Unifi Capital PMS – Review, Strategies, Returns, Charges & more

The Unifi capital PMS is the top-class PMS asset source in India. The company firmly believes in delivering excellence. The investment philosophy of Unifi Capital says, “ideas make the difference and ideology sustains it”.

Their portfolios are based upon the niche development style. Unifi Capital constantly believes in providing improved money-scale with its strong ethics of knowledge, networks and hard-working team.

Here we are discussing on all the aspects of Unifi Capital Portfolio Management Service like their customer ratings, Yearly Returns, Charges, Benefits & more.

 


Unifi Capital PMS – Customer Ratings & Review

Consider the table underneath which shows the ratings of Unifi and the information about its customer reviews-

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

The general idea of Unifi Capital Investment Portfolio Management Services


Overview of Unifi Capital Portfolio Management Services

Consider the table below, to be acquainted with the details of Unifi Capital PMS-

Overview
Company TypePrivate
Registered LocationChennai, Tamilnadu
LeadershipSarath Reddy
Yr. of Establishment2001

Unifi Capital PMS

Unifi capital PMS house offers a specialized way of portfolio creation. The firm rules over 17 years and has handled assets over than 4200 Cr.

Unifi works for customer interests and charges its fees when the performance is all set. The company has been founded by Mr. Sarath Reddy. He founded the company as a private set-up in the year 2001.

Mr. Sarath Reddy has a vast understanding of 25 years in the field of finance. He had achieved a lot of fame in the investment field. During his days spent in Standard chartered bank, he resolute to be an entrepreneur.

The chief headquarters of Unifi Capital is placed in Chennai, Tamilnadu. Mr. Sarath Reddy is now the chief investment officer at Unifi Capital Pvt Ltd. He works securely to finance management and analysts group of the company.

At unifi, they believe in making a good customer relationship foremost. Unifi has performed extraordinarily throughout all the seventeen years. This shows the company’s sturdy market hold an uphill struggle of the associated management team. This track record results in building up much capable client base system to the management.

Their regular focus is to offer unmatched insight which gives cut-edge portfolio creation. They constantly dig up the Indian share market for the client benefit. They always top rate the growth potential of the client businesses.

Unifi believes that small and mid firms need a catalyst in their investment strategies. They are the best catalyst because they give growth, superb stock performance in attractive price.


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Types of Unifi Capital PMS

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

The Unifi Capital presents both Discretionary and Non-Discretionary PMS similar to other PMS houses available to the Indian capital market.

The much treasured of Discretionary and non Discretionary PMS is based client’s choice. Throughout specifics available, we have derived a conclusion that the customer wishes to seize more, Discretionary PMS, in which decisions are handed by the portfolio manager and not the customer alone.

In Non-Discretionary type of PMS, all the judgment of investment is made by the client itself.


Unifi Capital PMS Fund Managers Details

As shown in the following table the facts of Unifi Capital PMS Fund manager-

Fund Manager’s Details
NameSaravanan V.N.
Experience25 Years
Highest QualificationCA
AUM (in Cr.)Approx 4,000 Cr.
Number of Clients230+
Investment TenureMinimum 3 yr.

Mr. Saravanan V.N handles the research department of the Unifi Capital. He has done C. A and has over than 16 years of experience in handling finance. He has completed various programs like corporate finance, equity research, taxation, and auditing.

Mr. Saravanan V.N has been with Unifi for 9 lengthy years and Thereby has handled many responsibilities in this span. His core duties are tracking pharmaceuticals, domestic debt markets, an NBFC. In addition to this, he also advises on hedging, debt fund investments, and arbitrage opportunities.

Previously, he gained 3 years of expertise in PWC article ship & 2 years in ICICI corporate banking division. Mr. Sarvanan moreover organizes AIF High yield fund and event arbitrage fund.


Know Fund Managers of Other Portfolio Management Service Companies

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Angel Broking PMSAxis PMSDHFL Pramerica PMSEdelweiss PMS

Unifi Capital PMS Strategies

Following table shows the investment strategies by –

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Investment business uses strategies to cover all investment techniques. Like other PMS Houses, Unifi also has three basic strategies, i.e. namely,

  • Large-cap strategy
  • Mid-cap strategy
  • Small-cap strategy

Unifi believes in protecting investor’s amount from both micro and macro risk factors. They do a deep study of the business model before investing. Through this technique, they can with no trouble calculate the total risk factor in investment and then take any appropriate step further.

