ithought PMS or Portfolio Management – Returns, Charges, Support & more
ithought PMS is a well-known name in the portfolio management sector. Founded in 2011 by Mr. Shyam Sekhar, the company quickly grew a reputation for being trustworthy and reliable.
If you are new to the PMS investment landscape and need clarification about which company to choose, just become a customer of ithought Portfolio Management, and you won’t regret it.
To open a PMS account, you need to invest a considerable amount of money. That is why you must be careful about who to trust in the market.
In this article, you can learn about ithought portfolio management services and decide whether to invest in the company.
Keep reading to know the performance, returns, charges, strategies, and support of ithought.
| Total AUM | Rs.1985.90 Cr. |
| Avg. 1 Year Return | 35.50% |
| Active Clients | 969 |
| No. of Strategies | 4 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 5 Years |
ithought PMS - Company Overview
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Founded In (year)
Why Invest in ithought PMS?
Reliability is the most crucial factor you need to consider when choosing a PMS provider. A high return is always lucrative but only bet on a company with good strategies.
Losing a large sum of money in the share market can derail your financial planning for your future.
Invest with ithought Portfolio Management Services, and be assured that they won’t take your trust in them lightly.
These are the reasons people choose to invest with ithought.
- The company offers four strategies, all of which produce high returns. No matter your preferred method, you can ensure your investment is in the right hands.
- The average yearly return is 35.50%, a percentage considerably higher than many other companies.
- Investors don’t pay any variable fees, which is an extra perk for many. This way, you can save money every year.
- Only one manager controls all strategies offered by the company. You won’t have to worry about the efficiency of a strategy if you choose to switch to a new one.
- ithought offers excellent customer support and a dashboard link that helps customers manage their funds.
ithought 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
We have already mentioned that ithought PMS Returns are high enough to appeal to all customers. However, the return percentage varies depending on the investment duration.
Let’s see your returns for 1-year, 3-year, and 5-year investments. The company uses Nifty 50 as its benchmark, and we will compare the company returns with that of NIfty 50.
When you invest with ithought PMS, you receive 35.50% 1-year returns. Nifty 50 returns for 1-year is 10.74%. The company returns are significantly higher than those of the Nifty 50.
The company’s 3-year return is also higher than Nifty 50. Nifty 50 offers 20.15% and ithought offers 29.89% 3-year returns.
The 5-year return amount of the company has yet to be available, so you may know if it’s higher than 11.52% Nifty 50 5-year returns.
ithought PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
All PMS providers charge customers yearly fees for their services. ithought the PMS Commission is among the lowest in the industry.
The company offers Fixed Fees that are 1.5% of your total AMC. Customers don’t pay any Variable AMC fees.
Variable Profit Sharing fees are also nil for all customers regardless of the investment amount. The Exit Load for the first year is 3.00%, for the second year 2.00%, and for the third year 1.00%.
Best Strategies by ithought Portfolio Management Services
Check out various strategies or Investment approaches provided by ithought Portfolio Managers.
| Strategy Name | SOLITAIRE | VRDDHI | TRUBLU | SPHERE |
| Start Date | 30-Aug-19 | 07-May-21 | 05-Mar-21 | 16-Dec-21 |
| Category | Multi Cap | Small & Mid Cap | Large Cap | Multi Asset |
| Benchmark | S&P BSE 500 | S&P BSE 500 | Nifty 50 | NSE Multi Asset Index 1 |
| AUM (Rs.) | Rs.896 Cr. | Rs.320 Cr. | Rs.44 Cr. | Rs.355 Cr. |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 51.33% | 76.66% | 21.56% | 30.22% |
| 3 Yr. Return | 34.21% | NA | NA | NA |
| 5 Yr. Return | NA | NA | NA | NA |
| Fund Manager | Mr. Shyam Sekhar | Mr. Shyam Sekhar | Mr. Shyam Sekhar | Mr. Shyam Sekhar |
The company offers four types of strategies for investors. You will find a suitable method no matter your investment amount and duration.
ithought Portfolio Manager’s Strategy is known for being risk-averse, a factor that provides confidence to the investors. Mr. Shyam Sekhar manages all the plans offered by the company.
