Alchemy PMS or Portfolio Management – Returns, Charges, Support & more
Having been in business for almost 25 years, Alchemy PMS is India’s pioneer Asset and Portfolio Management enterprise.
S.K. Mitra founded the company in 1999, registered it with SEBI in 2000, and started PMS in 2002.
As per the latest reports, Alchemy manages over 931 million U.S. funds for 1,848+ families nationwide.
Prioritizing client satisfaction is the main factor that led to the immense popularity of Alchemy in the Indian equity market.
Read more about Alchemy Portfolio Management Services, its performance, services, fund managers, investment strategies, and other crucial aspects.
| Total AUM | Rs.7,112.66 Cr. |
| Avg. 1 Year Return | 23.67% |
| Active Clients | 1796 |
| No. of Strategies | 5 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 25 Years |
Alchemy PMS - Company Overview
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Why Invest in Alchemy PMS?
From hundreds of portfolio management services in India, choosing the right one can be overwhelming. Don’t worry!
Here, you can learn the perks of investing in Alchemy Portfolio Management Services and make investment decisions accordingly:
- The firm’s PMS is categorized into three main products, i.e., Alchemy High Growth, Alchemy High Growth Select Stock, and Alchemy Ascent. These multi-capital portfolios enable investors to invest in around 8 to 30 stocks. With many investment options, you can quickly diversify your portfolio, mitigate risk, and optimize your returns.
- As an Alchemy PMS investor, you can conveniently access discretionary or non-discretionary PMS services. In the discretionary PMS, fund managers make decisions regarding the portfolio after consulting the client. On the other hand, in non-discretionary PMS, fund managers have the right to manage portfolios without consulting the client.
- The company has a dedicated team of equity market experts who provide top-notch guidance to ensure investors get all the benefits.
Alchemy Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
It provides pretty healthy and impressive Alchemy PMS Returns to investors.
If you compare Alchemy portfolio management service’s 1-year with Nifty 50, you will learn that the former outperformed the latter.
While Alchemy delivered a return of 23.67% at 1-year investment, Nifty 50 offered a return of 10.74%.
Furthermore, even the 3-year return of PMS services of Alchemy surpassed the Nifty 50’s 3-year return. The 3-year return of the former was 26%, and the latter was 20.15% in the same period.
Regarding the long-term returns, Alchemy delivered a slightly lower return than Nifty 50’s benchmark index.
The company’s average return in 5 years was nearly 7.82%, and Nifty 50’s 5-year return was 11.52%.
Alchemy PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Alchemy offers flexible commission models to its investors. Clients can choose any Alchemy PMS Commission model per their convenience and budget.
For instance, they can choose between fixed fees and variable AMC. If you pay fixed fees, you must deposit 2.5% of your fund value (AMC).
On choosing variable AMC, you are asked to pay 1.50% of your fund value. Investors must pay these amounts as annual maintenance charges.
Moreover, the company has come up with variable profit sharing. It means the variable profit-sharing rate will be 15% of the investors when they profit more than 10%.
Lastly, there are exit load charges of 1%, which an investor needs to pay if he redeems his investment within one year after investing.
Best Strategies by Alchemy Portfolio Management Services
Check out various strategies or Investment approaches provided by Alchemy Portfolio Managers.
| Strategy Name | High Growth | High Growth Select Stock | Ascent | Alpha 100 |
Smart Alpha 250 |
| Start Date | 08-May-02 | 19-Dec-08 | 03-Sep-19 | 16- Aug-23 | 10- Aug-23 |
| Category | Multi Cap | Multi Cap | Multi Cap | Large Cap | Large & Mid Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | Nifty 50 | S&P BSE 500 |
| AUM (Rs.) | Rs.957.47 Cr. | Rs.3772 Cr. | Rs.475.26 Cr. | Undisc. | Undisc |
| No. of Stocks | 41 | 59 | 74 | NA | NA |
| 1 Yr. Return | 46.28% | 43.32% | 57.53% | NA | NA |
| 3 Yr. Return | 21.00% | 24.06% | 31.20% | NA | NA |
| 5 Yr. Return | 12.35% | 16.41% | NA | NA | NA |
| Fund Manager | Mr. Alok Agarwal | Mr. Hiren Ved | Mr. Alok Agarwal | Mr. Alok Agarwal | Mr. Alok Agarwal |
Now it’s time to discuss the Alchemy Portfolio Managers Strategy. The company offers 3 investment strategies under its PMS segment – High Growth, High Growth Select Stock, and Ascent strategy.
High Growth Strategy
High Growth is a multi-capital investment strategy that tracks the S&P BSE 500 as its benchmark.
