Old Bridge PMS or Portfolio Management – Returns, Charges, Support & more
Old Bridge Capital Management is a relatively new player in the Indian financial sector but has already made a name for itself.
This private company was founded by Kenneth Andrade in 2015 and has since grown to become one of the best new portfolio management agencies.
Old Bridge Portfolio Management services emphasize avoiding market risks and making a high return, two factors that have attracted customers to its services.
In this article, we will discuss the overall performance of Old Bridge PMS, its charges, strategies, customer support, and more.
| Total AUM | Rs.1197.29 Cr. |
| Avg. 1 Year Return | 19.16% |
| Active Clients | 445 |
| No. of Strategies | 3 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 9 Years |
Old Bridge PMS - Company Overview
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Organization Type
Head Office
Founder
Founded In (year)
Why Invest in Old Bridge PMS?
The main objective of Old Bridge is to establish long-term business models that will reduce capital losses and yield high returns.
The company places a high priority on safeguarding customer assets to create reliability and trustworthiness.
Old Bridge Portfolio Management Services may be new, but the fund managers are highly skilled and experienced.
Here are the benefits of investing with Old Bridge:
- The company offers a diverse portfolio and multiple strategies to satisfy clients’ needs.
- They invest through a self-regulatory screening that helps the company make innovative investment decisions.
- Customers get updates through email and text messages, allowing them to stay updated on the portfolio.
- Customer assets are safeguarded against market turbulence, and stock valuation is carefully calculated to maximize return.
- Old Bridge Capital Management strongly emphasizes purchasing stocks at the right time to maximize profit.
Old Bridge 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
If we compare the Old Bridge PMS Returns with the benchmark index Nifty 50, you will see that Old Bridge returns are just as good as Nifty 50.
In some cases, it’s even higher. The 1 Year Return of Old Bridge is 19.16%, but the 1 Year Return of Nifty 50 is just 10.74%, a number that is almost half of Old Bridge’s.
The 3-year return and 5-year return of Old Bridge are calculated using CAGR (Compound annual growth rate). The 3 Year Return of NIfty 50 is 20.15%, higher than the 18.68% 3 Year Return of Old Bridge.
In the case of 5-Year Returns, Old Bridge triumphs again. The 5 Year Return of Nifty 50 is 11.52% while the 5 Year Return of Old Bridge is 20.08%, almost double of Nifty 50.
Old Bridge PMS Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
When customers enquire about the details of a portfolio management service, they first want to know about the fee. Reasonable charges and transparent policies are the bedrock of customer loyalty.
Here is the Old Bridge PMS Commission customers pay the company. The Fixed Fee for the portfolio management service is 2.25% of the Fund Value.
There is no Variable AMC fee in Old Bridge. The Variable Profit Sharing fee is 20% when the profit is more than 8%. When it comes to exit load, there are three different fee structures.
The Exit Load for the 1st Year is 3.00%, the Exit Load for the 2nd Year is 2.00%, and the Exit Load for the 3rd Year is 1.00%.
Best Strategies by Old Bridge Portfolio Management Services
Check out various strategies or Investment approaches provided by Old Bridge Portfolio Managers.
| Strategy Name | All Cap Portfolio | Thematic Portfolio | Prestige Fund |
| Start Date | 01-Apr-15 | 17-Feb-16 | 15-Nov-19 |
| Category | Multi Cap | Flexicap | Large Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | Nifty 50 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Year Return | 18.29% | 12.85% | 26.34% |
| 3 Year Return | 14.95% | 18.35% | 22.75% |
| 5 Year Return | 26.45% | 15.88% | 17.90% |
| Fund Manager | Mr. Kenneth Andrade | Mr. Amit K. Jasani | Mr. Sanjay Dam |
All portfolio management services employ different strategies to suit the customers’ needs and to make a profit.
Old Bridge Portfolio Managers Strategy is made by professional strategy experts who decided to create three strategies, each controlled by different fund managers.
Here are the three strategies the company offers to its customers.
All Cap Portfolio
The All Cap Portfolio strategy was created in 2015 and used by the fund manager to target stock categories with great potential.
Under this strategy, the stocks are bought and kept for a significant amount of time. Finding businesses with low debt and high capital is the main criterion for successfully applying this strategy.
