Veda Investment Managers PMS – Review, Strategies, Returns, Charges & more

Veda Investment Managers PMS is one of the trending PMS institutions of Western India. They offer compelling services powered by experienced people along with dynamic support team. They return rate is decent enough considering the fact they are very new to this industry.

Although the fees structure is a bit higher than other companies close by, they still manage to deliver quality services and the overall experience is pleasant enough for the investors.

Find detailed review of Veda Investment Portfolio Management Services.

PMS Offer


Veda Investment Managers PMS – Customer Ratings & Review

Find Client ratings of Veda Investment Managers Portfolio Management Services –

Ratings
Returns Performance2.8 / 5
Services2.9 / 5
Charges2.7 / 5
Experience2.8 / 5
Strategies3.0 / 5
Client Support3.1 / 5
Overall Ratings2.9 / 5
Star Ratings★★★★★

Overview of Veda Investment Managers Portfolio Management Services

Find a detailed overview of the Veda Investment Managers portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationMumbai, Maharashtra
LeadershipJyotivardhan Jaipuria
Yr. of Establishment2014

Veda Investment Managers PMS established in the year 2014 with the headquarter located in the financial capital, Mumbai. It is a private limited company founded by the charismatic Jyotivardhan Jaipuria.

The company believes in adopting the conventional approach; however, at times, they are innovating and implementing new strategies as well.

Now, we will have a discussion about Veda Investment Managers portfolio management service company review, its PMS returns, PMS charges and more.


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Types of Veda Investment Managers PMS

There are 2 types of Veda Investment Managers Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Veda Investment Managers is in this business for just five years now; therefore, it is impressive that they offer both Discretionary and Non-Discretionary services. On top of that, they also deal with Advisory services.


Veda Investment Managers PMS Fund Managers Details

The table given below is providing the entire details about the fund manager of Veda Investment Managers PMS company.

Fund Manager’s Details
NameDaljeet Singh Kohli
Experience20 Years
Highest QualificationMBA
AUM (in Cr.)Approx 140 Cr.
Number of Clients142
Investment Tenure2-3yrs

The success of every investment plan lies on the shoulders of the Fund Manager. Veda Investment Managers deputed a young and dynamic Fund Manager.

His name is Daljeet Singh Kohli. He is just 20 years of age, and his highest qualification is MBA. It is incredible to see that he has 142 active clients, and his AUM is roughly 140 Crores INR.

Usually, his investment tenure revolves around 2-3 years.


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Veda Investment Managers PMS Strategies

The below table is providing details about the Veda Investment Managers portfolio management service strategies-

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

As discussed earlier, Veda Investment Managers offers Discretionary, Non-Discretionary, and Advisory services. Now, we will discuss the strategies elaborately.

Discretionary Portfolio Management:

The interest of Veda Investment Managers lies with the success of the investors; more precisely the invested amount. The common goal here is to earn profit from the invested amount.

That is why they deputed the Fund Manager or the Portfolio Manager to make necessary decisions to make sure the investor makes a profit from the invested amount.

Ultimately, it is the Fund Manager who has the full discretionary power to generate profit; thus, it is called the Discretionary Portfolio Management.

Non-Discretionary Portfolio Management:

Veda Investment Managers values the knowledge of an investor when he or she wishes to manage their own portfolio.

That is why they also implemented the Non-Discretionary Portfolio Management, where the investor has prior knowledge in managing the investment activities.

However, there is a significant role of the Fund Manager in processing the events as well. The only difference is that the Fund Managers have to take authorization from the investors to process any transaction or any financial activities.

The Fund Managers have to take care of other activities such as preparing research reports, providing market intelligence, making and deploying trading strategies, generating statistical data, and many more.

Advisory Portfolio Management:

Under SEBI PMS Regulations, Veda Investment Managers also offer Advisory Portfolio Managing services.

It means the assigned Fund Managers will suggest investment strategies based on market volatility, latest trends, statistical data, and many more aspects.

Please note only the investors have the full discretionary power to finalize and deploy the strategies prepared by the Fund Manager.

Meanwhile, the Fund Manager can get involved in other activities such as options in securities, enter into futures contracts, options on indices, and many additional investment-related activities.


Veda Investment Managers PMS Returns / Performance

The below table is giving details about Veda Investment Managers PMS returns and performance-

Returns (CAGR)
3 Year10.5%
5 Year8.2%
7 Year9.6%
10 Year8.6%
11 Year Plus10.2%

The Compound Annual Growth Rate that Veda Investment Managers typically deliver is 10.5% for a 3-year investment plan.

That rate usually goes down for the 5-year investment plan; here, they are offering 8.2%. For a 7-year investment plan, they are offering 9.6%, while they offer 8.6% for the 10-year investment plan.

Finally, for the investment plans, which is more than 11 years, they offer 10.2%.


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Veda Investment Managers PMS Investment Plans

Below the given table is providing details about the Veda Investment Managers 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

Veda Investment Managers is exceptionally strategic in planning investment plans based on its amount. For an investment plan that started from ₹25,00,000 and closed down at ₹50,00,000, they call this the Bronze investment plan, which is the starter pack.

Next slab is between ₹50,00,000 to ₹1,00,00,000, which they call the Silver investment plan, which is mostly believed to be the popular investment plan.

