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

Bellwether PMS has revolutionized the portfolio management industry since its inception in 2004.

The innovative investment strategy adopted by its fund manager helped customers double their investments.

As a result, the company quickly became a respected name among people interested in the equity market.

Bellwether Portfolio Management should be your choice if you are looking for a PMS company that will handle your entire investment process.

In this article, we will discuss the features, returns, fees, and other details of Bellwether Portfolio Managers.

Why Invest in Bellwether PMS?

PMS investments are gaining popularity because of the profit investors make from them.

Bellwether Portfolio Management Services offers such excellent returns that customers can significantly increase their wealth.

However, the return is one of many factors you should consider before investing with a PMS. The features and charges of the company also play a role when it comes to successful, long-term investment.

Check out why people invest with Bellwether PMS:

• Bellwether PMS’s 1-year return is 39.92%, among the highest in the industry. With 19 years of experience in the market, the company has learned how to maximize profit and minimize risks.
• The company allows a strategy switch option, and customers pay only 0.8% of the Fund Value for the switch.
• If you need to re-invest, you can go for the early exit option, and you won’t have to pay any charges.
• With the help of dedicated RM support, new investors can make informed decisions about investments.
• The minimum investment amount is only Rs.50 lakhs, a standard amount for almost all PMS companies. However, there is no upper limit of investment.
• Customers can contact company support whenever they need help with their investment strategy or dashboard access. All issues are taken care of within a week of reporting.

Bellwether PMS Returns never fail to amaze customers. Many inventors agree that they made a fortune by investing in this company.

The company uses Nifty 50 as its benchmark, so we will compare its returns with Nifty 50 returns to give you a clear idea.

Bellwether’s 1-year return is 39.92%, 3-year return is 32.79%, and 5-year return is 15.68%. Nifty 50’s 1-year return is 10.74%, 3-year return is 20.15%, and 5-year return is 11.52%.

So, in the first year, Bellwether PMS return was three times higher than Nifty 50, which is awe-inspiring. For the 3-year and 5-year returns, Bellwether offered much more than Nifty 50.

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Bellwether PMS Commission and charges are among the lowest in the industry. It shows that the company wants to make small profits at their customers’ expense.

Unlike other PMS companies, they don’t ask for variable AMC fees or charge anything for exit load. The only fee you pay Bellwether PMS is the yearly fixed fee.

Interestingly, the company fixed fee is not based on your fund values but on the total profit-sharing amount. Investors pay Flat 15% of the Profit Sharing amount to the company.

Best Strategies by Bellwether Portfolio Management Services

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

Bellwether Portfolio Manager’s Strategy is unique and stands out in the market. The company only offers one strategy, but they have designed it expertly.

Let’s see the details of the strategy and what return you will receive from it.

Long-Term Growth

The strategy is named ‘Long Term Growth’, which is apt. This strategy was introduced in 2004 when the company started operating.

Since then, their stocks have changed, but the policy has remained more or less the same. The investments made under this strategy target multi-cap segments.

Long Term Growth uses the S&P BSE 500 as its benchmark. The total asset under management under Long Term Growth is Rs.1789 Crore, but the number of stocks is unknown.

The 1-year return for this strategy is 39.92%, the 3-year return is 32.79%, and the 5-year return is 15.68%.

Mr. Miten Mehta is the top fund manager of Bellwether PMS, and he is also the company’s co-founder. There has been only one Bellwether PMS Fund Manager since the beginning of this company.

Mr. Miten Mehta

Mr. Miten Mehta has more than three decades of experience in the industry, and he has been with the company since 2004.

He is in charge of creating the company’s investment philosophy. Mr Miten also manages investment modelling, stock portfolios, and the performance monitoring process.

He is known for being strict about risk management and implementing the measures across portfolios.

Bellwether Portfolio Managers SWOT Analysis

A SWOT analysis is a valuable tool for potential investors. It considers all the company’s available data and produces a short analysis of the strengths, weaknesses, opportunities, and threats.

If you are to invest Rs.50 lakh with a company, you must maintain caution.

Read this Bellwether Portfolio Management SWOT analysis so that you can make an informed decision about your PMS investment.

Strengths

• The most recognizable strength of the company is its ability to produce high returns. Very few companies have been successful with only one PMS strategy, but this one has.
• The fixed fee structure that the company follows attracts new clients to the company.
• The absence of variable fees and variable profit sharing helps investors save money.
• The number of active clients of the company is increasing. Active clients are the backbone of any financial company.
• Bellwether’s risk management strategies and applications are very effective. Risk-averse clients often choose this PMS because of this factor.

Weaknesses

• Bellwether PMS doesn’t offer personalized strategies. This is a flaw in the system because this factor may deter some customers from investing.
• The one strategy available for the customers is to invest in multi-cap segments. People looking for other types of investment will not be content with this choice.
• The company must invest more in technology and marketing to acquire active customers.

Opportunities

• Indian share market growth in recent decades has been noticeable. More people want to benefit from this scenario, so getting active clients can become more accessible.
• The company can spend more money on customer support to increase customer satisfaction. Customer satisfaction leads to customer retention and more active clients.
• Technological advancements can help the company increase its reach and become a prominent presence nationwide.

