Zenmoney PMS – Review, Strategies, Returns, Charges & moreLast Updated Date: Dec 02, 2022
Zenmoney PMS is the top-most and flexible PMS solutions providing company. It offers very reliable investment management services to the clients for satisfaction.
In this article, we will have a discussion of Zenmoney Portfolio Management Services, customer ratings, types of PMS, fund manager details, strategies, commission models, investment models, returns, benefits, customer care and many other facets of the company as well.
Zenmoney PMS – Ratings & Review by Top10StockBroker
Find Client ratings of Zenmoney Portfolio Management Services –
|Returns Performance||3.7 / 5|
|Services||3.8 / 5|
|Charges||3.6 / 5|
|Experience||3.7 / 5|
|Strategies||3.8 / 5|
|Client Support||3.9 / 5|
|Overall Ratings||3.8 / 5|
Overview of Zenmoney Portfolio Management Services
Find a detailed overview of the Zenmoney portfolio management service in the table given below-
|Registered Location||Ameerpet, Hyderabad|
|Leadership||Ravindra Babu Kantheti|
|Yr. of Establishment||2007|
Zenmoney is the most reliable investment solution offering company. It is a public company established by Ravindra Babu Kantheti in the year 2007.
The company’s headquarters are located in Ameerpet, Hyderabad. The broking house is very famous because of its portfolio management business model. Its PMS business model is normally handled by professional and expert fund managers.
Now, we will have a discussion about Zenmoney portfolio management service company review, its PMS returns, PMS charges and more.
Invest in Zenmoney PMS – Fill up the form Now!
Types of Zenmoney PMS
There are 2 types of Zenmoney Portfolio Management Services –
|Types of PMS|
Zenmoney PMS normally comes under the list of renowned PMS companies available in India. It normally avails two different PMS services to the clients.
It has discretionary PMS in which the investment portfolio of the clients is totally handled by the professional fund managers of the company.
Another PMS service is non-discretionary PMS where the clients choose to take advice from any reliable consultancy before making any kind of investment decision.
Zenmoney PMS Fund Managers Details
The table given below is providing the entire details about the fund manager of Zenmoney PMS company.
|Fund Manager’s Details|
|AUM (in Cr.)||74 Cr.|
|Number of Clients||46|
Zenmoney is a trustworthy PMS platform in India. Its entire PMS module is normally managed by the expert PMS Managers.
But the highly experienced fund manager of the company is Mr Rajeev Gupta. He is qualified with an MBA and has more than 20 years of experience in the field of investment management.
Normally, the fund managers of the company hold AUM of Rs. 74 crore and manage a portfolio of around 46 clients. The Zenmoney’s investment tenure is a minimum of 3 years.
Know Fund Managers of Other Portfolio Management Service Companies
|Karvy PMS||Motilal Oswal PMS||Quest Investment Advisors PMS|
|Kotak PMS||Right Horizons PMS||Reliance PMS|
|Mastertrust Capital PMS||Old Bridge Capital PMS|
Zenmoney PMS Strategies
The below table is providing details about the Zenmoney portfolio management service strategies-
|Large Cap Strategy||Yes|
|Small – Midcap Strategy||Yes|
Zenmoney is considered as the most reliable portfolio management service offering company. It offers quality-made financial solutions and also avails flexible investment strategies to all of its clients. The strategies offered by the company are described below-
Large-Cap Strategy –
Zenmoney PMS company has designed the structure of large cap strategy where the company assist clients to focus on large cap stocks.
Large cap strategy usually enable clients to raise the value of investment portfolio. This strategy type is facilitated by the company to the clients who are capable enough to investment around 80% in stocks.
Diversified strategy is another most powerful strategy available for clients. This type of investment strategy enable clients to make an investment in the small scale companies. With this, clients can enhance the value of their investment portfolio easily.
Small- Mid Cap Strategy-
Zenmoney company’s small-mid cap strategy usually focus on small cap and mid cap stocks. This strategy is available for those who can make 60 to 70% investment in small and middle level companies.
