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

Achieve your dream portfolio returns with Solidarity PMS. It is an asset management house that aims for independent and partner-centric investment.

Solidarity Portfolio management is committed to building a solid relationship with clients through good returns. The asset management firm takes a holistic approach to support your financial goals.

Solidarity offers a series of investment options. PMS investments can be an excellent way to save for retirement or other long-term goals.

The Mumbai headquartered firm understands the client’s portfolio as a valuable asset. So, they took utmost responsibility for long-term value creation.

Started in 2011, the asset management body is managing almost 350 active clients with Rs.1700 crore of AUM.

With merely two or three killer strategies, the PMS house gives a return of 18% in one year! The AUM reflects a healthy body.

For long-term asset creation, you can rely on Solidarity Portfolio Managers.

Why Invest in Solidarity PMS?

Investing in Solidarity PMS is an informed decision for clients. But you need to invest Rs.50 Lakh. So, it is essential to know why Solidarity is a destination for many experienced investors.

The firm focused on the very selective use of fund allocation. Here are some of the key reasons why you should invest in Solidarity portfolio management services.

• It targets long-term players, whether firms or clients. So, investors with a short-term goal have limited power in Solidarity.
• PMS investments can be an excellent way to grow your money over time.
• Mainly, long-term investors should join. They have good scopes.
• The PMS house crossed 7.5% return of BSE 500; fund managers target business with an IRR of 25%.
• Fund managers prefer cheap but effective funds to manage their finances.
• Including valuations, the growth life cycle is judged by managers
• Zero dispute agreement to maintain top-level transparency.

Solidarity PMS returns depend on the strategy and fund allocation. Despite a new firm, Solidarity has a continuous history of good returns.

Fund managers target to ‘ buy right’ and avoid companies with poor governance, even if they have good track records.

However, it is good to know that the firm reduces liquidity risks through lower position sizes. The fund managers ensure investors the best of the market.

Solidarity always has a solid dedication to risk management. So, you can get the best returns with minimum loss of assets.

In just a year, Solidarity achieved an impressive growth of 18% and crossed the Nifty 50’s 10% return for the same period. If you extend the analysis to a 3-year horizon, it shows a stunning growth of 29%.

So, it comfortably crossed the Nifty 50’s 20% growth of three years. The PMS house always understands value for your money.

Looking further ahead, you can drag the analysis for five years. You see a robust growth of 20.50%, while Nifty had a record 11.50% return in the same period.

The overall 12-year journey of portfolio management services, Solidarity, solidifies its strong position. Investors can rely on it confidently.

So, these outstanding returns justify the exceptional performances of fund managers. Fund managers are always active in helping clients.

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Solidarity sets a fee structure that fits all sections of clients. So, in some cases, the Solidarity PMS Commission is below the margin of other rivals.

The PMS firm adopted a flexible fee model, levying a fixed fee of 2% of fund value. In addition, a variable AMC fee of 1% is applied to clients.

If you want to contextualize these fees, an investor with an investment of Rs.1,00,000 has to carry a fixed price of Rs.2000.

Fortunately, for variable portfolio management, the charge stands at Rs.1,000. The cost is moderate. Investors have the flexibility to enjoy.

However, exit load is no longer a concern for Solidarity Portfolio Management. You can withdraw anytime without a penalty from the first to the third year.

The flexible exit system is helpful for new clients. In addition, they offer a profit-sharing option if you cannot pay the regular fees of PMS management.

As per this profit-sharing model, if your portfolio performance exceeds 12% return, 20% profit will be deducted.

Before joining the PMS house, a clear understanding of fees or sharing profit is essential.

Best Strategies by Solidarity Portfolio Management Services

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

Depending on the internal rate of return (IRR), PMS has designed various PMS strategies. However, the Solidarity portfolio management strategy contains large to mid-market opportunities.

It included the Prudence Strategy, Emerging Strategy and Clear Leaders Strategy. The asset management firm has a maximum allocation ( 50-60%) on Clear Leaders.

Prudence

Started in 2016, the Prudent strategy aims to scan multi-cap funds. Its 7-year journey is impressive. It is full of growth and good returns.

Presently, it has an attractive return of 17.89% in one year. Following the same growth trend in three years, a 14.48% return has been achieved.

In addition, Mr. Manish Gupta’s brainchild has ensured a 20.92% return in the last five years. Fund managers focus on strong balance sheets and firms with moderate internal rates of return( IRR).

Emerging Leaders

It is a simple and short strategy. Another strategy is Emerging Leaders come with an opportunity of 16% return in one year.

However, this strategy is very new. So, we have to provide at least one year for its performance. But it has the full potential of good returns.

Clear Leaders:

If you want to invest for long-term or short-term benefits, this strategy is for you. Longevity and 15% to 17% internal rate of return( IRR) are top priorities under this strategy.

Under Solidarity PMS, the maximum fund allocation is 50% to 60%. So, it is a top priority among other methods.

The strategy targets companies with substantial growth and rapid expansion in the market segment. So, you can contact RM for more details.

Moreover, fund managers also focus on attractive Internal Rates of Returns (IRRs) ranging between 15% to 17%.

