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

Tamohara PMS is the ultimate end for all types of Portfolio management services. They regulate incredibly savings based on their investment philosophy.

According to Sir, Mr. Charles T. Munger, “over a long tenure, it’s hard to earn a much better return than a business which underlies it makes. If the business earns a profit of 6% over the capital in 40 years of the term, and the investor holds it for those 40 years, then the investor is not going to make much different than a 6% return- even if the investor buys the capital at a considerable discount.

On the other side, if a business earns 18% over the stipulated money over 20-30 years, even if the investor has paid expensive money, they’ll end up getting a good return.” The firm Tamohara works on the philosophy of “trick of getting into a better business”. The corporation wishes that investors should earn a good and huge amount of return.

Tamohara Investment PMS – Ratings & Review by Top10StockBroker

The below slab clearly shows you the ratings of Tamohara or the details about customer reviews

Overview of Tamohara Investment Portfolio Management Services

Look here in the table below, to know about the details of Tamohara Investment PMS-

Tamohara Investment PMS house offers an absolute return on investment by doing quality business.

Tamohara investment management team works with integrity and passion leading to superior business economics. The company is founded and headed by Deepak Singh Tanwar. He is the company’s director.

The company registered office is in Mumbai, Maharashtra. The company is established back in 2001, as a private organization. Tamohara investment is a boutique management of investment that deals in both domestic and offshore savings equity in the Indian assets market.

Recently, the company welcomed, Mr. Sudhanshu Asthana, as the new CEO and CIO, to add to the company’s success. He is feeling blesses to be part of Tamohara Investment Company. The corporation has been co-originated by Anurag Khetrpal, Deepak Singh, Tanwar Arpit Agrawal, and Sudhanshu Asthana.

Tamohara investment PMS is a successful team of investment managers with 7 decades of experience in investing totally. The firm is very much skilled in making wealth for atheist equity portfolios to investors.

The Tamohara investment firm has potentially held 17-star years of investing experience in taking care of proprietary and public funds.

They with their track record outperformed various benchmarks in the investment market. They successfully have delivered absolute positive investment returns all around the Indian capital market.

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Types of Tamohara Investment PMS

There are 2 types of Tamohara Investment Portfolio Management Services –

The business offers both Discretionary and Non-Discretionary PMS like other PMS houses. The preference for Discretionary and non Discretionary PMS depends upon the choice of the Client.

Most customer prefers to take Discretionary PMS, in which buying and selling decisions are taken by the portfolio manager for the customer’s account.

In PMS which is Non-Discretionary, the fund manager gives out advisory services, where all the investment decisions are self-made by the client.

Tamohara Investment PMS Fund Managers Details

This table shows the details of the Fund manager working with Tamohara Investment Portfolio Management Service-

Sheetal Malpani (Portfolio Manager)

Mr. Sheetal Malpani is the Portfolio Manager of the Tamohara investment PMS division. He is post graduated in management with finance as his major subject.

Sheetal Malpani holds a CFA degree with over 13 years of experience in the Indian capital market. He had worked with HDFC, Enam securities and Brics securities before he gets associated with Tamohara.

Sheetal has over 250 plus clients and his minimum investment tenure is 4 years in which he deals. He has an AUM of approx 3,000 cr.

Sudhanshu Asthana (CIO)

Mr. Sudhanshu has an experience of 19 years in terms of funds management, from the arena of large as well as small-sized funds. He holds an MA in Economics and has previously worked in Axis Mutual Funds. The last position he held in Axis was of Senior fund manager.

Before being associated with Axis and Tamohara, he worked with Barclays wealth India, SBI fund management and quantum asset management. Presently he is imposed with the responsibility of guiding his investment management team, here, at Tamohara.

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Tamohara Investment PMS Strategies

Look down at this table to know about investment strategies by Tamohara PMS-

Strategies made businesses. Tamohara investment PMS also lays strategies that are designed to suit every customer. They work on large-cap strategy, Mid-cap strategy, and Small-cap strategy.

All the company strategies are based on growth and goal ambition. The focus is to offer products that give the client to create wealth enhancement. The firm knows all the tactics to take out growth opportunities to increase wealth offered by the Indian equity market.

The customers at Tamohara investment PMS happily meet investment objectives. The management team in Tamohara investment PMS house also aid in adjusting superior risk over an extended period. Here in Tamohara, there are two kinds of fund management-based strategies, here are they-

Tamohara – Q Strategy

Tamohara Investment Managers have formed a variety of investment pools and strategies fabricated according to the dynamic requirements and objectives of the investors.

Their Q strategy is a multi-cap portfolio sight formed to bring about different industry stocks in one basket and benefit from the variety. This portfolio strategy has been introduced in 2022 and strives at creating a well research and comprehensive portfolio.

Tamohara TLES Strategy

Here, the general outlay is of 20% tactical allocation to large-cap companies in an unusual circumstance, whereas in the rest of the proportion, small and mid-cap strategy is used.

The number of stocks which make up the portfolio is 20 high-quality businesses. Businesses which have just started with the business life cycle are the idea of investing in this strategy.

