating leverage( High growth margin, low fixed cost)

Valuations

As quality is an effective instrument so here valuation implies

• Terminal value, strategic dominance
• The growth outlook, high return on capital
• Consistency of growth opportunity

Risk

While investing in the companies, risk factors is also been considered. The following risks are considered

• Political risk
• Risks associated with the business
• Capital allocation and governance risk

Solidarity Investment PMS Returns / Performance

The below table is giving details about Solidarity Investment PMS returns and performance-

The rate of return achieved by Solidarity Investments is different in different years. By looking at the returns gained by the company, it seems that the company is growing continuously at a steady rate.

In the first 3 years, the rate of return earned by the company was 24.39%. Excellent returns were achieved by the company which is 19.49% since inception till 30 Jun 20.

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Solidarity Investment PMS Investment Plans

The given table is providing details about the Solidarity Investment portfolio management service investment plans.

The Solidarity Investments PMS offers 3 types of investment plans to its customers. The amount of the investment plans are different for various investment offers provided by the company.

The minimum investment amount is 25 lakhs and the maximum can be more than 5 crores.
But in this financial year, the company’s only dealing with option 1 and option 2 plans for investment.

Solidarity Investment PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Solidarity Investment PMS house as follows-

Out of these 3 commission slabs, only the Profit Sharing% Commission fee structure is available for the clients who choose to invest with them.

Solidarity Investment PMS Prepaid Commission

The company is not willing to disclose the actual prepaid commission charges because it keeps changing from time to time, from client to client, and it also depends upon the investment agreement. If you want to know the charges and are willing to invest with them then please fill up the form provided below. The company representative will call you immediately and clear all your queries.

Solidarity Investment PMS – Profit Sharing % Commission

In the Profit Sharing % Commission model, the commission is imposed on the investors based on a Profit made by the portfolio management.

In the case of Solidarity Investments PMS, there are no any fees imposed because the company works on the Profit Sharing % Commission model and the percentage of management fees are paid by the PMS and not by the Clients.

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Solidarity Investment PMS Charges

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

• Management Fees-The management fees are the charges paid for the commission models chosen by the customers. The management fees are imposed as per the commission model
• Upfront Fees – Upfront charges are paid NIL by the investors before the investment tenure initiates. Perhaps different PMS companies charge upfront fees is 0.75% – 0.85% of Asset Value
• Brokerage Charges – The brokerage charges are paid owing to the services taken by the brokers. The brokerage charges are 0.010% – 0.020% of the Total Transaction Value
• Custodian charges– The custodian charges imposed on the investors depend on the asset values. The custodian charges of the company are 0.05% of the Asset Value.
• Depository Charges-The depository charges are the amount paid to the depository company for the demat account opening. The depository charge in this case is NIL.
• Exit charge – The exit charges are levied at the time of withdrawal made by the investors. The exit charges of the company are NIL if within 12 months withdrawals are made.

Solidarity Investment PMS Benefits

Find the details about Solidarity Investment PMS advantages in the table given below-

• The company offers top-up facilities to the customers for their comfort
• A back office facility is offered to the customers to provide the reports and details of the company.
• SMS and WhatsApp services are also not offered to the customers to proving them day to day updates for their investment
• Flexible investment plans and commission models are also offered to the customers for their ease
• The company has massive experience in portfolio management services

Solidarity Investment PMS Customer Care

The table given below is showing a detailed view of Solidarity Investment PMS Customer Care.

Call support and e-mail support are offered to the customers, With this support customers can call the director to the portfolio manager for resolving their portfolio-related issues.

Proper support and guidance are offered to the customers by the company’s dedicated relationship manager.

Minimum 3 working days are taken for Issue Resolving TAT. Customers can call a minimum of 5-7 times a month to their fund manager for resolving the issues.

Solidarity Investment PMS Conclusion

Solidarity Investments PMS is a well-established company in India. They offer personalized investment plans and strategies to customers.

The company portfolio manager helps the investors in every possible way so that they can gain maximum returns.

The customer support services offered by the company are excellent. So if you are looking for a renowned portfolio management organization, then you can freely consider Solidarity Investments PMS

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