Zenmoney PMS Returns / Performance
The below table is giving details about Zenmoney PMS returns and performance-
|11 Year Plus||8.2%|
Zenmoney PMS is one of the leading PMS houses in India. It had provided very flexible and impressive returns to the clients.
The returns performance of the company for 3 years is around 10.2%, for 5 years is 8.6%, for 7 years id 9.6%, for 10 years is 10.5% and for more than 11 years is 8.2% CAGR.
The robust rate of return actually makes the company most powerful and leading one in the stock market.
Know Returns of other PMS Brands
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|Nine Rivers Capital PMS||Pelican PMS||Prabhudas Lilladher PMS|
|Pantomath Fund Managers PMS||Phillip Capital PMS||R Wadiwala Securities PMS|
Zenmoney PMS Investment Plans
Below the given table is providing details about the Zenmoney portfolio management service investment plans.
|Bronze (25L – 50L)||Yes|
|Silver (50L – 1 Cr.)||Yes|
|Gold (1 Cr. – 5 Cr.)||Yes|
|Platinum (5 Cr. Plus)||Yes|
Zenmoney is the best PMS service offering platform available in the country.
It has 4 different types of investment plans to offer all of it’s customers namely- the bronze investment slab ranges from Rs. 25 lakh to Rs. 50 lakh, the silver investment plan ranges from Rs. 50 lakh to Rs. 1 Cr, the gold investment plan ranges from Rs. 1 Cr. to Rs. 5 Cr.
For above Rs. 5 Cr. of investment, the broking company has availed platinum investment plan.
Zenmoney PMS Fee Structure or Commission Slabs
Find the details about the types of commission models or fees structure offered by Zenmoney PMS house are as follows-
|Commission / Fees Structure|
|Profit Sharing% Commission||Yes|
Zenmoney is a popular and reliable investment management solutions providing company in India. As the company has customised flexible investment structure of its clients.
Similarly, it has personalized the fee structure for huge convenience. Its commission structure is divided into 3 parts-
Zenmoney PMS Prepaid Commission
|Prepaid Commission (Yearly)|
|Investment – 25L – 50L||1.40% of Investment|
|Investment – 50L – 1 Cr.||1.15% of Investment|
|Investment – 1 Cr. – 5 Cr.||1.00% of Investment|
|Investment – 5 Cr. Plus||0.85% of Investment|
Zenmoney PMS house is the popular-most broking company avail very flexible investment solutions for the clients.
The company has promoted prepaid commission structure where the commission amount is to be paid in advance before the time period for investment management starts.
If the client opts for this commission structure, the commission will be calculated on the total investment value.
- If the investment amount is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges are 1.40% of total investment value.
- When the total investment value is between the range of Rs. 50 lakh to Rs. 1 Cr., the commission charges are 1.15% of the total investment value.
- If it is between the range of Rs. 1 Cr. to Rs. 5 Cr., the commission amount to be paid will be 1.00% of the total investment amount.
- When the investment amount is more than Rs. 5 Cr then the commission charges will be 0.85% of the total investment value.
Zenmoney PMS Volume% Commission
|Volume% Commission (Yearly)|
|Transaction Volume – 25L – 50L||0.107% 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. Plus||0.075% of Total Transaction Volume|
Zenmoney PMS house has also customised volume % commission model which is normally based on the transaction volume and fund manager’s loyalty.
It is simply how many transactions are made by the portfolio manager. Moreover, it also relies on the market situation.
In this commission structure, if the transaction amount is between the range of Rs. 25 lakh to Rs. 50 lakh, the commission charges are 0.107% of the total transaction volume.
If the transaction volume ranges from Rs. 50 lakh to Rs. 1 Cr, the commission charges will be 0.100% of the total transaction volume.
If it is between the range of Rs. 1 Cr. to Rs. 5 Cr, the commission charges will be 0.090% of total transaction volume.
And for more than Rs. 5 Cr. of transaction volume, the commission charges will be 0.075% of total transaction volume.
