Stallion Asset PMS – Review, Strategies, Returns, Charges & more

Stallion Asset PMS is a SEBI-registered organization that provides portfolio management services and has been successfully beating the financial market dynamics, earning clients big profits.

We’ll go into great detail about Stallion Asset Portfolio Management Services in this article, including its strategies, commission structures, annual returns, and more.

Stallion Asset PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Stallion Asset Portfolio Management Services –

The above ratings given in the table will help us to understand better the performance of Stallion Asset PMS broking house in every field.

Overview of Stallion Asset Portfolio Management Services

The Stallion Asset Portfolio Management Services initiated its services in the year 2018, giving them an edge over the freshly entering industry peer after the rise in equity investment.

The organisation is led by the founder and fund manager, Amit Jeswani. The customers can visit their main office in Mumbai Maharashtra.

The PMS house started as a research analyst company and then later branched out to become a leading PMS provider.

The company specialises in holding the buy position in mid-cap companies and at times even defies the analyst community and their thought process.

Their philosophy- read the market, identify the market trends and grab it without harming the safety margin against risks.

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Types of Stallion Asset PMS

As the table shows that there are two types of Stallion Asset PMS. Both services have different features.

However, if the majority is to be believed, most clients prefer discretionary PMS because they do not have to get involved with the portfolio and can leave the transactions to industry experts.

Stallion Asset PMS Fund Managers Details

The investment committee is overlooked by the founder himself, Mr Amit Jeswani. Overall, the organisation houses more than 600 clients. The assets under management have reached approximately Rs.614.28 Cr.

Amit Jeswani (Fun Manager)

He is one of the best Stallion Asset PMS Fund Managers. He holds a double charter with 14 years of experience. His speciality is undertaking investment funds with an investment horizon of 3-5 years.

His two charters are “Chartered Financial Analyst” (Virginia, USA) and “Chartered Market Technician” (New York, USA). He is also a member of the Indian Association of Investment Professionals and the Association of Technical Market Analysts.

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Stallion Asset PMS Strategies

The strategy under The PMS house is known as Stallion Asset – Core Fund. The details on this Stallion Asset PMS Strategy are shared below:

Stallion Asset – Core Fund

The goal of the strategy is to maximise alpha for investors and build wealth. Mr Jeswani is of the thought process that the leader of the previous bull market may not be leading in the upcoming bull. Thus, it is a constant run to find the next big bull in the market.

One of the fund’s long-term objectives is to seek out and invest in multi-cap companies that exhibit strong earnings growth of close to 20% over the next 1-3 years of the investment horizon.

Stallion Asset PMS Returns / Performance

The return on the Core Fund of the organisation represents the overall Stallion Asset PMS Returns / Performance.

The fund managers of the organisation have carefully constructed the portfolio to ensure that the rate of return is consistent and grows over the investment horizon.

The return on investment made for 2-3 years has been providing a rate of return of 23%-24%. This is quite impressive considering that the firm is only 4 years old.

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Stallion Asset PMS Investment Plans

Stallion Asset has four brackets on investment plans to have a more fragmented and categorised investment plan so that operations become more systematic.

The Stallion Asset PMS Investment Plans are listed below:

The Bronze Plan: For investment amounts between Rs.25 Lakhs and Rs.50 Lakhs, the clients are classified as bronze plan selectors.

The Silver Plan: It is allotted to investments above Rs.50 lakhs and below Rs.1 Cr.

The Gold Plan: The investors opting for an initial investment of Rs.1 Cr to Rs.5 Cr, the organisations categorise into the gold plan.

The Platinum Plan: For HNIs, investing above Rs.5 Cr to the fund, become part of the platinum plan.

Stallion Asset PMS Fee Structure or Commission Slabs

The fee structure determines the brokerage and commission of the fund manager. Based on the types of structure chosen, the commission will be calculated accordingly.

Currently, the organisation presents three Stallion Asset PMS Fee Structures.

Stallion Asset PMS Prepaid Commission

The term “prepaid commission” may seem a bit misleading in terms of the determinant. The commission is calculated on the investment amount infused by the client in the fund.

The first slab of Stallion Asset PMS Prepaid Commission is on the bronze plan, which is 1.2% of the investment. For the silver and gold plan, the commission is 1.3%, and the platinum plan has a commission of 1.1% to its name.

Stallion Asset PMS Volume% Commission

The yearly Stallion Asset PMS Volume% Commission is shared here. It shows the break up of the commission that the fund manager can earn over different sets of transactional volume.

The commission ranges from 0.11% to 0.15% depending on the different sets.

Stallion Asset PMS Profit Sharing% Commission

Stallion Asset PMS Charges

The management fees are one of the other fundamental charges that the organisation levies in its services, and it is dependent on the commission model opted for by the client.

Apart from this, there are also brokerage fees, depository fees, custodian fees and upfront fees charged on a definite percentage.

Another one of Stallion Asset PMS Charges is the exit load fee which is 1.2%-2.0% of the withdrawal amount, but when done after 12 months, it is not charged.

Stallion Asset PMS Benefits

The best part of the PMS house is its additional Stallion Asset PMS Benefits which come with associating with it. They understand that their clients have varying financial objectives, so they offer flexible investment strategies and plans to them.

Their website is also built in a comprehensive to help guide the clients to the right point.

For any active developments in the portfolio, the managers will inform the client about the same using direct messaging and email IDs. Not to mention the exposure the investors gain by working with the experienced internal team.

Stallion Asset PMS Customer Care

Customer care is a crucial part of any servicing company. To build a long-term relationship with clients, it is very important to ensure that customer service is highly responsive.

The clients can reach out to Stallion Asset PMS Customer Care using WhatsApp, email and direct calling. The situation will be resolved within seven working days.

Stallion Asset PMS Conclusion

All the above details are in line with the operations and services Stallion Asset PMS provides to its clients. They pay close attention to all the clients irrespective of being a retail investor or HNI.

We are hopeful that this article has helped you in getting information on the organisation.

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