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

Varanium Capital PMS is a SEBI-licensed portfolio manager. They’re also known as Varanium Capital Advisors Private Ltd. The company endeavours in managing HNI portfolios.

Established in 2003, they’ve made their way to the top real soon. As of today, we’ll describe them in detail. Our article will include a detailed layout of them.

We’re referring to the ways they function. And, we’ll draw a detailed review of Varanium Capital Portfolio Management Services. The article will specify the following: –

• Hints about their inception. This part will cover the reasons behind their existence. it’ll even tell you about their founders. Furthermore, it’ll include a brief of the place and the year of its inception.
• This blog will describe all of the PMS they offer.
• This blog will include the brief of their fund managers. This will tell you about their experience. It’ll list the value of the assets they manage.
• This blog is meant to describe the strategies used by Varanium. And, the description will be laid down in detail.
• This blog will tell you about the expected returns. There will be part inclusive of a detailed chart. And, this chart will describe the return variation. It’ll even explain the various investment terms.
• This blog will further describe the investment plans they offer. This part will include a proper explanation of the plans. And, it’ll even explain the factors responsible for the variation.
• This blog will let you in on the commission plans. There will be a section to describe the key difference in all programs. It’ll even include the pros and cons of the plans.
• The blog will explain their prepaid commission model.
• The blog will explain their volume% commission plan.
• And more

Varanium Capital PMS – Ratings & Review by Top10StockBroker

Find Client ratings of Varanium Capital Portfolio Management Services –

Overview of Varanium Capital Portfolio Management Services

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

Varanium Capital PMS saw daylight in the year 2003. And, Noida, UP was chosen for its establishment. The credit for their existence goes to two specific people.

We’re referring to T.S. Anantakrishnan and Parvathy Anantakrishan. They’re keen on growing their firm. And, their efforts to satisfy the clients are proof of this.

They have various strategies to help their clients. And, each of them includes exclusive market research. Perhaps, this kind of dedication is the valid reason for their success.

Now, we will have a discussion about the Varanium Capital portfolio management service company review, its PMS returns, PMS charges and more.

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Types of Varanium Capital PMS

There are 2 types of Varanium Capital Portfolio Management Services –

As mentioned above, Varanium Capital PMS goes extra mile for client satisfaction. And, that includes providing multiple PMS options.

We’re referring to the options based on the decisive powers of clients’ funds. They grant both Discretionary and Non-Discretionary PMS.

The Discretionary services put the decisive control in the hands of the fund manager. This means that the client’s involvement is the least in these services.

The Non-Discretionary services are different altogether. They provide quality advice to clients. And, then seek the permission of the clients for investment alteration.

The fund managers do not have decisive control in this case. Even the client involvement is far more.

Varanium Capital PMS Fund Managers Details

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

The fund management division of Varanium is led by a professional. And, we are talking about a man with 16 years of experience.

Furthermore, the educative background of this man is MFM. You must understand why he’s in lead. We’re referring to Hemang Dagli.

The man, whose expertise has led to humongous profits for many clients. At present, he is in charge of 250+ clients. And, the overall asset value managed him is around 250 Cr.

To seek his expertise, you must invest for a minimum of 4-5 years.

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Varanium Capital PMS Strategies

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

Varanium Capital PMS does not rely on a single mode of investment. They’re smart about their approach. And, that’s what makes them invest in several investment categories.

We’re referring to all the small, mid and large-cap portfolios. Nevertheless, that’s only, to sum up. Their real strategies are way more complex. Here’s a glimpse of some of them: –

Varanium – Emerging Leader Fund

This is a small and mid-cap fund focused on realizing the potential of relatively small entities. Investors have higher profitability opportunities in this kind of fund.

This is focused on high-growth businesses with quality management and strong economic moats. Strategies like Top-down and Bottoms-up are applied in this portfolio fund to ensure success and high returns.

Varanium – Large Cap Focused Fund

This is a large-cap investment portfolio investing in Indian equities. They invest in entities with sustainable growth ideas after the selection of stocks through research. This investment is suitable for a high-quality, focused portfolio in listed Indian entities.

