Wizemarkets Analytics PMS – Review, Strategies, Returns, Charges & more

Wizemarkets Analytics PMS is a well-known company mostly renowned for delivering top-notch PMS services. They have been a dominant force in the investment market for the last five years.

The main credit goes to the experienced team they have carried by a fantastic client support team. The fees structure is reasonable, and there are ample varieties in the services they offer. However, what makes them unique is the rate of investment returns.

Overall, they are indeed a trustworthy company, and it will be fun discussing what they are offering in details.

Find detailed review of Wizemarkets Analytics Portfolio Management Services below –

PMS Offers


Wizemarkets Analytics PMS – Customer Ratings & Review

Find Client ratings of Wizemarkets Analytics Portfolio Management Services –

Ratings
Returns Performance3.9 / 5
Services3.6 / 5
Charges3.7 / 5
Experience3.8 / 5
Strategies3.6 / 5
Client Support3.7 / 5
Overall Ratings3.7 / 5
Star Ratings★★★★★

Overview of Wizemarkets Analytics Portfolio Management Services

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

Overview
Company TypePrivate
Registered LocationBangalore, Karnataka
LeadershipSunila Munjal
Yr. of Establishment2014

Wizemarkets Analytics started the business as a private limited company, which is the same as of today.

Established in 2014, they are a revelation in the industry, and a considerable part is because of the impact lead by the founder of the company, Mr. Sunila Munjal.

Today, Wizemarkets Analytics is one of the trending PMS institutions with the headquarter located in Bangalore.

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


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Types of Wizemarkets Analytics PMS

There are 2 types of Wizemarkets Analytics Portfolio Management Services –

Types of PMS
DiscretionaryYes
Non-DiscretionaryYes

It is a real surprise that Wizemarkets Analytics is capable of delivering both Discretionary and Non-Discretionary stock investment plans.

Considering the fact that they are just a 5-year old company, they have managed to achieve a staggering height at such a short period. We will learn more about their services and strategies later.


Wizemarkets Analytics PMS Fund Managers Details

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

Fund Manager’s Details
NameChetan Chhabria
Experience14 Yrs.
Highest QualificationMBA
AUM (in Cr.)95 Cr.
Number of Clients194
Investment Tenure3yrs

The Fund Manager is the soul of any PMS institution. Wizemarkets Analytics understands the value and hired 14+ years experienced-holder, Mr. Chetan Chhabria.

Expectedly, Mr. Chhabria is an MBA and has an AUM of approximately 95 Crores INR. He also manages roughly 194 active clients, where the average investment tenure is three years.


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Wizemarkets Analytics PMS Strategies

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

Strategies
Large Cap StrategyYes
Diversified StrategyYes
Small – Midcap StrategyYes

Wizemarkets Analytics deals with all sorts of investment strategies, namely Large Cap, Diversified, and Small to Midcap. But we will focus on the predominant services that they offer.

Capitalmind Wealth Long Term Portfolio:

This strategy is a combination of small-cap, mid-cap, large-cap, and debts. The intention is to achieve targeted investment returns. Usually, the tenure of the investments for this type of strategies is five years.

Capitalmind Wealth Momentum Portfolio:

This is a unique plan where the investors can choose upto 30 stocks. This is a discretionary service where the Fund Manager or the Portfolio Manager will take all the decision. Meanwhile, the strategy can be size agnostic and chosen typically based on the recent outperformance.

Capitalmind Wealth Marker or Index Portfolio:

Now, this strategy can be both discretionary and non-discretionary depending upon the customization that both Wizemarkets Analytics and the investors agreed upon. We can say it is a blend of multiple market indices intended to formulate index type returns.


Wizemarkets Analytics PMS Returns / Performance

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

Returns (CAGR)
3 Year7.8%
5 Year9.2%
7 Year10.1%
10 Year8.5%
11 Year Plus9.2%

The Compound Annual Growth Rate (CAGR) that Wizemarkets Analytics delivers is somewhat mysterious. On the one hand, they offer only 7.8% for a 3-year investment plan, which according to the experts, considerably low when compared to other PMS institutions.

On the other hand, they offer 10.1% for the 7-year investment plan, which is significantly high. Meanwhile, for the 5-year investment plan, they offer 9.2%, whereas, for the 10-year investment plan, the CAGR drops down to 8.5%.

However, they provide an industry-standard return for investment plans above 11 years, which is 9.2%.


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Wizemarkets Analytics PMS Investment Plans

Below the given table is providing details about the Wizemarkets Analytics 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

Wizemarkets Analytics is an organized company, and it is expected from them to prepare investment plans based on the monetary thresholds.

First off, they offer a Bronze investment plan, which is also their starter pack, where the invested amount revolves between ₹25,00,000 to ₹50,00,000.

Their second offering is the Silver investment plan, which they believe the most popular of all the other investment plans, where the invested amount lurks between ₹50,00,000 to ₹1,00,00,000.

The third offering is their elite Gold investment plan, where the investment amount varies between ₹1,00,00,000 to ₹5,00,00,000.

Finally, their last offering is the Platinum investment plan, which is applicable when a client is ready to invest more than ₹5,00,00,000.


Wizemarkets Analytics PMS Fee Structure or Commission Slabs

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

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

There are three commission payment models that an investor can choose. Let us discuss them in details.


Wizemarkets Analytics PMS Prepaid Commission

Prepaid Commission (Yearly)
Investment – 25L – 50L1.40% of Investment
Investment  – 50L – 1 Cr.1.25% of Investment
Investment – 1 Cr. – 5 Cr.1.05% of Investment
Investment – 5 Cr. Plus0.90% of Investment

When an investor decides to pay the commission fee in advance before initiating the investment tenure, we call that particular payment model Prepaid Commission.