Zenmoney PMS Profit Sharing% Commission
The table given below is showing details about profit sharing% commission model-
|Profit Sharing% Commission (Yearly)|
|Profit Amount – 2.5L – 5L||21.1% of Profit|
|Profit Amount – 5L – 10L||19.1% of Profit|
|Profit Amount – 10L – 50L||17.1% of Profit|
|Profit Amount – 50L Plus||15.1% of Profit|
Zenmoney PMS also have extremely flexible and reliable commission model i.e. profit sharing % commission, model.
With this fee structure, investors only require to provide commission amount to the company only when the actual profit is realised.
However, this type of commission model is only offered to the people working with the company for more than two years and to those who hold a very strong portfolio.
If the total profit value realised is between the range of Rs. 2.5 lakh to Rs. 5 lakh, the profit sharing will be 21.1% of total profit.
If the profit value is between the range of Rs. 5 lakh to Rs. 10 lakh, the profit-sharing is 19.1% of total profit.
If the profit value ranges between Rs. 10 lakh to Rs. 50 lakh, the profit-sharing is 17.1% of the total profit. If the profit value is more than Rs 50 lakh, the profit-sharing is 15.1% of the total profit value.
As the PMS house has availed investment structure and commission structure for the flexibility of the customers or clients.
The company has also designed very simple other charges model that includes- depository charges, custodian charges, brokerage charges, exit load charges, upfront fee and management fee as well.
Know Charges models of other Portfolio Management Service Providers
|Renaissance Investment PMS||Sameeksha Capital PMS||Shade Capital PMS|
|Revelation Portfolio PMS||Samvitti Capital PMS||Sharekhan PMS|
|Sageone Investment PMS||Sanctum Wealth PMS||Shepherds Hill PMS|
Zenmoney PMS Charges
The below-given table is giving information about Zenmoney Portfolio Management Service Charges-
|Management Fees||As per commission model|
|Upfront Fees||0.65% – 0.95% of Asset Value|
|Brokerage Charges||0.008% – 0.022% of Total Transaction Value|
|Custodian Charges||0.19% – 0.35% of Asset Value|
|Depository Charges||0.15% – 0.32% of Asset Value|
|Exit Load – within 12 months||0.86% – 1.50% of Withdrawal Value|
|Exit Load – post 12 months||Free|
The other charges levied by the company are described below-
- The PMS house charges a management fee as per the opted commission model.
- Upfront fee charges normally range between 0.65% to 0.95% of the total asset value.
- The brokerage charges are between the range of 0.008% to 0.022% of the total transaction value.
- The custodian charges are between the range of 0.19% to 0.35% of the total asset value.
- The depository charges are between the range of 0.15% to 0.32% of asset value.
- Exit load charges are normally dependent on the withdrawal duration and total withdrawal amount. If the withdrawal of transactions is done within a year, the commission charges will be 0.86% to 1.50% of withdrawal value. If the withdrawal is made after 1 year then zero commission charges are levied by the company.
Zenmoney PMS Benefits
Find the details about Zenmoney PMS advantages in the table given below-
|Benefits / Advantages|
|Back office Reports||Yes|
|Flexible Commission Model||Yes|
|Flexible Investment Plans||Yes|
Zenmoney PMS is one of the best PMS companies available in the stock market. It offers the following benefits to all of its clients-
- Top-up facility
- Back office reports
- Email update facility
- SMS update facility
- Flexible commission structure
- Flexible investment slabs
- Apart from that, the broking company has a huge experience in the sector of investment management.
Zenmoney PMS Customer Care
The table given below is showing a detailed view of Zenmoney PMS Customer Care.
|Relationship Manager Support||Yes|
|Call to Fund Manager||Yes – 6 to 9 Times a month|
|Issue Resolving TAT||13 working days|
Zenmoney PMS company also offer very convenient support service to the customers or clients. The support services provided by the company are listed below-
- Call support
- Email support
- Relationship manager support
- Clients can easily call to fund manager for around 6-7 times in a month.
- The company’s issue resolving TAT is a minimum of 13 working days.
Zenmoney PMS Conclusion
Zenmoney is considered as the best and reliable portfolio management service facilitating company. It is actually good at providing high-quality investment solutions to the clients. Are you in search of any reliable PMS offering company? If yes, you must try for Zenmoney.
Invest in Zenmoney PMS – Fill up the form Now!
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