They have two investment theorems, keeping in mind all three strategies as base model-

Unifi High Yield Fund

HYF is a type of discretionary fund management which focuses on fixed income investment opportunity through keeping an eye on the event arbitrage. Unifi High yield gives an opportunity to generate superior annual returns, compounded annually, which offer uncompromising capital returns.

Unifi Green Fund

Green fund; generally enlist the industries that are into renewable energy, environmental and clean technology. These industries will be the next generation winners of small and mid-cap organizations. Consequently, Unifi does not hesitate to provide potency to these companies which invest in building our country as ‘green economy’.


Unifi Capital PMS Returns / Performance

The slab demonstrate Performance and returns of Unifi capital PMS-

Returns (CAGR)
3 Year9%
5 Year10.5%
7 Year12.0%
10 Year12.5%
11 Year Plus13.5%

As seen in the chart, the return augment rate is outstanding and appropriate. During all the 3 years, the percentage gets hiked by 9%, In 5 years it once more hops to 10%, as the corporation covers good 7 years it once more shoots to 12.0%.

Afterward in 10 years it gets raised up to 12.5% & for 11 and over it, the return flies up at to the value of 13.5% CAGR. Observing the growth pattern it shows, that the corporation is making its performance better and become matured with the periods.

Thus, if we say, Unifi Capital PMS is the best investment portfolio destination.


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Unifi Capital PMS Investment Plans

Coming across the table below, we can see the Unifi capital 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 slab clearly depicts the fragment of an investment plan and you can also calculate a range of investments slab that is accessible here. To formulate any project in the investment Portfolio, it is compulsory to make a minimum payment of INR 25L.

Unifi capital PMS have different types of asset formulation like a Gold plan, silver plan, bronze plan, a platinum plan that supports to pull together every type of clients needs.

Bronze and silver plans are made to plan investment of low budget. Whereas, investors of Gold and platinum outfits for huge capital. The bronze plan comes up to the range of INR 25 Lakh to INR 50 Lakh.

The silver plan accumulates the investors of INR 50 lakh to INR 1 crore. The Gold plan supports the depositors who can pay for the range of INR 1 Crore to INR 5 Crore, even as the Platinum takes in the investors for above INR 5 crore.


Unifi Capital PMS Fee Structure or Commission Slabs

The below are the Unifi Investment PMS commission slabs-

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

Unifi capital Investment PMS have three varied fee slab, such as Prepaid commission slab,  Profit sharing% and volume % commission slab. Added to this, all of this PMS block system will be understood in details.


Unifi Capital PMS Prepaid Commission

In this kind of fee pattern, The Unifi team of management prefers to take its cost previous to the investment phase gets on track.

The duty charges are lower than other fees system because it is a prepaid model of commission.

Prepaid Commission (Yearly)
Investment – 25L – 50L1.55% of Investment
Investment  – 50L – 1 Cr.1.45% of Investment
Investment – 1 Cr. – 5 Cr.1.25% of Investment
Investment – 5 Cr. Plus1.05% of Investment

The commission model of Unifi capital investment PMS depends on the investor’s figure. Like, as we observe in the above chart, you can clearly check out the difference of percentage that varies to the invested amount.

Similar to, at an investment of 25L-50L, the commission is 1.55%, for investment of INR 50L to 1 Cr, the prepaid commission will occur to 1.45%.

For the amount of 1 Cr-5 Cr the prepaid amount is 1.25%, for investment of on top of 5 Cr, the prepaid charge is 1.05%. Consequently, we can see that the prepaid value varies from low to high.


Unifi Capital PMS Volume% Commission

At, Unifi capital this type of fees structure is bottomed upon the transactions completed by the fund manager.

The cost of the commission of this model stands on the marketplace ‘state of affairs’ plus on the honesty of fund manager. It proffers an excellent payout.

Check this table out, to be familiar with information supporting Unifi Capital volume % commission model.

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.155% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.145% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.125% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.105% of Total Transaction Volume

As seen on the board, if the transaction volume is by INR 25L- INR 50L, then 0.155% fees of transaction amount will be deducted. If the contract figure is 50L-1 Cr, the firm charges 0.145% of in general transaction sum.

If the transaction quantity is in the middle of 1 Cr- 5Cr, the administration would claim 1.125% of the total transaction amount.

When the agreement quantity is superior to 5 Cr, the management would restrict 0.105% of the transaction volume.


Unifi Capital PMS Profit Sharing% Commission

In this type of fees structure which is a very convenient one, the organization takes its amount after the profit has been made. The fee amount t depends upon the total amount of gain.

