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Wealth Advisors PMS is one of the leading asset management companies. .The Company is a SEBI registered investment advisor and SEBI registered portfolio management advisors.

The company is a backed by a team of dedicated relationship managers and investment Advisors. The Company is primarily engaged in serving HNI’S and UHNIS customers. The companies personalized services are designed to meet the specific needs of the customers.

This article is written to give brief details on Wealth Advisors Portfolio Management Services, its Customer ratings and reviews, returns/performance, Fund manager details and so on.

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Wealth Advisors PMS – Customer Ratings & Review

Find Client ratings of Wealth Advisors Portfolio Management Services –

Ratings
Returns Performance2.6 / 5
Services2.7 / 5
Charges2.8 / 5
Experience2.8 / 5
Strategies2.9 / 5
Client Support3.1 / 5
Overall Ratings2.8 / 5
Star Ratings★★★★★

Overview of Wealth Advisors Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationChennai, Tamil Nadu
LeadershipYatin Shah
Yr. of Establishment2004

Wealth Advisor was established in the year 2014 in Chennai. The company is Full-service private limited, client-centric solutions firms.

The company main aim is to offer unbiased services to both individual and institutional investment using various financial instruments. The Company was founded by Yatin Shah in 2004

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


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    Types of Wealth Advisors PMS

    There are 2 types of Wealth Advisors Portfolio Management Services –

    Types of PMS
    DiscretionaryYes
    Non-DiscretionaryYes

    The company comforts the customers by offering both the Discretionary and Non- Discretionary to the investors. Customers can choose any services according to their suitability.

    Most of the customers prefer to opt for non- Discretionary as in this services all the decisions relied on the investor itself whereas as in the Discretionary services entire decisions is taken by the portfolio managers and investors are free from the worries and burdens of taking any decisions.


    Wealth Advisors PMS Fund Managers Details

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

    Fund Manager’s Details
    NamePramod Kumar
    Experience30 Yrs.
    Highest QualificationMS – Finance
    AUM (in Cr.)152850 Cr.
    Number of Clients75
    Investment TenureMinimum 3 yr.

    Mr.Pramod Kumar is the fund manager of Wealth Advisor. He has decades of experience in capital markets with specifically focused on multiple assets class investment management and advisory. Pramod has co-founded the Wealth advisors in 2004.

    As a CEO and fund, manager of the company, he has core responsibility of setting strategies, core functions, central advisory, and fund management team. He is lifelong equity investors and has a keen interest in investing equities market.

    Presently the fund manager caters the needs of 129 customers and has 1048 AUM ( in CRORE. He prefers to invest for a minimum of 3 years in the investor’s investment amount


    Know Fund Managers of Other Portfolio Management Service Companies


    Wealth Advisors PMS Strategies

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

    Strategies
    Large Cap StrategyYes
    Diversified StrategyYes
    Small – Midcap StrategyYes

    Investment Policy

    The portfolio manager primarily intends to invest in operating real-estate companies, special purpose vehicles and holdings of special purpose vehicles which undertakes commercial and real-estate developments

    Investment Objective & Philosophy

    The portfolio manager primarily intends to invest in equity and debt oriented instruments

    Investment Strategy

    • The portfolio manager primarily intends to invest in commercial and real estate segments and intends to invest in equity, equity-linked, debt, debt linked and convertible securities of operating real estate companies, special purpose vehicles and holdings of special purpose vehicles which undertakes commercial and real-estate developments
    • The portfolio manager intends to invest in a blend of listed and unlisted private companies and in equity, equity-linked, debt, debt linked and convertible securities and any other securities is permitted under PMS regulations.

    Wealth Advisors PMS Returns / Performance

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

    Returns (CAGR)
    3 Year9.5%
    5 Year7.2%
    7 Year8.4%
    10 Year10.2%
    11 Year Plus11.1%

    Customers prefer to invest in the company where feasible returns are achieved in multiple years and Wealth Advisors has realized the feasible rate of return in various years which compels the investors to invest in the company without any hesitation and worries.

    • The return achieved by the company in 3 years is around 9.5%
    • Return achieved by the company in 5 years is around 7.2%
    • The Return achieved by the company in 7 years is around 8.4%
    • Return achieved by the company in 10 years is around 10.2%
    • The Return achieved by the company in more than 11 years is 11.1%

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    Wealth Advisors PMS Investment Plans

    Below the given table is providing details about the Wealth Advisors 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

    Below description will give you a thorough understanding of the investment plans available by the customers. Different investment plans are offered in different ranges and customers can choose any investments plan as per their ability to spend and their requirements.

    A slab of bronze plan ranges between (25L – 50L)

    Slab of silver plan leis between (50L – 1 Cr.)

    Slab of Gold plan ranges between (1 Cr. – 5 Cr.)

    More than 5 crores can be invested by the customers in a platinum plan offered by the company

    The higher amount of investment done by the investors will impel them to pay low commission charges and less amount of investment done by the investors will impel them to pay high commission charges


    Wealth Advisors PMS Fee Structure or Commission Slabs

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

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

    There are 3 types of commission structure used by the PMS Company –


    Wealth Advisors PMS Prepaid Commission

    Prepaid Commission (Yearly)
    Investment – 25L – 50L1.05% of Investment
    Investment  – 50L – 1 Cr.1.00% of Investment
    Investment – 1 Cr. – 5 Cr.0.95% of Investment
    Investment – 5 Cr. Plus0.90% of Investment

    In the prepaid commission model offered by the company, customers can invest any amount before the investment period starts  and the commission charge are less in this model as customers have to pay the charges before the investment period starts

    Customers will be bound to pay minimum 0.107% of investment if the slab of the investment amount lies between (25L.-50L.)