The fund offers high exposure and invests in large-cap stocks, follows a Top-down approach for sector selection, and Bottoms approach for stock selection.

Varanium Capital PMS Returns / Performance

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

The above chart explains the CAGR. Simply putting, it explains the compound annual growth rate with Varaninum. And, there are five distinct return possibilities as per investment terms.

The 1-year investments fetch -3.45% CAGR. 18.63% CAGR is expected with 2-year investments. 3-year investments are expected to fetch 13.18% CAGR. 5-year investments may fetch NA% CAGR.

And, the investments since inception are expected to fetch 10.30 % CAGR.

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Varanium Capital PMS Investment Plans

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

There are four categories of investment plans as per Varanium Capital PMS. The first is Bronze with investments 25L-50L. The second one is Silver with an investment value of 50L-1Cr.

Then comes the Gold with an investment value of 1 Cr. – 5 Cr. And, last, is the Platinum with an investment value of more than 5 Cr.

Varanium Capital PMS Fee Structure or Commission Slabs

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

Varanium Capital PMS isn’t much different from its competitors. And, this even reflects in terms of commission acquisition. They have three distinct commission models to offer. Yes! We’re referring to prepaid, volume% and profit-sharing models.

Varanium Capital PMS Prepaid Commission

This requires the clients to pay the commission in advance. and, this is categorized as per investment terms/plans. The bronze plan requires a payout of 1.21%. Siler’s plan needs 1.11% of the commission.

The gold plan is subject to 1.01% commission charges. And, the Platinum plan costs 0.91% commission. All commission is charged on the total investment value.

Varanium Capital PMS Volume% Commission

This requires the clients to pay the commission on a per-transaction basis. And, by per transaction we mean, the ones made by the find manager.

Even this has four distinct categories. The bronze plan needs a commission payout of 0.107%. The silver plan is subject to 0.100% of the commission payout.

The gold plan requires a commission of 0.090%. And, the platinum plan holders must pay 0.075% of the commission. Commission in this model is charged on the total value of transactions made.

Varanium Capital PMS Profit Sharing% Commission

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

It’s the third and final commission plan they have to offer. And, even this has four categories. The Bronze plan is subject to paying a commission of 23.1%.

Silver plan holders must pay 22.0% of the commission. Gold plan holders are subject to payment of 20.3% commission. And the Platinum plan bearers must pay an 18.1% commission.

The commission is charged post-realization of profit by the clients. However, this is charged annually.

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Varanium Capital PMS Charges

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

There are some more charges besides the commission that must be paid. Here’s the list of all of them: –

• A management fee based on the selected commission model.
• A custodian charge based on total asset value. This is charged at 0.19% – 0.29%.
• A brokerage fee is based on the total transactional value. This is charged at 0.006% – 0.026%.
• A depository charge is based on the total asset value. This is charged at 0.12% – 1.05%.
• And, an exit load fee based on the withdrawal made. This is charged at 0.85% – 1.05% of the withdrawal value. However, this is only charged for withdrawal with 12 months of investment.

Varanium Capital PMS Benefits

Find the details about Varanium Capital PMS advantages in the table given below-

Varanium Capital PMS has many benefits to offer. And, here’s the complete list: –

• They grant regular updates. And, the platforms are SMS, Email and WhatsApp.
• They grant complete information on the investments. And the media are Back-Office reports, Portfolio view and Detailed View.
• They grant the provision for a top-up. This allows clients to increase their investment value to a certain extent at will.
• They grant several flexible investment and commission models.

Varanium Capital PMS Customer Care

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

Varanium Capital PMS’s customer care is indeed effective. They offer the following support to their clients: –

• Instant and apt support through Calls and Emails.
• A dedicated relationship manager to sort out the problems of the clients.
• Provision to call the fund manager 8 – 10 times a month.
• They even grant to resolve any issues within 23 working days.

Varanium Capital PMS Conclusion

To conclude, Varanium Capital PMS is trustable with its services. And, they have a variety of them to offer.

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