Unifi Capital PMS – Review, Strategies, Returns, Charges & moreLast Updated Date: Dec 02, 2022
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 on 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 – Ratings & Review by Top10StockBroker
Consider the table underneath which shows the ratings of Unifi and the information about its customer reviews-
|Unifi Capital PMS Ratings|
|Returns Performance||3.2 / 5|
|Services||3.2 / 5|
|Charges||3.3 / 5|
|Experience||3.1 / 5|
|Strategies||3.0 / 5|
|Client Support||3.1 / 5|
|Overall Ratings||3.2 / 5|
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-
|Registered Location||Chennai, Tamilnadu|
|Yr. of Establishment||2001|
Unifi capital PMS house offers a specialized way of portfolio creation. The firm rules for over 17 years and has handled assets of over 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 at Standard chartered bank, he was 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 with 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 seventeen years. This shows the company’s sturdy market holds an uphill struggle for the associated management team. This track record results in building up a much more capable client base system for 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’s 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 and superb stock performance at attractive prices.
Invest in Unifi Capital PMS – Fill up the form Now!
Types of Unifi Capital PMS
|Types of PMS|
Unifi Capital presents both Discretionary and Non-Discretionary PMS similar to other PMS houses available to the Indian capital market.
The treasured Discretionary and non Discretionary PMS is based client’s choice. Throughout the 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 the 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|
|Name||Sarath K Reddy (CEO)|
|AUM (in Cr.)||Approx 4,000 Cr.|
|Number of Clients||230+|
|Investment Tenure||Minimum 4 yr.|
Saravanan V N (Fund Manager)
Mr. Saravanan V.N handles the research department of the Unifi Capital. He has done C. A and has over 17 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, and 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 & 3 years in ICICI corporate banking division. Mr. Sarvanan moreover organizes AIF High yield fund and event arbitrage fund.
Baidik Sarkar (Fund Manager)
Mr. Baidik presently holds the responsibility of managing Equity research across IT, Real estate, and agricultural sectors and also assist the CIO in certain aspects, working with Unifi Capitals. He holds an experience of 13 years, 11 years of which is from his dedication to UNIFI.
Previous work records of Mr. Baidik go back to the Government Reforms and Institutional Development arm of PricewaterhouseCoopers –PWC, where he worked as a strategy consultant.
Sarath K Reddy (CEO)
Mr. Sarath has gained an experience of 26 years which made him capable of running through a lot of aspects in the field of investments. He is the founder of Unifi Capital, which started with a high team of professionals in the years 2001.
Getting started with his carrier, he worked with Standard Chartered bank and grew to become an entrepreneur. He is presently the Chief Investment Officer and is into research and fund management.
Know Fund Managers of Other Portfolio Management Service Companies
|ICICI Pru PMS||Aditya Birla PMS||Alchemy PMS||Ask PMS|
|IIFL PMS||Motilal Oswal PMS||Porinju Veliyath PMS||Kotak PMS|
|Angel Broking PMS||Axis PMS||DHFL Pramerica PMS||Edelweiss PMS|
Unifi Capital PMS Strategies
The following table shows the investment strategies –
|UNIFI – APJ 20||MIDCAP|
|UNIFI – BCAD||MIDCAP|
|UNIFI – BCAD2: Breakout 20||MIDCAP|
|UNIFI – Blended Rangoli||MIDCAP|
|UNIFI – GREEN FUND||SMALL CAP|
|UNIFI – HOLDING CO||MULTI CAP|
|UNIFI – Insider Shadow||MIDCAP|
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 investors’ amounts 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 investment theorems, keeping in mind all 7 strategies as a base model-
UNIFI – APJ 20
This portfolio consists of 15 to 20 stocks picked for a value investor seeking growth businesses for investment. The entity understands the micro and macro risk factors and attempts to offer effective management of the funds in view of these criticalities.
This portfolio is based on Fundamentally Driven philosophy and follows the buy & hold strategy to gain from the Growth over a long period of time in the Indian Economy.
UNIFI – BCAD
A Growth-oriented fund portfolio that has the potential to drive through capital enhancement in a long-term investment. The portfolio invests in Growth-oriented companies from particular sectors that are playing a vital role in the migration of market share.
This portfolio explores the unorganized segment of the Indian Economy and offers a wide scope and scale of investment to the customers.
UNIFI – BCAD2: Breakout 20
This fund is kind of an extension of the BCAD fund of UNIFI. This fund aims at realizing the potential of the growing Indian Economy. The fund follows the bottom-up approach for the selection of securities for the portfolio.
The fund invests in companies after analyzing the customer demand and the shift from the unorganized players to the organized players. Also, it involves analyses of multiple other factors.
UNIFI – Blended Rangoli
The stocks for this fund are chosen from seven thematic funds that Unifi manages. They explore the opportunities revealed from a mix of emergent themes, corporate actions, and core fundamentals attractiveness.
The fund is made to survive and thrive through market cycles and bring the investors’ switching costs down. The investment in this fund is made very meticulously.
Unifi Green Fund
Green funds; generally enlist 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 a ‘green economy.
