Tulsian PMS – Review, Strategies, Returns, Charges & more

Tulsian PMS is a reputed PMS agency, famous for its innovative strategy-making abilities. They deliver decent services while charging reasonable fees.

The client support team is capable of handling difficult situations, and hence, 3 out of 5 people like what they provide and the feedback is mostly positive as well.

Here is a detailed review of Tulsian Portfolio Management Services –

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Overview of Tulsian Portfolio Management Services

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

Mr Shashikant Parmanand Tulsian is the founder of the company. It was his efforts that transformed the company into a full-fledged PMS trading institution.

Meanwhile, the company’s headquarter is in Mumbai, established in the year 1991. As of now, it is still a private limited company.

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

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Types of Tulsian PMS

There are 2 types of Tulsian Portfolio Management Services –

What’s interesting is the effectiveness level Tulsian PMS show; something their clients love about them. They offer both Discretionary and Non-Discretionary types of PMS, something that is reasonably expected.

Tulsian PMS Fund Managers Details

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

Ms Ruma Dubey is the dedicated Funds Manager of Tulsian PMS. She has a total experience of 26 years in this industry, and her overall AUM is roughly over 51 Crores INR.

Her highest education qualification is M.Com, and she serves approximately 134 clients. Meanwhile, her typical investment tenure revolves around 3-4 years.

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Tulsian PMS Strategies

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

The strategies they deploy consist of micro-cap, small-cap, mid-cap, and large-cap. In this way, they maintain a balanced portfolio. They typically allocate in all the sectors; so, it doesn’t what matter the market cap is.

Moreover, it is primarily based on the potentiality of the invested amount and growth prospects. Having said so, the Portfolio Manager takes the ultimate decision on behalf of the client.

Meanwhile, to take full charge of decisions regarding the investments, they allocate a dedicated panel of experts.

Now, some things to remember; first, the investments will be processed on the investor’s names, and the portfolio manager will clarify the stipulations.

Subsequently, the portfolio manager will open respective Demat accounts which the investors need to authorize by the Power of Attorney.

Tulsian PMS Returns / Performance

The below table is giving details about Tulsian PMS returns and performance-

Tulsian PMS has its own set of investment return rates, which is intriguing and unique. The Compound Annual Growth Rate (CAGR) for a 1-year investment plan is 33.77%, while for a 2-year plan, it is 57.96%.

Most people believe it is a bit low compared to rival companies. However, the investment return rate for the 3-year plan is decent enough NA%, but again, the return for the 5-year plan is not good enough.

As for the return rate for anything above the 11-year plan can just be considered okay.

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Tulsian PMS Investment Plans

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

Tulsian PMS pretty much covered all the underlying investment plans that an investor typically seeks. To start with, they have a Bronze investment plan from ₹25,00,000 to ₹50,00,000.

Now this plan is their starter pack. Then they have a Silver investment plan that targets mid-range investors and ranges in between ₹50,00,000 to ₹1,00,00,000.

Moving on to the Gold investment plan; this starts to hype up a bit and ranges between ₹1,00,00,000 to ₹5,00,00,000. The final investment plan they offer is the Platinum plan that reaches anything above ₹5,00,00,000.

Now, it would be best if the investors understand one simple fact – the amount that they invest determines the commission rate that Tulsian PMS will charge.

So, the lower the investment amount, the higher the commission rate; and vice-versa. Therefore, it is advised to investors to check out the commission rates before investing.

Tulsian PMS Fee Structure or Commission Slabs

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

There are three payment models that Tulsian PMS follows when they charge commissions from the investors. They are as follows:

Tulsian PMS Prepaid Commission

A Prepaid Commission model typically refers to the amount charged from the investors before the start of the investment tenure. So, the amount that the investors pay is preset.

However, the amount is typically lower than other commission models. Now, let us discuss what Tulsian PMS is offering. To start with, they charge 1.33% of the invested amount between ₹25,00,000 to ₹50,00,000.

