Unique PMS – Review, Strategies, Returns, Charges & more
Last Updated Date: Dec 19, 2022Unique Asset Management LLP came into existence in 2019 for delivering the services of Portfolio Management. They are a SEBI-registered and regulated entity and operates from Mumbai.
Unique design customized portfolios as per the requirements and expectations of its clients. This way, they have more flexibility in the type of investment prospects they choose to create their wealth. The company’s approach is to offer more and more freedom in investments.
Unique PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Unique Portfolio Management Services –
Unique PMS Ratings | |
Returns Performance | 3.8 / 5 |
Services | 3.9 / 5 |
Charges | 3.8 / 5 |
Experience | 3.1 / 5 |
Strategies | 3.2 / 5 |
Client Support | 3.1 / 5 |
Overall Ratings | 3.9 / 5 |
Star Ratings | ★★★★★ |
The above ratings given in the table will help us to understand better the performance of Unique PMS broking house in every field.
Overview of Unique Portfolio Management Services
Overview | |
Company Type | Private |
Registered Location | Mumbai, Maharashtra |
Leadership | Ketan Gopani, Sunil Kothari |
Yr. of Establishment | 2019 |
Not long ago, Unique Asset Management LLP was formed with the aim of driving progressive returns to the Investment of the customers.
The team is led by Ketan Gopani as the Partner, Fund Manager, and Principal Officer, and Sunil Kothari, as the Partner and Fund Manager.
Both partners have deep and thorough insights into the financial market’s operations and extensive experience in this realm.
The team of Unique Asset Management LLP consists of an efficient blend of experienced and new-age energy, which brings out the highest potential in the fund and its operations.
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Types of Unique PMS
Types of PMS | |
Discretionary | Yes |
Non-Discretionary | Yes |
The Mumbai-based Portfolio Management entity Unique Asset Management has both forms of PMS services available in its receptacle. The investors are free to choose the Portfolio services of their preference.
In this busy, scheduled, and fast pacing life, not every individual or institute has time or energy to stick around a screen searching for suitable investment elements and also to keep an eye on their movement.
Therefore, investors tend to rely on Portfolio managers for this. They choose a Discretionary portfolio and sit back while the portfolio does all the work.
But this does not mean that individuals cannot have control over their funds; they can choose a Non-Discretionary portfolio and have complete control.
Unique PMS Fund Managers Details
Fund Manager’s Details | |
Name | Ketan Gopani, Sunil Kothari |
Experience | 30-35 Years |
Highest Qualification | Finance |
AUM (in Cr.) | Approx 1509.38 Cr. |
Number of Clients | 572 |
Investment Tenure | Minimum 3-5 yrs. |
Ketan Gopani
One of the partners and a key person of Unique Asset Management LLP. He is the Co-founder and the Fund Manager of Unique Focussed Fund, applying his immense knowledge and skills to achieving the unachievable for the investors.
Ketan has spent over 35 years in public market investing. His keen passion for the financial market and continuous strive for success has made the fund a huge success.
Sunil Kothari
Co-Founder, Partner, and the Fund Manager of Unique Strategic Fund Sunil Kothari is an indispensable part of Unique. He brought his experience of more than three decades of investing to the firm.
Value investing is the driving force that leads to his attempts to make the entity distinct from others.
Since Sunil Kothari has been in the market since the 1990s, he has observed and experienced various business cycles and market turnarounds, and this experience paves the way for making apt decisions.
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Unique PMS Strategies
Strategies | |
Unique – Focused Fund | FlexiCap |
Unique – Strategic Fund | FlexiCap |
Unique PMS Strategies are formed to realize the investment goals of every investor. These strategies are flexible as they are made to suit the requirement of the customers and not the opposite.
Unique-Focused Fund
This is a Flexi cap fund and is managed by Ketan Gopani. It was started in December 2019, with BSE 50 as the Benchmark.
Unique Focussed fund primarily focuses on large-cap entities and offers the most productive bunch consisting of about 10-15 holdings.
This fund adopts a Growth Oriented Bottom-up investment style to secure maximum benefit for the fund. Investors engaged in this fund usually get involved with the aim of Investment for 5 to 7 years.
