Sykes and Ray Equities PMS – Review, Strategies, Returns, Charges & more

Sykes and Ray Equities PMS is the market leader in financial services, but when it comes to clients, they take a personalised approach to doing business.

This personal approach begins with a face-to-face meeting between SRE Business Partners and their top clients.

But this is just one benefit of associating with the organisation. If one wants to experience a holistic servicing experience, then choose to invest through Sykes and Ray Equities PMS.

Sykes and Ray Equities PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Sykes and Ray Equities Portfolio Management Services –

The above ratings given in the table will help us to understand better the performance of Sykes and Ray Equities PMS broking house in every field.

Overview of Sykes and Ray Equities Portfolio Management Services

With the ardent support of its Chairman, Mr Yogesh R Gupta, and Managing Director, Mr Anup R Gupta, Sykes and Ray Equities Portfolio Management Services has developed over time.

The founding team has a strong philosophy that they make sure every team member of SRE abides by and that is ‘Let’s Grow Together’.

With this in mind, the organisation believes that if long-term relations are maintained with the clients and their interests are kept first, then the organisation’s success will follow.

Their Portfolio Management Services, which combine specialised equity research, fund management, relationship managers, and technology, guarantee a positive client experience.

Under Nitesh Chand’s direction, they began offering these rewarding services in 2018. It has its headquarters in Mumbai, Maharashtra, and offers services across India.

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Types of Sykes and Ray Equities PMS

The organisation supports two types of PMS services- discretionary and non-discretionary PMS.

The discretionary portfolio manager manages each client’s money on an individual, independent basis to their needs. According to the client’s instructions, the non-discretionary portfolio manager manages the funds.

Irrespective of which Types of Sykes and Ray Equities PMS the client chooses, SRE will readily deliver the best returns.

Sykes and Ray Equities PMS Fund Managers Details

The Fund manager handling the two PMS and all the strategies is Nitesh Chand. He has over a decade of experience in the financial services and stock market. His highest qualification is MBA from Nagpur University.

To date, he has a record of assisting 48 clients and has Assets Under Management worth Rs.42.08 Cr. He is one of the best Sykes and Ray Equities PMS Fund Managers.

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Sykes and Ray Equities PMS Strategies

This investment strategy’s goal is to follow a non-aggressive approach while pursuing capital growth and protection. The strategy mainly invests in companies with a propensity for rapid earnings growth and fair valuations.

The goal of the Sykes and Ray Equities PMS Strategies is to invest in large-cap and mid-cap companies’ equity and equity-related instruments.

The fund manager will group 30 to 40 equally weighted stocks for the portfolio based on ranks, and it is rebalanced every year.

Sykes and Ray Equities PMS Returns / Performance

The table displays a comprehensive map of all the rates of return that clients can look forward to achieving from the PMS strategy over various investment periods.

For investments held for 1 month the rate of return is -3.88% and as the investment term increases the rate of return will also rise. So if one wants to reap bigger profits it is better to opt for long-term investments.

Over the years Sykes and Ray Equities PMS Returns / Performance has been quite promising and profitable for all the clients.

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Sykes and Ray Equities PMS Investment Plans

Sykes and Ray Equities PMS Investment Plans are available in multiple options. Clients who are investing between INR 25 Lakh and INR 50 Lakh should opt for the Bronze option.

The Silver option is available between Rs.50 Lakh and Rs.1 Crore. The Gold plan invests between Rs.1 crore and Rs.5 crore, while the Platinum plan invests more than Rs.5 crore.

Sykes and Ray Equities PMS Fee Structure or Commission Slabs

The commission structure is divided into three types based on the amount invested, transaction volume, and profits earned.

The Sykes and Ray Equities PMS Fee Structure is clearly shown in the table above.

Sykes and Ray Equities PMS Prepaid Commission

Sykes and Ray Equities PMS Prepaid Commission for investments between Rs. 25 Lakh and Rs. 50 Lakh is 1.2% of the investment amount. For investments between Rs. 50 lakh and Rs. 1 crore, the fee is 1.5%.

The final two slabs, Rs. 1 Cr to Rs. 5 Cr and Rs. 5 Cr and beyond, have commissions of 1.2% and 1.1%, respectively.

Sykes and Ray Equities PMS Volume% Commission

The Sykes and Ray Equities PMS Volume% Commission is calculated on the volume of transactions made by the fund manager. The slab of it is as follows:

If the transaction volume falls between 25 lakhs and 50 lakhs, the commission percentage is 0.13%, for transactions between 50 lakhs to 1 Cr., the commission percentage is 0.15% of the volume.

For the last commission slab, that is 1 Cr. to 5 Cr. And 5 Cr. And above, the commission percentage is 0.14% and 0.12%, respectively.

Sykes and Ray Equities PMS Profit Sharing% Commission

Sykes and Ray Equities PMS Charges

When the Sykes and Ray Equities PMS Charges listed below become due for payment, they will be directly debited from the client’s accounts.

Management Fees: Professional fees for the portfolio management services provided to clients. The fee may be a fixed charge, a percentage of the number of funds managed (up to 2.5% per year), return-based, or a combination of these.

Custodian Fees: If the custodian is switched in the middle of the investment process, the organisation will charge 0.35% – 0.45% of the asset value.

Brokerage fees: Brokerage fees range between 0.013% and 0.043% of the total transaction value.

Upfront Fees: The PMS team charges an additional fee for withdrawals. This fee ranges between 1.3% and 2.3% of the Withdrawal Value.

Depository Fees – Depository fees range from 0.21% to 0.31% of the asset value.

Exit Fees – Exit load costs are calculated by the PMS provider based on the span and amount of the client’s withdrawal. If done within 12 months of the investment, the cost ranges from 1.3% to 2.3% of the Withdrawal Value. If the withdrawal occurs after a year, it may be free or subject to a maximum charge of 0.7% of the Withdrawal Value.

Sykes and Ray Equities PMS Benefits

Check the above list to get a better understanding of the Sykes and Ray Equities PMS Benefits.

The company offers the fundamental services of email and text message updates on the status of investment transactions.

The company’s extensive market experience also allows them to offer quite flexible investment plans and a variety of commission structures.

The company offers one of the best PMS services for the charges it levies, and one of these services includes giving clients detailed portfolio reports and showing in-depth information on all the transactions made to achieve investment objectives.

Sykes and Ray Equities PMS Customer Care

Sykes and Ray Equities PMS Customer Care provides a variety of chat services, including email and WhatsApp.

Clients can also speak openly with their fund manager one to seven times per month. In addition, the PMS staff responds to complaints within 7 days of receiving them with an appropriate solution.

Sykes and Ray Equities PMS Conclusion

Investing is not a one-time event, nor is it as simple as depositing money in a bank or making a fixed deposit. Successful investing necessitates a significant amount of knowledge and time.

Many investment opportunities constantly present themselves in today’s fast-paced, developing world, and one must constantly upgrade their investments to keep up with the changing trend.

This may not be possible for everyone. Simply partnering with Sykes and Ray Equities PMS allows you to sit back and let the team handle everything.

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