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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.

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Stallion Asset PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Stallion Asset Portfolio Management Services –

Stallion Asset PMS Ratings
Returns Performance 3.8 / 5
Services 3.9 / 5
Charges 3.8 / 5
Experience 3.1 / 5
Strategies 3.2 / 5
Client Support 3.1 / 5
Overall Ratings 3.9 / 5
Star Ratings ★★★★★

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

Company Type Private
Registered Location Mumbai, Maharashtra
Leadership Amit Jeswani
Yr. of Establishment 2018

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

    Types of PMS
    Discretionary Yes
    Non-Discretionary Yes

    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

    Fund Manager’s Details
    Name Amit Jeswani
    Experience 14 Years
    Highest Qualification CA
    AUM (in Cr.) Approx 614.28 Cr.
    Number of Clients 673
    Investment Tenure Minimum 3-5 yrs.

    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

    Stallion Asset – Core Fund MULTI CAP

    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

    Strategy Stallion Asset – Core Fund
    Category MULTI CAP
    Return (CAGR) 1M 0.05%
    3M 17.46%
    6M 1.27%
    1Y -6.70%
    2Y 23.95%
    3Y 24.29%
    5Y NA
    Since Inception 23.85%
    Inception Year Oct, 2018

    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

    Investment Plans
    Bronze (25L – 50L) Yes
    Silver (50L – 1 Cr.) Yes
    Gold (1 Cr. – 5 Cr.) Yes
    Platinum (5 Cr. Plus) Yes

    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

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

    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

    Prepaid Commission (Yearly)
    Investment – 25L – 50L 1.2% of Investment
    Investment – 50L – 1 Cr. 1.3% of Investment
    Investment – 1 Cr. – 5 Cr. 1.3% of Investment
    Investment – 5 Cr. Plus 1.1% of Investment

    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

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L 0.12% of the Total Transaction Volume
    Transaction Volume – 50L – 1 Cr. 0.15% of the Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr. 0.14% of the Total Transaction Volume
    Transaction Volume – 5 Cr. Plus 0.11% of the Total Transaction Volume

    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

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L 18% of Profit
    Profit Amount – 5L – 10L 16% of Profit
    Profit Amount – 10L – 50L 13% of Profit
    Profit Amount – 50L Plus 13% of Profit

    The commission is calculated by allotting a certain percentage to each of the profit slabs. The first slab is starting with a profit of Rs. 2.5 lakhs and the last slab constitutes profits above Rs. 50 lakhs.

    As for the commission percentage, it ranges from 13% to 18%. As the profit increases, the commission percentage decreases.

    If a client wants to ensure that the fund manager earns the highest possible return, Stallion Asset PMS Profit Sharing% Commission is a good option.

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    Stallion Asset PMS Charges

    Management Fees As per the commission model
    Upfront Fees 1.2% – 2.0% of Asset Value
    Brokerage Charges 0.01% – 0.08% of Total Transaction Value
    Custodian Charges 0.20% – 0.45% of Asset Value
    Depository Charges 0.21% – 0.45% of Asset Value
    Exit Load – within 12 months 1.2% – 2.0% of Withdrawal Value
    Exit Load – post 12 months Free

    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

    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

    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
    Call Support Yes
    Email Support Yes
    Chat Support No
    Watsapp Support Yes
    Relationship Manager Support Yes
    Call to Fund Manager Yes – 1 – 7 times a month
    Issue Resolving TAT 7 working days

    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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