Abakkus PMS or Portfolio Management – Returns, Charges, Support & more

Established in 2020 as a private enterprise headquartered in Mumbai, Maharashtra, Abakkus PMS is the creation of experienced industry leaders Sunil Singhania and Aman Chowhan.

Their vision was to create a well-known asset management institution that would redefine industry standards. Their specialized service focuses on improving your investments.

Abakkus is different because it focuses on finding good opportunities in smaller and medium-sized areas, not just following what everyone else is doing.

Join us as we thoroughly assess Abakkus Portfolio Management. We’ll check how well it’s doing compared to others, understand the costs, look at what services it offers, see how it invests your money, and check how good its support system is.

Why invest in Abakkus PMS?

The advantages of investing in Abakkus Portfolio Management Services are:

• Abakkus showcases a solid performance record over 20 years, demonstrating success across different market cycles.
• Be a part of a start-up culture revolving around commitment, urgency, and passion, fostering agility and fast decision-making.
• They focus on unique investments that can bring in extra gains.
• The team that manages the investments has always done well, even when the market is down. They’ve shown they can handle different situations and still get good results.

Abakkus PMS did well in the past year, giving investors a solid return of 36.31%. To put it in perspective, a popular market measure called Nifty 50 had a return of 10.74% during the same time.

This means Abakkus did way better than the broader market. So, if you invested with Abakkus, you gained more than many other investments over the last year.

It’s a sign that Abakkus’ way of managing money worked quite effectively, bringing in higher returns for those who trusted them with their investments.

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Abakkus PMS commission includes fees based on a combination of fixed and variable components.

Firstly, there’s a revised 2.5% annual fee, similar to a yearly maintenance charge that investors pay. There’s a variable fee of 1.75% and an annual maintenance charge.

It is dependent on the investment’s value. If the investment performs exceptionally well, exceeding 9%, Abakkus charges a 15% profit-sharing fee.

In the initial year, there’s an exit load of 1.50%, a fee when investors sell their units within the first year.

These fees are essential to consider, as they impact investors’ overall returns and financial outcomes when engaging with Abakkus.

Best Strategies by Abakkus Portfolio Management Services

Check out various strategies or Investment approaches provided by Abakkus Portfolio Managers.

Abakkus Portfolio Manager strategies details are given below:

Emerging Opportunities

The Emerging Opportunities plan started on August 26, 2020. This plan is all about investing in smaller and medium-sized companies.

It prefers companies with smaller market capitalizations. They compare with a significant market group called S&P BSE 500 to see how well they are doing.

In one year, they got a return of 52.19%, which is good. Mr. Sunil Singhania is the Fund Manager of this strategy.

He has experience in the domain of smaller and medium-sized companies, and he’s the one making decisions about where to invest. His experience helps the plan do well in this type of investing.

All Cap Approach

The “All Cap Approach” plan started on October 29, 2020, and Mr Sunil Singhania is guiding it. This plan is in a group called Multi Cap, which means it invests in various companies, big and small.

They look at a significant market group called S&P BSE 500 to see how well they are doing. In one year, they got a return of 38.64%, which is good.

This shows that the plan is doing well in the market and can bring positive returns for people who invest.

For new investors looking at this plan, these numbers help understand how good it might be for their investment goals.

Details about the Abakkus PMS Fund Managers are mentioned below:

Sunil Singhania

Sunil Singhania is a Chartered Accountant (CA) and Chartered Financial Analyst (CFA) Charter Holder. He founded Abakkus Asset Manager LLP.

He was recognized as a top fund manager in 2016 and 2017, especially for his excellent work over ten years.

From 2013 to 2019, he was the first Indian on the Global board of the CFA Institute in the United States.

He is the sole Indian appointed to the IFRS Capital Market Advisory Committee (CMAC) from 2020 to 2023.

As the Chief Investment Officer (CIO) for Equities at Reliance Nippon Asset Management, he managed an impressive portfolio of USD 11 billion in equity assets.

Adding to his illustrious career, Sunil Singhania served as the Honorary Chairman of the Investment Committee of the CFA Institute from 2018 to 2019, overseeing a substantial portfolio of USD 450 million.

Aman Chowhan

With a rich experience of more than 17 years in Indian Equity, Aman Chowhan joined Abakkus after serving as the portfolio manager for both local and offshore schemes in the PMS division of Reliance Asset Management.

Aman boasts an admirable track record across various strategies, including benchmark, absolute long, and long-short approaches.

Before joining Reliance in 2005, Aman worked as a Research Analyst at TAIB Securities, Tata TD Waterhouse, and several other brokerage firms. Aman holds an MBA degree from Mumbai University.

Abakkus Portfolio Managers SWOT Analysis

Here is the detailed SWOT analysis related to the Abakkus portfolio management.

Strengths

• Abakkus PMS boasts an impressive average 1-year return of 36.31%, indicating strong performance and potential returns for investors.
• Despite being in the industry for only three years, Abakkus has successfully acquired 4277 active clients, highlighting its ability to attract and retain a substantial client base.
• The absence of exit load for the 2nd and 3rd years provides investors flexibility and transparency, making it more appealing for those considering short-term investments.
• This PMS allows both discretionary and non-discretionary investment approaches, allowing clients to choose a strategy that aligns with their preferences and risk tolerance.
• Investors benefit from the flexibility of this PMS, as it allows for custom strategies.

