Wealthbridge Capital PMS – Review, Strategies, Returns, Charges & more

Wealthbridge Capital PMS is a company focused on equity research and investments. The company was initiated in early 2000’s. And, ever since their inception, they’ve been determined to serve their clients well.

In fact, they’re so good that they’re registered with SEBI as research analyst. However, today, we’ll talk about Wealthbridge Capital Portfolio Management Services related offerings.

In fact, we’ll review them on the basis of the following parameters: –

  • An insight into their inception story. This part will include the details of their founders. And, it’ll even describe about the time and place of their inception.
  • Elaboration of all of their PMS kinds they have to offer. This part will describe how each type functions. And, it’ll even tell you about the impact of each on the clients.
  • Details into the educative qualification of their fund managers. This part will even include the details about the net worth of the assets they manage.
  • Insight into all of their investment strategies. This part will include their implementation related to each strategy. It’ll even describe the compatibility of the strategies with different client types.
  • Insight into the CAGR they promise as per different investment terms.
  • Insight in all of their commission plans. This part will include the details about each commission plan’s functionality. It’ll even tell you about the parameters used to charge the clients for every plan.
  • And more

PMS Offer


Wealthbridge Capital PMS – Customer Ratings & Review

Find Client ratings of Wealthbridge Capital Portfolio Management Services –

Ratings
Returns Performance3.9 / 5
Services3.8 / 5
Charges3.8 / 5
Experience3.9 / 5
Strategies4.0 / 5
Client Support3.7 / 5
Overall Ratings3.9 / 5
Star Ratings★★★★★

Overview of Wealthbridge Capital Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationSecunderabad, Telangana
LeadershipVIVEK BHARGAVA
Yr. of Establishment2005

Wealthbridge Capital PMS was brought into existence by the efforts of Vivek Bhargava. Bhargava incorporated the company in the year 2005 in Secunderabad, Telangana.

Ever since their inception, the company’s been focused on helping their clients. However, they’ve been typically focused on the business of equity research and investments.

They even are registered as one of SEBI’s research analysts. At present they’re indulged with providing wealth management services to HNIs and companies. You’ll get tov know about their approaches as you read further.

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


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Types of Wealthbridge Capital PMS

There are 2 types of Wealthbridge Capital Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

Wealthbridge Capital PMS is always looking forward to help out their clients. Perhaps, that’s why they offer their clients with two specific PMS types.

We’re referring to the discretionary and non-discretionary PMS. The first one is for the clients who prefer to relax post investment.

This puts the decisive power related to the asset on fund manager’s hands. This means that the clients do not need to stay engaged a lot.

The second one lets the clients keep their assets under self-control. This requires the company to provide the clients with regular advisory.

Once that’s been done, the company seeks clients’ permission for asset related alteration. This keeps the decisive power related to the asset in the clients’ hands.


Wealthbridge Capital PMS Fund Managers Details

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

Fund Manager’s Details
NameANSHU BHARGAVA
Experience25 Yrs.
Highest QualificationC.A.
AUM (in Cr.)31 Cr.
Number of Clients50
Investment Tenure3yrs

Wealthbridge Capital PMS typically specializes in wealth management. Their PMS segment is being led by Anshu Bhargava. Anshu is a CA with 25 years of experience.

Being a CA gives him the proper knowledge of the industry. At present he manages an asset worth 31Cr. for 50 clients. And, even you can have him manage your asset.

All you need to do is invest with the clients for 3 years.


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Wealthbridge Capital PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Wealthbridge Capital PMS has been known for their openness towards investment approach. As a matter of fact, they always care for their clients’ needs.

And, that’s why they invest in all sorts of small, mid and large cap portfolios. However, stating this will only be an understatement for their approach.

In fact, they have distinguished their PMS services as per discretionary and non-discretionary. So, here’s their entire approach in details: –

Equity Focused Discretionary PMS

As the name suggests, this is a discretionary service. The investment is focused on equity and equity related instruments.

The objective is to generate long terms capital growth. The approach for this strategy remains simple. Majority of the asset is invested upon listed equity shares of companies.

Some of the asset is temporarily invested on liquid schemes of mutual funds. And, a certain part of the asset is held as bank balance.

The risk factor associated with this strategy is relevantly low. Minimum investment corpus for enacting it is Rs. 25L.

Diversified Discretionary PMS

As the name suggests this a service that includes investments across several portfolios. In fact, the primary objective behind this strategy remains quite simple.

The company tries to leverage multiple investments for balancing the overall risk. This allows them to experiment even across uncharted domains.

The investments are made across these instruments: –

  • 25% of the asset goes into listed equity shares of companies.
  • Some of the investment goes into debt and equity schemes of mutual funds.
  • Some of the asset is invested in bonds, debentures and other investment products. This is done irrespective of the products being listed or not.
  • This strategy seeks a minimum investment corpus of 100 lakhs to initate with.

Non-Discretionary Portfolio Management

As must already be clear by the name, this is a non-discretionary service. This means that the company provides advisory to their clients using this service.

The objective for this strategy is quite simple in fact. It seeks to generate long term capital appreciation. And, for that, the investments are made across listed/unlisted equity shares of companies.