As we say, here the risk applied is moderate and the proportion is elevated. Here under, you can distinguish the profit% slab for each range of profit amount.

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L23% of Profit
Profit Amount – 5L – 10L21% of Profit
Profit Amount – 10L – 50L18% of Profit
Profit Amount – 50L Plus15% of Profit

Looking up from the starting, we can see how profit sharing commission is varied according to the profit %. In the band of the amount is 2.5L- 5L, the management would stress 23% of the total gained amount.

On the profit sum of 50L- 1Cr, the management would render 21% of the profit. When the profits are 10L-50L, the management takes 18% of the total return likewise when the return is more than 50L then the organization take up 15% of the full profit amount.

With all these operating costs, there are other fees as well within PMS which is brokerage, approximating upfront fees, Exit load, Depository charges, and Custodian charges.


Know Charges models of other Portfolio Management Service Providers

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Unifi Capital PMS Charges

Charges
Management FeesAs per commission model
Upfront Fees0.85% – 1.45% of Asset Value
Brokerage Charges0.006% – 0.016% of Total Transaction Value
Custodian Charges0.15% – 0.25% of Asset Value
Depository Charges0.08% – 0.15% of Asset Value
Exit Load – within 12 months0.75% – 1.15% of Withdrawal Value
Exit Load – post 12 monthsFree

In the above table about details of Unifi capital PMS charges.

Apart from the commission modeling, PMS house also mandatorily liable to deduct its service amount that is as follow-

Management fees – The fees are determined earlier between the two parties while the PMS investment takes place.

Upfront fees – The PMS house takes up this type of fees as an upfront amount, this is a sort of prepaid charge, which is 0.85%-1.45% of the asset value.

Brokerage charges – The Brokerage fees are stirred by the Fund director, that is 0.006%- 0.016% of the total transaction value.

Custodian charge – The guardian fees is 0.15%- 0.25% of the asset value.

Depository charge – The depository charges ranges like 0.08%-0.15% of the value of the asset.

Exit Load cost – The Unifi exit load depends upon the time of withdrawn amount plus on its value. If there is an immediate withdrawal that is, within the phase of 12 months, so exit load fees are 0.75% – 1.15% of Withdrawal Value. If it goes beyond than a period of 12 months, no fee is applied.


Unifi Capital PMS Benefits

Take a glance at the Unifi capital Investment 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

Unifi capital PMS provide many successive benefits like these –

  • Unifi Capital PMS house benefits time-tested TOP-up facility with the least quantity of INR with the length of smart investment principles to its clients.
  • There is no WhatsApp support given to clients, but SMS support will be given.
  • The customer can also stay in touch with an e-mail support system, 24 by 7, to resolve any personal doubts regarding portfolio.
  • Back office report is also provided to the PMS client list.
  • Customers are liable to look up their portfolios online, through Unifi Capital PMS website.
  • Unifi capital PMS caters all duly agreement through SMS update and e-mails.
  • For client satisfaction, Unifi capital offers flexibility in the investment strategies and commission model.
  • Unifi capital investment PMS has a massively experienced team of management and customer support.

Unifi Capital PMS Customer Care

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportYes
Relationship Manager SupportYes
Call to Fund ManagerYes – 2 to 5 Times a month
Issue Resolving TAT14 working days

As you can see the above table, you can now an idea for the Unifi capital customer care-

The matter-resolving TAT for Unifi capital PMS compromises as 14 business days. The corporation does not supply any chat over WhatsApp facility to its user.

Unifi capital PMS offers a service of Direct Call support to its clientele for resolving the customer doubts. The company gives hold of relationship manager too.

On course for a superior amount of capital that is around INR 1 Crore investment or more, the customer is able to fix an appointment with the fund manager, in a month like 2-5times. Investors with a low asset can tie to meet too in a month.


Unifi Capital PMS Conclusion

Unifi Capital PMS has created a benchmark of business growth in the Indian capital market. They are Eveready in creating a customized portfolio, the portfolio created are always set profit to the business.

They are dedicated to their accountability, commitment, and continuity for both external and internal. Unifi follows a strict code of conducts and has no space for poor quality and integrity.

Their client range has all leading and triumphant business owners. Every chief decision is taken, after the guidance of the Relationship manager’s. RM always decides the verdict regarding jeopardy setup and category of asset.


Invest in Unifi Capital PMS – Fill up the form Now!

Fill Your Details Here
  1. Invest in PMSBecome Sub BrokerOpen Demat Account


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