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 endeavors 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 the brief of the place and year of their 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 about 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 proper explanation for the plans. And, it’ll even explain the factors responsible for variation.
  • This blog will let you in on the commission plans. There will be a section to describe key difference in all plans. 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

PMS Offers


Varanium Capital PMS – Customer Ratings & Review

Find Client ratings of Varanium Capital Portfolio Management Services –

Ratings
Returns Performance3.5 / 5
Services3.3 / 5
Charges3.4 / 5
Experience3.3 / 5
Strategies3.6 / 5
Client Support3.4 / 5
Overall Ratings3.4 / 5
Star Ratings★★★★★

Overview of Varanium Capital Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationNoida, UP
LeadershipMr. T.S. Anantakrishnan & Ms. Parvathy Anantakrishnan
Yr. of Establishment2003

Varanium Capital PMS saw the daylight in the year 2003. And, Noida, UP was chosen for their 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 is a proof to this.

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

Now, we will have a discussion about 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 –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

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 decisive powers of clients’ funds. They grant both Discretionary and Non-Discretionary PMS.

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

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

The fund managers do not have the 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.

Fund Manager’s Details
NameMr. Hemang Dagli
Experience15 yrs
Highest QualificationMFM
AUM (in Cr.)Approx  250 Cr
Number of Clients250+
Investment Tenure3-4yrs

The fund management division of Varanium is led by a professional. And, we are talking about a man with 15 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 by him is around 250 Cr.

In order to seek his expertise, you must invest for minimum 3-4 years.


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Varanium Capital PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

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

Multicap Portfolio:

This strategy is focused on mid-cap and large-cap portfolios. This even includes investment in unlisted securities. However, these investments are maximum 10% of the total asset value.

Investments made in this strategy are long termed. And, the alterations are made as per market changes.

Absolute Return Portfolio:

Investments around this strategy can be both long and short termed. However, investments are only made on large cap companies. And, we’re referring to the BSE 200 / BSE 500 companies.

There are two more sub-divisions to this strategy: –

  • Agile: It makes investments in diversified large cap portfolios. And, these are the equity stocks hedged upto 80-100% with Index/Stock Futures.
  • Agile Plus: It’s the same as Agile. However, there is a slight difference. Equity stocks used in this are hedged upto 50-100% with Index/Stock Futures.

Structured Debt Opportunities:

Investments around this is made on debts and securities. The list includes listed/unlisted debentures, preference shares, structured products and derivatives.

Alternate Investments Portfolio:

This is different from the rest of the strategies. The investments in this are made on: –

  • Unlisted debts/equity securities/instruments
  • Units/Shares of private equity
  • Venture capitals
  • Alternative investment funds

 All Star Portfolio:

It’s a multi strategy investment portfolio. And, it’s focused on attractive opportunities to achieve tangible edge outcomes. The approach here is to diversify the risk and gain exposure.

This even broadens the scope of investment opportunities.


Varanium Capital PMS Returns / Performance

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

Returns (CAGR)
3 Year12.5%
5 Year8.5%
7 Year11.5%
10 Year7.6%
11 Year Plus11.2%

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

The 3-year investments fetch 1205% CAGR. 8.5% CAGR is expected with 5-year investments. 7-year investments are expected to fetch 11.5% CAGR. 10-year investments may fetch 7.6% CAGR.

And, the investments over 11 years are expected to fetch 11.2 % CAGR.


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Varanium Capital PMS Investment Plans

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

Investment Plans
Bronze (25L – 50L)Yes
Silver (50L – 1 Cr.)Yes
Gold (1 Cr. – 5 Cr.)Yes
Platinum (5 Cr. Plus)Yes

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

Then comes the Gold with investment value of 1 Cr. – 5 Cr. And, at last is the Platinum with 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 are as follows-

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

Varanium Capital PMS isn’t much different from their 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 model.


Varanium Capital PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.21% of Investment
Investment  – 50L – 1 Cr.1.11% of Investment
Investment – 1 Cr. – 5 Cr.1.01% of Investment
Investment – 5 Cr. Plus0.91% of Investment

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

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


Varanium Capital PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.107% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.100% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.090% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.075% of Total Transaction Volume

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

Even this has four distinct categories. Bronze plan needs a commission payout of 0.107%. Silver plan is subject to 0.100% of commission payout.

Gold plan requires a commission of 0.090%. And, the platinum plan holders must pay 0.075% of 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-

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L23.1% of Profit
Profit Amount – 5L – 10L22.0% of Profit
Profit Amount – 10L – 50L20.3% of Profit
Profit Amount – 50L Plus18.1% of Profit

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

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

Charges
Management FeesAs per commission model
Upfront Fees0.58% – 0.78% of Asset Value
Brokerage Charges0.006% – 0.026% of Total Transaction Value
Custodian Charges0.19% – 0.29% of Asset Value
Depository Charges0.12% – 0.28% of Asset Value
Exit Load – within 12 months0.85% – 1.05% of Withdrawal Value
Exit Load – post 12 monthsFree

There are some more charges beside 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 based on the total transactional value. This is charged at 0.006% – 0.026%.
  • A depository charge based on the total asset value. This is charged at 0.12% – 1.05%.
  • And, an exist 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-

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

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 top up. This allows clients to increase their investment value to 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.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 8 to 10 Times a month
Issue Resolving TAT23 working days

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

  • Instant and apt support through Call and Email.
  • A dedicated relationship manager to sort out the problems of the clients.
  • Provision to call the fund manager at 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 definitely trustable with their services. And, they have variety of them to offer.


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  1. Invest in PMS / PCG


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