Ventura Securities PMS – Review, Strategies, Returns, Charges & moreLast Updated Date: Apr 25, 2023
Ventura Securities PMS was established in the year 1994. And, over the past two decades, they’ve ventured across the financial services industry.
In fact, they’ve presented an array of financial services to their clients. However, the Ventura Securities Portfolio Management Services section came in not that long ago. And, today, we’ll be reviewing their PMS section in our article.
The review will include the following: –
- Their basic inception story. This part will include all about their founders. And. It’ll even describe the place and the year of its inception.
- Description of all the PMS types they grant to their clients.
- Details about their fund managers including their experiences. This part will even establish their educative qualifications.
- Description of all their investment strategies. This part will tell you about their approach. And, it’ll establish a direct connection between the type of investors and certain strategies.
- A chart expounding upon all of their promised returns based on investment tenures. In fact, this part will even explain the returns through a CAGR chart.
- Explanation of all of their investment plans. This part will describe each plan separately. And, it’ll establish the pros and cons of each plan.
- Description of all of their commission plans. This part will establish all about the plans. It’ll even tell you the distinct charging methods for each plan.
- Elaboration of all the charges they press upon the clients besides the commission rates.
- And, a conclusion to summarize the entire article.
Ventura Securities PMS – Ratings & Review by Top10StockBroker
Find ratings of Ventura Securities Portfolio Management Services –
|Returns Performance||3.3 / 5|
|Services||3.4 / 5|
|Charges||3.3 / 5|
|Experience||3.4 / 5|
|Strategies||3.2 / 5|
|Client Support||3.0 / 5|
|Overall Ratings||3.2 / 5|
Overview of Ventura Securities Portfolio Management Services
Find a detailed overview of the Ventura Securities portfolio management service in the table given below-
|Registered Location||New Delhi, New Delhi|
|Leadership||Har Prasad Gupta|
|Yr. of Establishment||2011|
Ventura Securities PMS is definitely a part of the Ventura Securities Group. However, they came into existence in the year 2011.
At present, they function from their headquarters in New Delhi. And, Har Prasad Gupta, their founder should be accredited with their success.
The company provides support and advisory across many financial avenues. In fact, they place their clients; satisfaction at the top of their priority list.
Now, we will have a discussion about the Ventura Securities portfolio management service company review, its PMS returns, PMS charges and more.
Invest in Ventura Securities PMS – Fill up the form Now!
Types of Ventura Securities PMS
There are 2 types of Ventura Securities Portfolio Management Services –
|Types of PMS|
You must know that Ventura Securities PMS does all in their client’s favour. And, that’s one of the reasons why they grant their clients two options in PMS.
We’re talking about the discretionary and the non-discretionary PMS. Discretionary PMS do not require much attention from the clients.
In fact, they all asset-related powers to the fund managers. And, the clients need not worry nor permit a certain change in approach.
However, the non-discretionary PMS function is the other way around. They require the company to provide their clients with apt asset-related advisory.
It even requires the company to seek permission for certain charges to assets. This means that the clients need to be regularly engaged.
Ventura Securities PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Ventura Securities PMS company.
|Fund Manager’s Details|
|AUM (in Cr.)||78 Cr.|
|Number of Clients||58|
Ventura Securities PMS is run by a proactive and experienced man. We’re referring to V.P. Rajesh who’s an MBA with 28 years of experience.
Having an educative background in management studies, he knows the tad bits of the industry he works in. And, his experience of 28 years adds on feathers to his glorious hat.
At present, he manages the assets of 58 clients worth 78 Cr. And, you can get him to manage your assets too. All you’ll need to do is invest with the company for a minimum of 3 years.
