Alfaccurate Advisors PMS or Portfolio Management – Returns, Charges, Support & more
This review will closely examine AlfAccurate Advisors PMS. We will look at what they offer, discuss their fees, see how well their PMS has performed, and check their facilities and support.
By the end, you will understand AlfAccurate Advisors Portfolio Management Services, helping you decide if it’s right for you.
AlfAccurate Advisors is here to guide you on your financial journey to success.
| Total AUM | Rs.2,111.13 Cr. |
| Avg. 1 Year Return | 31.62% |
| Active Clients | 1079 |
| No. of Strategies | 3 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 9 Years |
Alfaccurate Advisors PMS - Company Overview
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Organization Type
Head Office
Founder
Founded In (year)
Why Invest in AlfAccurate Advisors PMS?
- AlfAccurate Advisors Portfolio Management Services has a solid 12-year history in the industry.
- APAC-Insider recognised The firm as the Best PMS Provider in India in 2021 and received several other respected awards.
- With support from experienced professionals, the team focuses on making portfolios that grow in good times and stay secure during challenges.
- Investors receive a balanced portfolio with 40-60 reliable companies with high growth potential.
- Enjoy the benefits of a well-rounded approach, investing in companies of different sizes.
- They prioritize companies with solid financials and good use of money, ensuring valuable investments.
Alfaccurate Advisors 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
Here is a detailed analysis of AAA Portfolio Management Services.
- In the last year, the investments managed by AlfAccurate Advisors did well, growing by about 31.62%. If people put their money into AlfAccurate, their investments will increase by around 31.62% in one year. On the other hand, Nifty 50 only went up by 10.74% simultaneously.
- Over three years, the investments with AlfAccurate Advisors increased by 25.96%. During this time, the Nifty 50 went up by 20.15%. This shows that AlfAccurate’s investments not only did better than the regular market measure but also kept doing better over those three years.
- Looking at five years, AlfAccurate Advisors PMS returns went up by 12.70%, while the Nifty 50 only went up by 11.52% at that same time. This tells us that the investments managed by AlfAccurate did better compared to the broader market represented by the Nifty 50 index.
Alfaccurate Advisors PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Check out charges or fees related to AAA PMS.
- AlfAccurate Advisors charges a fixed fee of 2.5% of the total value of the invested money. This fee covers managing and looking after the investments for the whole year. It includes things like research, analysis, and making necessary changes.
- Besides the fixed fee, the AlfAccurate Advisors PMS commission is another fee. This fee is 1.5% of the total value of the invested money in the portfolio.
- AlfAccurate Advisors also can share in the profits made. If the investments do well and make more than 10% profit, they take an extra fee of 20% from the profit above 10%.
- If someone decides to take out their invested money within the first year, there’s an exit load charge. This charge is 2.00%. It makes people think twice about taking out their money too soon. The aim is to encourage them to stay invested for a more extended period.
Best Strategies by Alfaccurate Advisors Portfolio Management Services
Check out various strategies or Investment approaches provided by Alfaccurate Advisors Portfolio Managers.
| Strategy Name | AAA IOP | AAA Focus Plan | AAA Budding Beasts |
| Start Date | 23-Nov-09 | 17-Nov-14 | 01-Jan-21 |
| Category | Multi Cap | Multi Cap | Small & Mid Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Rs.2,114.70 Cr. | Not Disclosed | Not Disclosed |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Year Return | 33.90% | 23.31% | 52.68% |
| 3 Year Return | 22.07% | 17.28% | 33.25% |
| 5 Year Return | 18.65% | 16.96% | NA |
| Fund Manager | Mr. Rajesh Kothari | Mr. Rajesh Kothari | Mr. Rajesh Kothari |
Here are the 3 AlfAccurate Advisors Portfolio Managers strategies:
AAA IOP
One strategy from AlfAccurate Advisors is called “AAA IOP.” It started on November 23, 2009, and is about investing in different-sized companies.
It’s compared to a list called S&P BSE 500. The money managed using this strategy is about Rs.2,114.70 Crores.
The person in charge is Mr. Rajesh Kothari. This strategy did well, with returns of 33.90% in 1 year, 22.07% in 3 years, and 18.65% in 5 years.
AlfAccurate Advisors is good at managing investments for growth and stability.
