Wealth Managers PMS – Review, Strategies, Returns, Charges & more

One of the main reasons to appreciate Wealth Managers PMS is the strategies they built. No doubt the return performance and the overall services are decent, but the strategy building team which is backed by the experience they hold is worthy of picking them.

Another significant aspect is the client support they offer; something we will discuss later. Yes, there are some grievances for their overall fees structure, but overall, Wealth Managers Portfolio Management Services are doing pretty good in managing PMS.

PMS Offer


Wealth Managers PMS – Customer Ratings & Review

Find Client ratings of Wealth Managers Portfolio Management Services –

Ratings
Returns Performance2.8 / 5
Services2.9 / 5
Charges2.8 / 5
Experience3.1 / 5
Strategies3.2 / 5
Client Support3.1 / 5
Overall Ratings2.9 / 5
Star Ratings★★★★★

Overview of Wealth Managers Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationPune, Maharastra
LeadershipMr. Bharat Phatak
Yr. of Establishment1996

Wealth Managers PMS is a private limited company since the time it has established; back in the year 1996. With over 23 years of quality service offering, they have seen several ups and downs and managed to sail their boat successfully in this industry.

Mr. Bharat Pathak, the founder, is a born leader who started the venture in the city of Pune, which eventually becomes their registered location of the company.

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


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Types of Wealth Managers PMS

There are 2 types of Wealth Managers Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

With over 23 years of successful PMS operations, Wealth Managers PMS is expected to offer both Discretionary and Non-Discretionary PMS strategies.

Apparently, they did it better than many successful companies that provide similar services.


Wealth Managers PMS Fund Managers Details

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

Fund Manager’s Details
NameMayur Parkeria
Experience23 Yrs.
Highest QualificationM.Com.
AUM (in Cr.)142 Cr.
Number of Clients152
Investment Tenure3yrs

There is no doubt that the better the Fund Manager, the better the results. Now, Wealth Managers don’t shy about hiring a quality manager.

In fact, they have chosen a young and dynamic manager; Mayur Parkeria, age 23, who has a Masters’ degree in Commerce.

The AUM that he generates is around 142 crores INR, and he has roughly 152 clients. Typically, the investment tenure he operates is for three years.


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Wealth Managers PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Wealth Managers PMS offer a ton of strategies, which we will discuss.

Equity Portfolio:

This is a Non-Discretionary service intended to build a business portfolio for any large-cap, medium-cap, and small-cap stocks.

Although, the main focus is on the wealth creation by deploying medium to long-term rational investments.

Optimiser Portfolio:

The strategies involved with Optimiser Portfolio can be Discretionary, Non-Discretionary, and can even be Advisory services.

Generally conducted through bonds, mutual funds, and equity stocks, this strategy typically approaches conservative and long-term investing.

MF Direct Portfolio:

MF Direct Portfolio typically deals with both Discretionary and Non-Discretionary services. The portfolio here is conducted via mutual funds with an intention to deliver risk-adjusted returns. However, it usually depends on the client’s profile.

Moat Portfolio:

Moat Portfolio is an exclusive Discretionary service, which is intended to multiply the invested amount by deploying long-term investment strategies.

The risk factor, his higher because of the concentrated positions. Meanwhile, it also promotes specific Moats at a correct valuation.

Focused Leadership Portfolio:

This strategy revolves around the Discretionary and Advisory services that focus on a concentrated and long-term assessment.

While research is the significant aspect to choose stocks here, these strategies are often high risk due to the portfolios being concentrated holdings.

Concentrated Growth Portfolio:

The Concentrated Growth Portfolio strategies can be both Discretionary and Non-Discretionary services. They are typically long-term and take conservative approaches while investing.

Again, the risks are higher because of concentrated holdings of the portfolios.


Wealth Managers PMS Returns / Performance

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

Returns (CAGR)
3 Year9.5%
5 Year7.3%
7 Year8.7%
10 Year9.7%
11 Year Plus12.5%

The Compound Annual Growth Rate (CAGR) or the return rate that Wealth Managers PMS provide is different from other PMS institutions.

The trend is typically the CAGR get higher with the more long-term investment plans. For a 3-year plan, they offer 9.5%, which is comparatively lower than most companies.

The trend follows with just 7.3% for a 5-year investment plan. For the 7-year plan, it gets shallow to only 8.7%. However, for the 10-year plan, they offer 9.7%, followed by 12.5% for anything above 11+ years.


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Wealth Managers PMS Investment Plans

Below the given table is providing details about the Wealth 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

For a company which is operating for over 23 years, we can expect all sorts of investment plans.

They offer the starter pack, which they call the Bronze investment plan, where the investment amount ranges between ₹25,00,000 to ₹50,00,000.

Then there is the Silver investment plan, which many believe is the most accepted investment plan, where the amount can vary between ₹50,00,000 to ₹1,00,00,000.

Next is the Gold investment plan, where the amount ranges from ₹1,00,00,000 to ₹5,00,00,000. Finally, they also offer a Platinum investment plan, where the investment amount must be more than ₹5,00,00,000, to begin with.

If the investor chooses, say, for instance, bronze or a silver plan, then the commission rate will be higher than a gold or a platinum plan. Therefore, we urge the investors to check the commission rates for each investment plan before finalizing.


Wealth Managers PMS Fee Structure or Commission Slabs

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

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

Wealth Managers PMS follows three payment models to charge their commission from the investors. Here is what they are:


Wealth Managers PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.09% of Investment
Investment  – 50L – 1 Cr.1.04% of Investment
Investment – 1 Cr. – 5 Cr.0.99% of Investment
Investment – 5 Cr. Plus0.89% of Investment

Before we discuss what, Wealth Managers PMS is charging, it is crucial to know a bit about the commission model first.

The Prepaid Commission is a payment model where the investor pre-pays the commission fee to the PMS institution before starting the investment tenure.

Usually, the amount that the investor pays is lower than other commission models. Now, if we start revealing the commission rates; for their Bronze investment plan, they charge 1.09% of the invested amount.

Similarly, Wealth Managers charge 1.04% and 0.99% for their Silver and Gold investment plans, while the rates apply to the invested amount.

Finally, they charge 0.89% for the Platinum investment plan, levied on the invested amount, just like the rest of the plans.


Wealth Managers PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.110% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.105% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.095% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.085% 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; Wealth 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.


Wealth 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 – 5L22.0% of Profit
Profit Amount – 5L – 10L21.5% of Profit
Profit Amount – 10L – 50L20.0% of Profit
Profit Amount – 50L Plus18.0% of Profit

For the Profit Sharing% Commission, we will again explain this a bit before revealing the commission rates that Wealth 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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Wealth Managers PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.65% – 0.85% of Asset Value
Brokerage Charges0.007% – 0.017% of Total Transaction Value
Custodian Charges0.13% – 0.33% of Asset Value
Depository Charges0.16% – 0.26% of Asset Value
Exit Load – within 12 months0.79% – 1.19% of Withdrawal Value
Exit Load – post 12 monthsFree

Wealth Managers offer a secure and robust fees structure.

  • 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.

Wealth Managers PMS Benefits

Find the details about Wealth 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, Wealth 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.
  • They provide a massive experience.

Wealth Managers PMS Customer Care

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

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 5 to 7 Times a month
Issue Resolving TAT21 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.


Wealth 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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  1. Invest in PMS / PCG


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