In this rapidly growing world of the equity market, sustainable and quality growth with a budget-friendly price is a search for all finance nerds.

Guess What! Your search ends here at Renaissance PMS, which, with its unique science of fund allocation, is one of the best answers.

With the help of the industry’s best brains, Renaissance portfolio management achieved great investment ideas.

Since day one, Pankaj Murarka’s firm has targets to reduce risks, which is their key strategy for PMS service. Marketers need a backup plan to make sure they can compete.

Here, the Renaissance set a revolution. Renowned for its risk profile analysis, deep understanding of the market, and skill in finding undervalued stocks, the firm has consistently made high returns in the last seven years of market presence.

Total AUM Rs.564.99 Cr.
Avg. 1 Year Return 35.49%
Active Clients 516
No. of Strategies 4
Minimum Investment Rs.50 Lakh
Experience 7 Years

Renaissance PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Pankaj Murarka

Founded In (year)

2017

Why Invest in Renaissance PMS?

Renaissance Portfolio Management Services believes in ‘investing in Good Quality business’ and risk profile control with utmost priority.

Though they claim to be a bottom-up firm, they are confident they can deliver a good return. Here is a breakthrough about its potential and growth story.

  • With a clear idea of the market and funds, the fund managers target undervalued small companies, and the result stands with 49% growth in 3 years of investment.
  • Their top-level analysts coupled with a research-driven and scientific method to scale your returns.
  • From financial placement to reducing risk, the analysts have a foolproof plan to protect only the investor’s interest. Practical risk assessment tools make it a trusted brand name within six years of the journey.
  • Joining Renaissance means receiving adequate support and guidance — whether you are a newbie or an expert.
  • It is ideal for investors who want some hidden gems of the market with a big dream goal.

Renaissance Portfolio Management Service Performance or Returns

1 Year Return

35.49%

Nifty 50 - 1 Year Return

10.74%

3 Year Return

32.54%

Nifty 50 - 3 Year Return

20.15%

5 Year Return

#VALUE!

Nifty 50 - 5 Year Return

11.52%

The battle between risk-return adjustment is designed with modern tools more scientifically. Despite a relatively new entry in the market, Renaissance PMS returns surpass some market leaders as well.

The number game is the final proof of performance. So, in the past year, they have not just stormed the market but skyrocketed with 35.49% returns.

Compared with the Nifty 50’s 10.74%, the firm has genuinely done a market moonwalk. Now, look at a collective picture of 3 years of return; a shining 32.54% leaves investors with zero disappointment.

Meanwhile, Nifty 50’s struggle with 20% is not evil, but the PMS service provider gets all the limelight of the capital market.

A five-year return is also impressive if you zoom out the picture for a broad view. The firm secures investor’s interest with a solid 15% to 16%.

Here, it also overpowers Nifty 50’s 11% returns. The firm has the full potential to run your investment into gold.

Renaissance PMS Commission, Charges or Fees

Fixed Fees

2.5% of Fund Value (AMC)

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 8% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Regarding fee structure, it needs to be transparent to avoid any hiccups in the future. Alright, it’s time to decode the fee structure.

Fortunately, the Renaissance PMS Commission is a reasonable one. The firm has a mixed structure when it comes to fee structure.

Let’s simplify it. A fixed fee of 2.5% of fund value is accounting at the primary stage. The variable AMC appears for ongoing management, charging 1.5% of the fund value.

Now, you clearly understand the costs associated with their portfolios. If your portfolio makes more than 8% returns, the firm employs a profit-sharing fee of 20%.

However, this reasonable 20% cut justifies fund managers’ hard work and promises. Now, check investor flexibility about the exit load fees.

The PMS house charges only a 1% exit fee for the first and the same for the second year. However, there is a complete relief from the third year as there is zero exit fee.

In a nutshell, their fee is standard and investor-friendly. Thus, the PMS house makes it easier for investors to participate.


