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

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

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

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


Solidarity Investment PMS – Customer Ratings & Review

Find Client ratings of Solidarity Investment 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 Solidarity Investment Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipManish Gupta
Yr. of Establishment2011

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 long-term approach for the customers and look for the sustainable business.

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

Now, we will have a discussion about 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 –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

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

The term discretionary means that investors should have complete trust on 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 customer’s portfolio are taken by investors itself.

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

Fund Manager’s Details
NameManish Gupta
Experience14 Yrs
Highest QualificationMBA
AUM (in Cr.)433.57 Cr. as of 30 Jun 20
Number of Clients104
Investment TenureMinimum 3 YRS

Mr. Manish Gupta is the fund manager of Solidarity Investments PMS. He has done MBA and  holds 14 years of experience in investment management industry.

The number of customers managed by the fund manager is 104. The AUM (in crores) retains by the fund manager is 433.57 Cr. as of 30 Jun 20. The investment tenure to the clients offered by the company is minimum 3 years.


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Solidarity Investment PMS Strategies

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

Strategies
Large Cap StrategyNA
Diversified StrategyYes
Small – Midcap StrategyNA

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

Growth

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

Quality

Here the company portfolio manager invest in the companies which has following features

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

Valuations

As quality is effective instrument so here valuation implies

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

Risk

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

  • Political risk
  • Risk 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-

Returns (CAGR)
3 Year9.07%
5 YearNA
7 YearNA
10 YearNA
11 Year PlusNA
Since inception till 30 Jun 2011.07%

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

In the first 3 years, the rate of return earned by company was 9.07%. Excellent returns were achieved by the company which is 11.07% since inception till 30 Jun 20.


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Solidarity Investment PMS Investment Plans

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

Investment Plans
25L – 50LNO
Option 1- 50L – 5 Cr.Yes
Option 2- Above 5 Cr.Yes

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

The minimum investment amount is 25 lakhs and 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 are as follows-

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

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


Solidarity Investment PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50LNA
Investment  – 50L – 1 Cr.NA
Investment – 1 Cr. – 5 Cr.NA
Investment – 5 Cr. PlusNA

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 really want to you know the charges and willing to invest with then 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

Profit Sharing % Commission (Yearly)
Profit Amount% of management fee, paid by PMS, not paid by client

In the Profit Sharing % Commission model, the commission is imposed to the investors on the basis of number of the Profit made by the portfolio management.

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


Know Charges models of other Portfolio Management Service Providers

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Solidarity Investment PMS Charges

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

Charges
Management FeesAs per fee structure
Upfront FeesNIL
Brokerage Charges0.010% – 0.020% of Total Transaction Value
Custodian Charges0.05% of Asset Value
Depository ChargesNIL
Exit Load – within 12 monthsNIL
Exit Load – post 12 monthsNIL
  • Management Fees-The management fees is the charges paid for the commission models chosen the customers. The management fees is 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 charges 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 Total Transaction Value
  • Custodian charges– The custodian charges imposed to the investors depends on the asset values. The custodian charges of the company is 0.05% of Asset Value.
  • Depository Charges-The depository charges is the amount paid to the depository company for the demat account opening. The depository charges in this case is NIL.
  • Exit charge – The exit charges are the 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-

Benefits / Advantages
Top-up FacilityYes
Back office ReportsYes
Email UpdateYes
SMS UpdateNo
Watsapp UpdateNo
Portfolio ViewYes
Detailed ViewYes
Flexible Commission ModelYes
Flexible Investment PlansYes
Massive ExperienceYes
  • The company offers top-up facility to the customers for their comfort
  • Back office facility is offered to the customers in order to provide them reports and details of the company.
  • SMS and whatsapp services is also not offered to the customers for proving them day to day updates for their investment
  • Flexible investment plans and commission models is also offered to the customers for their ease
  • The company is have 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.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes
Issue Resolving TAT3 working days

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

Proper support and guidance is offered to the customers by the company dedicated relationship manager.

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


Solidarity Investment PMS Conclusion

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

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

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


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  1. Invest in PMS / PCG


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