AAA Focus Plan
Another strategy is the “AAA Focus Plan.” It started on November 17, 2014. This plan also looks at investing in companies of different sizes.
It’s also compared to the S&P BSE 500 list, but the AUM and number of stocks remain undisclosed. Mr. Rajesh Kothari is also in charge here.
This strategy did well, too, with returns of 23.31% in 1 year, 17.28% in 3 years, and 16.96% in 5 years. Using this plan, AlfAccurate Advisors is committed to helping investments grow and be stable.
AAA Budding Beasts
The last strategy is called “AAA Budding Beasts.” It’s all about investing in smaller and medium-sized companies.
It started on January 1, 2021, and is compared to the S&P BSE 500 list. Information regarding how money is managed or how many stocks has yet to be disclosed.
Mr. Rajesh Kothari is guiding this one, too. This strategy did well in just one year, with a return of 52.68%.
AlfAccurate Advisors focuses on helping investments grow in the Small and mid-cap area and capturing new opportunities.
Top Fund Managers of Alfaccurate Advisors PMS
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Mentioned below are the details of the AlfAccurate Advisors PMS fund manager:
Mr Rajesh Kothari
Rajesh Kothari is the visionary Founder and Managing Director of AlfAccurate Advisors. He made AAA one of India’s top investment companies.
He has been in this profession for more than 25 years. Mr Rajesh created AAA’s unique way of investing and its 3M idea.
This idea helped in getting good returns all the time. A dynamic leader, he brings sharp insights, giving high returns.
He was on TV on CNBC TV18, TimesNow & Bloomberg. This made him someone people look up to because he knows much about the market.
AlfAccurate Advisors Portfolio Managers SWOT Analysis
Here is the detailed SWOT analysis related to the AlfAccurate Advisors Portfolio Management:
Strengths:
AAA Portfolio Management Services shines with a track record of strengths:
- Remarkable Avg. 1 Year Return of 31.62%, showcasing consistent performance.
- Flexibility with Custom Strategy option, tailoring investments to individual preferences.
- The early Exit option offers added liquidity and convenience.
- Impressive Portfolio Performance rating of 8.18 out of 10, reflecting excellence.
- Strong three 3-year return at 25.96%, indicating sustained growth and reliability.
Weaknesses:
- Limited variety with fewer available strategies.
- Slightly lower five 5-year return, impacting long-term performance assessment.
- Absence of Strategy Switch option, reducing immediate adaptability.
Opportunities:
- AlfAccurate Advisors has an opportunity to diversify and expand its range of investment strategies.
- With the increasing demand for personalized investment solutions, AlfAccurate can capitalize on this trend by further enhancing its ability to offer customized investment strategies that align with individual investor goals and risk profiles.
- As interest in the small and mid-cap segments of the market continues to rise, AlfAccurate can utilize its expertise in this area to attract investors looking for exposure to potentially high-growth companies.
Threats:
- Fluctuations in the financial markets could impact AlfAccurate’s portfolio performance, potentially leading to lower returns or losses for investors.
- The competitive landscape within the investment management industry could pose a threat as investors have various alternatives, putting pressure on AlfAccurate to differentiate and maintain its client base.
- Evolving regulatory requirements and tax or investment regulation changes could impact AlfAccurate’s strategies and operations.
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Investment Facilities provided by Alfaccurate Advisors Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Some of the AlfAccurate Advisors Portfolio Management features are:
- AlfAccurate Advisors lets people make their unique investment plans. This helps them match their investments with their money goals and how much risk they can handle.
- If you want to change how you invest your money in the plan, there’s a fee of 1.15% of the total money you have invested.
- AlfAccurate Advisors is happy to have people from other countries (Non-Resident Indians or NRIs) invest in their Portfolio Management Service.
- AlfAccurate Advisors has a way of investing where the person managing your money (portfolio manager) can decide where to put it. They look at how the market is doing and where the good chances are.
- AlfAccurate Advisors also gives another option. You can decide where to invest your money instead of the portfolio manager’s choosing.
- You can take your money out of the Portfolio Management Service early if you want to.
- If you take your money out in the first year, there’s a fee of 2% of the total money you have invested.
Alfaccurate Advisors Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
AlfAccurate Advisors Portfolio Management Services offers different ways to help clients with their investments.
