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Way2Wealth PMS is a part of the Café Coffee Day group. It’s responsible for dealing with the financial forefront on their behalf. The company indulges in various financial support activities.

And, ever since their inception, has been dedicated to serve the clients. For today’s article, we’ll review Way2Wealth Portfolio Management Services on the basis of multiple factors including: –

  • In-depth description of their inception story. This part will include the details about their founders. And, it’ll even tell you about the place and year of their beginning.
  • Description of all their PMS support programs. This part will distinguish the services into several categories. And, it’ll describe each category in detail.
  • Details of their fund managers. This part will tell you about their experience and educative qualification. And, it’ll list the value of the assets they manage.
  • Description of all of their investment strategies. This part will include the details of their implementation strategy. And, it’ll match the type of clients with certain strategies.
  • Detailed description of their CAGR promises. This part will include a descriptive chart. And, it’ll establish the CAGR for different investment terms.
  • And more

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Way2Wealth PMS – Customer Ratings & Review

Find Client ratings of Way2Wealth 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 Way2Wealth Portfolio Management Services

Find a detailed overview of the Way2Wealth portfolio management service in the table given below-

Overview
Company TypePrivate
Registered LocationBengaluru, Karnataka
LeadershipM. R SHASHIBHUSHAN
Yr. of Establishment1984

Way2Wealth PMS was established by M R Shashibhushan in the year 1984. The company has their headquarters in Bengaluru, Karnataka. At present the company is being led by VG Siddhartha.

The company has thrived since the time of their inception. In fact, they have a presence across 21 states across India at present.

They highly rely on the ability of their professional teams. And, most of their team members are known for their huge industrial experience.

Now, we will have a discussion about Way2Wealth portfolio management service company review, its PMS returns, PMS charges and more.


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    Types of Way2Wealth PMS

    There are 2 types of Way2Wealth Portfolio Management Services –

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    Way2Wealth PMS follows the path of the industry leaders in their business approach. They often even try to follow the industry trends.

    And, they do so to ensure that their clients are satisfied. In fact, client satisfaction is one of their highest priorities. That’s why they even provide their clients two options in terms of PMS.

    We’re talking about discretionary and non-discretionary PMS. Discretionary PMS caters to the clients who prefer relaxing post investments.

    This type of PMS puts all the asset related decisive power onto the hands of fund manager. And, the fund manager is free to implement alterations to the asset.

    However, the alterations are only made for the sake of delivering promised returns. Non-discretionary PMS on the other hand acts in an entirely different manner.

    It caters to the clients who like to stay informed about their investments. In fact, it compels the company to grant the clients with regular advisory.

    And, the company even has to seek the clients’ permission for asset alterations. Thus, all decisive power related to the asset remains with the clients.


    Way2Wealth PMS Fund Managers Details

    The table given below is providing the entire details about the fund manager of Way2Wealth PMS company.

    Fund Manager’s Details
    NameC.K. Nithyanand
    Experience25 Years
    Highest QualificationM.Com.
    AUM (in Cr.)30 Cr.
    Number of Clients55
    Investment Tenure3yrs

    As mentioned earlier, Way2Wealth PMS has a team of experienced professionals. And, their PMS division is being led by C K Nithyanand.

    Nithyanand is M.Com. by qualification and has an experience of 25 years. And, all this experience enables him to generate huge profits for the clients.

    At present, he caters to 55 clients with cumulative asset value worth 30 Cr. And, even you can get to access his expertise for your assets. All you need to do is invest with the company for at least 3 years.


    Know Fund Managers of Other Portfolio Management Service Companies


    Way2Wealth PMS Strategies

    The below table is providing details about the Way2Wealth portfolio management service strategies-

    Strategies
    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    Way2Wealth PMS uses all resources at their disposal to ensure profitability of clients. This even includes investing in multiple domains.

    However, they strictly commence exclusive research before making any investments. They invest across small, mid and large cap portfolios to say the least.

    However, their investment approach is a bit more complex than this. It consists of the following parameters: –

    • Focus on growth and value: They consider buying the assets at a cheaper price without compromising on growth potential.
    • Bottom-up approach in stock selection: They buy the equity stocks with a ling term view in mind. This enables them to generate long term capital appreciation.

    They specifically have four distinct strategies to offer to the clients: –

    Wealth Weaver

    The objective of this approach is capital appreciation over medium or long terms. Furthermore, it is a low risk investment approach. And, it’s suited mostly to the new investors.

    It’s even suited to the investors with a knack for low risk investments. The majority of investments are made in large and liquid stocks in this.

    Wealth Optimizer

    This approach is entirely different from the one mentioned above. It seeks to generate long term capital growth albeit at a higher risk. The investments in this are made pre-dominantly in mid-cap stocks.

    The stocks with huge growth and multi-bagger potential are selected. This strategy is apt for the clients with a knack for high risk investments. Nonetheless, the return probability for this approach is higher than the previous one.

    Wealth Escalator

    This strategy yields the highest expected returns. However, this even has the highest risk factor involvement. The objective of the strategy remains simple.

    The company seeks to generate long term capital appreciation. However, this is achieved though investments in only mod-cap portfolios.

    Furthermore, instead of investing in multiple portfolios, it seeks to invest in a handful of them. This makes the risk associated with this strategy even higher.

    This is potentially suited for seasoned investors with proper industrial understanding.

    Wealth Spiral

    This is the last of the four strategies. And, it’s completely unique in functionality. It includes fundamental analysis, technical analysis and sectoral momentum analysis.

    This is done to locate hordes of quality stocks to trade just in time. This strategy focuses on yielding short term capital growth.

    However, it requires a lot of analytical expertise of the company. It’s apt for investors who seek short term investment benefits. However, the risk can often be high with this approach.