Know Fund Managers of Other Portfolio Management Service Companies
|Geojit Finance PMS||ICICI Pru PMS||Invesco PMS|
|Girik Wealth PMS||IIFL PMS||Jain Investment Advisors PMS|
|HDFC PMS||Indiabulls Asset Management PMS||JM Financial PMS|
Ventura Securities PMS Strategies
The below table is providing details about the Ventura Securities portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
Typically speaking, Ventura Securities PMS invests across all financial sectors. And, that includes small, mid and large-cap investment portfolios. However, they tend to use certain strategies when it comes to investments. And, here’s a list of them in detail: –
Ventura Dynamic Investment Portfolio
This portfolio seeks to generate long-term capital appreciation through the: –
- Investing in equity securities of companies or debt/money market instruments.
- Investing in equity-related securities of companies or debt/money market instruments.
- Fully convertible debentures.
- Partly convertible debentures.
- Convertible presence shares.
- Initial public offerings.
- Private placements.
- Warrants converting into equity securities.
- Units of mutual funds.
- Derivatives and hedging products.
The approach for this strategy remains simple. A basket of high-convention stock ideas with the best risk-reward ratio is selected.
Ventura Multi-cap Portfolio Management Scheme
The objective of this strategy is rather clear. It seeks to deliver superior returns over 30 months with an 18% IRR. The investment in this is made on hand-picked portfolios.
These portfolios are confined to the medium-term prognosis of global, economic and fundamental aspects. Companies with a market capitalization of over 600Cr. are considered investments.
These companies must also have an average daily trade value of above 10 lakhs.
Ventura Siddhartha Best in Class
This is a rather long-term investment strategy. It seeks to appreciate capital value over a period of 5 years. It’s aimed towards market-leading companies in sectors of large opportunities.
These are companies with the ability to sustain growth through free cash flow. The approach is simple and straightforward. A minimum of 90% of investments go into companies with over 1000 Cr. market capitalization.
Ventura Securities PMS Returns / Performance
The below table is giving details about Ventura Securities PMS returns and performance-
|11 Year Plus||7.5%|
As you can see, the chart above describes the CAGR of Ventura Securities PMS. And, it’s been categorized into 5 segments. The first one refers to 3-year investments.
It promises a CAGR of 7.9%. the 5-year investments promise a CAGR of 8.8%. Then comes the 7-year investments.
These promise a CAGR of 8.6%. the investments worth 10 years are expected to fetch an 11.3% CAGR. And, investments above 11 years promise a CAGR of 7.5%.
Know the Returns of other PMS Brands
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|Nine Rivers Capital PMS||Pelican PMS||Prabhudas Lilladher PMS|
|Pantomath Fund Managers PMS||Phillip Capital PMS||R Wadiwala Securities PMS|
Ventura Securities PMS Investment Plans
Below the given table is providing details about the Ventura Securities portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
Four particular segmentation has been done by Ventura Securities PMS for investment plans. The first one is called the bronze plan.
It caters to investments within the range of 25L-50L. the next one is called the silver plan. This caters to investments within 50L-1Cr.
The third one is known by the name of gold plans. It caters to investments within 1Cr.-5Cr. and, the last one is known as the platinum plan. It seeks all investments over 5Cr.
Ventura Securities PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Ventura Securities PMS house as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Ventura Securities PMS even has certain distinguished categories for their commission plans. We’re referring to the prepaid, volume% and profit-sharing plans.
Ventura Securities PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.15% of Investment|
|Investment – 50L – 1 Cr.||1.10% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.0% of Investment|
|Investment – 5 Cr. Plus||0.9% of Investment|
First among all three categories comes the prepaid plan. This requires the payment of commission in advance. And, it has further four categories to consider.
The first one suits the bronze plan holders. It charges the clients with 1.15% commission rate. The next one caters to the silver plan owners.
It charges the clients at a 1.10% commission rate. Then comes the one for the gold plan holders. It charges the clients with 1.00% commission rate.
And, the last one is meant for platinum plan holders. It charges them at a 0.9% commission rate.
