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 fee structure is reasonable, and there are ample varieties of 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 detail.

Find a detailed review of Wizemarkets Analytics Portfolio Management Services below –

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Overview of Wizemarkets Analytics Portfolio Management Services

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

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 led by the founder of the company, Mr. Sunila Munjal.

Today, Wizemarkets Analytics is one of the trending PMS institutions with its headquarters 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 –

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 in 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.

The Fund Manager is the soul of any PMS institution. Wizemarkets Analytics understands the value and hired a 15+ years experienced holder, Mr. Chetan Chhabria.

Expectedly, Mr Chhabria is an MBA and an AUM of approximately 95 Crores INR. He also manages roughly 194 active clients, where the average investment tenure is 4 years.

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Wizemarkets Analytics PMS Strategies

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

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 strategy 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 decisions. Meanwhile, the strategy can be size agnostic and chosen typically based on 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-

The Compound Annual Growth Rate (CAGR) that Wizemarkets Analytics delivers is somewhat mysterious. On the one hand, they offer only 0.82% for a 1-year investment plan, which according to the experts, is considerably low when compared to other PMS institutions.

On the other hand, they offer 27.30% for the 2-year investment plan, which is significantly high. Meanwhile, for the 3-year investment plan, they offer 17.83%, whereas, for the 5-year investment plan, the CAGR drops down to NA%.

However, they provide an industry-standard return for investment plans since inception, which is 6.54%.

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Wizemarkets Analytics PMS Investment Plans

The given table provides details about the Wizemarkets Analytics portfolio management service investment plans.

Wizemarkets Analytics is an organized company, and it is expected from them to prepare investment plans based on 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 is 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 as follows-

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

Wizemarkets Analytics PMS Prepaid Commission

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 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

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-

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 slabs 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.

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Wizemarkets Analytics PMS Charges

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

The fee 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 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 vary between 0.006% – 0.016% of the total transaction value.
• The Custodian Charges that Wizemarkets Analytics deployed vary between 0.13% – 0.23% of the total asset value.
• The Depository Charges that Wizemarkets Analytics deployed vary 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-

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 a 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.

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 Chat support and Whatsapp support are missing.

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

Wizemarkets Analytics PMS Conclusion

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

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

Meanwhile, the overall fee 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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