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.
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 Performance||3.4 / 5|
|Services||3.5 / 5|
|Charges||3.1 / 5|
|Experience||3.1 / 5|
|Strategies||3.0 / 5|
|Client Support||3.3 / 5|
|Overall Ratings||3.2 / 5|
Overview of Tamohara Investment Portfolio Management Services
Look here in this table below, to know about the details about Tamohara Investment PMS-
|Registered Location||Mumbai, Maharashtra|
|Leadership||Deepak Singh Tanwar|
|Yr. of Establishment||2001|
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.
Invest in Tamohara Investment PMS – Fill up the form Now!
Types of Tamohara Investment PMS
There are 2 types of Tamohara Investment Portfolio Management Services –
|Types of PMS|
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|
|AUM (in Cr.)||Approx 3,000 Cr.|
|Number of Clients||250+|
|Investment Tenure||Minimum 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-
|MULTI CAP||TIOS ##|
|SMALL CAP||TLES ##|
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 –
|Category||MULTI CAP||MULTI CAP||SMALL CAP|
|Strategy||SWAT||TIOS ##||TLES ##|
|Inception||Mar, 2018||Mar, 2016||Oct, 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||Tulsian PMS||Valuequest Investment PMS|
Tamohara Investment PMS Investment Plans
Look at the table below, it explains Tamohara 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|
|Profit Sharing% Commission||Yes|
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 – 50L||1.7% of Investment|
|Investment – 50L – 1 Cr.||1.5% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.3% of Investment|
|Investment – 5 Cr. Plus||1.1% 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 – 50L||0.12% 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. Plus||0.07% 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 – 5L||25% of Profit|
|Profit Amount – 5L – 10L||23% of Profit|
|Profit Amount – 10L – 50L||20% of Profit|
|Profit Amount – 50L Plus||17% 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
|Management Fees||As per commission model|
|Upfront Fees||0.9% – 1.5% of Asset Value|
|Brokerage Charges||0.008% – 0.028% of Total Transaction Value|
|Custodian Charges||0.28% – 0.38% of Asset Value|
|Depository Charges||0.18% – 0.28% of Asset Value|
|Exit Load – within 12 months||1.1% – 2.1% of Withdrawal Value|
|Exit Load – post 12 months||Free 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|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
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
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 4 to 7 Times a month|
|Issue Resolving TAT||17 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.
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 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 of the fee structure and the Tamohara PMS commission rate are available in 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 in order to find the Tamohara PMS fee structure and commission rate.
Ques – How to 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 earlier by the parties. It is followed by Upfront payments, Brokerage fees, Custodian fee, Depositary fee and Exit Load Cost. If immediate withdrawal is available during the 12-month phase of PMS conception, the exit load charges are 1.1 percent-2.1 percent 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.
Invest in Tamohara Investment PMS – Fill up the form Now!
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