Ventura Securities PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.117% of the Total Transaction Volume|
|Transaction Volume – 50L – 1 Cr.||0.110% of the Total Transaction Volume|
|Transaction Volume – 1 Cr. – 5 Cr.||0.100% of the Total Transaction Volume|
|Transaction Volume – 5 Cr. Plus||0.090% of the Total Transaction Volume|
This is the second commission plan offered by Ventura Securities PMS. It is charged on the basis of asset-related transactions.
And, even this has four categories. The first and foremost category serves the bronze plan holders. It charges them at a rate of 0.117%. then comes the one suited for silver plan holders.
It charges the clients at a rate of 0.110%. Third, in line suits the gold plan holders. It charges them at a 0.100% commission rate.
And, the last one is suited for platinum plan holders. It charges them at a 0.090% commission rate.
Ventura Securities PMS Profit Sharing% Commission
The table given below is showing details about profit sharing% commission model-
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||23.1% of Profit|
|Profit Amount – 5L – 10L||22.0% of Profit|
|Profit Amount – 10L – 50L||20.3% of Profit|
|Profit Amount – 50L Plus||18.1% of Profit|
This is the last kind of commission plan Ventura Securities PMS offers. And, it’s most popular with the clients. It’s charged as per the profits earned.
So, the first category of this is meant for bronze plan holders. It charges the clients a commission rate of 23.1%. Then comes the one for silver plan holders.
It charges the clients at a 22.0% commission rate. Third, in line is the one meant for gold plan holders. It charges the clients at a rate of 20.3%.
And, the last one serves the platinum plan holders. It charges the clients at an 18.1% commission rate.
Know Charges models of other Portfolio Management Service Providers
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|Revelation Portfolio PMS||Samvitti Capital PMS||Sharekhan PMS|
|Sageone Investment PMS||Sanctum Wealth PMS||Shepherds Hill PMS|
Ventura Securities PMS Charges
The below-given table is giving information about Ventura Securities Portfolio Management Service Charges-
|Management Fees||As per the commission model|
|Upfront Fees||0.67% – 0.91% of Asset Value|
|Brokerage Charges||0.006% – 0.021% of Total Transaction Value|
|Custodian Charges||0.18% – 0.31% of Asset Value|
|Depository Charges||0.13% – 0.21% of Asset Value|
|Exit Load – within 12 months||0.76% – 1.11% of Withdrawal Value|
|Exit Load – post 12 months||Free|
There are certain charges that must be paid to the company besides commission rates. We’re referring to the charges meant for the services granted. And, the list includes: –
- An exit load charged at 0.76-1.11% of withdrawal value. It’s charged only on withdrawals within 12 months of investment.
- Depository charge charged at 0.13-0.21% of asset value.
- Custodian charge charged at 0.18%-0.31% of asset value.
- An upfront fee is charged at 0.67-0.91% of asset value.
- Brokerage charge charged at 0.006-0.021% transactional value.
- Management fee based on the chosen commission plan.
Ventura Securities PMS Benefits
Find the details about Ventura Securities PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Ventura Securities PMS grants its clients many benefits. We’ve listed the complete list as it unfolds underneath: –
- Access to a massive experience of 28 years of a fund manager.
- Timely updates on investment-related news through email and SMS.
- Access to a wide variety of flexible investment and commission plans.
- Timely provision of investment-related reports.
- Access to the company’s top-up facility.
Ventura Securities PMS Customer Care
The table given below is showing a detailed view of Ventura Securities PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 5 to 6 Times a month|
|Issue Resolving TAT||20 working days|
Ventura Securities PMS has steady and supportive customer care. Here’s the complete list of services they grant: –
- Provision to call the fund manager 5-6 times a month.
- Active support over call and through email.
- Active support through WhatsApp.
- Issue resolution promise within 20 working days.
- Access to a relationship manager on behalf of the company.
Ventura Securities PMS Conclusion
We believe Ventura Securities PMS has got all the necessary elements to be called a worthy PMS company.
Invest in Ventura Securities PMS – Fill up the form Now!
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