Unique – Strategic Fund
Unique Strategic Fund is a Flexi-Cap fund like Unique Focussed fund. This fund is managed and observed closely by Sunil Kothari, Co-Founder. This fund emphasizes its maximum attention on the mid-cap to the small-cap range.
Through this fund, investors can form a portfolio of 20 to 25 businesses. They apply a close search and thorough research on the businesses to be chosen for the Investment.
Companies with growing earnings, ethical management, and progressive return on capital are located for sorting them. Unique Strategic Fund is a growth-oriented fund aiming at a long-term investment for 5 to 7 years.
Unique PMS Returns / Performance
Strategy | Unique – Focused Fund | Unique – Strategic Fund | |
Category | FlexiCap | FlexiCap | |
Return (CAGR) | 1M | 1.58% | -0.26% |
3M | 23.73% | 16.23% | |
6M | 7.10% | 13.32% | |
1Y | 2.42% | 10.35% | |
2Y | 40.22% | 39.44% | |
3Y | NA | NA | |
5Y | NA | NA | |
Since Inception | 19.84% | 36.38% | |
Inception Year | Dec, 2019 | Dec, 2019 |
Both the fund of Unique Asset Management were started in December 2019 and have delivered positive results, mostly for the customers. Both the fund are Flexi cap and offer a wide range perspective of Growth.
In the case of Return (CAGR) in 2 years, Unique-Focused Fund delivered 40.22%, whereas Unique – Strategic Fund delivered 39.44%.
Since its inception, the return of the Focussed Fund is 19.84%, and for Strategic Fund, it is 36.38%.
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Unique PMS Investment Plans
Investment Plans | |
Bronze (25L – 50L) | Yes |
Silver (50L – 1 Cr.) | Yes |
Gold (1 Cr. – 5 Cr.) | Yes |
Platinum (5 Cr. Plus) | Yes |
Portfolio Management Service providers generally provide multiple investment plans in order to capture a larger audience and engage them in the Investment.
Unique PMS Investment Plans, too, are wide and include every type. Investors can invest for 25 lakh to 50 lakh in the Bronze plan, and with the Silver plan, they can make Investments of 50 lakh to 1 crore.
If the Investment to be made is over one crore till five crores, you can invest through the Gold plan. And for an amount beyond five crores, Unique Asset Management too offers a Platinum plan.
Unique PMS Fee Structure or Commission Slabs
Commission / Fees Structure | |
Prepaid Commission | Yes |
Volume% Commission | Yes |
Profit Sharing% Commission | Yes |
Unique Asset Management has placed every sifting method for the customers so that they can make an independent and hassle-free decision of Investment.
The entity ensures that the investor does not have to compromise when it comes to Investment or the type of Investment.
For its impeccable services and expertise in the field, Unique charges certain fees and commissions from customers.
These fees and commissions are distributed in different forms and percentages. Largely, these fall under certain categories like Prepaid Commission, Volume% Commission, and Profit Sharing% Commission.
Unique PMS Prepaid Commission
Prepaid Commission (Yearly) | |
Investment – 25L – 50L | 1.2% of Investment |
Investment – 50L – 1 Cr. | 1.3% of Investment |
Investment – 1 Cr. – 5 Cr. | 1.4% of Investment |
Investment – 5 Cr. Plus | 1.1% of Investment |
Unique PMS Prepaid Commission is based on the investment level or the quantum.
For investment levels from 25 lakh to 50 lakhs, the prepaid commission charged by Unique is 1.2% of the Investment.
For Investments ranging between 50 lakh to 1 crore, 1.3% of Investment is charged; where the investment level goes higher than 1 crore but up to 5 crores, 1.4% of Investment is levied.
Then, for Investments beyond 5 crores, 1.1% of the Investment is charged as the prepaid commission on the services.
Unique PMS Volume% Commission
Volume% Commission (Yearly) | |
Transaction Volume – 25L – 50L | 0.12% of the Total Transaction Volume |
Transaction Volume – 50L – 1 Cr. | 0.16% of the Total Transaction Volume |
Transaction Volume – 1 Cr. – 5 Cr. | 0.13% of the Total Transaction Volume |
Transaction Volume – 5 Cr. Plus | 0.12% of the Total Transaction Volume |
Volume commission is another category of charges under which the customers are required to pay for the services. The commission is based on transaction value.