Unifi High Yield Fund
HYF is a type of discretionary fund management which focuses on fixed-income investment opportunities by keeping an eye on the event arbitrage. Unifi High yield allows for generating superior annual returns, compounded annually, which offer uncompromising capital returns.
UNIFI – Holding Co
Another investment opportunity paved by UNIFI. This is an innovative means to make the investment from a long-term view and sit back relaxed. The fund contains securities that will flourish over the years not only in favor of the companies but also their investors supremely.
The fund promises to provide sustainable and measurable Growth from the investment and grow largely. The company is a keeper of various innovative and successful portfolios and strategies.
UNIFI – Insider Shadow
This is a very discreet and distinct portfolio fund as this fund searches for financially and Growth wise sound companies which have repurchased their own shares or the promoters have bought the shares at the market price.
According to their view, this kind of action expresses the conviction of the company toward Growth. This fund generates superior risk-adjusted returns for the investors.
Unifi Capital PMS Returns / Performance
The slab demonstrates the Performance and returns of Unifi capital PMS-
|Strategy||UNIFI – APJ 20||UNIFI – BCAD||UNIFI – BCAD2: Breakout 20||UNIFI – Blended Rangoli||UNIFI – GREEN FUND||UNIFI – HOLDING CO||UNIFI – Insider Shadow|
|Category||MIDCAP||MIDCAP||MIDCAP||MIDCAP||SMALL CAP||MULTI CAP||MIDCAP|
|Inception Year||Sep 2015||May 2018||Jan 2022||Jun 2017||Jan 2017||Jul 2014||May 2010|
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%, and as the corporation covers good 7 years it once more shoots to 12.0%.
Afterwards, in 10 years it gets raised to 12.5% & for 11 and over it, the return flies up at to the value of 13.5% CAGR. Observing the growth pattern shows, that the corporation is making its performance better and becoming mature with the periods.
Thus, if we say, Unifi Capital PMS is the best investment portfolio destination.
Know the Returns of other PMS Brands
|Asit C Mehta Investment PMS||Indianivesh PMS||Sundaram PMS||SBI Funds PMS|
|HDFC PMS||IDFC PMS||Karvy PMS||Credent Asset PMS|
|Pelican PMS||Centrum PMS||LIC PMS|
Unifi Capital PMS Investment Plans
Coming across the table below, we can see the Unifi capital investment Plans-
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
The slab 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 pulling together every type of client’s needs.
Bronze and silver plans are made to plan investments 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 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 investors for above INR 5 crore.
Unifi Capital PMS Fee Structure or Commission Slabs
Below are the Unifi Investment PMS commission slabs-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
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 detail.
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 getting on track.
The duty charges are lower than other fees system because it is a prepaid model of commission.
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.55% of Investment|
|Investment – 50L – 1 Cr.||1.45% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.25% of Investment|
|Investment – 5 Cr. Plus||1.05% 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 check out the difference in percentage that varies with the invested amount.
Similarly, at an investment of 25L-50L, the commission is 1.55%, for the investment of INR 50L to 1 Cr, the prepaid commission will occur at 1.45%.
For the amount of 1 Cr-5 Cr, the prepaid amount is 1.25%, for the investment 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 fee 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 the fund manager. It proffers an excellent payout.
Check this table out, to be familiar with information supporting the Unifi Capital volume % commission model.
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.155% of the Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.145% of the Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.125% of the Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.105% of the Total Transaction Volume|
As seen on the board, if the transaction volume is INR 25L- INR 50L, then 0.155% fees of the 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 fee 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, you can distinguish the profit% slab for each range of profit amount.
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||23% of the Profit|
|Profit Amount – 5L – 10L||21% of Profit|
|Profit Amount – 10L – 50L||18% of Profit|
|Profit Amount – 50L Plus||15% of Profit|
Looking up from the start, we can see how profit sharing commission 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 are a brokerage, approximating upfront fees, Exit load, Depository charges, and Custodian charges.
Know Charges models of other Portfolio Management Service Providers
|Nine Rivers Capital PMS||Systematix PMS||Marathon Trends PMS||Reliance PMS|
|Prabhudas Lilladher PMS||Narnolia PMS||Accuracap PMS||SATCO PMS|
|Alfaccurate Advisors PMS||Marcellus PMS||Emkay Investment PMS||Invesco PMS|
Unifi Capital PMS Charges
|Management Fees||As per the commission model|
|Upfront Fees||0.85% – 1.45% of Asset Value|
|Brokerage Charges||0.006% – 0.016% of Total Transaction Value|
|Custodian Charges||0.15% – 0.25% of Asset Value|
|Depository Charges||0.08% – 0.15% of Asset Value|
|Exit Load – within 12 months||0.75% – 1.15% of Withdrawal Value|
|Exit Load – post 12 months||Free|
The above table details Unifi capital PMS charges.
Apart from the commission modelling, PMS house is also mandatorily liable to deduct its service amount which is as follows-
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 fee 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, which is 0.006%- 0.016% of the total transaction value.
Custodian charge – The guardian fee is 0.15%- 0.25% of the asset value.
Depository charge – The depository charges range from 0.08%-0.15% of the value of the asset.