An investor choosing this strategy can invest in around 41 stocks. The company manages AUM worth approximately Rs.957.47 crores under a high-growth strategy.
In the past, investors earnef a 46.28 % return after 1 year, a 21.00% return after 3 years, and a 12.35% return after 5 years of investing.
Furthermore, Mr. Alok Agarwal manages funds under this investment strategy.
High Growth Select Stock Strategy
High Growth Select Stock is a multi-capital investment strategy that tracks the S&P BSE 500. An investor can invest in around 59 stocks by opting for this investment strategy.
Under the assistance of Mr. Hiren Ved, Alchemy manages AUM worth approximately Rs.3772.11 crores for the High Growth Select Stock strategy.
The Alchemy PMS investors retained 43.32% return after 1 year, a 24.06% return after 3 years, and a 16.11% return after 5 years of investing.
Ascent Strategy
Ascent is another version of a multi-capital investment strategy that tracks the S&P BSE 500 as its benchmark.
Its primary objective is to help investors generate risk-adjusted returns while targeting the long term.
If you choose this investment strategy, you can invest in a wide array of 74 stocks. Mr Alok Agarwal manages the AUM worth approximately Rs.475.26 crores under the Ascent strategy.
Investors earned a 57.53% return after 1 year and a 31.20% return after 3 years of investing.
Top Fund Managers of Alchemy PMS
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When investing in the Alchemy Portfolio Managers, you can seek guidance from many expert fund managers.
Alchemy PMS Fund Managers conduct market research and update themselves regularly to help their clients achieve their financial goals.
Here discussed are the top fund managers of Alchemy:
Hiren Ved
Hiren Ved is the Co-Founder, full-time Director, Chief Executive Officer (CEO), and Chief Investment Officer (CIO) at Alchemy Capital Management.
He is an equity veteran with over 30 years of experience in Indian public market investing. Hiren is the man behind the success of Alchemy PMS.
He researched deeply over the years to gain in-depth sector-related knowledge and developed a sustainable long-term investment policy.
He manages funds worth USD 931 million across domestic PMS and offshore institutional mandates for the company.
Hiren completed his graduation in Accounting from Mumbai University and holds a post-graduation degree in Management & Cost Accounting from the ICAI (Institute of Cost Accountants in India).
Alok Agarwal
Alok Aggarwal is a proficient Portfolio Manager of Alchemy Capital Management. With experience of more than 20 years in Finance and Markets, he specializes in equity research and fund management.
In the past, Alop worked at PGIM India AMC, Deutsche Asset Management, E-nxt Financials Ltd., KR Choksey Shares, and Pinnacle Academy. Alok holds the M.Com and M.S. (Finance) degree and is a qualified C.A., CMF, and CFA.
Mythili Balakrishnan
Mythili Balakrishnan is the Co-Fund Manager at Alchemy Capital Management. She has 19+ years of experience in Finance and Markets, mainly in equity research and management.
Before working at Alchemy, she worked at New Mark Capital, Motilal Oswal AMC, JP Morgan, and Avendus PE.
Mythili completed a B.E. in Electronics and Communications from Delhi College of Engineering and earned a diploma in management from IIM Ahmedabad.
In addition, she holds a CFA charter certification.
Alchemy Portfolio Managers SWOT Analysis
Let’s find out the strong and weak points, opportunities, and threats for Alchemy Portfolio managers.
Strength
- It works with a broad network of professional fund managers and over 2,000 active clients.
- Alchemy PMS enabled its investors to earn an average 1-year return of 23.67%.
- Offers top-notch investment facilities from custom strategy and strategy switch to discretionary and non-discretionary services.
- Exceptional presence across India.
- Alchemy allows investors to invest in a wide array of stock options.
Weakness
- 5-year or long-term returns are not at par with the market but are slightly lower.
- The company offers limited investment strategies.
- PMS house offers limited technological support.
Opportunities
- Increasing financial literacy in rural and semi-rural areas.
- Can attract more clients by offering more investment strategies.
- Increasing potential in the equity market.
Threat
- Economic recession and increasing job layoffs.
- High inflation
- Increasing competition in the investment market.
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Investment Facilities provided by Alchemy Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
The fund managers working with the company can offer the following Alchemy Portfolio Management Features to their clients:
- Investors can ask for personalized investment strategies tailored to their needs and financial objectives.
- As an investor, you can switch from one investment strategy to another. However, you must pay 1.5% of your fund value as investment strategy switch charges.
- If you desire to invest in NRI stock options, you can do so with Alchemy PMS.
- With Alchemy, you can avail of discretionary and non-discretionary services.