These transaction values, too, have been grouped into four broad horizons, and the commission is applicable as per the category.
For instance, for a transaction value of 25 lakh to 50 lakh, the commission will be 0.12% of the Total Transaction Volume, and for a value of 50 lakh to 1 crore, the commission will be 0.16% of the Total Transaction Volume.
Unique PMS Profit Sharing% Commission
Profit Sharing% Commission (Yearly) | |
Profit Amount – 2.5L – 5L | 18% of Profit |
Profit Amount – 5L – 10L | 16% of Profit |
Profit Amount – 10L – 50L | 13% of Profit |
Profit Amount – 50L Plus | 13% of Profit |
Unique Asset Management works hard and leaves no stone unturned to ensure the success of the clients and that they gain high profits from the Investment.
Portfolio Managers undertake a high-risk responsibility for their clients, and when the clients make profits, a certain portion of this profit is to be shared with the service provider.
In the case of Unique Asset Management LLP, 18% of profit is charged for a profit ranging between 2.5L – 5L.
For-profit of 5L – 10L, 16% of the profit is charged by the client. And for the profits amounting above 10 lakhs, 13% will be the share for Unique.
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Unique PMS Charges
Charges | |
Management Fees | As per the commission model |
Upfront Fees | 1.2% – 2.2% of Asset Value |
Brokerage Charges | 0.01% – 0.06% of Total Transaction Value |
Custodian Charges | 0.25% – 0.45% of Asset Value |
Depository Charges | 0.21% – 0.40% of Asset Value |
Exit Load – within 12 months | 1.2% – 2.2% of Withdrawal Value |
Exit Load – post 12 months | Free |
Additionally, Unique Asset Management requires the customers to comply with the following charges for the services.
Management Fees, as implied, are charged according to the commission model. Unique charges an upfront fee which is 1.2% – 2.2% of Asset Value.
This way, the entity charges for Custodian services, depository services, brokerage, and exit load.
In the case of Exit Load, when it is within 12 months, 1.2% – 2.2% of Withdrawal Value is charged, and when it is post 12 months, no charge is levied.
Unique PMS Benefits
Benefits / Advantages | |
Top-up Facility | Yes |
Back office Reports | Yes |
Email Update | Yes |
SMS Update | Yes |
Watsapp Update | No |
Portfolio View | Yes |
Detailed View | Yes |
Flexible Commission Model | Yes |
Flexible Investment Plans | Yes |
Massive Experience | Yes |
Unique Asset Management LLP is a driven team of individuals aspiring for the success of the people connected with it. They offer a variety of features and offers to bring the best opportunities to the customers.
It has multiple portfolio choices for customers with high prospective returns in the long run.
Some of the additional features of Unique would be:
- Top-up Facility
- Back office Reports
- Email/SMS Update
- Portfolio View
These are some of the benefits the entity offers are way wider than this.
Unique PMS Customer Care
Customer Care | |
Call Support | Yes |
Email Support | Yes |
Chat Support | No |
Watsapp Support | Yes |
Relationship Manager Support | Yes |
Call to Fund Manager | Yes – 1 – 7 times a month |
Issue Resolving TAT | 7 working days |
Unique PMS Customer Care is succinct, effective, and available in the comfort of the customers. Customers can easily contact the entity through Call Support, Email Support, Watsapp Support, and Relationship Manager Support.
So, we can observe that the entity’s representatives are available for the customers on one call or even via WhatsApp text to resolve their queries or any issue.
Also, options like Call to Fund Manager and Issue Resolving TAT are also made available by Unique.
Unique PMS Conclusion
Unique Asset Management LLP is a private entity founded by two highly motivated and experienced individuals who have had their individual share in the financial market.
They have now come together to share their wisdom and offer something that cannot be just found around the corner, i.e., their experience.
Both the Founders manage one type of portfolio and keep their skin in the game. The businesses picked for Investment are based not only on their earnings or Growth but also on ethical practices.
The team ensures that the Investment of the customers is in a safe place and can build wealth over the years.
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