However, one of the critical components of this portfolio strategy is diversifying the stocks. It is a multi-cap strategy that uses the S&P BSE 500 as its benchmark.
The company does not disclose the AUM and the number of stocks. The 1 Year Return from this strategy is 18.29%, the 3 Year Return is 14.95%, and the 5 Year Return is 26.45%.
Thematic Portfolio
The Thematic Portfolio is another high-profit strategy of Old Bridge. This method makes investments in the sectors that are expanding quickly. The strategy was created in 2016.
In this instance, the portfolio created will be a Flexi Cap portfolio with the Nifty 50 as the benchmark index. The company does not disclose the AUM and the number of stocks.
The 1 Year Return from this strategy is 12.85%, the 3 Year Return is 18.35%, and the 5 Year Return is 15.88%.
Prestige Fund
Prestige Fund is for investors ready to take long-term risks and are well-versed in the share market. The goal is to make the highest returns possible. This strategy was created in 2019.
This Large Cap strategy uses the S&P BSE 500 as its benchmark. Like the other two strategies, the company does not disclose the AUM and the number of stocks.
The 1 Year Return from this strategy is 26.34%, the 3 Year Return is 22.75%, and the 5 Year Return is 17.90%.
Top Fund Managers of Old Bridge PMS
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Old Bridge Capital Management was founded by Kenneth Andrade in 2015. He assembled a group of experts to help him with the challenging process of managing a successful finance company.
Currently, there are three Old Bridge PMS Fund Managers who lead the three strategies of the company.
Mr. Kenneth Andrade
Kenneth Andrade is the founder of the company, and he directs and oversees the investment process of the All Cap Portfolio strategy.
He has an impressive 15-year track record working in some of the most successful equities funds. He also has 30 years of expertise in Indian Capital Markets, portfolio management, and investment research.
When he was the Chief Investment Officer of IDFC, Kenneth managed a $8 billion corpus. In addition to working as one of AUM’s most significant equity funds, he was also in charge of developing the firm’s equity franchise.
Mr. Amit K. Jasani
Amit K. Jasani is the fund manager of the Thematic Portfolio strategy.
He is the director of Amit Jasani Financial Services Private Limited and Agarwadi Fiscal Services Limited and the co-director of Old Bridge Capital Management Private Limited and Old Bridge Asset Management Private Limited.
Mr. Sanjay Dam
Sanjay Dam manages the Prestige Fund of Old Bridge PMS. He has been known for leading the risk management strategies of Old Bridge by emphasizing low valuations and less leverage.
He has been with the company since its inception in 2015.
Old Bridge Portfolio Managers SWOT Analysis
Read this SWOT analysis’s details before investing with Old Bridge Portfolio Management.
Strength
- Investment strategies are created for short-term and long-term financial gains to satisfy all customers.
- The company has seen significant growth and an increased client base in recent years.
- It can provide several financial services to its clientele, and that helps retain customers.
- Old Bridge PMS has been providing its clients with significant returns, which has lured many customers to the company.
- The company offers rapid customer care services to solve clients’ issues.
Weakness
- Old Bridge needs more rural presence, which can hurt company growth.
- The company’s holdings in mutual funds have decreased significantly, which can damage the company.
- Bad assets and loans that cannot be repaid can cause the company significant financial loss.
Opportunities
- Old Bridge should invest in new technologies to bring structural and functional changes to its business model.
- Expanding outside the urban areas can help the company find a large client base.
- Providing more sophisticated online services and better access can help the company attract young customers.
Threats
- New government policies can sometimes restrict the actions of financial sectors and harm businesses.
- International economic downturns and market turbulence can impact the Indian share market.
- The modern financial sector depends on the Internet, and hackers may cause significant problems if online safety is not maintained.
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Investment Facilities provide by Old Bridge Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Customers expect flexibility when they invest with a PMS provider. The more customer-friendly services a PMS can offer, the more it can attract new customers.
Therefore, the company directors have made the Old Bridge Portfolio Management Features lucrative and customer-friendly.
- Customers can opt for a custom strategy to suit their needs.
- Clients who are unsatisfied with their current strategy can choose Strategy Switch.
- The applicable Switch Charges are just 1% of the fund value.
- The company allows NRI Investment.