- You can redeem your investment within one year after paying 1% of your portfolio value as early exit charges.
Alchemy Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
As an investor, you should work with a fund management company that provides exceptional customer support to resolve specific issues.
With Alchemy Portfolio Management Services, you can access the following support:
- Alchemy provides a dedicated phone number so clients can call and talk with representatives for any query, investment or platform-related issues, etc.
- Email support is available for clients who are uncomfortable talking over the phone.
- You can also avail yourself of dedicated R.M. support.
- Clients can directly interact with their fund manager to know their portfolio’s position.
- The PMS house ensures all issues are resolved within 3 working days.
Alchemy PMS Dashboard Link
Web Platform
Alchemy Capital Management has specifically developed the Alchemy PMS Dashboard for the clients availing the portfolio management services.
You should know that Alchemy clients can only access this dashboard. The dashboard will allow the clients to track their investments, investment strategies, portfolio diversification, potential risks, earnings, and charges.
To access the dashboard, you can click on the below-provided link.
Alchemy PMS Login
As discussed above, only a registered client can access the Alchemy dashboard. So, to Alchemy PMS Login, you must register yourself as the company’s client.
Once you get the application approval mail, the company sends login credentials for accessing the dashboard.
Click on the dashboard link provided on this page, enter the login credentials, and view your dashboard.
Alchemy PMS Review or Ratings by Finec.in
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Alchemy Portfolio Management Services - SEBI Details
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How to Invest in Alchemy PMS?
The clients must meet the company’s eligibility criteria to Invest in Alchemy Portfolio Management. Here discussed are the eligibility requirements of Alchemy:
- It’s a must for the potential investor to be 18+.
- He can be an Indian resident or NRI.
- It’s a must for the potential investor to invest a minimum amount of Rs. 50 lakhs.
If the potential investor meets the eligibility criteria mentioned above, he can proceed with the investment application process.
During the application process, he is mandated to submit the following listed documents:
- PMS Agreement
- POA
- Demat Account
- PAN
- Address Proof
The quickest way to apply for Alchemy investment is by filling out the form displayed on this page.
After entering details and submitting the form, wait for the call from the Alchemy Capital Management team.
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Alchemy PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Alchemy Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
Alchemy PMS – Conclusion
Alchemy PMS has become a renowned portfolio management service provider in India.
The company successfully works with over 2,000 active clients and continues attracting more with its flexible investment plans and strategies.
Moreover, with Alchemy, you can earn lucrative returns. The PMS house understands its client’s requirements and, thus, offers exceptional facilities and customer support.
So, if you are searching for a trustworthy PMS house with decent returns, Alchemy Portfolio Management is your destination.
FAQs on Alchemy Portfolio Managers
Here are the frequently asked questions about Alchemy portfolio management services:
Which is the Best Strategy for Alchemy PMS?
If analyzed based on returns, whether for one year or five, Ascent’s investment strategy can be categorized as the best strategy for Alchemy PMS.
After 1 year of investment, the strategy reaped 24.77% returns and 30.35% after five years.
What is the Minimum Investment in Alchemy PMS?
The company’s clients must invest Rs. 50 lakhs in Alchemy PMS as a minimum amount.
What is the Return of Alchemy PMS?
With Alchemy PMS, investors earned an average 1-year return of 23.67%. Moreover, the 3-year return CAGR was 26%, and the 5-year return was approximately 7.82%
Is Alchemy Portfolio Management good?
With a vast experience of almost 24 years, Alchemy Portfolio Management has a reputation to hold. Therefore, the PMS fund house provides lucrative and safe investment options.
What is the fixed commission of Alchemy PMS?
Alchemy PMS charges an annual fixed commission of 2.5% of the client’s total fund value.
Is a Demat account mandatory for Alchemy Portfolio Managers?
If you want to invest with Alchemy, you must have a Demat Account.
What are the Exit Charges of Alchemy Portfolio Management?
The existing charges for Alchemy Portfolio Management vary with the investment tenure. If you redeem your investment within a year, you must pay 15 of your fund value.
But there are no charges for redeeming investments after a year.
Who are the current fund managers of Alchemy PMS?
Alchemy Capital Management is acquainted with well-qualified and experienced fund managers. Hiren Ved, Alok Aggarwal, and Mythili Balakrishnan are the current fund managers of Alchemy PMS.
What is the AUM of Alchemy Portfolio Management Service?
As per the latest reports, Alchemy PMS manages over 931 million U.S. funds of 2,000+ active clients and 1,848+ families nationwide.
Do Alchemy Portfolio Managers Charge Variable Commissions?
Yes! Alchemy portfolio managers charge a variable commission of 1.50% of the client’s total fund value.