Exit Load cost – The Unifi exit load depends upon the time of the withdrawn amount plus its value. If there is an immediate withdrawal that is, within the phase of 12 months, exit load fees are 0.75% – 1.15% of the Withdrawal Value. If it goes beyond a period of 12 months, no fee is applied.
Unifi Capital PMS Benefits
Take a glance at the Unifi capital Investment benefits-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
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 the portfolio.
- The back office report is also provided to the PMS client list.
- Customers are liable to look up their portfolios online, through the Unifi Capital PMS website.
- Unifi capital PMS caters for all duly agreements through SMS updates 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
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 2 to 5 Times a month|
|Issue Resolving TAT||14 working days|
As you can see in the above table, you can now have 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 customer doubts. The company gives hold of the relationship manager too.
Of course, for a superior amount of capital that is around INR 1 Crore investment or more, the customer can 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, and the portfolio created is always set profit for the business.
They are dedicated to their accountability, commitment, and continuity for both external and internal. Unifi follows a strict code of conduct 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. RM always decides the verdict regarding jeopardy setup and category of asset.
Unifi Capital PMS FAQs
Ques – How can I invest with Unifi Capital PMS?
Answer – You will find an Invest In Unifi Capital PMS form to complete once the page has been opened, and the method is straightforward and hassle-free to invest in Unifi Capital PMS. Please fill in the necessary details including your name, your mobile phone number and your city. This contributes to more investment initiatives.
Ques – Who is the current fund manager of Unifi Capital PMS?
Answer – The research department of Unifi Capital is operated by Mr. Saravanan V.N. He did CA and has over 16 years of financial accounting experience. He has completed numerous programmes such as corporate finance, equity analysis, tax and audit.
Ques – What is the approx AUM of Unifi Capital PMS?
Answer – The AU of Unifi Capital PMS is 4000 CR and Customers over 230+ are managed. The PMS business Unifi Capital provides its customers with a guaranteed 3-year investment period.
Ques – Where can I check the return or performance of Unifi Capital PMS?
Answer – In the article published on our website, we have all the details and knowledge for you. Therefore all you need to do is access the post if you wish to check the return or output of Unifi Capital PMS. The data are given in a tabular form that takes the customer easily into account.
Ques – What are the different strategies used by Unifi Capital PMS?
Answer – The investment firm uses all investment technologies to cover strategies. Unifi has also three fundamental processes, like other PMS homes, i.e. Large cap strategy, mid-cap strategies, and small-cap strategies. Unifi claims that the sum of investors is covered against both micro and macro threats. Until investing, they research the business model extensively. Using this technique, the overall risk factor of investment can be determined without difficulty and then some further move is taken.
Ques – Where to find the fee structure and commission rate of Unifi Capital PMS?
Answer – The fee structure and commission rate of Unifi Capital PMS can be found in the given article. Two different headings present comprehensive information on each topic. You just need to scroll forward to find the information you want to search for and find.
Ques – How to call or reach Unifi Capital PMS customer care?
Answer – Unifi Capital PMS provides one client service support. You have a section in the report which provides you with details on which customer service types and the numbers or ways to use them. The services will first be provided on a map and detailed steps are taken towards these services.
Ques – What are the benefits of investing with Unifi Capital PMS?
Answer – Unifi Capital Services provides a time-tested TOP-Up facility with the least INR of smart investment principles for its customers. WhatsApp support to clients is not offered, but SMS support is provided. A 24-by-7 e-mail support system will also keep the customer in touch to answer any personal concerns about the portfolio. The PMS customer list also contains the back office report. You are responsible for online searching for your portfolios through the PMS website of Unifi Money. Unifi capital PMS allows for all correct arrangements by updating the SMS and e-mails. Unifi capital provides versatile investment strategies and a commission model. PMS has a large-scale, seasoned management team and customer service.
Ques – What are the different charges involved with Unifi Capital PMS?
Answer – Management fees – fees between the two parties during investment in PMS shall be decided earlier. Upfront fees – a kind of prepaid charge, 0.85 per cent of the asset value -1,45 per cent. Brokerage fees – The Director of the Fund charges for Brokerage are increased, which is between 0.006% and 0.016% of the overall transaction value. Custodian charge – Customers’ payments are 0.15% – 0.25% of asset value. Depository fee – Depository fees vary from 0,08% –0,15% of the asset value. Exit Load cost – if there is an immediate cancellation, which is 0.75 – 1.15 per cent of the withdrawal value, over a 12-month phase.
Ques – Where can I find all the details about Unifi Capital PMS?
Answer – On our website, you can obtain all the information concerning Unifi’s capital portfolio services. We supplied the data through diagrams, maps and graphs to make the work completely viable and flexible for our customers. This helps the customer to quickly find all the details they need on our website.
Invest in Unifi Capital PMS – Fill up the form Now!
Know everything about more PMS companies
|Most Read Articles|
|10 Best Practices of Share Market|
|Equity Mutual Fund Investment|
|Stock Market Investment|
|What is an IPO?|
|Sub Broker Model Discontinued|
|How to Invest in the Share Market|
|Mutual Fund vs Real Estate|