O3 Capital PMS or Portfolio Management – Returns, Charges, Support & more
O3 Capital PMS started in 2007, operating at its total capacity; the brokerage house offers a complete solution in the industry.
The company has more than 200 active clients working with them. The investors must invest at least 50 lakhs to start working with them.
O3 Capital Portfolio Management Services are an excellent solution for new and experienced investors who want to earn extra income.
Many companies are offering PMS solutions; in this article, you will see O3 Capital Portfolio Managers and learn about its strategies, SWOT analysis, login, etc.
| Total AUM | Rs.3,363.56 Cr. |
| Avg. 1 Year Return | 30.08% |
| Active Clients | 326 |
| No. of Strategies | 4 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 7 Years |
O3 Capital PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Why Invest in O3 Capital PMS?
The O3 Capital PMS have their headquarters in Mumbai and was founded by Shyam Shenthar. The average return for the first year with the O3 Capital is 30.0%.
Here is the list of reasons you should invest in O3 Capital Portfolio management services:
- No exit load charges are attached to the O3 Capital. The new investors can take advantage of this facility.
- The client support services provided by the brokerage house are upto the market. They ensure that every client query is answered within the stipulated period.
- PMS investments are a fantastic way to earn passive income.
- Fund managers assess and customise their strategies per the changing market patterns.
O3 Capital 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
When making any investment, people usually enquire about the return or performance of the fund they invest in.
They are very keen to know about the company’s past. If the investor is a beginner, there can be many queries about performance, payout, etc. To assess O3 Capital returns, we will compare it with Nifty50.
For the first year’s return, O3 Capital can give you a 30% return compared to the NIfty50, which can only provide a return of 10.74% for funds.
O3 Capital PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Before investing, you must enquire about the company’s fees or charges. Invest your money after knowing about the costs of O3 Capital. Here is the O3 Capital PMS commissions list:
- The fixed fees are 2.5% of the AMC or fund value.
- The variable AMC for the brokerage house is 2% of the fund value or AMC.
- The variable profit sharing is 15% if the profit value is over 10%.
- The exit load for O3 Capital is 0.00%.
Best Strategies by O3 Capital Portfolio Management Services
Check out various strategies or Investment approaches provided by O3 Capital Portfolio Managers.
| Strategy Name | Core Value Strategy – Concentrated Option | Core Value Strategy – Regular Option | Special Situations Portfolio | Thematic Opportunities Portfolio |
| PortfolioStart Date | 15-Apr-19 | 14-May-19 | 01-Aug-22 | 16-Nov-22 |
| Category | Multi Cap | Multi Cap | Small Cap | Thematic |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Rs.916.38 Cr. | Rs.916.38 Cr. | Not Disclosed | Not Disclosed |
| No. of Stocks | 15 | 22 | Not Disclosed | Not Disclosed |
| 1 Year Return | 27.60% | 34.38% | 76.04% | 28.72% |
| 3 Year Return | 19.63% | 23.20% | NA | NA |
| 5 Year Return | NA | NA | NA | NA |
| Fund Manager | Mr Sundaram | Mr. E. A. Sundaram | Mr Sundaram | NA |
Here is the list of O3 Capital Portfolio Management strategies:
Concentrated Option
- The strategy was started on 15 April 2019.
- The fund manager for the concentrated option is Mr E. A. Sundaram.
- The first-year return is 27.60%, and the third-year return is 19.63%.
- The number of stocks assessed under the O3 Capital concentrated option is 15.
- The assets under management for the strategy are Rs.916.38 Cr.
Regular Option
- The strategy was created and executed on 14 May 2019.
- The fund manager for the traditional option strategy is Mr Sundaram.
- The first-year return is 34.38%, and the third-year return is 23.20%.
- The number of stocks that can be assessed under the O3 Capital regular option is 22.
- The assets under management for the strategy are Rs.916.38 Cr.
Special Situations Portfolio
- The strategy was introduced recently on 1 August 2022.
- The fund manager for the particular situation portfolio strategy is Mr Sundaram.
- The first-year return is 76.04%.
Top Fund Managers of O3 Capital PMS
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Mr E. A. Sundaram has worked with O3 Capital for four years. Mr Sundaram has 27 years of in the investment industry, working for many products like fund management, equity, etc.
Before being O3 Capital PMS fund manager, he has worked with PGIIM India Investor Pvt Ltd for five years. He has also worked as a fund and portfolio manager for many companies.
Mr Sundaram has completed his postgraduate studies at IIM-Ahmedabad. His diversified experience in the finance sector has helped him in customizing the strategies for O3 Capital.
He has directed the company’s plans, and the investors have reaped good returns in recent years.
O3 Capital Portfolio Managers SWOT Analysis
The SWOT analysis is critical if you want to know about any company as it will help you assess every minute detail about the brokerage house.
Here is the O3 Capital Portfolio Management SWOT analysis.
Strength
- The AUM for O3 Capital is Rs.2439.17 Cr., one of the industry’s best.
- There are no early exit charges aswell.
- O3 Capital provides non-discretionary and discretionary services.
- The investor can customize his investment strategy and switch to any other one.
- The charges for O3 Capital PMS are reasonable.
Weakness
- Chat support needs to be provided.
- Being relatively new in the market, they need to cater to more clients for investment.
- A minimum investment of 50 lakhs will only allow a few investors to contact O3 Capital.
Opportunities
- Fund manager interaction is not allowed, which is essential for building trust.
