Banyan Tree PMS or Portfolio Management – Returns, Charges, Support & more

The Banyan Tree PMS was founded by Sandeep Talwar and W S Ravishankar in 2004.

It’s registered in Bangalore as a private organization. Over 20+ years, the PMS house has helped its investors build wealth using its value investing principles.

With the proprietary fundamentals research report and knowledgeable fund managers, Banyan Tree Advisors Portfolio Management Service successfully serves nearly 1838 investors nationwide.

Let’s explore every crucial detail about Banyan Tree Portfolio Management service, its benefits, commission, returns, investment strategies, fund managers, dashboard, and more.

Why Invest in Banyan Tree PMS?

When investing with Banyan Tree Portfolio Management Services, you can procure the following discussed benefits:

• Banyan Tree PMS’ research team tracks and published 100+ macro indicators charting over one million+ data points in real-time to help investors invest better. Investing in the PMS house allows you to view and analyze these 100+ macro indicators and make profitable investments.
• Moreover, the company’s investors can access proprietary research reports covering Indian and global equities, exchange-traded funds, fixed income, and active fund managers.
• When investing in Banyan Tree, you can earn a whopping return of 22.39% after one year, roughly twice the Nifty 50’s return. In addition, 3-year and 5-year investments also offer lucrative returns to investors.
• Experts in the industry rate Banayan Tree PMS 8.19 based on different parameters, like portfolio performance, facilities, support, experience, etc. This rating proves that Banyan Tree is among the top PMS houses to invest in.

Let’s skip to this review’s most vital and exciting part, i.e., Banyan Tree PMS Returns. An investor investing his hard-earned money expects to get lucrative returns in the short and long term.

And the PMS house meets its clients’ expectations. After investing funds for one year with Banyan Tree, its clients earned 22.39% returns.

The amount surpassed its benchmark, i.e., Nifty 50’s returns of 10.74%. Furthermore, the fund house delivered 19.53% returns after three years of its clients’ investment.

The company enabled investors to earn around 17.19% returns on longer-term (5-year investment).

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Remember that when investing in any PMS, you will have to bear some expenses in the form of commission, fees, or exit load charges.

So, the below discussed is all about Banyan Tree PMS Commission and exit load charges. The organization charges fixed fees as maintenance charges from their active clients.

For example, using the Banyan Tree, you must pay 2.25% of your fund value as fixed fees. Furthermore, the PMS fund doesn’t charge any variable fees from its clients.

Are you considering redeeming your investment from Banyan Tree and taking it to another PMS house? If yes, you will have to pay early exit load charges.

When dropping investment within one year, exit load charges will be 2%, and after two years, the charges will be 1%.

Best Strategies by Banyan Tree Portfolio Management Services

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

This section covers crucial details about Banyan Tree PMS Fund Managers, including Mr. W S Ravishankar, Mr. Sandeep Talwar, Mr. Shyam Prabhu, and Mr. Jigar Shah.

Mr. W S Ravishankar

W S Ravishankar has 28 years of experience in the investment and portfolio management field. He is one of the founding members of Banyan Tree Advisors and Probe Equity Research.

Previously, Mr. Ravishankar worked as a Portfolio Manager at Chescor, Multi-Act Trade & Investments Pvt. Ltd., and MAAM Equity for almost eight years.

He graduated in Electronics from Birla Institute of Technology and Science, Pilani, and completed an MBA from IIM, Bangalore. In addition, he is a CFA holder.

Mr. Sandeep Talwar

Mr. Sandeep Talwar has 28 years of experience in Indian market research and investment management. He is the Director and Fund Manager of Banyan Tree Advisors.

Before working at Banyan Tree Advisors, he worked as a Research Analyst at SSKI Securities and Multi-Act Trade & Investments Pvt. Ltd. for nearly five years.

Sandeep Talwar attended Birla Institute of Technology and Science, Pilani, for a B.E. in chemical engineering and IIM, Bangalore, for an MBA.

Mr. Shyam Prabhu

Shyam Prabhu has 17 years of experience researching and managing investments in the Indian markets. He started working at Banyan Tree Advisors as Fund Manager in 2007.

Before the PMS house, Mr. Shyam handled global markets for an investment company for almost nine years. He has been working as an Analyst/Portfolio Advisor for 26 years.

Shyam Prabhu enrolled in Bombay University for a Bachelor in Engineering (B.E.) and MBA. In addition, he is a certified CFA.

Mr. Jigar Shah

Jigar Shah has 20 years of experience as an Analyst/Portfolio Advisor. He started working at Banyan Tree Advisors as a Portfolio Manager in 2011.

Previously, he worked as Manager at Viren Gandhi and Company. As Senior Portfolio Manager at Multi-Act Trade & Investments Pvt. Ltd., He has researched and managed investments in Indian markets for 15 years.

Jigar Shah completed a Bachelor in Commerce (B.Com) from the University of Mumbai and is a CFA Charterholder and CA.

Banyan Tree Portfolio Managers SWOT Analysis

Here is the SWOT Analysis of Banyan Tree Portfolio Management.

Strength

• The PMS house is well-recognized for offering top-notch research support.
• Banyan Tree allows investors to choose between three successful investment approaches.
• It doesn’t charge variable fees as maintenance charges.
• The company is acquainted with well-qualified fund managers with years of experience researching and managing investments in the Indian equity market.
• Investors can get personalized investment strategies and easily switch between multiple investment approaches.

Weakness

• The PMS house’s returns for a 3-year investment are lower than its benchmark Nifty 50’s returns).
• With Banyan Tree, clients can’t access email support.
• Clients need to pay charges when wanting to exit the Banyan Tree Portfolio Managers.