Threats

• International events affect the share market and can lead to financial loss.
• Young people save less money these days because of high inflation rates.
• Increased competition can affect smaller companies way more than larger companies.

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Bellwether Portfolio Management Features are designed to simplify the investment process. These features also help increase client profits.

The company offers the popular Strategy Switch benefit with a minimal fee. Clients pay 0.8% of the Fund Value when they choose this option.

The company doesn’t offer its customers any custom strategy or Non-Discretionary investment. NRIs can invest with Bellwether PMS just as quickly as Indians can.

All investors can choose to exit early from their investment commitment if they want to. Bellwether PMS doesn’t charge consumers if they withdraw their money before the investment reaches maturity.

The efficiency of Bellwether Portfolio Management Services heavily depends on the company’s support of its customers.

As a Bellwether PMS customer, you get free call and email support. Every single investor receives Dedicated RM Support that helps them manage their portfolio.

The company promises to resolve any issue you raise within seven working days.

The Bellwether PMS Dashboard helps customers manage and check their investment portfolio from anywhere.

You only need a computer to access your dashboard; it can be opened from any web browser. One can follow the link provide in the table above, to access your dashboard.

You will receive regular notifications on your dashboard on your investments and returns.

Bellwether PMS Login

You will require the Bellwether PMS Login data to access your dashboard.

Personalized dashboards can make it easy to check the details of the investment, and Bellwether PMS has invested in this modern technology to benefit its customers.

When you finalize your investment with the company, they send your login details to your email address.

This login information is necessary for the first login, but you can change your password afterwards.

How to Invest in Bellwether PMS?

If you want to invest in Bellwether Portfolio Management, you have to go through a formal process.

Customers must provide their personal information to the company for authentication and security. But first, you must pass the eligibility criteria to apply for the investment process successfully.

• You must be an adult (18 years or older)
• You must have Indian citizenship or NRI status
• You must invest at least Rs. 50 lakhs or more for the PMS

The next step of the process is providing valid documents. Always ensure that all the documents are up-to-date to avoid any complications.

The company will verify all your documents before the official agreement. After this, you are all set to make your first investment with the company.

These are the documents you must provide for Bellwether PMS.

• The mandatory PMS Agreement
• PAN
• POA
• DEMAT account information
• Address Proof (Aadhar/passport)

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Bellwether PMS – Conclusion

A portfolio management service can help you invest your money in the share market without everyday involvement.

Bellwether PMS has been a noticeable presence in the equity sector since 2004 and has a reputation for reliability.

The company offers 39.92% average 1-year returns, a lucrative prospect for all investors. Customers’ fees are minimal because they don’t charge Variable AMC or Exit Load.

The company’s primary strategy is to invest in multi-cap segments to produce long-term high returns.

With Bellwether PMS, you will receive customer support, dashboard access, and, most importantly, investment transparency.

FAQs on Bellwether Portfolio Management

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

Which is the Best Strategy for Bellwether PMS?

Bellwether PMS has one investment strategy called ‘Long Term Growth‘. It focuses on investing in multi-cap segments and produces 39.92% 1-year returns.

The 3-year return is 32.79%, and the 5-year return is 15.68%.

What is the Minimum Investment in Bellwether PMS?

To invest in PMS, you must use a minimum investment amount specified by the company.

For Bellwether PMS, this minimum investment amount is Rs.50 lakhs. This is the most common minimum investment amount in the PMS market.

What is the Return of Bellwether PMS?

Customers receive a 39.92% 1-year return from Bellwether PMS. The company offers a 32.79% 3-year return and 15.68% 5-year return.

Is Bellwether Portfolio Management good?

Bellwether portfolio management is reliable, trustworthy, and transparent. It has been operating since 2004 and has maintained a stellar reputation for efficiency.

The company offers a 39.92% 1-year return, higher than most other companies can provide.

What is the fixed commission of Bellwether PMS?

The Bellwether portfolio management service charges its customers a fixed fee of flat 15% on profit sharing. Apart from this fee, customers don’t pay any other charges for the services they enjoy.

Is a Demat account mandatory for Bellwether Portfolio Managers?

To invest with Bellwether portfolio managers, you will need a DEMAT account. Without a DEMAT account, no one can invest in the Indian share market.

You need to provide the account details to the company when you invest.

What are Bellwether Portfolio Management’s exit charges?

Bellwether portfolio management has no exit charges. Customers receive one of the best perks when they sign up with the company.

Who are Bellwether PMS’s current fund managers?

Bellwether portfolio management service has only one strategy for investment, and Mr Miten Mehta manages that strategy and fund.

He is the company’s co-founder and has held the fund manager position since 2004.

What is the AUM of Bellwether Portfolio Management Service?

The AUM (asset under management) of Bellwether PMS is Rs.3578.1 Crore. The company has seen increased investment in recent years because of its investment efficiency, stability, and research-based strategy.

Do Bellwether Portfolio Managers Charge Variable Commissions?

Bellwether portfolio managers do not charge variable commissions. Customers save a significant amount of money from this company policy.