If you think the PMS journey demands a hefty upfront fee, take a break with Counter Cyclical PMS! This PMS house is probably the only one in the market without a significant fee risk.

So, say goodbye to sleepless nights and hello to Counter Cyclical Portfolio Management services. If your fund performs well, pay then only.

Though the Mumbai-based firm is a new arrival in the market, it is a game changer. Over the last three years, the five-year-old PMS service provider set a more than 100% record return!

And, it is not magic but the hard work of fund managers and analysts behind your assets. Moreover, the firm has more than 50% AUM from promoters— solidifying its strong roots.

Total AUM Rs.620.81 Cr.
Avg. 1 Year Return 47.19%
Active Clients 311
No. of Strategies 1
Minimum Investment Rs.50 Lakh
Experience 5 Years

Counter Cyclical PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Mayur Deshpande

Founded In (year)

2019

Why Invest in Counter Cyclical PMS?

Counter Cyclical Portfolio Management have a strong market performance despite a new service provider. Even numbers are attractive enough to join the platform.

So, it is almost impossible for investors to avoid their lucrative, burden-free, low-risk portfolios. The firm has some better offers than market leaders.

  • Investors are relieved as there are no upfront fees. Counter Cyclical PMS is a rare example of a market without a hefty primary investment.
  • Pay based on performance only, even when your fund crosses 10% profit in one year.
  • With deep knowledge about products, the fund managers target some small caps with undervalued, which encourages new people to join.
  • Ideal for investors who target small companies with big dream goals.
  • Their USP is extensive market coverage; hundreds of small-cap funds are in the consolidated portfolio.
  • Ground-level research and inspection by top managers so investors have more returns.

The firm stresses an investment of 3 to 5 years as their undervalued firms are about to get wings.

Counter Cyclical Portfolio Management Service Performance or Returns

1 Year Return

47.19%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

105.92%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

NA

Nifty 50 - 5 Year Return

11.52%

Counter Cyclical is an oasis in this clumsy investment world due to its easy understanding, lower risk, and great returns.

Despite a late entry, Counter Cyclical PMS Returns left the benchmark Nifty 50 index in the dust. Only in one year, the PMS has made an eye-popping 47.19%, while Nifty 50 could only make 10%.

However, it is not limited to first impressions. The growth journey continues to rule the next three years as well. In their three-year return story, they are whopping with 105.92%, leaving Nifty 50 at 20%.

As for the 5-year return, it is yet to come with another impressive number. But performance over the past three years indicates it is likely to overpower the previous year’s record.

Counter Cyclical PMS Commission, Charges or Fees

Fixed Fees

No Fixed Fees

Variable AMC

No AMC

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Besides an impressive return, Counter Cyclical PMS commission is affordable for newbies. Unlike many other PMS providers with huge fixed fees and AMC, this PMS house skips upfront costs.

Thus, it makes PMS service more accessible for investors. Instead of fixed fees, the PMS charges a performance-based fee structure.

However, it applies only when riding a profit wave of 10%. In this win-win situation, they charge only a 20% profit-sharing fee. They do not charge any fee for variable AMC.

Are you thinking about an early exit? Yes, investors are free to come and withdraw without sticking a single penny in the investment pipeline.

Overall, investors find a friendly fee structure that is best in the market. Though they are new in the market, their historical data and fee structure leave no stone unturned for finance nerds.


Best Strategies by Counter Cyclical Portfolio Management Services

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

Strategy Name Diversified Long Term Value
Start Date 03-Jul-19
Category Small & Mid Cap
Benchmark S&P BSE 500
AUM (Rs.) Rs.620.81 Cr.
No. of Stocks 48
1 Yr. Return 63.93%
3 Yr. Return 68.43%
5 Yr. Return NA
Fund Manager Mr. Gunit Singh

The company provides only 1 strategy currently.

Long Term Value Strategy

It is not easy for a newbie to make more than 100% returns, but Counter Cyclical portfolio manager strategy makes it possible.

So, whose brains are behind this success? Undoubtedly, a team of researchers and analysts led by fund manager Gunit Singh is the reason for this magic growth.

Their diversified Long Term Value Strategy understands the success mantra lying with undervalued stocks.