SOLITAIRE
Solitaire strategy targets the Multi Cap segments. It was formed in 2019, using the S&P BSE 500 as its benchmark.
AUM under this strategy is Rs.896 Crore, a staggering amount. The number of stocks under Solitaire is not disclosed by ithought.
1-year return for this strategy is 51.33%, and the 3-year return is 34.21%; both are admirably high. The 5-year return has yet to be available to the public.
VRDDHI
This strategy was launched in 2021 and is mainly used to invest in the small and mid-cap segments. It uses the S&P BSE 500 as its benchmark.
The AUM for this strategy is Rs.320 Crore, a surprising amount considering the plan was launched only two years ago.
The number of stocks is not disclosed, and the company only provides the one-year return number of this strategy.
Customers make a 76.66% 1-year return that is more than lucrative compared to similar small and mid-cap investment returns from other PMS providers.
The 3-year and 5-year return numbers are not available.
TRUBLU
TRUBLU was also launched in 2021. It is used for investing in large-cap segments and uses Nifty 50 as its benchmark.
The company published that its AUM amount is Rs.44 Crore but didn’t disclose the number of stocks under it.
You will make a 21.56% 1-year return from this strategy. The 3-year and 5-year return numbers for TRUBLU have yet to be published.
SPHERE
This strategy is for investing in the Multi-Asset segment and was launched in 2021. It uses NSE Multi Asset Index 1 as its benchmark.
The 1-year return you will receive from this strategy is 30.22%. The company does not disclose the number of stocks or 3-year and 5-year returns.
Top Fund Managers of ithought PMS
#1
#2
#3
#4
#5
There are four ithought PMS Fund Managers who controlled the strategies and funds of the company at various periods.
Let’s quickly look at the top fund managers to understand how the company is maintained.
Mr Balaji GR
Before joining ithought, Mr Balaji GR worked in prominent finance companies, including Reliance Capital and Fidelity.
He has more than 15 years of experience in asset management and wealth management. Mr Balaji is a public speaker known for raising awareness about investment opportunities.
He has used SEBI Investor Meet and Tamil Nadu Investors Association as his platforms and writes regularly for The Hindu.
Mr. Rohit Balakrishnan
Mr. Rohit Balakrishnan completed his B.B.S. from Delhi University and worked with McKinsey and Co. and Elevation Capital before joining ithought.
He spent 13 years working for these companies and later founded SEBI Registered Investment Advisory.
Mr. Rajat Setiya
Mr. Rajat Setiya worked for RARE Enterprises, Elevation Capital, and Moody’s Analytics after completing his B.Com from Delhi University.
He is a co-founder of this Investment Advisory company. After gaining more than 13 years of experience in the financial market, he joined ithought as a fund manager.
Mr. Shyam Sekhar
Mr. Shyam Sekhar, the company’s current fund manager, maintains a value-based investing approach.
He has more than 30 years of experience in the industry and is known for prioritizing new investment opportunities.
His strategies are always research-based, and he maintains strict risk management rules.
ithought Portfolio Managers SWOT Analysis
This ithought Portfolio Management SWOT Analysis will help you analyze how well the company performs.
You will also gain some insights into the company’s potential and the risks associated with investing in the PMS.
Strengths
- The company offers four strategies that attract many customers. An increase in investors leads to company growth.
- The returns offered by the company are among the highest in the industry.
- Minimum investment amount is Rs. 50 Lakhs, the industry standard. This minimum investment requirement leads to high investment.
- The company offers dashboard access. Customers can instantly check their portfolios and make decisions about investment through this modern technology.
- Commission charges are low & affordable.
Weaknesses
- ithought to make innovative investment strategies, they must put more safeguards to ensure customers don’t lose money.
- The company’s 5-year returns are unavailable, which may cause customer uncertainty.
- Three of their strategies were introduced in 2021, which means there needs to be more data to support the long-term stability of the strategies.
Opportunities
- More people are interested in PMS as the income of average Indians grows.
- The company can implement more technology, including creating an app for dashboard access.
- Equity market growth in recent years has been stable, and indications are that it will remain that way.
Threats
- The international financial crisis can affect the Indian PMS industry.
- An increased cost of living can lead to fewer customer investments.