    Way2Wealth PMS Returns / Performance

    The below table is giving details about Way2Wealth PMS returns and performance-

    Returns (CAGR)
    3 Year8.7%
    5 Year7.9%
    7 Year9.2%
    10 Year7.5%
    11 Year Plus6.8%

    The chart mentioned above describes the CAGR promised by the company. And, it has five distinctions based on investment tenures.

    So, the investments for 3 years are expected to fetch 8.7% growth. All the 5-year investments are expected to fetch 7.9% growth. The investments worth 7-years are expected to fetch in 9.2% growth.

    The investments worth 10 years are expected to fetch 7.5% growth. And, all the investments above 11 years are expected to fetch 6.8% growth.


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    Way2Wealth PMS Investment Plans

    Below the given table is providing details about the Way2Wealth 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

    As already mentioned above, Way2Wealth PMS tends to follow the industrial trends. And, this even applies to the options they provide to their clients.

    We’re referring to options in terms of investment. So, the company has four distinct categories for investment. And, each category is marked by the investment value.

    Therefore, the bronze plan caters to the investments worth 25L-50L. Second category is called the silver category. This one caters to the investments worth 50L-1Cr.

    Third category is called the gold category. This one is confined for investments within the range of 1Cr.-5Cr. And, the last one is referred to the investments above 5Cr.


    Way2Wealth PMS Fee Structure or Commission Slabs

    Find the details about the types of commission models or fees structure offered by Way2Wealth PMS house are as follows-

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

    Way2Wealth PMS even offers their clients multiple options for commission models. And, by multiple, we mean 3 distinct models. Each model has it’s unique way of charging the clients.

    And, each model offers some sort of benefit to the clients. We’re talking about the prepaid, volume% and profit-sharing models.


    Way2Wealth PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.5% of Investment
    Investment  – 50L – 1 Cr.1.3% of Investment
    Investment – 1 Cr. – 5 Cr.1.2% of Investment
    Investment – 5 Cr. Plus1.0% of Investment

    This is the first commission plan to be offered by the company. It charges the clients in advance. However, since the commission is charged in advance, the rate is low.

    It charges the clients based on their investment plan. The bronze plan clients are charged at 1.5% commission rate. The silver plan clients are charged at a rate of 1.3%.

    Gold plan clients are charged at a rate of 1.2%. And, the platinum plan clients are charged at a rate of 1.0%.


    Way2Wealth PMS Volume% Commission

    Volume% Commission (Yearly)
    Transaction Volume – 25L – 50L0.126% of Total Transaction Volume
    Transaction Volume – 50L – 1 Cr.0.120% of Total Transaction Volume
    Transaction Volume – 1 Cr. – 5 Cr.0.105% of Total Transaction Volume
    Transaction Volume – 5 Cr. Plus0.090% of Total Transaction Volume

    This is the second option the clients receive in terns of commission plan. The clients in this plan are charged as per the transactions made.

    These transactions are made by the fund manager. And, these are made to deliver the promised returns. So, the bronze plan holders are charged at a rate of 0.126%.

    The silver plan holders are charged at a rate of 0.120%. Gold plan holders are charged at a rate of 0.105%. And, the platinum plan holders are charged at a rate of 0.090%.


    Way2Wealth PMS Profit Sharing% Commission

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

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L22.7% of Profit
    Profit Amount – 5L – 10L21.7% of Profit
    Profit Amount – 10L – 50L19.5% of Profit
    Profit Amount – 50L Plus18.0% of Profit

    This is last option the clients re granted with for commission plans. It charges the clients after realization of profits. So, the bronze plan holders are charged at a rate of 22.7%.

    Silver plan holders are charged at a rate of 21.7%. Gold plan holders are charged at a rate of 19.5%. And, the platinum plan holders are charged at a rate of 18.0%.


    Know Charges models of other Portfolio Management Service Providers


    Way2Wealth PMS Charges

    The below-given table is giving information about Way2Wealth Portfolio Management Service Charges-

    Charges
    Management FeesAs per commission model
    Upfront Fees0.59% – 0.79% of Asset Value
    Brokerage Charges0.009% – 0.019% of Total Transaction Value
    Custodian Charges0.19% – 0.29% of Asset Value
    Depository Charges0.19% – 0.29% of Asset Value
    Exit Load – within 12 months0.99% – 1.39% of Withdrawal Value
    Exit Load – post 12 monthsFree

    Here’s the set of extra charges incurred by Way2Wealth PMS: –

    • Management charge in accordance to the chosen commission model.
    • Brokerage charge at 0.009-0.019% of transaction value.
    • Upfront fee at 0.59-0.79% of asset value.
    • Custodian charge at 0.19-0.29% of asset value.
    • Depository charge at 0.19-0.29% of asset value.
    • Exist load at 0.99-1.39% of withdrawal value.

    Way2Wealth PMS Benefits

    Find the details about Way2Wealth 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

    Here’s the list of benefits granted by Way2Wealth PMS: –

    • Many models for investment and commission.
    • Updates on time through SMS and email.
    • Reports related to the made investments.
    • Permission to increase the investment value through top-up facility.

    Way2Wealth PMS Customer Care

    The table given below is showing a detailed view of Way2Wealth PMS Customer Care.

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 8 Times a month
    Issue Resolving TAT13 working days

    Way2Wealth PMS has a customer care that grants: –

    • A relationship manager.
    • Permission to call the fund manager upto 8 times a month.
    • Issue resolution within 13 working days.
    • Proactive support through call and email.

    Way2Wealth PMS Conclusion

    We believe Way2Wealth PMS covers all the important aspects of a great PMS company.


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