The strategy, launched in 2019, focused on investing in a diversified portfolio of small-cap companies. It picks companies with solid fundamentals and the full potential for future growth.

However, don’t expect quick money, as it’s all about scientific research, observation, and patience. Even their team asks to avoid investors with FD-like guaranteed income after one or two years.

Top Fund Managers of Counter Cyclical PMS

#1

Mr. Gunit Singh

#2

NA

#3

NA

#4

NA

#5

NA

Now it’s time to discuss the top Counter Cyclical PMS fund managers behind this 100% returns!

Mr Gunit Singh

Mr Gunit Singh is the central brain and the key person behind the success of Counter Cyclical PMS.

As a captain of this PMS ship, Singh comes with a wealth of expertise and a strong track record that is sustaining in investors’ minds.

His decision to buy unpopular stock is a game-changer for the PMS house. His constant hunt for promising companies before rivals get their limelight is the key to this massive growth.

Mr. Singh believes in collecting companies with their lowest point of the price cycle. After that, small-cap funds appear as multi-bagger ones. Also, his team always keeps a sharp eye on current valuations.


Counter Cyclical Portfolio Managers SWOT Analysis

A SWOT analysis reveals both sides of the coin of the finance firm. Here, we present a keen observation of every ups and downs of the firm.

So, here is the SWOT Analysis of Counter Cyclical Portfolio Management.

Strength

  • There is no upfront fee, which is excellent news for investors. This PMS house is a rare example in the market without a hefty primary investment.
  • More than 100% return record sets this firm above the competition in the market.
  • Not limited to this, they offer zero exit fees to boost market confidence. Investors can join or quit anytime without a bill on the statement.
  • Only a performance-based fee of 20% after your income exceeds the 10% profit benchmark.
  • A low-risk profile with small-cap blue chip firms to secure investors’ money.

Weakness

  • Historical data is limited to up to 3 years; it may not justify future growth
  • Investment strategies go against conventional ones and may backfire or discourage some people from investing.
  • Customization and switching strategies are not permitted.

Opportunities

  • Its market recognition helps to get more clients’ attention
  • Focus on stock price deviation from their intrinsic value
  • Potential for long-term players mainly— the firm clarifies at least 4 to 5 years of investment

Threat

  • Finding undervalued companies becomes more challenging for a long-term process.
  • Mergers and acquisitions are issues for budding firms; other giants may acquire to continue their monopoly.
  • Investment sentiment goes against the market stream.

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Investment Facilities provided by Counter Cyclical Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

NA

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Now, it’s time to spill the bin on investment ground with the Counter Cyclical Portfolio Management features. As expected, investor-friendly policies are there for clients.

First off, the question is about customer strategy. The PMS house only offers one strategy that fits all situations. So, there is no custom strategy.

As there is only one productive strategy, investors don’t need to switch strategies, and it saves a switching cost. If you are an NRI, the door is open for you to join.

In addition, investors can go for discretionary investment; here, portfolio managers take complete control of investment decisions.

However, they don’t allow non-discretionary ones, as investors always need permission to move.

You have an entire green signal while making an exit decision; there is no penalty. The confident firm wants to refrain from rapid sales or to retain customers with a penalty.

In a nutshell, you get maximum rules in favour of investors, and very few are there to keep the firm’s interest.

Counter Cyclical Portfolio Management Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

If you join Counter Cyclical Portfolio Management Services, look at its support system. Investors get holistic support from the PMS service.

  • A simple customer care number is there to solve your query. However, it is good to avoid reassurance about returns via call.
  • Drop an email for a clumsy topic, and they get back to you within a few days.
  • Enjoy personalized attention through a dedicated RM member.
  • Though the direct fund manager cannot contact RM, it may bridge the gap on special requests.
  • Unfortunately, no live chat option exists, so stick to the traditional method.
  • Maximum seven days — their promise to solve any pending issue.

Counter Cyclical PMS Dashboard Link

Web Platform

Despite a new entry, the Counter Cyclical PMS dashboard is professional enough with top-notch software and tools. It is an additional reason to join the platform.

