Stewart & Mackertich PMS – Review, Strategies, Returns, Charges & more

Stewart & Mackertich PMS is one of the top-ranked PMS houses available in the nation.

The company offers an extensive range of portfolio management services to all of its clients at a very minimal commission charge set on investment.

In this article, we will discuss Stewart & Mackertich Portfolio Management Services overview, customer ratings, fund manager details, types of PMS, strategies, investment plans, returns, commission charges, customer support, benefits and many other features as well.

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Stewart & Mackertich PMS – Customer Ratings & Review

Find Client ratings of Stewart & Mackertich Portfolio Management Services –

Ratings
Returns Performance 3.2 / 5
Services 3.1 / 5
Charges 3.4 / 5
Experience 3.3 / 5
Strategies 3.2 / 5
Client Support 3.1 / 5
Overall Ratings 3.2 / 5
Star Ratings ★★★★★

Overview of Stewart & Mackertich Portfolio Management Services

Find a detailed overview of the Stewart & Mackertich portfolio management service in the table given below-

Overview
Company Type Public
Registered Location Kolkata, West Bengal
Leadership Rahul Kayan
Yr. of Establishment 1981

Stewart & Mackertich is considered as the best and reliable PMS house. It is a public based company offering PMS services to clients for years. The broking company was established by Rahul Kayan in the year 1981.

However, its headquarters are located in Kolkata, West Bengal. The company is usually well-known in the stock market due to its effective and reliable PMS business.

Now, we will have a discussion about Stewart & Mackertich portfolio management service company review, its PMS returns, PMS charges and more.


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Types of Stewart & Mackertich PMS

There are 2 types of Stewart & Mackertich Portfolio Management Services –

Types of PMS
Discretionary Yes
Non-Discretionary Yes

Stewart & Mackertich has gained huge popularity in the market by offering very effective portfolio management services.

Currently, the company is offering two effective PMS services namely- discretionary PMS and non-discretionary PMS service.

With discretionary PMS, the client can get their entire investment portfolio to be handled and managed properly through the company’s fund managers.

While non-discretionary PMS service enables clients to go through any consultancy firm in a way to make a robust investment decision.


Stewart & Mackertich PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Stewart & Mackertich PMS company.

Fund Manager’s Details
Name Ashwin Tripathi
Experience 26 Yrs.
Highest Qualification PGDM Finance
AUM (in Cr.) 28 Cr.
Number of Clients 37
Investment Tenure 3-4yrs

Stewart & Mackertich is the best platform available for having qualitative PMS solutions. Usually, the company has a good team of fund managers who look after its entire PMS business.

The best and highly intellectual PMS manager of the company is Ashwin Tripathi. Mr Ashwin Tripathi is qualified with PGDM Finance and also have an experience of 26 years in the wealth management sector.

Moreover, the portfolio managers of the company normally hold AUM of Rs. 27 crores and hold the investment portfolio of more than 37 number of clients. The investment tenure of the PMS house is a minimum of 3 to 4 years.


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Stewart & Mackertich PMS Strategies

The below table is providing details about the Stewart & Mackertich portfolio management service strategies-

Strategies
Large Cap Strategy Yes
Diversified Strategy Yes
Small – Midcap Strategy Yes

Stewart & Mackertich PMS is a reliable wealth management service offering company available in India. It not only provides the facility of wealth management products but also offer investment strategies. The strategies offered by the broking company are described below-

Evergreen

Evergreen investment strategy usually focuses on long term or large-cap stocks. This strategy is designed to look after robust scripts available at a nominal price.

It promotes investment in blue and large chips. Usually, the evergreen investment strategy helps in boosting up investment portfolio at low risk.

Harvest

The harvest investment portfolio is designed with moderate-risk. It is available for the investors or client’s search for the aggressive investment strategy to operate their investments with ease.

This investment strategy usually assists in finding stocks that can grow faster. Basically, the stocks grow up quickly requires high monitoring.