Then there is the Gold investment plan, which is between the amount ₹1,00,00,000 to ₹5,00,00,000. Last in this list is the Platinum investment plan which is applicable for the invested amount more than ₹5,00,00,000.


Veda Investment Managers PMS Fee Structure or Commission Slabs

Find the details about the types of commission models or fees structure offered by Veda Investment Managers PMS house are as follows-

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

There are three commission models that Veda Investment Managers have imposed – Prepaid Commission, Volume% Commission, and Profit Sharing% Commission. We will learn them more below.


Veda Investment Managers PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.30% of Investment
Investment  – 50L – 1 Cr.1.25% of Investment
Investment – 1 Cr. – 5 Cr.1.15% of Investment
Investment – 5 Cr. Plus1.05% of Investment

When the investor decides to pay the commission fees before the initiation of the investment tenure, then that payment protocol is called Prepaid Commission.

Usually, the investors pre-pay the amount intending to pay comparatively low commission fees. Veda Investment Managers, however, accept this payment mode and 1.30% if the annual investment amount is between ₹25,00,000 to ₹50,00,000.

If the amount ranges between ₹50,00,000 to ₹1,00,00,000, that commission rate drops to 1.25%. For the investment amount between ₹1,00,00,000 to ₹5,00,00,000, they charge 1.15%, and for anything above ₹5,00,00,000, they charge 1.05%.

Please note, the rate of commission is charged on the total invested amount every year.


Veda Investment Managers PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.109% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.104% 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

Similar to the last point, here too, we will discuss the payment model first. A Volume% Commission model typically calculates the total number of successful transactions completed by the Fund Manager.

The market volatility can also be a contributing factor to determine the commission rates. In any case, this type of commission model usually has higher prices.

Now, going back to the commission rates; Veda Investment Managers charges 0.110% of the total transaction volume for their Bronze investment plan.

Similarly, for their Silver plan, they charge 0.105% of the total transaction volume. The rates for their Gold and Platinum investment plans are 0.095% and 0.085% respectively, that levied on the total transaction volume, like the rest.


Veda Investment Managers 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

For the Profit Sharing% Commission, we will again explain this a bit before revealing the commission rates that Veda Investment Managers charge.

This commission model is pretty straightforward; the PMS institution only charges commissions when the investor makes a profit out of the invested amount.

That is why most investors accept this model. Now, the rate of commission is determined based on the profit earned by the investor annually.

For the profit amount range from ₹2,50,000 to ₹5,00,000, they charge 22.0% of the total profit made. Similarly, for the profit amount range from ₹5,00,000 to ₹10,00,000, they charge 21.5% of the profit earned by the investors.

The same trend follows if the profit amount ranges between ₹10,00,000 to ₹50,00,000 and amount exceeding ₹50,00,000; 20.0% and 18.0% respectively on the total profit the investors made from the invested amount.


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Veda Investment Managers PMS Charges

The below-given table is giving information about Veda Investment Managers Portfolio Management Service Charges-

Charges
Management FeesAs per commission model
Upfront Fees0.70% – 0.90% of Asset Value
Brokerage Charges0.009% – 0.036% of Total Transaction Value
Custodian Charges0.20% – 0.30% of Asset Value
Depository Charges0.18% – 0.30% of Asset Value
Exit Load – within 12 months0.75% – 1.25% of Withdrawal Value
Exit Load – post 12 monthsFree

Veda Investment Managers offer a secure and robust fees structure.

  • T The management fees will be charged as per the commission models we have discussed before – Prepaid Commission, Volume% Commission, and Profit Sharing% Commission.
  • 65% – 0.85% of the total asset value will be the Upfront fees.
  • 007% – 0.017% of the total transaction value will be the Brokerage charges.
  • 13% – 0.33% of the total asset value will be the Custodian charges.
  • 16% – 0.26% of the total asset value will be the Depository charges.
  • 79% – 1.19% of the total withdrawal value will be the Exit Load within the first 12 months, whereas after that it will be free.

Veda Investment Managers PMS Benefits

Find the details about Veda Investment Managers 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

Apart from Whatsapp Updates, Veda Investment Managers covers all the benefits and advantages to the investors. Here is the list:

  • They provide Top-up Facility.
  • The Company Provides Back-office Reports.
  • They provide Email Updates.
  • The Company Provides SMS Updates.
  • They provide Portfolio Views.
  • The Company Provides Detailed Views.
  • They provide Flexible Commission Models.
  • The Company Provides Flexible Investment Plans.

Veda Investment Managers PMS Customer Care

The table given below is showing a detailed view of Veda Investment Managers PMS Customer Care.

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 6 Times a month
Issue Resolving TAT20 working days

Let us start with what they offer; they provide a Call & Email Support for immediate problem escalation.

They also provide a dedicated Relationship Manager Support and Call to Fund Manager Support, which can be pinged 5 – 7 times a month.

Also, the Issue Resolving TAT is mostly up to 21 working days. However, they don’t have a dedicated Chat Support or Whatsapp Support that many investors seek these days.


Veda Investment Managers PMS Conclusion

With so many positives, the company is well-versed in what they offer to their clients.

However, many believe the commission rates can be lower down a bit, and the company can seriously think of improving the rate of investment returns.

That said, their experience mostly compensates the little voids that are there and their clients too usually satisfied with what they offer.


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