Opportunities

• Educating potential investors in rural and semi-urban regions can increase the PMS house client base.
• The firm can help clients make profitable investments by offering more investment strategies.
• Increasing potential in the Indian equity market brings many opportunities for the PMS house.

Threat

• The competition in the Indian financial market is increasing with new entrants.
• Economic inflation is bringing down investment rates.
• Economic recession is driving more job loss.

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As a client or investor, you can utilize the following mentioned Banyan Tree Portfolio Management Features:

• You can communicate your requirements and needs to the Banyan Tree PMS fund manager. He will provide you with the custom investment strategy best suits your preferences.
• An investor can move from one investment approach to another after incurring 1% of fund value charges.
• A non-Indian resident can invest in the Banyan Tree portfolio management service.
• The company prioritizes its client’s or investors’ comfort by offering discretionary and non-discretionary services.
• You can exit the Banyan Tree before your stipulated investment period but only after paying 2% charges for leaving within one year.

It’s the responsibility of every company to offer robust customer support, especially the ones in the financial and investment industry.

With Banyan Tree Portfolio Management Services, you can leverage flexible customer support facilities:

• Banyan Tree Advisors provides a dedicated helpline number for its PMS clients to let them contact its representatives and resolve their queries.
• If you are uncomfortable talking over the phone, you can access the PMS house’s chat support. All you need to do is send your query via message and expect a response within a few days.
• Besides call and chat support, you can access RM support and interact directly with your fund manager.
• Banyan Tree PMS resolves its clients’ issues within three working days.

The above-given table has the Banyan Tree PMS Dashboard. You can tap on it and redirect to the PMS house’s official dashboard.

However, you can access your account only if recorded as a Banyan Tree client. After logging into your dashboard, you can know what’s going on with your investment portfolio.

The dashboard facilitates multiple unique features and functionalities, allowing you to track, manage, edit, and control your investment portfolio.

Banyan Tree PMS Login

As mentioned above, to Banyan Tree PMS Login, you must invest with the PMS house. The firm will register you as its client once you finish your registration application and verification process.

As an application approval, Banyan Tree Advisors will send you an email mentioning your account credentials.

Remember that every client has a unique account and credentials. So, logging in to your PMS account is safe and secure.

How to Invest in Banyan Tree PMS?

Like all Indian PMS houses, Banyan Tree PMS also has specific eligibility and document requirements for their potential clients.

If you desire to Invest in Banyan Tree Portfolio Management, you must meet the company’s eligibility criteria.

• Your age must be more than 18.
• Only an Indian and NRI can be Banyan Tree Portfolio Management clients or investors.
• You must have at least Rs. 50 lakhs for investing in PMS.

Research and you can easily find the firm’s eligibility requirements. If you meet the above-discussed criteria, you can move to the next step, i.e., uploading mandatory documents for verification.

These documents can include Address Proof, PAN, Demat Account, POA, and PMS agreement.

Finding the official client registration application link or form can take time and effort. This page displays a genuine ‘Invest in PMS’ button to make investing in Banyan Tree PMS easier.

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Banyan Tree PMS – Conclusion

Banyan Tree PMS is famous for providing attractive returns more than the market average and its counterparts.

In addition to returns, the PMS house surpasses its competitors in many other aspects, including extensive research support, customer support, and facilities.

Moreover, with Banyan Tree Portfolio Management Service, clients can access the user-friendly dashboard to track and manage their investment portfolios.

If you seek to work with an experienced PMS organization in Bangalore, Banyan Tree Advisors is an excellent option.

FAQs on Banyan Tree Portfolio Managers

Here are the FAQs related to Banyan Tree Portfolio Management Services.

Which is the Best Strategy for Banyan Tree PMS?

Comparing based on returns, Advisors Top Tier is the best strategy among the three for Banyan Tree PMS.

This investment strategy enabled investors to earn a whopping 28.20% returns for a one-year investment and 22.80% returns for a five-year investment.

Both short-term and longer-term investment returns were higher than the other two strategies.

What is the Minimum Investment in Banyan Tree PMS?

The Minimum Investment in Banyan Tree PMS is Rs. 50 lakhs.

What is the Return of Banyan Tree PMS?

The Return on Banyan Tree PMS for a one-year investment was 22.39%, a three-year investment was 19.53%, and a five-year investment was 17.19%.

Is Banyan Tree Portfolio Management good?

Yes! Banyan Tree Portfolio has been serving its clients for over 19 years, and currently, it manages a total Aum worth Rs. 4030 crores.

Because of the client’s trust in Banyan Tree PMS, the firm has been able to manage an investment portfolio for 1838 investors.

What is the fixed commission of Banyan Tree PMS?

The clients are asked to pay 2.25% of their fund value as a fixed commission when using the Banyan Tree.

Is a Demat account mandatory for Banyan Tree Portfolio Managers?

The Banyan Tree portfolio managers must open a Demat account.

What are the Exit Charges of Banyan Tree Portfolio Management?

When redeeming investment within one year, exit load charges will be 2%, and after two years, the charges will be 1%.

Who are the current fund managers of Banyan Tree PMS?

The current fund managers of Banyan Tree PMS are W S Ravishankar, Sandeep Talwar, Shyam Prabhu, and Mr. Jigar Shah.

What is the AUM of Banyan Tree Portfolio Management Service?

The total amount of the AUM of Banyan Tree Portfolio Management Service is Rs. 4030 crores.

Do Banyan Tree Portfolio Managers Charge Variable Commissions?

Banyan Tree portfolio managers don’t charge any variable fees from their clients.