Clients can call for help and talk directly about their questions. They can also send emails to get things done quickly.
If they want fast service, they can chat in real time. Plus, there’s exceptional support from the Relationship Manager.
AlfAccurate wants clients to be happy and satisfied, so they promise to solve any issues in 5 working days or less. This makes sure clients get help fast and have a good experience.
Alfaccurate Advisors PMS Dashboard Link
Web Platform
The purpose of the AlfAccurate Advisors PMS Dashboard Link is to provide clients with a digital platform for seamless interaction with their investment portfolio.
This user-friendly dashboard offers real-time access to critical information, including portfolio performance, asset allocation, transaction history, and market trends.
Using the PMS Dashboard Link, clients can make well-informed decisions, closely monitor their investments, and stay informed about market dynamics.
AlfAccurate Advisors PMS Login
The AlfAccurate Advisors PMS Login credentials are designed to give authorized clients access to their customized online dashboard.
With these credentials, clients can safely log in to their accounts and have the capability to monitor their investment portfolios in real-time.
Once the onboarding process is finished, clients will receive the login credentials to access their dashboard.
Alfaccurate Advisors PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Alfaccurate Advisors Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
How to Invest in AlfAccurate Advisors PMS?
Below are the steps to invest in AlfAccurate Advisors Portfolio Management:
- You should be 18 years old and above.
- Both Indian residents and Non-Resident Indians (NRIs) are eligible.
- A minimum investment of Rs. Fifty lakhs are required to participate in the AlfAccurate Advisors PMS.
Documentation Required:
- The PMS Agreement is a mandatory document that outlines the terms and conditions of the Portfolio Management Service.
- A mandatory requirement, the POA grants AlfAccurate Advisors the authority to manage the investor’s portfolio and execute transactions on their behalf.
- A Demat account is necessary to hold and manage the securities within the portfolio. If the investor doesn’t have one, they must open a Demat account.
- The PAN card is mandatory for all financial transactions in India, including investments. It’s essential to provide a copy of your PAN card.
- An address proof is required to verify your current residence.
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Alfaccurate Advisors PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Alfaccurate Advisors Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
AlfAccurate Advisors PMS – Conclusion
In conclusion, AlfAccurate Advisors Portfolio Management Services provide a comprehensive path to investors who want to maximise their financial growth.
The platform is designed to meet the needs of various investors by offering personalized strategies and attentive customer support.
With a secure and transparent process, AlfAccurate Advisors ensures clients can confidently handle the complexities of portfolio management.
As a reliable partner on the path to financial success, AlfAccurate Advisors is recognized for its commitment to excellence and putting clients at the centre of the competitive investment services world.
FAQs on AlfAccurate Advisors Portfolio Management
Here is the list of FAQs related to the AlfAccurate Advisors Portfolio Management.
Which is the Best Strategy for AlfAccurate Advisors PMS?
AAA IOP is the best strategy put forward by AlfAccurate Advisors, as it offers consistent returns.
What is the Minimum Investment in AlfAccurate Advisors PMS?
You must invest at least Rs—fifty lakhs to start working with AlfAccurate Advisors PMS.
What is the Return of AlfAccurate PMS?
You can expect a return of 31.62% after 1-year, 25.96% after three years, and 12.7% after five years.
Is AlfAccurate Advisors Portfolio Management good?
Certainly, AlfAccurate Advisors Portfolio Management shines with impressive short-term returns, customizable strategies, and vital portfolio performance, indicating a promising option for investors seeking tailored and rewarding investments.
What is the fixed commission of AAA PMS?
AlfAccurate Advisors charges a 2.5% commission on the fund value as its fixed commission.
Is a Demat account mandatory for AlfAccurate Advisors Portfolio Managers?
Yes, AlfAccurate Advisors Portfolio Managers must have a Demat Account.
What are the Exit Charges of AlfAccurate Advisor Portfolio Management?
The exit charges are 2% of the fund value for the 1st year.
Who are the current fund managers of AAA PMS?
Rajesh Kothari is the present fund manager of AAA PMS.
What is the AUM of AAA Portfolio Management Service?
The AUM of AAA Portfolio Management Service is Rs.1597.41 Cr.
Do AAA Portfolio Managers Charge Variable Commissions?
The variable commission of AAA Portfolio managers is 1.5% of the fund value.