Whether you want a summarized view or you want to get customized graphs, the dashboard is a one-stop solution for your service.

In addition, get an instant pulse of your portfolio performance against benchmarks. Also, get important notifications like market shifts and updates on significant market trends.

Investors can evaluate risk profiles. Also, there is a customization option. You can organize the dashboard to get the information as per your interest.

Real-time market data helps clients make informed decisions at a crucial time.


Counter Cyclical PMS Login

It’s time to start the journey with the Counter Cyclical PMS login process. First, check the eligibility from the below-mentioned column and dial your RM.

An assigned RM will provide you with basic login credentials after document verification. However, there are not some points before logging into the platform.

A 2-factor authentication is always safe, and it may take some time. Apart from this, investors are advised to use some trusted device for login. Multiple devices can harm its security.

Counter Cyclical PMS Review or Ratings by Finec.in

Overall Rating

7.41 / 10

Portfolio Performance

7.56 / 10

Support

7.37 / 10

Facilities

7.60 / 10

Charges

7.30 / 10

Experience

7.22 / 10

Counter Cyclical Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000006554

Contact Person

Kanwar Bhatia

Email ID

INFO@CCIPL.CO.IN

Telephone No.

7122591144

Address

401, PN 16, SHIRKEY BUILDING, L/O RAJ NAGAR S B CLY, NAGPUR, MAHARASHTRA, 440013

Starting Date

Apr 04, 2019


How to Invest in Counter Cyclical PMS?

Finally, you have decided to invest in the Counter Cyclical Portfolio Management system. It is a simple and smooth process.

Basic Criteria:

  • It is designed to ensure the investor’s basic knowledge and other fundamentals
  • Any Indian citizen and NRI investors are welcome to join the PMS body
  • The aspiring person should be either 18 years of age or more
  • The MInimum investment required is 50 lakhs.
  • After all these, you can start your journey.

Process:

  • Hit a button placed below on the page named “Invest as PMS”. Fill up the form. They will assign an RM for you. The RM manager will initiate the application process. They will provide and guide you with the basic form.
  • They will contact you to verify the information provided in your form. After that, they will get all the details and credentials via email.

Documentation:

  • After confirming eligibility and ₹50 lakh amount, submit the following essential papers for verification:
  • Submit the PMS agreement paper and a self-attested copy.
  • Attach details of your active Demat account.
  • Submit the POA documents.
  • A copy of your PAN card.
  • Provide a residential address proof.

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Counter Cyclical PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Counter Cyclical Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


Counter Cyclical PMS – Conclusion

Counter Cyclical has a stock selection module different from the conventional one. Some experts question its long-term battle in a sudden economic downturn.

However, the firm also has a backup facility to replace stocks. As per the market view of bottom-up investor firms like Counter Cyclical, it is promising and justifies the growth ahead of a recession-hit economy.

Check out Counter Cyclical PMS services if you are looking for assured returns.


FAQs on Counter Cyclical Portfolio Managers

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

Which is the Best Strategy for Counter Cyclical PMS?

Diversified Long-term Value is the only effective strategy for the firm.

What is the Minimum Investment in Counter Cyclical PMS?

It would help if you started, but there are no upfront fees.

What is the Return of Counter Cyclical PMS?

Investors can make more than 100%, as per historical data.

Is Counter Cyclical Portfolio Management Good?

Despite a new entry in the market, the firm mints more than 100% return without an upfront fee. Market experts are hopeful about its future.

What is the fixed commission of Counter Cyclical PMS?

There is no fixed commission to join the PMS program.

Is a Demat account mandatory for Counter Cyclical portfolio managers?

Yes, a demat account is required to start.

What are the exit charges of Counter Cyclical portfolio management?

Fortunately, there is no exit charge, assuring free movement of clients.

Who are the current fund managers of Counter Cyclical PMS?

Mr Gurmit Singh is the current fund manager of Counter Cyclical PMS.

What is the AUM of Counter Cyclical Portfolio Management Service?

The company is trailing over Rs.382.8 Cr.

Do Counter Cyclical Portfolio Managers Charge Variable Commissions?

No, it has no variable fees for PMS program.


 

Customer ratings and reviews of Counter Cyclical PMS

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