Thus, it reflects the potential for favorable returns on investment. So, under a well-defined investment framework, they ensure good outcomes.

Special Situations:

Under this strategy, fund managers focus on the companies with short-term challenges. There may be some uncertainty due to various factors, such as market conditions and regulatory changes.

While these businesses may need to be more fruitful, they have full potential and will be considered compounders.

Furthermore, it targets a significant Internal Rate of Return (IRR) of over 25%. Such a decision reflects the potential for substantial returns on investment.

So, when companies are in turmoil in a challenging time, the Special Situations Strategy identifies opportunities behind them.

Here are some top-notch Solidarity PMS fund managers:

Mr Manish Gupta

Everything is in the mind of fund manager Mr Manish Gupta, from disciplined management to broadly predictable growth.

Mr Gupta and his team’s relentless efforts help to achieve clients’ confidence in a volatile market. The IIM-A pass-out, Mr Gupta, completed his BE (Chemical Engineering) from BITS Pilani.

He has more than two decades of experience in the Indian Capital Market. Moreover, Mr Gupta’s team has a backup plan when your investment suffers in an uncertain market.

So, it helps to reduce your risk in an uncertain market. The powerful team picks companies based on cost of capital, ROE, longevity, and growth.

In addition, the growth cycle and stable management are also among the key findings. For example, in the growth life cycle, Mr Gupta targets companies between the growing and maturity stages.

For this, they choose health care, spec chemicals and digital-based firms. So, join the ocean of opportunities with India’s best brain.

Some other prominent names are Manjeet Buari, Anirudh Shetty, Naarah Pereira and Aman Thadani. Moreover, the supporting team has a lot of experience.

The whole research team protects your money and ensures good returns. PMS can help you achieve your financial goals, but patience is essential.

Solidarity Portfolio Managers SWOT Analysis

Check out the SWOT Analysis of Solidarity Portfolio Management.

Strength

• Specialized strategies with various risk appetites and goals
• No exit load or penalty from the first year
• Backup support in economic uncertainty or adverse market reaction
• Strong financial performances reflect a dedication
• Transparency and deep analysis

Weakness

• Relatively new brand name in a market
• Shortage of some advanced systems via third-party suppliers
• The firm has a limited scale of operations

Opportunities

• Growing PMS concepts in India
• Launch new products and services like other market leaders
• Partner with other organizations for smooth service ( Joint hand with IT firm for cloud-based service)

Threat

• Technical advancements of rivals
• Entrance of new financial firms in this segment
• Sudden changes by regulators

However, Solidarity PMS faces challenges with a few key customers, such as high operating costs and service-related issues.

The PMS body can overcome these challenges by expanding into new markets.

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Understanding Solidarity Portfolio Management’s unique features is essential to enhance your investment portfolio’s potential.

You can switch any strategies after a penalty of 1% of the fund value. Solidarity focuses on two well-defined strategies, avoiding numerous product lines’ complexity.

So customers can make the right choice without any confusion between multiple product lines. It is noteworthy that Solidarity PMS extends its support to Non-Resident Indians (NRIs).

Thus, a broad client base has been established. The firm encourages all kinds of investors, from short-term to long-term, so they have no exit charges.

As an illustration, if your investment stands at Rs.1,00,000, you must pay only Rs.1,000 to switch to a new strategy. With Solidarity as your partner, control your economic landscape with confidence.

There is a higher possibility of customization in their new strategy. You can verify it from RM. Solidarity PMS fund managers provide a special situations strategy.

It targets businesses undergoing temporary uncertainty and seeks a minimum IRR of 25%. So, it is an excellent relief for investors during tough times.

At Solidarity Portfolio Management Services, their ultimate goal is to achieve client satisfaction through their holistic approach.

The firm has managed Rs.1700 crore of AUM since its inception. So, building effective communication is the key reason behind the success.

That is why Solidarity PMS has multiple communication sources to solve clients’ problems as soon as possible. You can join a preferred one.

Solidarity understands the importance of addressing concerns swiftly. Additionally, some professional relationship managers or RMs support the customer care team.

The energetic team is always ready to help the client base with their skills. You can call them anytime during business days.

However, your in-depth discussions can be taken through the email system. If you need any guidance regarding documentation or market data, email is the best medium.

You can expect a reply within 24 hours. Solidarity’s advanced communication channels are ready for all situations, from managing accounts to investment decisions.

So, the professional and supportive steps of Solidarity justify their dedication to empowering clients at every step.

Managing your portfolio is challenging in this rapidly changing world, and you can’t ignore it. So, the Solidarity PMS dashboard is an appropriate answer to this problem.

The user-friendly and featured-packed dashboard is a strong reason to invest in Solidarity.

Imagine having all your investment activities, operations, insights, and portfolio details neatly organised under one click.

Solidarity PMS dashboard is the ultimate gateway of all these activities. The operations are simple and, first, with the advanced dashboard.

To access the dashboard, click the above link with your username and password. However, the login ID and password will be provided after confirmation of joining and the verification process.