Season

The season investment portfolio is simply known as “opportunistic” wealth management strategy.

This kind of investment strategy helps in making an investment in stocks that normally reflects the short term to medium term strength of the stock market. The season investment approach may lead to moderate – high-risk churn.

Cedar

Cedar investment strategy mainly focuses on top-rated stocks available in the market. It enables users to invest in large-cap stocks.

This strategy is available for clients who are capable of taking high risk and are willing to have consistent returns. The cedar investment strategy allows making an investment in top companies that targets growth and high valuation.

Orchard

Orchard PMS philosophy is mainly customized for fixed income investment products that help in making an investment in a bunch of fixed income stocks including- certificate of deposits, debt funds, commercial papers, govt, securities, corporate bonds, government bonds, capital protection funds and money market funds as well.

It is basically designed to invest in a mixture of stocks qualifying as a secured and safe fixed-income investment product.


Stewart & Mackertich PMS Returns / Performance

The below table is giving details about Stewart & Mackertich PMS returns and performance-

Returns (CAGR)
3 Year 9.5%
5 Year 8.6%
7 Year 8.8%
10 Year 9.2%
11 Year Plus 8.2%

Stewart & Mackertich PMS is a reliable broking company offering PMS solutions for more than 25 years to all of its clients.

The returns performance of the broking company for 3 years is 9.5%, for 5 years is 8.6%, for 7 years is 8.8%, for 10 years is 9.2%, for 11 years plus is 8.2% CAGR.

The effective and robust return rate has helped the company to up its goodwill in the stock market.


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Stewart & Mackertich PMS Investment Plans

Below the given table is providing details about the Stewart & Mackertich 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

Stewart & Mackertich is top-notch and well-known portfolio management solutions offering company available in the country. The broking house offers very reliable and qualitative investment plans to the investors.

The investment plans of the company include- a bronze plan which is between the range of Rs. 25 lakh to Rs. 50 lakh. The silver investment plan ranges from Rs. 50 lakh to Rs. 1 Cr.

The gold investment plan is between the range of Rs. 1 Cr. to Rs. 5 Cr. And for more than Rs. 5 Cr. of an investment portfolio, the platinum investment plan is offered by the company to all of its clients.

As the broking company has offered investment plans to the client’s, it has also availed very flexible and convenient commission models that are described below in detail.


Stewart & Mackertich PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Stewart & Mackertich PMS house are as follows-

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

The broking company avails three types of commission model for all of its clients. The detailed description of the commission models is given below with table charts.


Stewart & Mackertich PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L 1.14% of Investment
Investment  – 50L – 1 Cr. 1.07% of Investment
Investment – 1 Cr. – 5 Cr. 1.00% of Investment
Investment – 5 Cr. Plus 0.90% of Investment

Stewart & Mackertich has customised a very reliable prepaid commission model where the commission amount is to be paid prior before the real tenure for investment starts. This commission model has a dependency on the total investment value.

If the total investment amount is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission payout will be 1.14% of the total investment amount.

If the investment portfolio is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges will be 1.07% of the total investment amount.

If the total investment value is between the range of Rs. 1 Cr. to Rs. 5 Cr., the total commission payout will be 1.00% of the total investment value.

And if the investment value is more than Rs. 5 Cr., the commission payout will be 0.90% of the total investment value.


Stewart & Mackertich PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L 0.113% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr. 0.105% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr. 0.095% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus 0.080% of Total Transaction Volume

Stewart & Mackertich has also personalised a volume % commission model for its clients. This type of commission structure has a dependency on fund managers loyalty and the situation of the market as well. It regulates on the basis of how loyally your fund managers make transactions in your account.

If the transaction volume is between the range of Rs. 25 lakh to Rs. 50 lakh, the total commission charges will be 0.113% of the transaction amount.

If the transaction value ranges from Rs. 50 lakh to Rs. 1 Cr., the commission charges will be 0.105% of the total transaction volume.