Best Strategies by Renaissance Portfolio Management Services

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

Strategy Name Midcap Portfolio Alpha Portfolio Opportunities Portfolio Indianext Portfolio
Start Date 01-Jan-18 18-Jan-20 01-Jan-18 19-Apr-18
Category Mid Cap Multi Cap Large Cap Flexi Cap
Benchmark Nifty 50 Nifty 50 Nifty 50 Nifty 50
AUM (Rs.) Not Disclosed Not Disclosed Not Disclosed Not Disclosed
No. of Stocks Not Disclosed Not Disclosed Not Disclosed Not Disclosed
1 Yr. Return 50.68% 31.91% 37.55% 42.88%
3 Yr. Return 32.07% 25.69% 25.89% 38.82%
5 Yr. Return 22.98% NA 18.92% 23.21%
Fund Manager Mr. Pankaj Murarka Mr. Pankaj Murarka Mr. Pankaj Murarka Mr. Pankaj Murarka

Every secret lies in the fund manager’s strategy, from bottom-up stock picking to quality growth.

Though the firm is new in this highly competitive market, it performs like a practised one. Moreover, they open the door for all, from mid-cap to large-cap investors.

Midcap Portfolio

Starting from January 1, 2018, this strategy rapidly caught the attention of investors. Apart from good returns, this fund offers a comfort zone between market stability and growth potential.

While the exact AUM amount is undisclosed, it always discloses a financial commitment to investors’ money. Endorsing a strategic secret, the number of stocks is under the carpet for outsiders.

However, a PMS service holder can ask RM to reveal it. Now, focus on the returns arena and the numbers. The one-year return signals an impressive wealth creation with 50.68% returns.

In the case of three years, the growth story stands at 32.07%. Though the five-year return has yet to unfold, a promising picture is waiting to be figured out by next year.

Alpha Portfolio

This strategy aims to use multi-cap funds to reflect success. The Alpha Portfolio, launched in January 2020, is the brainchild of fund manager Mr. Pankaj Murarka.

Starting against the Nifty 50 benchmark, Alpha portfolio has also undisclosed AUM and many stocks. However, its one-year return speaks volumes at a stunning return of 31.91%.

If you take a long ride, it is also impressive, with 25.69%. If you are looking at the deeper picture, an impressive five-year return is expected within the next two years.

Opportunities Portfolio

It is a well-crafted masterpiece with target stocks of large-cap companies. This gem started unfurling its potential in January 2018.

AUM is not available following the same trend, but the one-year return paints a promising picture with 37.55% returns.

Benchmarking against the Nifty 50, the portfolio boasts 25.89% as three years of return. Moreover, there is no down curve in the five-year scenario, solidifying a return of 18.92%.

Again, it’s the magic of fund manager Mr. Pankaj Murarka.

Indianext Portfolio

Indianext fund strategy is to cope with your investment horizon. Since 2018, this strategy has demonstrated the power of its adverse investment approach.

Here, the fund managers think outside the box amid the challenges of an adverse market.

The investment team focuses on potential investments, analyses financial bodies, and assesses the board’s capabilities.

Overall, fund managers allocate firms time to mature or expand. It has a record of continuously outperforming against the Nifty 50 benchmark.

Regarding the growth story, the one-year return stands tall at 42.88%. Hold your breath! The three-year return story capitalized 38.82% in the short-term market.

Last but not least, a five-year picture is also breathtaking, with 23.21%, reflecting the continuous growth curve of the fund.

Top Fund Managers of Renaissance PMS

#1

Mr. Pankaj Murarka

#2

NA

#3

NA

#4

NA

#5

NA

If you look at the person behind the firm’s success in a highly competitive market, it’s CA Mr. Pawan Parakh’s decade-old industry exposure.

Mr Pawan Parakh

Mr Parakh was previously employed with finance giants like HDFC, Deloitte, Edelweiss, and HSBC, investing the whole experience with this firm.