Investments are even made across other instruments like: –

  • Debt and equity schemes of mutual funds.
  • The Debt and equity schemes of bonds.
  • Debt and equity schemes of other listed /unlisted investment products.
  • The minimum investment corpus required for this strategy is 200 lakhs.

Wealthbridge Capital PMS Returns / Performance

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

Returns (CAGR)
3 Year10.3%
5 Year9.2%
7 Year11.2%
10 Year8.9%
11 Year Plus8.4%

The chart above represents CAGR across five varying segments. Each segment is marked by a particular investment tenure.

And, the promised CAGR for each segment is defined as such. So, the CAGR for 3-year investments is expected to fetch 10.3% growth.

CAGR for 5-year investments is expected to gain 9.2% growth. All the investments worth 7 years are expected to fetch 11.2% CAGR.

The 10-year investments are believed to fetch in a CAGR of 8.9%. And, the CAGR for all the investments beyond 11 years is expected to fetch in 8.4% growth.


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Wealthbridge Capital PMS Investment Plans

Below the given table is providing details about the Wealthbridge Capital 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

Wealthbridge Capital PMS grants their clients several options in all their approaches. And, this includes granting options in investments plans as well.

So, the company has categorized four distinct investment plans for their clients. And, each plan is determined by the overall investment value.

So, the first category is known as the bronze plan. This caters to investments within 25L-50L. Then comes the silver plan catering to investments within 50L-1Cr range.

Third one is known as the gold plan. This one caters the investments within the range of 1Cr.-5Cr. And, the last one is called the platinum plan. This one caters to the investments above 5Cr.


Wealthbridge Capital PMS Fee Structure or Commission Slabs

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

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

Wealthbridge Capital PMS even grants their clients option in terms of commission model. we’re referring to the prepaid, volume% and the profit-sharing models. And, clients are free to opt any of the three.


Wealthbridge Capital PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.18% of Investment
Investment  – 50L – 1 Cr.1.08% of Investment
Investment – 1 Cr. – 5 Cr.0.98% of Investment
Investment – 5 Cr. Plus0.88% of Investment

This plan requires the clients to pay the commission in advance. and, it charges them based on the total value of investment. It has four categories.

And, each category caters to a particular investment plan. So, the first one is for the bronze plan it charges the clients at a rate of 1.18%. Then come the turn of the silver plan clients.

They’re charged at a rate of 1.08%. The gold plan clients are charged at 0.98% commission rate. And, the platinum plan clients are charged at a rate of 0.88%.


Wealthbridge Capital 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

This plan is charged on the basis of certain transactions. These transactions are made by the fund manager to ensure the promised delivery in returns.

So, the bronze plan clients are charged at a rate of 0.110%. The silver plan clients are charged at a rate of 0.105% commission.

The gold plan holders are charged at a rate of 0.095% commission. And, the platinum plan clients are charged at a rate of 0.085% commission.


Wealthbridge Capital PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L21.3% of Profit
Profit Amount – 5L – 10L20.3% of Profit
Profit Amount – 10L – 50L19.0% of Profit
Profit Amount – 50L Plus17.5% of Profit

This plan charges the clients post profit realization. So, the bronze plan holders are charged at 21.3% commission. The silver plan holders are charged at a rate of 20.3% commission.

The gold plan holders are charged at a rate of 19.0% commission. And, the platinum plan holders are charged at a rate of 17.5% commission.


Know Charges models of other Portfolio Management Service Providers

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Wealthbridge Capital PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.61% – 0.81% of Asset Value
Brokerage Charges0.008% – 0.018% of Total Transaction Value
Custodian Charges0.10% – 0.25% of Asset Value
Depository Charges0.15% – 0.21% of Asset Value
Exit Load – within 12 months0.7% – 1.27% of Withdrawal Value
Exit Load – post 12 monthsFree

Wealthbridge Capital PMS incurs several extra charges upon their clients including: –

  • Management charge as per the chosen commission model.
  • Brokerage charge at 0.008-0.018% of transaction value.
  • Upfront fee at 0.61-0.81% of asset value.
  • Custodian charge at 0.10-0.25% of asset value.
  • Depository charge at 0.15-0.21% of asset value.
  • Exist load, in case of any withdrawals within 12 months of investments. It’s charged at 0.70-1.27% of withdrawal value.

Wealthbridge Capital PMS Benefits

Find the details about Wealthbridge Capital 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

Wealthbridge Capital PMS grants their clients many benefits like: –

  • Regular updates related to their investments through email and SMS.
  • Relevant and detailed report related to their investments.
  • Provision to increase their investment value to a certain extent.
  • Access to many flexible investment and commission models.

Wealthbridge Capital PMS Customer Care

The table given below is showing a detailed view of Wealthbridge Capital 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 TAT17 working days

Wealthbridge Capital PMS’ customer care helps the clients in following ways: –

  • They grant active investment related support through call and email.
  • The company allow the clients to call the fund manager upto 6 times a month.
  • They grant the clients with a dedicated relationship manager.
  • The company promises to resolve any investment related issues within 17 working days.

Wealthbridge Capital PMS Conclusion

We definitely deem Wealthbridge Capital PMS fit for all sorts of PMS activities.


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  1. Invest in PMS / PCG


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