    Clients will be bound to pay minimum 0.100% of investment if the slab of the investment amount lies between (50L.-1 CR.)

    Customers will be bound to pay minimum 0.090% of investment if the slab of the investment amount lies between (1 CR.-5CR.)

    Clients will be bound to pay minimum 0.075% of investment if the slab of the investment amount is more than 5 crore.


    Wealth Advisors 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

    Here in the volume % commission model, the charges are imposed on the customers according to the number of transaction done by the portfolio manager in the customer’s account. Charges customers are obliged to pay will be distinct in different transaction volume.

    Customers will be bound to pay minimum 0.122% of Total Transaction Value if the slab of the transaction amount lies between – 25L-50L

    Clients will be bound to pay minimum 0.115% of Total Transaction Value if the slab of the transaction amount lies between 50L-1Cr.

    Customers will be bound to pay minimum 0.105% of Total Transaction Value if the slab of the transaction amount lies between 1Cr-5 Cr.

    Clients will be bound to pay minimum 0.090% of Total Transaction Value if the transaction amount will be more than 5 crores


    Wealth Advisors PMS Profit Sharing% Commission

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

    Profit Sharing% Commission (Yearly)
    Profit Amount – 2.5L – 5L21.5% of Profit
    Profit Amount – 5L – 10L19.5% of Profit
    Profit Amount – 10L – 50L17.4% of Profit
    Profit Amount – 50L Plus15.1% of Profit

    Here in the profit commission models, customers feel some relief as he is obliged to pay the commission amount after the realization of the profit.

    Here the commission charges are little high as the commission amount has to be paid after the realization of profit and the commission amount according to the different investment amount

    Customers will be bound to pay minimum of 21.5% of profit investment if the slab of the profit amount lies between 2.5L-50L

    Clients will be bound to pay minimum 19.5% of profit if the slab of the profit amount lies between 5L-10L

    Customers will be bound to pay minimum 17.4% of profit if the slab of the profit amount lies between 10L-50L

    Clients will be bound to pay minimum 15.1% of profit if the total profit amount is more than 5 crores


    Know Charges models of other Portfolio Management Service Providers


    Wealth Advisors PMS Charges

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

    Charges
    Management FeesAs per commission model
    Upfront Fees0.67% – 0.97% of Asset Value
    Brokerage Charges0.008% – 0.038% of Total Transaction Value
    Custodian Charges0.19% – 0.41% of Asset Value
    Depository Charges0.18% – 0.38% of Asset Value
    Exit Load – within 12 months0.80% – 1.20% of Withdrawal Value
    Exit Load – post 12 monthsFree
    • Management Fees-Management fees is the fees levied on the customers for the commission model chosen by him. This fee is finalized between customers and portfolio management. The management fees of Wealth Advisor is based on the commission model
    • Upfront Fees-The upfront fees is considered as advance fees which are paid by the investors at the start of the investment period. The upfront fee of Wealth Advisors lies between 67% – 0.97% of Asset Value
    • Brokerage Charges-Brokerage charges is the fees given to the brokers for taking its services. The brokerage fees of Wealth Advisor lies between 008% – 0.038% of Total Transaction Value
    • Custodian charges– The custodian charges are imposed for the transfers of bonds, shares, debentures, etc is been done in the customer’s account. The custodian charges of Wealth Advisor lies between 19% – 0.41% of Asset Value
    • Depository Charges-For doing online trading, customers are supposed to open their dematerialization account with depositories. This fee is given by customers to Depository Company. The Depository fees of Wealth Advisors lies between 18% – 0.38% of Asset Value
    • Exit charge-The exit fees obliged for the customers to pay at the time they withdraw their investment. The exit charges of Wealth Advisors lies between 80% –1.20% of Withdrawal Value if withdrawn are done within 12 months.

    Wealth Advisors PMS Benefits

    Find the details about Wealth Advisors 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
    • The Wealth Advisors provides WhatsApp and e-mail facilities which helps the customer to receive daily transaction done in their account by the portfolio managers
    • Top-Facility is also offered by the company for the customer’s ease and support
    • Wealth advisors also offer various flexible plans to the customers such as flexible commission model which says that commission models can be altered according to the customers need and flexible investment plan is available for the customer’s comfort and easiness
    • The company has extensive years of experience in offering portfolio management services to the customers which help them to resolve the customer’s concern easily.

    Wealth Advisors PMS Customer Care

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

    Customer Care
    Call SupportYes
    Email SupportYes
    Chat SupportNo
    Watsapp SupportNo
    Relationship Manager SupportYes
    Call to Fund ManagerYes – 9 Times a month
    Issue Resolving TAT17 working days

    Customers of Wealth Advisors are highly satisfied and happy with the customer services support available by the company. As the company offers direct call support and e-mail support to the customers which enable them to resolve the queries at any time it arises.

    Dedicated Relationship Manager Support is also extended by the company. So customers can approach to the relationship manager for resolving their issues without any worries and hesitation.

    Call to fund manager services available by the company says that customers can call minimum 9 times in a month for resolving the issues

    Issue Resolving Tat is available for minimum of 17 working days.


    Wealth Advisors PMS Conclusion

    Wealth Advisor is a good option for the investor’s looking for decent portfolio management services as the company personalized services are designed to meet the specific needs of the customers.

    Also, the company is backed by a team of dedicated relationship managers and investment Advisors. So with these facilities, customers can able to generate a high return and able to receive the personalized services.


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