Tata PMS or Portfolio Management – Returns, Charges, