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

Incorporated in 1997, Enam PMS is registered at SEBI as Enam Asset Management Company Pvt. Ltd. (Enam AMC).

With 27 years of rich legacy, this private Indian PMS house has been established as a top platform for investors to generate wealth in the Indian Capital market for the long term.

The company’s guiding principle is ‘Founded on Values, Driven by Trust.’ Headquartered in Mumbai, the PMS house has successfully built a solid network of active clients whose total AUM is Rs. 39,410.14 crores.

Enam is regulated and updated regularly with the help of the company’s investing team’s knowledge, skill, and experience to provide sustainable results to the customers.

This article discusses Enam Portfolio Management, from its perks, returns, and commission to the dashboard, eligibility criteria, and SWOT analysis.

Why Invest in Enam PMS?

Let’s learn what benefits you can avail of by collaborating with the Enam Portfolio Management Services for investment purposes:

• With Enam PMS, you can work with highly skilled and experienced fund managers who give their best to make profitable investments for their clients.
• The PMS house offers flexible commission models to clients.
• Its portfolio management services retain an overall rating of 9.41 based on several parameters like portfolio performance, support, facilities, charges, etc. With this rating, it can be safely said that Enam is an excellent option for investment.
• The company runs on a concentrated GARP strategy that helped it achieve an exceptionally sound longer-term track record.
• The most significant perk of investing in Enam is the opportunity to earn a whopping 1-year return of 30.60%.

Understandably, investors will want to know the potential ROI (return on investment) before investing their hard-earned money in any stock or investment option.

So, let’s uncover what returns investors earn with Enam PMS. The PMS Returns for the one year were close to 30.6%.

It was approximately three times the Nifty 50’s 1-year return, i.e., 10.74%. In addition, Enam has been successful in enabling its clients to earn more returns than the Nifty 50 in the long term.

The company’s return for the three years was 28.30%, exponentially higher than the Nifty 50. As per sources, Nifty 50’s 3-year return was roughly 20.15%.

Furthermore, investors earned a 13.50% return by investing in Enam for five years. And the benchmark return, i.e., Nifty 50’s return for a 5-year investment, was 11.52%.

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Enam is known for offering a flexible commission model to its clients. Its fee structure includes prepaid commission, volume% commission, and profit sharing % commission.

The prepaid commission structure involves the investor paying a commission according to the amount he invests.

If you opt for volume% commission, you must deposit the amount according to the number of tractions.

Finally, the profit-sharing commission involves paying a commission based on the total profit made by the fund manager on the client’s portfolio.

In addition, the Enam PMS Commission structure also involves fixed fees of 2.5% that you need to pay on the total value of your AMC. The PMS house doesn’t charge variable fees and exit load charges.

Best Strategies by Enam Portfolio Management Services

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

The Portfolio Manager has 1 super powerful PMS strategy. We will discuss the same here.

India Diversifies Equity Advantage Portfolio

This is the top Enam Portfolio Manager strategy. The company introduced this strategy publicly on 30 May 2011, targeting the Flexible Capital (Flexicap) category.

Under this strategy, investors can track their returns based on the S&P BSE 500 as the benchmark.

The fund managers manage the total Aum amounting to Rs.2,970 crore under the India Diversified Equity Advantage Portfolio strategy.

Although the number of stocks investors can invest in is not disclosed by the company, you can know the potential returns.

With the guidance of Mr. Rajesh Khona as a fund manager, investors earned a 30.60% return on a 1-year investment.

Furthermore, the return for a 3-year investment was 28.3%, and a longer-term investment (5-year) was 13.5%.

You might want to know about Enam PMS Fund Managers and whether they are experienced and skilled enough to manage and guide your investment portfolio.

Enam works with these reputed and professional fund managers:

Mr. Rajesh Khona

Mr. Rajesh Khona has the experience of 24 years working as a fund manager. He currently holds the position of Group Director of Finance and Fund Manager at Enam Asset Management Company Private Limited.

Before working with Enam Portfolio Management Services, Mr. Khona provided fund managing and guiding services at HLB International – Khimji Kunverji & Co.

He is also the ex-AVP of Essar Group and Vice President of Operations and Finance of IIT Investrust Ltd.

Talking about Mr. Khona’s education, he completed a B.Com from the University of Mumbai and is a certified Chartered Accountant.

Furthermore, he manages approximately 2 billion USD while serving around 800 clients.

Mr. Jitesh Doshi

Mr. Jitesh Doshi is the Co-Founder, Chief Investment Officer (CIO), and Fund Manager of Enam Asset Management Capital (AMC). He graduated from the University of Mumbai.

Currently, Mr. Doshi manages Enam AMC’s daily operations and investment-related problems, such as developing shareholder value, transparency, and corporate governance.

With over 30 years of expertise, he has a consistent track record as Enam AMC’s fund manager because of his stock selection process and investment strategy.

In addition, he is the founding member of Equity Managed Account Company, which was incorporated to manage accounts at Enam AMC.

Enam Portfolio Managers SWOT Analysis

Here mentioned are strong and weak areas, opportunities, and threats for Enam PMS:

Strength

• Enam 25+ years of track record through several market cycles.
• The company’s enduring partnership with existing clients.
• It adopts a holistic, custom approach to portfolio development.
• A dedicated research and investment team with extensive knowledge of the industry.
• PMS house has been consistently generating greater returns through each market cycle.

Weakness

• Enam offers limited portfolio management support without email, chat, or fund manager interaction support.
• The PMS house offers only one investment strategy.
• Investors must invest a minimum amount of Rs. 50 lakhs.