- The PMS concept is still in a nascent stage in India.
- The brokerage house should have more local branches to reach clients from far-flung areas.
Threat
- PMS investors can feel affected by stock market instability.
- New investment products are launched daily, and investors can drift to other sectors and products.
- Technical advancements in the industry can leave the PMS behind if they cannot update their platforms on time.
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Investment Facilities provided by O3 Capital Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
O3 Capital’s portfolio management features are excellent and competent in the industry. The brokerage house has a team of portfolio managers to assist the investors in creating strategies.
Here is the list of O3 Capital investment facilities:
- The brokerage house allows investors to create custom strategies. If one system is not beneficial enough, they can switch it at 1.2% of the fund value.
- The company also allows the NRIs to invest their money.
- They allow early exit for the investors, and there are no extra charges.
- Non-discretionary and discretionary services are also allowed by O3 Capital PMS.
O3 Capital Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
O3 Capital provides every possible management support to their clients. They have devised a system to provide call and email support for clients with queries.
The clients can contact the O3 Capital at 022 6111 5700 and email them on [email protected]. A dedicated relationship manager can also help them whenever any help is required.
The O3 Capital management support does not support a chat facility and doesn’t allow the client to interact with the find managers.
On contacting email support, the TAT for resolving the query is five working days.
So, if you have anything in mind or are looking for answers, please contact O3 Capital portfolio management services on the handles mentioned above.
O3 Capital PMS Dashboard Link
Web Platform
The O3 Capital PMS Dashboard link will take the investor to the login page, where they need to enter the login details provided to them and access their dashboard.
This PMS offers a comprehensive dashboard to the investors where they can keep checking the company feeds, strategies implemented, etc.
The investor can view all the details via the O3 Capital dashboard. The dashboard link allows the investor to access their account from anywhere.
O3 Capital PMS Login
Every investor can receive the login details for their dashboard. The login details are essential for investors to monitor their progress occasionally.
Login details are confidential and should not be shared with anyone. The dashboard will help you look at the performance, research insights, parameters, etc.
The O3 Capital PMS login details are transmitted via confirmation email of the account.
O3 Capital PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
O3 Capital Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
How to Invest in O3 Capital PMS?
For any investor to start investing in the O3 capital PMS, they should look for eligibility criteria first. Every investor needs to qualify for financing in O3 capital.
Here are some key pointers to know if you wish to invest in O3 Capital.
- The applicant should be 18 or older.
- They should be an Indian citizen or NRIs.
- The minimum investment he needs to make with O3 Capital to start working with them is 50 lakhs.
All the above pointers are taken into consideration for the application. They need to qualify them to start their work with O3 Capital Portfolio Managers.
Once you find yourself eligible, hit the button at the bottom of the page, “Invest in PMS”. A form will open before you fill it up and submit it.
You will receive a call from the executive asking you to submit all the relevant documents like POA, agreement, PAN, Address proof, etc. The detailed procedure should be followed.
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O3 Capital PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with O3 Capital Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
O3 Capital – Conclusion
Working with O3 Capital PMS is an excellent idea for new and experienced investors. With a great track record of over ten years, the O3 Capital has an AUM of Rs.2439.17 Cr.
It brings a 30.08% return in the first year of the investment. The company caters to both NRI and Indian investors. O3 Capital allows investors to customize strategies and even enables them to switch plans.
The customer care services of O3 Capital are one of the best in the industry. If any investor seeks the best possible option to maximize their potential, he can contact O3 Capital.
FAQs on O3 Capital Portfolio Management
Here is the list of FAQs related to the O3 Capital Portfolio Management Services.
Which is the Best Strategy for O3 Capital PMS?
The O3 Capital Portfolio Management Service has three strategies for handling funds. The concentrated option is one of the best strategies for the O3 Capital PMS.
What is the Minimum Investment in O3 Capital Portfolio Managers?
O3 Capital has more than 200 active investors working with them. The minimum investment required to start working with O3 Capital Portfolio Managers is 50 lakhs.
What is the Return of O3 Capital PMS?
The return for the first year for O3 Capital PMS is 30.0%. The O3 Capital has three strategies, i.e. concentrated option, regular option and exceptional situation portfolio.
Is O3 Capital Portfolio Management good?
O3 Capital portfolio management is among the best in the PMS industry. The company started over a decade ago and offers a great return from the first year.
What is the fixed commission of O3 Capital PMS?
The fixed commission for O3 Capital PMS is 2.5% of the fund value. The brokerage house has a team with extensive experience in the finance sector.
Is a Demat account mandatory for O3 Capital Portfolio Managers?
The Demat account is compulsory if you work with the O3 Capital Portfolio Managers.
What are the Exit Charges of O3 Capital Portfolio Management?
There are no exit charges with O3 Capital Portfolio Management. It is one of the best facilities for beginners as they can invest without issues and exit anytime.
Who is the current fund manager of O3 Capital PMS?
Mr. E. A. Sundaram is known to be a fund manager working for the O3 Capital SINCE 2019. O3 Capital PMS, functioning under his leadership, has expanded its businesses in many new territories.
What is the AUM of O3 Capital Portfolio Management Service?
Assets under management for O3 Capital Portfolio Management Services are of 2439 Cr. This is a very large amount for any PMS brand.
Does O3 Capital Portfolio Managers Charge Variable Commissions?
The charge for variable commission for O3 capital portfolio managers is 2% of the fund value. Every investor needs to pay this commission.