If the transaction amount is between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission amount will be 0.095% of the total transaction volume.

If the transaction volume is more than Rs. 5 Cr., the commission amount will be 0.080% of the total transaction volume.


Stewart & Mackertich PMS Profit Sharing% Commission

The table given below is showing details about profit sharing% commission model-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L 22.8% of Profit
Profit Amount – 5L – 10L 20.8% of Profit
Profit Amount – 10L – 50L 18.5% of Profit
Profit Amount – 50L Plus 15.3% of Profit

Stewart & Mackertich is the top-notch portfolio management service offering company that has customised a very flexible and convenient profit-sharing % commission structure.

With this commission structure, clients will only be needed to share the profit value once the actual profit on investment will be realised by them. Usually, this commission structure facilitates for the clients having a huge investment portfolio.

If the total profit amount is between the range of Rs. 2.5 lakh to Rs. 5 lakh, the commission charges will be 22.8% of the total profit.

If the actual profit amount ranges between Rs. 5 lakh to Rs. 10 lakh, the commission payout will be 20.8% of the total profit value.

If the profit volume is between the range of Rs. 10 lakh to Rs. 50 lakh, the commission charges are 18.5% of the total profit. If the profit volume is above Rs. 50 lakh, the commission charges are 15.3% of the total profit.

As the company has availed beneficial and flexible commission models as well as investment plans, it has also designed other charges structure for the flexibility of clients.


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Stewart & Mackertich PMS Charges

The below-given table is giving information about Stewart & Mackertich Portfolio Management Service Charges-

Charges
Management Fees As per commission model
Upfront Fees 0.67% – 0.97% of Asset Value
Brokerage Charges 0.008% – 0.038% of Total Transaction Value
Custodian Charges 0.19% – 0.41% of Asset Value
Depository Charges 0.18% – 0.38% of Asset Value
Exit Load – within 12 months 0.80% – 1.20% of Withdrawal Value
Exit Load – post 12 months Free

Stewart & Mackertich is a renowned PMS firm available in India. It basically levies minimal other charges that are listed below-

  • Management charges are charged according to the opted commission model.
  • The upfront fees are charged between the range of 0.67% to 0.97% of asset value.
  • The brokerage charges are levied between the range of 0.008% to 0.038% of the total transaction value.
  • The custodian charges are charged between the range of 0.19% to 0.41% of total asset value.
  • The depository charges are charged between the range of 0.18% to 0.38% of total asset value.
  • Exit load charges are normally charged according to the withdrawal time duration and withdrawal amount. If the withdrawal takes place within a year then the commission charges to be charged will be between the range of 0.80% to 1.20% of the total withdrawal value. If the withdrawal of transaction takes place after 1 year then no commission charges to be charged.

Stewart & Mackertich PMS Benefits

Find the details about Stewart & Mackertich PMS advantages in the table given below-

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

Stewart & Mackertich PMS has associated with various benefits that are listed below-

  • Top-up facility
  • Back office reports
  • Email update facility
  • SMS update facility
  • Flexible commission model
  • Flexible investment plans
  • Moreover, the company has gained massive experience in the investment management sector.

Stewart & Mackertich PMS Customer Care

The table given below is showing a detailed view of Stewart & Mackertich PMS Customer Care.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Watsapp Support No
Relationship Manager Support Yes
Call to Fund Manager Yes – 6 Times a month
Issue Resolving TAT 20 working days

Stewart & Mackertich PMS avail good customer support to the clients as well. The support services offered to the customers are listed below-

  • Call support
  • Email support
  • Relationship manager support.
  • Clients can call their fund manager 6 times in a month.
  • The issue-resolving TAT of the company is around 20 working days.

Stewart & Mackertich PMS Conclusion

Stewart & Mackertich is a well-known and renowned PMS house available in India. If you are in search of better and qualitative PMS services, visit Stewart & Mackertich and fulfill your investment desires.


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