Weaknesses

• One area for improvement is the limited availability of interaction with fund managers.
• Abakkus offers only two strategies. Some might think this is not great because they want more choices in how to invest.
• This PMS hasn’t been in the market for long. This means they have less experience than other companies doing this for longer.

Opportunities

• Abakkus can make its investment choices offer more options.
• An excellent opportunity for Abakkus is to allow interaction between the fund manager and their clients.
• PMS House has a chance to get better known in the market. They can participate in industry events, conferences, and digital marketing. This will help more people recognize and trust them.

Threats

• The wealth management sector is very competitive, and Abakkus might lose clients to others.
• Because Abakkus relies on technology, there’s a risk of bad things happening, like someone breaking into their computer systems, the systems not working right, or things getting messed up.
• They could face problems with their operations, like making mistakes in trades, their computer systems not working, or needing better rules inside the company.

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Abakkus Portfolio Management features offer various choices for investors. You can create a personalized plan to match your financial goals.

If you wish to adjust your strategy due to market changes, it’s allowed, but there’s a small fee (1.15%). Non-resident Indians (NRIs) are also welcome to invest.

You can decide and choose between Discretionary or Non-Discretionary management. Early withdrawal is an option, but there’s a fee (1.5%) in the first year.

These options allow investors to tailor their plans, ensuring suitability for individual needs and market conditions.

Abakkus Portfolio Management Services provides various support channels, making it easy to get help. You can call, email, or chat with their support team to ensure assistance is accessible.

Additionally, there’s dedicated support from Relationship Managers (RMs) for personalized assistance.

While direct interaction with the Fund Manager isn’t available, any issues raised are resolved within a maximum of 5 working days.

This ensures that if you have questions or concerns, there are quick and effective ways to reach out, providing a reliable support system for investors.

Abakkus PMS Dashboard is like a control center for investors. Clicking on this link takes you to a user-friendly online platform where you can keep an eye on how your investments are doing.

It’s like a summary page showing your returns, where your money is invested, and how well your overall portfolio performs.

This helps you stay updated on your investments, making understanding and managing your money easier.

The dashboard link, mentioned in the article, is your go-to place for a clear and straightforward overview of your investment details, giving you the tools to make intelligent decisions about your money.

Abakkus PMS Login

The Abakkus PMS login portal is like opening a personal gateway to your investment world.

Once logged in, you can see how your investments are doing, check details, and review recent transactions safely and efficiently.

This secure login gives you exclusive access to your investment information, making it more straightforward to keep track of and manage your financial portfolio.

It’s your private entry to stay updated and make informed decisions about your money.

How to Invest in Abakkus PMS?

To invest in Abakkus PMS, meet certain criteria and provide specific documents.

Eligibility Conditions:

• Individuals interested in this PMS must be at least 18 years old.
• Both Indian nationals and Non-Resident Indians (NRIs) can participate.
• The minimum investment required is Rs. 50 lakhs.

Required documents:

• Complete Portfolio Management Services (PMS) Agreement.
• Do provide them a Power of Attorney (POA) to handle your account.
• Have a Demat account for electronic trading.
• Share your PAN number for transactions in India.
• Provide documents showing address proof for the KYC process.

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Abakkus PMS – Conclusion

In summary, Abakkus PMS provides a good option for managing money wisely.

With a commitment to excellence and a track record of solid performance, they provide a platform that suits the different needs of investors.

They offer different ways to invest and make it easy to get help when you need it.

Whether you want a specific plan or something with more variety, Abakkus has you covered. They’re like an all-in-one solution for your investments.

As you consider Abakkus Portfolio Management, remember its commitment to quality and firm performance, making it a promising option for those seeking a reliable and adaptable investment platform.

FAQs on Abakkus Portfolio Managers

Here is the list of FAQs related to the Abakkus Portfolio Management Services.

Which Abakkus PMS strategy stands out as the most favourable?

The top-performing strategy within Abakkus is the Emerging Opportunities approach.

What is the minimum amount needed to start with Abakkus PMS?

To join Abakkus, a minimum investment of Rs. 50 Lakhs is required.

What kind of return on investment (ROI) does Abakkus Portfolio Managers provide?

This PMS boasts a noteworthy ROI of 36.31%.

How does Abakkus Portfolio Management fare in terms of performance?

Despite being relatively new in the PMS market, Abakkus has demonstrated strong performance.

What percentage constitutes the fixed commission for Abakkus Portfolio Management?

Abakkus Portfolio Management charges a fixed commission of 2.5% based on the fund value.

Is having a Demat account a must for Abakkus Portfolio Managers?

Yes, owning a Demat account is mandatory for participation in Abakkus PMS.

What are the charges for exiting Abakkus Portfolio Management?

The exit charges for the first year at Abakkus PMS amount to 1.5% of the fund value.

Who currently manages funds at Abakkus PMS?

The existing fund managers at Abakkus PMS include Mr Sunil Singhania and Mr Aman Chowhan.

What is the total Asset Under Management (AUM) for the Abakkus Portfolio Management Service?

Abakkus PMS has an AUM of Rs. 8345.29 Cr.

Do Abakkus Portfolio Managers impose variable commissions?

Certainly, Abakkus charges a variable commission of 15% when investors earn profits exceeding 9%.