Next in line is the invested amount ranging between ₹50,00,000 to ₹1,00,00,000, which is 1.22% of the invested amount.

They charge 1.02% for the invested amount ranging between ₹1,00,00,000 to ₹5,00,00,000. Last but not least, they charge 0.82% if in case the invested amount exceeds ₹5,00,00,000.

Tulsian PMS Volume% Commission

In this case, the total number of successful transactions completed by the acting Fund Manager will be taken into consideration and based on that the PMS institution charges the commission.

However, market volatility can also affect the commission percentage. In any case, the rate of commission typically is on the higher side if the investor chooses this model.

Now, Tulsian starts off their commission percentage with the invested amount ranging between ₹25,00,000 to ₹50,00,000, and they charge 0.119% on the volume of successful transactions.

For the invested amount ranging between ₹50,00,000 to ₹1,00,00,000, the commission lurks around 0.114% on the number of transactions.

Next in line is the invested amount between ₹1,00,00,000 to ₹5,00,00,000, which is 0.109% of the total transaction volume.

Now, if the investment amount exceeds ₹5,00,00,000, the commission percentage will be 0.100% chargeable on the total number of the successful transaction as well.

Tulsian PMS Profit Sharing% Commission

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

When the commission is chargeable based on the amount of profit earned by the investors, we call that model the Profit Sharing% Commission.

The amount of profit determines the commission percentage here. That is why most investors and experts believe this is the most convenient commission model, as this model incurs low risks.

Meanwhile, Tulsian has set some parameters to decide the rate of commission; for the invested amount between ₹25,00,000 to ₹50,00,000, they charge 21.3% on the profit earned from that amount.

For the investment amount between ₹50,00,000 to ₹1,00,00,000, they charge 19.3% again for the profit made from that respective amount.

Similarly, if the invested amount ranges between ₹1,00,00,000 to ₹5,00,00,000, the rate of commission decreases to 17.3% of the total profit earned; and finally, for the invested amount above ₹5,00,00,000, Tulsian PMS charge 15.3% on the profit made.

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Tulsian PMS Charges

The below-given table is giving information about Tulsian Portfolio Management Service Charges-

The following are the fees distributions of Tulsian PMS:

• The commission for the investment plans will be charged based on either Prepaid Commission, Volume% Commission, or Profit Sharing% Commission.
• The upfront fees that the investors have to pay range between 0.55% – 0.75% of the asset value.
• The brokerage charges typically range between 007% – 0.017% of the total transaction value.
• There are custodian charges that range between 15% – 0.25% of the asset value.
• The depository charges range between 15% – 0.25% of the Asset Value.
• The exit load for the first 12 months range between 0.85% – 1.15% of the withdrawal value.
• The exit load for anything after 12 months is free of cost.

Tulsian PMS Benefits

Find the details about Tulsian PMS advantages in the table given below-

Here is a list of benefits that Tulsian PMS offer to their clients:

• They provide a Top-up Facility.
• The Company provides Back-office Reports.
• They provide Email Updates.
• The Company provides SMS Updates.
• They provide Portfolio Views.
• The Company provides detailed Views.
• They provide Flexible Commission Models.
• The Company provides Flexible Investment Plans.

Tulsian PMS Customer Care

The table given below is showing a detailed view of Tulsian PMS Customer Care.

Tulsian PMS offers an extensive range of Customer Care Support to every client. To start with, they offer Call Support for quick problem escalation.

To add to that, they have robust Email Support and dedicated Relationship Manager Support for perfect assistance.

The investors can call their respective Fund Managers 6-9 times a month they typically resolve the problem in 13 working days.

Tulsian PMS Conclusion

Tulsian is one of the most successful PMS institutions in the country. Some investors and experts believe that the commission percentage rates are a bit higher than other PMS institutions.

Having said so, they do provide all the necessary amenities to accommodate successful investments and make profits consistently.

The support team is proactive and helpful, and so is the service their Fund Managers deliver. Overall, it is a trustworthy institution that investors are benefited from frequently.

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