So, enjoy a smooth and hassle-free experience with the Solidarity dashboard.

Solidarity PMS Login

Unlocking Solidarity PMS login is a simple and short process. To get started, click the Client Login section of Solidarity’s webpage.

Once you are there, enter your unique user ID and password in the designated boxes. However, keep in mind that login details and setup guidelines will be shared after your verification process.

The RM will provide the time details after you submit everything to set up an account. The prospectus will disclose the risks involved in PMS investments.

Once you receive the details, hit the login button with your credentials. The personalized dashboard will appear with research insights, funding details, performance reports, and more.

Setting up to manage or monitor your Solidarity Portfolio Management account is easy and hassle-free. The dashboard experience makes the whole experience smooth and effortless.

So, it allows you to have a stress-free time while handling your investments with Solidarity.

How to Invest in Solidarity PMS?

Investing in Solidarity Portfolio Management is prudent as the firm has promising growth with accelerated presence.

If you want to join it, qualify for some basic eligibility and documentation process. It’s good to do your research. Here is a step by step guidance to get you started from scratch.

Eligibility criteria and minimum investment amount:

• Indian residents and Non-Resident Indians (NRIs) can invest in Solidarity PMS.
• Indian or NRI 18 and above are eligible to join. There are no education criteria. It would be best if you had a basic market idea.
• The minimum investment requirement is Rs.50 lakhs.

Essential Documentation and Verification:

The documentation process begins if you meet the eligibility and investment criteria. So, make sure the essential standards are qualified.

Required documents include a filled PMS agreement form (with your copy), a valid Demat Account, Power of Attorney documents, a PAN card for identity verification, and proof of residential address.

Application Procedure:

Contact the Relationship Manager (RM) via phone or email with your documents.

The RM will guide you through the application process, which involves filling out a form.

After successful verification, the RM team will provide you with a client ID and a login password. Make sure to avoid multiple devices for login at the same time.

It is a security threat for users. Your account may be locked.

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Solidarity PMS – Conclusion

From the ability to re-invest for growth to a favorable industry structure, Solidarity Portfolio Management Services always initiates macro-level analysis.

In addition, the firm is always searching for companies with broadly predictable development and quality management.

Its experienced fund managers also focus on buying good companies at a fair price or low price. It is a wise decision to join Solidarity PMS.

Know the risks involved before investing in PMS. The PMS house has a disciplined investment philosophy, strategic decision-making ability, and proven results.

Analysts are also hopeful about its promising growth shortly. Join the PMS body and ride the growth journey.

So, Solidarity is peace of mind where a professional manages your money. It would be best to choose a PMS provider with a good track record.

FAQs on Solidarity Portfolio Managers

Check out various FAQs on Solidarity Portfolio Management Services.

Which is the Best Strategy for Solidarity PMS?

Solidarity PMS has a different strategy with different IRR goals. For example, Clear Leaders’ strategy has a 15-17% IRR target with robust business models.

On the other hand, the Special Situations strategy is designed to protect your assets in economic downturns or regulatory changes.

It has a target of 25% IRR. PMS investments can be an excellent way to grow your money long-term. However, it is good to know that fund managers invest a maximum in the Clear Leaders’ strategy.

And the minimum investment of 10% goes to ‘Special Situation.’ Once you have researched, you can decide which PMS strategy is right.

What is the Minimum Investment in Solidarity PMS?

You must invest at least Rs.50 lakhs to start the Solidarity journey. The investment amount is almost the same for others. So, PMS is not everyone’s cup of tea.

What is the Return of Solidarity PMS?

The return can fluctuate between 18% to 29% depending on various strategies and times.

Before investing in PMS, it is essential to do your research.

Is Solidarity Portfolio Management Good?

Yes, Solidarity PMS is suitable and reliable for investors. It protects your assets and makes productive fund allocation.

The minimum investment amount for PMS is Rs. 50 lakhs. Join it now for better returns.

What is the fixed commission of Solidarity PMS?

2% of the fund value is a fixed commission of Solidarity. It justifies market standards. The RM will give you more information about the scheme, such as its investment goals, risks, and charges.

Is a Demat account mandatory for Solidarity Portfolio Managers?

Yes, you need an active Demat account to join Solidarity PMS. It is an essential criterion. You can only proceed with it.

What are the Exit Charges of Solidarity Portfolio Management?

Fortunately, there are no exit changes from the first to the third year. You can enjoy a smooth exit anytime. PMS can be a good option for long-term investing.

Who are the current fund managers of Solidarity PMS?

Mr Manish Gupta is the fund manager. He is an IIM graduate with a BE degree. His interest in the capital market made him change the field.

PMS is a type of investment where the best brains manage money. PMS can help you reduce risk and ensure good returns.

What is the AUM of Solidarity Portfolio Management Service?

As of 2023, the firm operates Rs.1700 crore with 350 clients. It is an example of hard work and dedication.

Do Solidarity Portfolio Managers Charge Variable Commissions?

Yes, they have a variable commission of 1% AMC. However, it is lower than market leaders. It is an excellent opportunity for you.

PMS investments can offer higher returns than other investments but also have higher risks.