- Many companies offer portfolio management services, and the competition is fierce.
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Investment Facilities provided by ithought Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
ithought Portfolio Management Features are customer-friendly and help customers invest more efficiently.
The company offers Custom Strategy and Strategy Switch to all customers. The strategy switch charges are also low, just 1.2% of the total Fund Value of a customer.
NRI Investment options and Discretionary and Non-Discretionary investment options are all available with ithought.
You can also choose an Early Exit to re-invest your money. The Early Exit Charges are just 3% if you exit within the first year of the investment.
ithought Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
When investing with the company, you will receive top-notch ithought Portfolio Management Services.
A support system leads to customer satisfaction and an efficient system for resolving customer issues.
Customers get Call Support, Email Support, and Dedicated RM Support. The company claims they resolve all customer issues within five working days.
ithought PMS Dashboard Link
Web Platform
Investors can use the ithought PMS Dashboard to manage their investments anytime.
You can follow the above link to open your dashboard and check all your investments and returns. You can use any web platform to access it.
ithought PMS Login
One you open an PMS account, you receive login credentials from the portfolio manager. You can use ithought PMS login details to login to your dashboard.
Remember to provide the correct email address to the company because they send the dashboard login password to the registered email address.
ithought PMS Review or Ratings by Finec.in
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Portfolio Performance
Support
Facilities
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Experience
ithought Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
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Telephone No.
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How to Invest in ithought PMS?
People choose to invest in ithought Portfolio Management because of the company’s high returns, reasonable charges, and helpful support.
You can invest with the company if you pass these eligibility criteria.
- You must be 18 or older
- It would help if you were an Indian citizen or an NRI
- The minimum investment amount must be Rs. 50 lakhs
If you pass these criteria, apply for the PMS investment process, and the company will guide you. You need to submit these documents to invest with ithought PMS:
- PMS Agreement
- POA
- Demat Account
- PAN
- Address Proof
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ithought PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with ithought Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
ithought PMS – Conclusion
If you want to invest a large sum in the share market, investing with ithought PMS is beneficial. The company offers 35.50% 1-year returns, more than triple the Nifty 50 benchmark it uses.
Investors can choose from four strategies depending on the type of segments they want to invest in. The early exit and strategy switch options give customers flexibility with their investments.
You won’t have to think much while investing because re-investing your money is a simple process with ithought.
FAQs on ithought Portfolio Management
Here is the list of FAQs related to the ithought Portfolio Managers.
Which is the Best Strategy for ithought PMS?
The company offers four types of strategies that target different segments for investment. You choose a method that matches your preferred segments.
What is the Minimum Investment in ithought PMS?
The minimum investment amount of ithought PMS is Rs. 50 lakhs. However, there is no upper limit, and you can invest in multiple strategies simultaneously.
What is the Return of ithought PMS?
The returns depend on the investment strategy you choose. The 1-year return is 31.30% for the SOLITAIRE strategy, 53.61% for the VRDDHI strategy, 25.37% for the TRUBLU strategy, and 31.71% for the SPHERE strategy.
Is ithought Portfolio Management good?
If you are looking for a reliable PMS provider that offers high returns, you can invest with ithought. It provides multiple strategies that will help you increase your profit.
What is the fixed commission of ithought PMS?
The company charges 1.5% fixed commissions on the total Fund Value of the customer, and this fee must be paid yearly.
Is a Demat account mandatory for ithought Portfolio Managers?
A DEMAT account is mandatory if you want to invest with ithought PMS. It is only possible to support any PMS provider with a DEMAT account.
What are the Exit Charges of ithought Portfolio Management?
The exit charges depend on the duration of the investment. For the first year, the exit charges are 3.00%. If you exit in the second year of investment, it is 2.00%; for the third year, it is 1.00%.
Who are the current fund managers of ithought PMS?
Mr. Shyam Sekhar is the fund manager of ithought, and he manages all four strategies the company offers.
What is the AUM of ithought Portfolio Management Service?
The asset under management amount of ithought is Rs.1324.85 Crore. The amount is increasing significantly every year.
Do ithought Portfolio Managers Charge Variable Commissions?
Unlike other well-known PMS providers, ithought portfolio managers do not charge yearly variable commissions.