Tamohara Investment PMS Returns / Performance

This table demonstrates Performance and returns increase through Tamohara Investment Portfolio Management Service –

As observed in the table, the augment of return rate is outstanding.

As a result, if we say, Tamohara investment group is a star PMS house, and then it is not wrong in any way.

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Tamohara Investment PMS Investment Plans

Look at the table below, it explains Tamohara Investment Plans-

The table depicts every fragment of an investment plan and you can also calculate various savings slab that is available here. To formulate any venture in the investment Portfolio, it is necessary to make a minimum payment of INR 25L that is applicable as per the Indian capital market.

Tamohara Investment PMS have diverse Sets of asset tactics like a Gold plan, silver plan, bronze plan, and platinum plan that is tailored to meet every type of client’s pocket.

Bronze and silver plans are made to stroke the investor’s section of fewer resources while, Gold and platinum are, prepared to outfit the shareholder with huge capital. The bronze plan welcomes the client with up to the range of INR 25 Lakh to INR 50 Lakh.

The silver plan falls to accumulate investors of INR 50 lakh to INR 1 crore. The Gold plan is circled out for depositors that can afford the range of INR 1 Crore to INR 5 Crore whilst the Platinum arrangement transacts investors for above INR 5 crore investments.

Tamohara Investment PMS Fee Structure or Commission Slabs

Below are the Tamohara Investment PMS commission slabs-

Tamohara Investment PMS have three varied fee blocks, such as Prepaid commission slab, Profit sharing% commission slab and volume % commission slab. Stirring further, all the three-block systems of the PMS house will be understood in detail.

Tamohara Investment PMS Prepaid Commission

In this kind of fee configuration, management would take its fees before the investment period gets started. The duty charge is lower than other fees mould since this is a prepaid model of commission.

The prepaid commission model of Tamohara Investment PMS depends on the investor’s sum. In the above chart of Prepaid commission, you can make the difference of percentage varies according to the amount invested.

Similarly, at an investment of Rs.25 Lakh – Rs.50 Lakh, the prepaid commission is 1.7%. For investing Rs.50 Lakh to 1 Cr, the prepaid commission will happen to be 1.5%.

For hoards of Rs.1 Cr – Rs.5 Cr the prepaid incriminate is 1.3% & for investments of above Rs.5 Cr, the prepaid charge is 1.1%.

Therefore, parallel to this the prepaid value varies from low to high with the invested quantity.

Tamohara Investment PMS Volume% Commission

A Tamohara fee construction which is bottomed upon the entire dealings completed by the fund manager is known as PMS volume % commission.

The cost of the commission of this type of duty model stands on the bazaar’s state of affairs and the faithfulness of the finance manager. This kind of replica is appropriate to proffer an excellent payout.

Check the below table to be familiar with information supporting the Tamohara volume % commission model.

As seen in the board, if the annual deal sum is bordered by INR 2.5 Crore to INR 5 Cr, then 0.12% of the fees of management will get subtracted. If the contract figure is Rs.50 Lakh – Rs.1 Cr. after that firm charges 0.11% of the overall transaction sum.

If the agreed amount is in the centre of Rs.1 Cr – Rs.5 Cr, the administration would claim 0.09%. When the contract quantity is superior to Rs.5 cr., the Tamohara management would allege 0.07% of the total contract quantity. In this way, the volume% commission model has been planted.

Tamohara Investment PMS Profit Sharing% Commission

In this kind of fee unit, the organization takes its cost after the profit has been completed on the requisite asset volume. It is solitary the convenient way of all.

In this procedure, the proportion is elevated and the risk is modest. Here beneath, you can perceive a profit% block for each variety of investment.

On top of Tamohara’s investment bandwidth, the amount of profit varies directly with the managing board charge. In the stratum, if the turnover amount is Rs.2.5 Lakh – Rs.5 Lakh, the union would stress 25% of the total turnover quantity.

At, the profit sum of Rs.50 Lakh – Rs.1 Cr., the management would render 23% of the profit. When the revenue is Rs.10 Lakh – Rs.50 Lakh, the management takes 20% of the total profit made and when the yield is more than Rs.50 Lakh then the organization takes up 17% of the full amount of profit.

With all these expenses, there are other charges as well with the PMS as brokerage, approximating upfront fees, Exit load, Depository charges, and Custodian charges.

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Tamohara Investment PMS Charges

The table confirms the details of former charges during Tamohara PMS-

Management fees- This is decided earlier by the parties as per the commission model for the PMS investment.

Upfront fees-The PMS house takes this fee as an upfront, this is a kind of prepaid price and the charge range from 0.9%-1.5% of the whole asset value.

Brokerage charges- This is stimulated by the Fund director as a Brokerage fee which is 0.008%- 0.028% of the total transaction figure.

Custodian charge- The guardian fees by the Tamohara PMS house which is 0.28%- 0.38% of the asset value.

Depositary charge- The depositary charges array 0.18%-0.28% of the asset’s value.