It is arguably the cheapest commission model as the investors need to trust the PMS institutions. Meanwhile, Wizemarkets Analytics is very strategic in charging commissions.

They charge 1.40% per annum if the invested amount varies between ₹25,00,000 to ₹50,00,000. Similarly, they charge 1.25% per annum if the financed amount ranges from ₹50,00,000 to ₹1,00,00,000.

In case when the invested amount varies between ₹1,00,00,000 to ₹5,00,00,000, the investors need to pay 1.05% per annum.

Now, if in case the invested amount exceeds ₹5,00,00,000, then the investors need to pay 0.90% per annum.


Wizemarkets Analytics PMS Volume% Commission

Volume% Commission (Yearly)
Transaction Volume – 25L – 50L0.115% of Total Transaction Volume
Transaction Volume – 50L – 1 Cr.0.110% of Total Transaction Volume
Transaction Volume – 1 Cr. – 5 Cr.0.101% of Total Transaction Volume
Transaction Volume – 5 Cr. Plus0.089% of Total Transaction Volume

When the commission fee is calculated based on the total number of successful transactions completed by the Fund Manager, we call that payment model Volume% Commission.

However, we should consider calculating market volatility as well. Meanwhile, Wizemarkets Analytics wisely created slabs based on the invested amount.

If the invested amount lurks in between ₹25,00,000 to ₹50,00,000, then the commission rate will be 0.115% annually.

They follow the same protocol if the financed amount ranges from ₹50,00,000 to ₹1,00,00,000; the commission rate for this slab is 0.110% per annum.

For the invested amount from ₹1,00,00,000 to ₹5,00,00,000, the rate of commission they charge is 0.101% per annum, whereas, for anything above ₹5,00,00,000, the investors have to pay 0.089% per annum as commission fees.


Wizemarkets Analytics PMS Profit Sharing% Commission

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

Profit Sharing% Commission (Yearly)
Profit Amount – 2.5L – 5L23.5% of Profit
Profit Amount – 5L – 10L22.5% of Profit
Profit Amount – 10L – 50L20.5% of Profit
Profit Amount – 50L Plus18.5% of Profit

When an investor pays the commission fees only when they make profits from their invested amount, then we call that payment model Profit Sharing% Commission.

This payment strategy is widely appreciated by the investors and hence, ofter their favourites. Now, Wizemarkets Analytics carefully crafted payment slab based on the profit earned by the investors.

When the annual profit margin ranges from ₹2,50,000 to ₹5,00,000, the commission rate will be 23.5% per annum. Similarly, when the annual profit margin varies from ₹5,00,000 to ₹10,00,000, then the commission rate will be 22.5% annually.

Next, if the profit margin for the year ranges from ₹10,00,000 to ₹50,00,000, the investors need to pay 20.5% per annum. Finally, when the profit margin for the year exceeds ₹50,00,000, the commission rate will be 18.5% per annum.


Know Charges models of other Portfolio Management Service Providers

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Wizemarkets Analytics PMS Charges

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

Charges
Management FeesAs per commission model
Upfront Fees0.71% – 0.81% of Asset Value
Brokerage Charges0.006% – 0.016% of Total Transaction Value
Custodian Charges0.13% – 0.23% of Asset Value
Depository Charges0.16% – 0.26% of Asset Value
Exit Load – within 12 months0.75% – 1.05% of Withdrawal Value
Exit Load – post 12 monthsFree

The fees structure of Wizemarkets Analytics is dynamic and reasonable. Here is a list of all the fees that they charge.

  • The management fees of Wizemarkets Analytics are actually the commission models based on either one of the three – Prepaid Commission, Volume% Commission, and Profit Sharing% Commission.
  • Wizemarkets Analytics levied an upfront fee, which is 0.71% – 0.81% of the total asset value.
  • The Brokerage Charges that Wizemarkets Analytics deployed varies between 0.006% – 0.016% of the total transaction value.
  • The Custodian Charges that Wizemarkets Analytics deployed varies between 0.13% – 0.23% of the total asset value.
  • The Depository Charges that Wizemarkets Analytics deployed varies between 0.16% – 0.26% of the total asset value.
  • The Exit Load within 12 months that Wizemarkets Analytics deployed varies between 0.75% – 1.05% of the total withdrawal value. However, for post 12 months, it is free.

Wizemarkets Analytics PMS Benefits

Find the details about Wizemarkets Analytics 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 only feature mission from the arsenal of Wizemarkets Analytics’s services is the Whatsapp Updates. The rest of the features and benefits are as follows:

  • 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.

Wizemarkets Analytics PMS Customer Care

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

Customer Care
Call SupportYes
Email SupportYes
Chat SupportNo
Watsapp SupportNo
Relationship Manager SupportYes
Call to Fund ManagerYes – 8 to 10 Times a month
Issue Resolving TAT19 working days

Wizemarkets Analytics provide prompt customer care support. For quick problem resolution, they have dedicated Call and Email support.

They offer services via their dedicated Relationship Manager Support. They are not perfect; however, as the Chat support and Whatsapp support is missing.

Meanwhile, their clients can call the Fund Manager from 8 – 10 times in a month and the usual issue-resolving TAT is 19 working days on an average.


Wizemarkets Analytics PMS Conclusion

After analyzing the in and out of Wizemarkets Analytics, we believe that the company did really well, considering the fact that it is only a 5-year-old company.

However, experts believe that the Compound Annual Growth Rate (CAGR) is inconsistent as of now as well as the commission rates.

Meanwhile, the overall fees structure is reasonable and prompt. Therefore, if they work on the issues we mentioned, they can be a driving force in this industry.


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  1. Invest in PMS / PCG


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