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

Tamohara PMS is an ultimate end for all type of Portfolio management services. They regulate incredible 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 earns. If the business earns a profit of 6% over the capital in 40 years of the term, and investor holds it for those 40 years, then the investor is not going to make much different than 6% return- even if the investor buys the capital at a huge 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.

PMS Offer


Tamohara Investment PMS – Customer Ratings & Review

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

Tamohara Investment PMS Ratings
Returns Performance3.4 / 5
Services3.5 / 5
Charges3.1 / 5
Experience3.1 / 5
Strategies3.0 / 5
Client Support3.3 / 5
Overall Ratings3.2 / 5
Star Ratings★★★★★

Overview of Tamohara Investment Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipDeepak Singh Tanwar
Yr. of Establishment2001

Tamohara Investment PMS

Tamohara Investment PMS house offers an absolute return on investment by making a 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 boutique management of investment which deals in both domestic and offshore savings equity in Indian assets market.

Recently, the company has welcomed, Mr. Sudhanshu Asthana, as the new CEO and CIO, to add in 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 the investment manager’s 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 –

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

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

    Through facts, mostly 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 that is Non-Discretionary, the fund manager gives out the 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-

    Fund Manager’s Details
    NameSheetal Malpani
    Experience12 Years
    Highest QualificationCFA
    AUM (in Cr.)Approx 3,000 Cr.
    Number of Clients250+
    Investment TenureMinimum 3 yr.

    Sheetal Malpani (Portfolio Manager)

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

    Sheetal Malpani holds a CFA degree with over 12 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 are 3 years in which he deals. He has AUM of approx 3,000 cr.

    Sudhanshu Asthana  (CIO)

    Mr. Sudhanshu has an experience of 18 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
    MULTI CAPSWAT
    MULTI CAPTIOS ##
    SMALL CAPTLES ##

    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 product 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 SWAT Strategy

    The features of Sapient Wisdom Allcap Tamohara strategy, or simply SWAT can be referred to as long only benchmark agnostic strategy. The strategy traces and invests across the spectrum of market capitalization.

    20-25 businesses which make up to the portfolio posses factors such as superior entry barriers, high growth potential and the capability of fetching free cash and high returns on invested capital.

    Tamohara TIOS Strategy

    The primary focus of this strategy is to pick up on large and large mid-cap companies. Portfolio possessing 15-18 high quality business is built, and the ones included generally have a proven business model.

    Speaking of the thought of the company which is put towards forming this strategy, companies which possess a great track record and are the market leaders are chosen.

    Tamohara TLES Strategy

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

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


    Tamohara Investment PMS Returns / Performance

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

    CategoryMULTI CAPMULTI CAPSMALL CAP
    StrategySWATTIOS ##TLES ##
    Return (CAGR)1M4.48%3.45%7.51%
    3M14.40%11.22%19.17%
    6M-6.15%-9.32%-9.71%
    1Y5.54%0.90%4.50%
    2Y-2.58%-6.02%-7.90%
    3YNA-0.14%-0.14%
    5YNANANA
    SI2.69%5.70%4.74%
    InceptionMar, 2018Mar, 2016Oct, 2015

    As observed in the table, the augment of return rate is fine and 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-

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

    The table clearly 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, platinum plan that is tailored to meet every type of clients 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

    The below are the Tamohara Investment PMS commission slabs-

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

    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 system of the PMS house will be understood in details.


    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 mold since this is a prepaid model of commission.

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.7% of Investment
    Investment  – 50L – 1 Cr.1.5% of Investment
    Investment – 1 Cr. – 5 Cr.1.3% of Investment
    Investment – 5 Cr. Plus1.1% of Investment

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

    Similar to, 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 hoard of Rs.1 Cr – Rs.5 Cr the prepaid incriminate is 1.3% & for investment of above Rs.5 Cr, the prepaid charge is 1.1%.

    Therefore, parallel to this the prepaid value varies 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 ‘state of affairs’ and on the faithfulness of finance manager. This kind of replica is appropriate to proffer an excellent payout.

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

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.12% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.11% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.09% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.07% of Total Transaction Volume

    As seen in the board, if the annually the deal sum is bordered by INR 2.5 Crore to INR 5 Cr, then 0.12% 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 agreement amount is in the center 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 fees unit, the organization takes its cost after the profit has been completed on the requisite asset volume. It is solitary the convenient ways 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.

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L25% of Profit
    Profit Amount – 5L – 10L23% of Profit
    Profit Amount – 10L – 50L20% of Profit
    Profit Amount – 50L Plus17% of Profit

    On top of Tamohara investment bandwidth, the amount of profit varies directly with the managing board charge. In the stratum of, 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

    Charges
    Management FeesAs per commission model
    Upfront Fees0.9% – 1.5% of Asset Value
    Brokerage Charges0.008% – 0.028% of Total Transaction Value
    Custodian Charges0.28% – 0.38% of Asset Value
    Depository Charges0.18% – 0.28% of Asset Value
    Exit Load – within 12 months1.1% – 2.1% of Withdrawal Value
    Exit Load – post 12 monthsFree or 0.35% of Withdrawal Value

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

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

    Upfront fees-The PMS house takes this fees 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 value of the asset.

    Exit Load cost- The Tamohara exit load is restrictive on the time of withdrawn amount plus on 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 to the sum withdrawn.


    Tamohara Investment PMS Benefits

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

    Benefits / Advantages
    Top-up FacilityYes
    Back office ReportsYes
    Email UpdateYes
    SMS UpdateYes
    Watsapp UpdateNo
    Portfolio ViewYes
    Detailed ViewYes
    Flexible Commission ModelYes
    Flexible Investment PlansYes
    Massive ExperienceYes

    The Tamohara supply subsequent benefits to its clients-

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

    Tamohara Investment PMS Customer Care

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportYes
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 4 to 7 Times a month
    Issue Resolving TAT17 working days

    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 asset across INR 1 Crore investment or more than, the client can fix an appointment in a month 4-7 times with the fund manager. Investors with low wealth can also tie with fund manager for 1-2 periods in a month.


    Tamohara Investment PMS Conclusion

    Tamohara PMS engulf most modified and supple PMS all over the country. The PMS house has built its channel all across to cover the wide range of investor’s 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 Indian share market. So, it is enough reason to consider it as a wholesome solution suitable for your PMS creation.


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      1. Invest in PMS / AIF / PCG


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