Tata Investment management PMS – Review, Strategies, Returns, Charges & more

Tata Investment management PMS is one of the reliable and renowned brands in India, Due to its reliability, Tata PMS has won the hearts of many customers because of its constant performance and superior services.

Tata Asset Management offers portfolio management services whether you are a businessperson, housewife, professional or retired person.

It focuses on yielding long-term results. The company’s commitment to the highest quality of services and integrity enables it to build the trust of various customers.

This article will give you brief information about Tata Asset Portfolio Management Services, its Strategies, Commission model, Fund manager details, types and so forth.

Tata Investment management PMS – Ratings & Review by Top10StockBroker

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Overview of Tata Investment management Portfolio Management Services

Find a detailed overview of the Tata Investment management portfolio management service in the table given below-

Tata Asset Management PMS is a private portfolio management service provider in Mumbai, Maharashtra. It is established in the year 1994 by Mr.Prathit Bhobe.

The company offers portfolio management services to high-net-worth customers and advisory services to investors investing in India.

The portfolio management services offered by Tata Asset Management are highly customized services that provide a wide range of investment products which best suited to the clients.

The main aim of Tata Asset Management is to secure the investor future financially and deliver them superior quality services

Now, we will discuss Tata Investment management portfolio management service company review, its PMS returns, PMS charges and more.

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Types of Tata Investment management PMS

There are 2 types of Tata Investment management Portfolio Management Services –

Under the Discretionary portfolio management service, all the investment-related choices and timing are solely decided only by the portfolio manager. There is no interference from the customers

Under the Non- Discretionary portfolio management service, all the investment-related choices and timing are solely decided by the customers themselves.

The role of the portfolio manager is only to suggest investment ideas. Rest investment decisions will be taken by the investor itself

Tata Investment management PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Tata Investment management PMS company.

Tejas Gutka (Portfolio Manager)

Mr Tejas was previously associated with Barclays, where he was in charge of formulating strategies and advising direct fixed-income investments for large investors. Also, he took part in the evaluation of the creditworthiness of Indian Corporates at CARE rating during the years 2006-2009.

Notable and worthy positions he held previously are Credit Rating Analyst, Equity Research Analyst, Investment Strategist and Multi Asset Portfolio Advisor.

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Tata PMS Strategies

The below table is providing details about the Tata Investment management portfolio management service strategies-

Tata – Emerging opportunities strategy

Here, the prime objective is to generate capital appreciation with adherence to high-risk and long-term investments. Mid-cap stocks arena is primarily taken into account. Stock selection parameters are stocks available at a reasonable valuation with higher growth visibility.

Tata – ACT

This strategy can be best referred to as the combination of multiple styles, with no market cap bias. Diversification is aimed at 25 to 35 stocks. Each of the styles has different traits and operates in a different environment, giving the strategy a well-defined shape.

Tata – Enterprising India Investment Approach

This strategy is made keeping in view the scenario and investment approach of the country. The portfolio is formed after due consideration of essential factors like growth, value, quality, return, and risk.

Each stock has the potential of growing incredibly over the years, enhancing the overall performance of the portfolio exceedingly. Corporate governance and ethical practices are another some factors that are always kept foremost in Tata investments.

Tata Investment management PMS Returns / Performance

The below table is giving details about Tata Investment management PMS returns and performance-

Here are the comprehensive details about the rate of return and performance of Tata Asset Management PMS in different years.

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Tata Investment management PMS Investment Plans

The given table is providing details about the Tata Investment management portfolio management service investment plans.

Here are the distinct investment plans offered by Tata Asset Management PMS

Bronze investment plans are provided by the company for the customers to invest in. Customers can invest amounts between 25L-50L in the bronze plans

The silver plan is provided by the company for the customers to invest. Customers can invest an amount between 50L-1Cr. In the silver plan

Gold Plan is provided by the company for the customers to invest. Customers can invest an amount between 1Cr. -5 Cr. in the Gold plan

The platinum plan is provided by the company for the customers to invest. Customers can invest an amount of more than 5 Cr in the Platinum Plan

Tata Investment management PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Tata Investment management PMS house as follows-

The company provides 3 fee structures to their clients. They can choose any 1 of the three.