Backed by a strong team of analysts, the Renaissance PMS fund manager has become a sensation in the industry with jaw-dropping success for a new firm.

However, the rain of returns comes after his microscopic analysis and ultrafiltration of stocks. He also cracked all levels of the prestigious CFA exam.

As per various interviews with leading financial media houses, Mr Parah sounds very selective while picking funds, which is an advantage of the PMS house.

He bets on some chemical, pharmaceutical, and capital goods sectors.


Renaissance Portfolio Managers SWOT Analysis

Here is a well-researched SWOT analysis of Renaissance Portfolio Management to help you understand the current market position and develop growth strategies.

Strength

  • A stellar performance since inception, even nearly 50% in some cases.
  • Multiple strategies for all pockets, risks, and gains.
  • A dedicated team of investment gurus to protect investor’s interests.
  • The fee structure is reasonable and investor-friendly.
  • Supportive team with the utmost support for investors.

Weakness

  • There are fewer known brands in the restricted market.
  • There is no relief in upfront fees or exit penalty.
  • Insufficient data about AUM and invested stocks may discourage some people from joining.

Opportunities

  • The fastest-growing equity market in India.
  • Increasing demand for financial literacy and wealth management services.
  • Full scope to bring more practical strategies like other new rivals.

Threat

  • New entries in an almost monopoly market.
  • Without a strong backup plan, the table can turn anytime during a recession or war.
  • Changes in government regulations and sudden tax changes could significantly impact.

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Investment Facilities provided by Renaissance Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1.5% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Understanding Renaissance Portfolio Management features is equally important before joining the system.

  • The PMS house has four strategies for all pockets, and the switching door is also open.
  • As they have different strategies for onboarding, a customized option is missing.
  • If you have to go through an unavoidable switching strategy, 1.5% of the fund value is charged.
  • The firm welcomes NRI investment.
  • Investors can allow fund managers to take full responsibility for fund allocation.
  • Investors can choose the Non-Discretionary investment option if they want more control.
  • Moreover, investors can leave at any time with 1% exit charges.

Renaissance 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

Strong support is the backbone of PMS service. Here is a brief breakdown of the supportive system of Renaissance portfolio management services.

  • If you want immediate support, dial the helpline during business hours.
  • The email system is there for any conceptual queries and concerns
  • Unfortunately, a real-time chat facility is not available
  • A single fund manager can’t tackle all queries for a valid reason, but RM could help in this case
  • They promise to resolve issues within seven days, maximum.
  • In short, Renaissance has almost all the basic facilities to support your advisory business.

Renaissance PMS Dashboard Link

Web Platform

In PMS service, a dashboard is a financial cockpit of the whole service. They keep the importance of the digital world in mind; the Renaissance PMS dashboard is designed and organized.

The dashboard offers a real-time frame about the portfolio’s growth; this investor-friendly interface rediscovers user experience.

Moreover, a personalized view and customization allow users to set their page with preferences, be it a summary or in-depth analysis.

Investors get advanced tools From market monitoring to tracking portfolios to microscopic analysis. In addition, investors get holding details, alerts, and other notifications to make informed decisions.


Renaissance PMS Login

If you decide to start the PMS service, a login process is a final door to open. Renaissance PMS Login is a simple, quick, and smooth process.

However, investors should check eligibility and documents before getting login credentials. You can ask RM about the details.

The RM will generally check all your papers and initiate a login link. You can expect login details via email. For security reasons, investors are advised to avoid logging in from multiple devices.

It may signal some unusual activities. However, you can click the dashboard link and enter your details. Now, you enter into the world of all essential financial insights.

Even a personalized dashboard has become your virtual office to run the business. The finance house always prioritises your security and safety.