- Clients can enjoy the benefits of Discretionary and Non-Discretionary services based on their requirements.
- Customers can Early Exit, but a 3% Early Exit Charge will apply if the Exit is before one Year.
Old Bridge Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Old Bridge has built a solid reputation for customer satisfaction because a loyal client base is necessary to stand out in a saturated market.
It offers dependable customer care support, and clients regularly give the company high ratings for quick problem-solving.
Old Bridge Portfolio Management Services has trained customer service personnel who are always ready to assist users with any issues.
Customers can email customer care support or call the helpline number at any moment to resolve concerns.
The issue-resolving time is just five working days. Dedicated RM Support is also available for all customers. One issue the company needs to solve is the need for chat support.
To enhance company reputation, Old Bridge can also opt for the Fund Manager Interaction option that some other PMS providers offer.
Old Bridge PMS Dashboard Link
Web Platform
Old Bridge PMS Dashboard is a good option for customers who want to stay updated on their portfolio.
You can reach the dashboard through any web platform by clicking the link provided in the table above.
When you subscribe to the PMS service, the company will automatically give you access to the dashboard.
Clients can monitor investments, check fees, and analyze investing techniques from the dashboard.
Old Bridge PMS Login
To check the dashboard, customers need Old Bridge PMS Login information. You can login via the login credentials i.e. email id & password.
You can click on the dashboard link. Then input your username or email id & also input your password. After hitting the login button, you will get access to the dashboard.
Post login, you can check your portfolio details, your profile details & more.
Old Bridge PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Old Bridge Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
How to Invest in Old Bridge PMS?
To invest in Old Bridge Portfolio Management, you must fill out an application form you will receive by clicking the tab below named “Invest as PMS”.
You must provide basic details such as name, address, financial status, and proof of your identity. However, not everyone can receive Old Bridge portfolio management services.
To qualify for the portfolio management service, you must fulfil these criteria-
- The client must be at least 18 years old.
- The client must invest the required minimum investment amount of 50 lakhs.
If you meet the requirements for the application procedure, Old Bridge PMS will need documents from you to build your portfolio.
All clients have to provide these documents.
- PMS Agreement
- POA
- Demat Account information
- PAN details
- Address Proof (Aadhar/Voter ID/Passport)
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Old Bridge PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Old Bridge Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
Old Bridge PMS – Conclusion
Even though Old Bridge has yet to have years of presence in the financial market, unlike some of its competitors, the Old Bridge PMS has gained loyal and active users.
The company has excellent potential and yields high returns using innovative investment techniques.
The commissions and charges of the company are reasonable, an essential factor behind client satisfaction.
After considering all these details, investing with Old Bridge Portfolio Management is an option one can go for.
FAQs on Old Bridge Portfolio Managers
Here is the list of FAQs related to the Old Bridge Portfolio Management Services.
Which is the Best Strategy for Old Bridge PMS?
Old Bridge PMS offers three types of investment strategies for its customers. All Cap Portfolio, Thematic Portfolio, and Prestige Fund are great options, and customers choose the one that best suits their needs.
What is the Minimum Investment in Old Bridge PMS?
The minimum investment amount is Rs. 50 Lakhs.
What is the Return of Old Bridge PMS?
The average one-year return is 19.16%.
Is Old Bridge Portfolio Management good?
Yes. Even though Old Bridge is a relatively new company in the financial sector, it is very reliable. It also generates high returns for its customers.
What is the fixed commission of Old Bridge PMS?
The fixed commission is 2.25% of the Fund Value.
Is a Demat account mandatory for Old Bridge Portfolio Managers?
Yes. All customers must have a Demat account to sign up.
What are the Exit Charges of Old Bridge Portfolio Management?
The first-year exit charge is 3%, the second-year exit charge is 2%, and the third-year exit charge is 1%.
Who are the current fund managers of Old Bridge PMS?
Mr. Kenneth Andrade, Mr. Amit K. Jasani, and Mr Sanjay Dam are the current fund managers. The company was founded by Kenneth Andrade in 2015.
What is the AUM of Old Bridge Portfolio Management Service?
The Total AUM of Old Bridge portfolio management service is Rs.1197.29 Crore.
Do Old Bridge Portfolio Managers Charge Variable Commissions?
Old Bridge portfolio managers do not charge any variable commission.