Tata Investment management PMS Prepaid Commission

Here in the prepaid commission model, the commission is been paid by the customers before the tenure of investment starts.

As it is a prepaid model, so commission charged in this model is comparatively lower than other models. The commission imposed on the investors also depends on the amount paid by them.

• In case, the investor investment amount is between (25L.-50L.), then he has to pay a commission of 1.29% of the investment
• If the investor investment amount is between (50l.-1CR.), then he has to pay a commission of 1.19% of the investment
• In case, the investor investment amount is between (1 CR.-5CR.), then he has to pay a commission of 0.99% of the investment
• If the investor’s investment amount is more than 5 crore, then he has to pay a commission of 0.99% of the investment

Tata PMS Volume% Commission

In the Volume% Commission model, the commission is imposed based on the number of transactions done by the fund managers.

The percentage of commission imposed is based on the investors’ investment amount.

• In case, the total transaction amount is between 25L-50L, then the commission will be 0.127% of the Total Transaction Value.
• If the total transaction amount is between 50L-1Cr, then the commission will be 0.120% of the Total Transaction Value
• In case, the total transaction amount is between 1Cr-5 Cr, then the commission will be 0.110% of the Total Transaction Value
• If the total transaction amount is more than 5 crore, then the commission will be 0.095% of the Total Transaction Value

Tata Investment management PMS Profit Sharing% Commission

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

In the profit-sharing models, the investor has to pay the commission based on the profit generated by them. In this model, there is less risk and returns are high.

Investors have to some percentage as a commission based on the profit realized by them.

• If the profit amount is between 2.5L-50L, the management takes charges of 21.1% of the profit
• In case, the profit amount is between 5L-10L, then management takes charges of 20.1% of the profit
• If the profit amount is between 10L-50L, then management takes charges of 18.1% of the profit
• In case, the profit amount is more than 50 lakhs, then management takes charges of 16.1% of the profit

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Tata Investment management PMS Charges

The below-given table is giving information about Tata PMS Charges:

• Management Fees-The management fee is a periodic payment that is paid by the investor to the investment advisor for advising them regarding investment. The Management fees are imposed as per the commission model
• Upfront Fees-The upfront fees are some portion of the total fees imposed to the investors. This fee ranges from 66% – 0.88% of the Asset Value
• Brokerage Charges-This is a fee investor has to pay to the broker for providing them with financial advice and managing their total assets. The brokerage charges imposed on the customers range from 0.007% – 0.017% of the Total Transaction Value
• Custodian charges– Tata Asset Management impose custodian charges to the customers which range from 11% – 0.33% of Asset Value
• Depository Charges-DP charges are the depository participant charges for the service offered by the depository participant company. The depository charges imposed on the customers range from 11% – 0.22% of Asset Value.
• Exit charge-The fees are imposed on the customers for withdrawing the amount per year. This fee ranges from 88% –1.22% of the Withdrawal Value

Tata Investment management PMS Benefits

Find the details about Tata Investment management PMS advantages in the table given below-

The benefits of investing in the Tata Asset Management PMS are:-

• Full transparency in dealing with stakeholders
• Continuous Portfolio tracking
• The dedicated relationship manager is managed for personalized services
• Strive hard to deliver continuous risk-adjusted returns
• The robust risk management platform is offered for controlling risk
• Personalized Investment service

Tata Investment management PMS Customer Care

The table given below is showing a detailed view of Tata Investment management PMS Customer Care.

Tata Asset Management PMS offers feasible customer support to the customers. For resolving the issues quickly, they provide direct call support to the customers.

They also provide E-mail and Whatsapp support for the easement of customers. Relationship Manager Support is also provided for the investor’s personalized services.

Investors with net worth can contact fund managers 3 to5 times a month for resolving their issues. Resolving Issue TAT is applicable for the customers for almost 11 working days

Tata Investment management PMS Conclusion

Tata Asset Management Portfolio Management service is the most reliable and trusted brand and is renowned to offer superior quality services to its customers.

The company offers the products to investors seeking capital gain as well as income generation over medium to long-term periods. The customers can invest in equity, debt, and other money market instruments.

If you are looking for a trusted Portfolio management service provider for your investment needs, then avail of the services from Tata Asset Management PMS.

Here you will ensure that your investment will be best-taken care of.

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