Renaissance PMS Review or Ratings by Finec.in

Overall Rating

7.29 / 10

Portfolio Performance

7.25 / 10

Support

7.44 / 10

Facilities

7.18 / 10

Charges

7.11 / 10

Experience

7.47 / 10

Renaissance Portfolio Management Services - SEBI Details

SEBI Reg. No.

INP000005455

Contact Person

Meghana Kashte

Email ID

pankaj@renaissanceinvest.in

Telephone No.

022 4971 1561

Address

Office No. 710, 7th Floor, C Wing, Mittal Commercia Premises CHS Ltd, Off. M.V. Road. Near Mittal Estate, Marol, Andheri East, MUMBAI, MAHARASHTRA, 400059

Starting Date

May 30, 2017


How can you invest in Renaissance PMS?

So, you have decided to join the Renaissance Portfolio Management system, and it’s a simple process.

Eligibility Criteria:

  • It ensures the investor’s basic knowledge and other fundamentals.
  • If you are an Indian citizen, even an NRI investor can make money after joining the PMS body.
  • You need to be 18 years of age or older.
  • After all these, a minimum amount of ₹50 Lakhs is required.

Documentation:

  • When you are sure about eligibility and investment of ₹50 lakh amount, submit the following essential papers for verification:
  • Fill out the PMS agreement paper and a self-attested copy.
  • Details of your active Demat account.
  • Present the POA documents—a copy of your PAN card.
  • Present a residential address proof.

Joining Process:

Dial the helpline number; they assign an RM for a personalized solution. The dedicated RM manager will initiate the following process. You may need to fill out an online or offline form.

After that, they will contact you to verify the information provided in your form. After that, you will get all the details and login credentials via email.

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Renaissance PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Renaissance Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory


Renaissance PMS – Conclusion

In this vivid world of Renaissance PMS, even COVID-19, a jolt is an opportunity for the house!

Fund manager Mr Parakh and his team were hopeful of a downgrade market amid the shutdown of businesses.

And it’s not a hollow promise; their number reflects the confidence of the wealth management firm.

Renaissance has always had a strong backup plan, from inflation-beating returns to growth-based investing.

Renaissance Investment Managers Private Limited’s director, Mr Parakh, is optimistic about the Indian PMS market, hoping to infuse more investment.

Moreover, a quick digital adaptation is the key to those attractive numbers in every financial year.


FAQs on Renaissance Portfolio Managers

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

Which is the Best Strategy for Renaissance PMS?

Renaissance PMS has four strategies per investors’ risk appetite and return goals. For example, India’s next Portfolio strategy is for above-market returns for the long term.

What is the Minimum Investment in Renaissance PMS?

An investor needs at least ₹50 lakh to join the business. So, make sure that amount before planning.

What is the Return of Renaissance PMS?

Undoubtedly, returns are an above-market category at many times. You could expect a nearby 49% for three years of journey. However, it may fluctuate in adverse conditions.

Is Renaissance Portfolio Management good?

As a reputed investment firm, Renaissance has a strong record of good returns since its inception. The firm had a win-win situation in the covid-hit market, and the average one-year return is nearly 35%!

What is the fixed commission of Renaissance PMS?

Investors are charged 2.5% of AMC fund value.

Is a Demat account mandatory for Renaissance Portfolio Managers?

Yes, an active Demat account is essential to start the service.

What are the Exit Charges of Renaissance Portfolio Management?

The PMS service has fewer exit penalties than rivals. Only 1% of the exit charge is applicable for the first and second years. However, investors are free from exit charges from their three years of journey.

Who are the current fund managers of Renaissance PMS?

CA Pawan Parakh is a fund manager and director of the firm.

What is the AUM of Renaissance Portfolio Management Service?

Since its last five years of the journey, the wealth management system has assembled around ₹283 crores in the PMS body.

Do Renaissance Portfolio Managers Charge Variable Commissions?

1.5% of the fund value is the variable charges of Renaissance PMS.


 

Customer ratings and reviews of Renaissance PMS

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