Opportunities

• The company can educate semi-urban and rural area residents about PMS to increase its client base.
• It can include more investment strategies and plans for its PMS service offerings.
• Expanding equity market unlocks new opportunities for Enam AMC.

Threat

• Increasing inflation has skyrocketed the prices of investment options.
• The economic slowdown has resulted in job loss and, thus, lower purchase power.
• New AMC entrants are increasing domestic competition.

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Following enlisted are the Enam Portfolio Management Features that you can access as the PMS house’s client or investor:

• Enam offers its clients personalized investment strategies and plans. The representatives determine the client’s needs and formulate investment strategies accordingly.
• If an investor is uncomfortable with a specific investment strategy, he can shift to another one by paying 1% of his fund value.
• A non-Indian resident can invest with Enam.
• The PMS house allows investors to choose between discretionary and non-discretionary portfolio management services.
• If you want to redeem your investment from Enam, you can do so. And the plus point is that the company doesn’t charge a penny for early exit.

When using Enam Portfolio Management Services, you can expect the following support facilities from the company:

• You can call the company’s customer care helpline to resolve investment-related issues or queries.
• In addition, the company offers Relationship Manager (RM) support.
• Enam ensures all your problems and questions are resolved within 5 working days.
• Unfortunately, you can’t access email and chat support.
• Moreover, the firm doesn’t allow clients or investors to interact directly with fund managers.

Enam Asset Management offers its clients and investors decent technological support through the Enam PMS Dashboard.

As mentioned, no individual other than the PMS house’s client or investor can access its dashboard.

If you are a registered client at Enam, you can directly access the company’s dashboard by clicking on the link given in the table.

After opening the dashboard, you can see multiple tabs to use exceptional features and functionalities.

For instance, you can track your investment portfolio and returns with just a few clicks in the comfort of your home.

Enam PMS Login

Your first step to Enam PMS Login is registering yourself as the PMS house’s client or investor.

Once you finish the client registration application process and verify your details, the company will register you as its client.

As an approval, Enam AMC will send you an email that will also include your login details (username and password).

You can use your credentials whenever you want to log in to the Enam dashboard.

How to Invest in Enam PMS?

If you desire to Invest in Enam Portfolio Management service, you must first register as the company’s client. But Enam accepts the client registration application of individuals who meet its eligibility criteria.

So, before you proceed with the application process, it’s better to know the PMS house’s eligibility requirements as stated below:

• The applicant must be either Indian or NRI.
• An individual investing in Enam PMS must be 18+.
• The company’s potential investor must invest at least Rs. 50 lakhs.

Only people complying with the above-listed requirements can move to the next client registration application step, i.e., submitting documents.

Here listed are the documents you must submit to the company to invest in PMS:

• PMS agreement
• Demat Account
• POA
• PAN
• Address Proof

You can apply for client registration or investment by filling out the “Invest in PMS Now!” form. Once the form is submitted, you can expect a call from Enam representatives within a few hours.

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Enam PMS – Conclusion

Ultimately, Enam PMS is an exceptional investment platform, especially for beginners. This is because Enam Portfolio Management charges much less commission than other Indian PMS houses.

Moreover, you will not have to pay to redeem your investment.  The company works with well-experienced and knowledgeable fund managers who adopt consistent investment strategies.

They help clients pick the best stock options according to their needs and help them grow their funds.

FAQs on Enam Portfolio Managers

Check out various FAQs related to Enam Portfolio Management Services.

Which is the Best Strategy for Enam PMS?

Enam offers only one investment strategy, i.e., India Diversified Equity Advantage Portfolio. B

y deploying this investment strategy, investors retained a 30.60% return on a 1-year investment, 28.3% on a 3-year investment, and a longer-term investment return (5-year) was 13.5%.

These return rates were higher than the returns offered by Nifty 50.

What is the Minimum Investment in Enam PMS?

The minimum investment you must make in Enam PMS is Rs. 50 lakhs.

What is the Return of Enam PMS?

The average return investors earned by investing in Enam PMS for one year was 30.60%. For three years, it was 28.3%, and for five years was 13.5%.

Is Enam Portfolio Management good?

Enam holds the experience of over 26 years in the PMS sector, making it one of the oldest portfolio managers in India.

With this vast experience, it’s safe to say that the Enam portfolio management is an excellent place to start as a PMS investor.

What is the fixed commission of Enam PMS?

The Enam PMS Commission structure involves fixed fees of 2.5% that must be paid on the total value of your AMC.

Is a Demat account mandatory for Enam Portfolio Managers?

All investors and portfolio managers must have a Demat account when collaborating with Enam for investment purposes.

What are the Exit Charges of Enam Portfolio Management?

The Enam portfolio managers don’t charge exit load charges. It means you can redeem your investment from the company without paying a single penny.

Who are the current fund managers of Enam PMS?

Mr. Rajesh Khona and Mr. Jitesh Doshi are the current fund managers of Enam PMS. Per the latest reports, Mr. Rajesh manages approximately 2 billion USD while serving around 800 clients.

Mr. Jitesh is the Co-Founder, Chief Investment Officer (CIO), and Fund Manager of Enam PMS.

What is the AUM of Enam Portfolio Management Service?

According to the current data, Enam PMS manages the total Aum amounting to Rs. 32375.2 crore of 893 active clients.

Do Enam Portfolio Managers Charge Variable Commissions?

The Enam portfolio managers don’t charge variable fees.