Exit Load cost- The Tamohara exit load is restrictive on the time of withdrawn amount plus its value. If at hand it is immediate withdrawal within the phase of 12 months of PMS conception, then the exit load fees are 1.1%-2.1% of the withdrawn amount.

If it goes beyond to more than a period of 12 months then only 0.35% is cut out of the sum withdrawn.

Tamohara Investment PMS Benefits

Glance now, at the drawing to be familiar with Tamohara PMS benefits-

The Tamohara supplies subsequent benefits to its clients-

• Tamohara PMS house benefits from a time-tested TOP-up facility with the least quantity of INR with the length of smart investment principles to its clients.
• Customers can make sure any time of their full portfolios and how they have become part of Tamohara PMS firm through hassle-free online check-ups.
• Tamohara PMS quarters present all agreement-connected specifics through e-mails and SMS updates daily.
• For the personal satisfaction of the customer, PMS offers agility in the commission model and investment strategies.
• Tamohara investment PMS has a team of skilled fund managers and an unbelievable client care team that creates their PMS best all over the country.

Tamohara Investment PMS Customer Care

Now in the table, you can check the information related to customer support-

The subject resolving TAT for Tamohara PMS is 17 working days.

The company does not provide any chat or WhatsApp support to its client.

Tamohara PMS offer Direct Call support to its clientele for individual queries. The firm gives support to the relationship manager. For lofty assets across INR 1 Crore investment or more, the client can fix an appointment in a month 4-7 times with the fund manager. Investors with low wealth can also tie in with a fund manager for 1-2 periods in a month.

Tamohara Investment PMS Conclusion

Tamohara PMS engulf the most modified and supple PMS all over the country. The PMS house has built its channel all across to cover a wide range of investors’ portfolios.

For the last 17 years, Tamohara has productively run public and propriety savings. Moreover, the firm has outperformed a leading track record making a benchmark.

The firm has always delivered an absolute positive return in the Indian share market. So, it is enough reason to consider it as a wholesome solution suitable for your PMS creation.

Tamohara PMS FAQs

Ques – How can I invest with Tamohara PMS?

Answer – All you have to do to access the investment procedure is from this post of Tamohara PMS itself. If you do so, you will find a small form with some mandatory fields to fill in and the investment details will be further provided once you fill in the fields.

Ques – Who is the current fund manager of Tamohara PMS?

Answer – Mr SheetalMalpani is the Fund Manager for the PMS investment division of Tamohara. He graduated in administration with finance as his main subject. With over 12 years of experience in the Indian capital market, SheetalMalpani holds a CFA degree. Before being affiliated with Tamohara, he had partnered with HDFC, Enam securities and Brics securities.

Ques – What is the approx AUM of Tamohara PMS?

Answer – SheetalMalpani has more than 250 clients and has a minimum investment period of 3 years. He has an AUM of approximately 3,000 cr.

Ques – Where can I check the return or performance of Tamohara PMS?

Answer – To check the return and performance of Tamohara PMS, you have to visit this page; you will find all the information under various heads. All you have to do is look for the head that you are looking for. The performance is also presented in the form of a tabular rating, to make it convenient for the customers.

Ques – What are the different strategies used by Tamohara PMS?

Answer – The investment of Tamohara PMS also sets out techniques that are tailored to fit every client. They work on the strategy of large-cap, mid-cap and small-cap, i.e. Tamohara SWAT Strategy, Tamohara TIOS Strategy and Tamohara TLES Strategy.

Ques – Where to find the fee structure and commission rate of Tamohara PMS?

Answer – The information on the fee structure and the Tamohara PMS commission rate is available on this page itself. In the form of tables and charts with all the main heads, we presented detailed explanations and did so. The website includes the finest sources to find the Tamohara PMS fee structure and commission rate.

Ques – How do call or reach Tamohara PMS customer care?

Answer – The Tamohara PMS provides various customer service facilities related to the facility. We help have the ultimate ease for clients. Facilities such as phone numbers, WhatsApp and email are also provided to access the services.

Ques – What are the benefits of investing with Tamohara PMS?

Answer – The most changed and versatile PMS is engulfed by Tamohara PMS across the country. To cover the broad spectrum of investor portfolios, the PMS house has built its channel through it. Tamohara has been handling public and proprietary savings productively for the last 17 years. In addition, the company has surpassed a leading track record for a benchmark. In the Indian share market, the company has always delivered an absolute positive return. You should, therefore, consider investing in it.

Ques – What are the different charges involved with Tamohara PMS?

Answer – The taxes levied are Management fees- As per the commission model for the PMS investment; this is agreed upon earlier by the parties. It is followed by Upfront payments, Brokerage fees, Custodian fees, Depositary fees and Exit Load Costs. If an immediate withdrawal is available during the 12-month phase of PMS conception, the exit load charges are 1.1 per cent-2.1 per cent of the withdrawn number.

Ques – Where can I find all the details about Tamohara PMS?

Answer – You can find all the details regarding the Tamohara PMS in the article we have provided you. We keep in mind the feasibility and understanding of the customer’s needs. Therefore all the information are provided in a tabular form with vivid description.

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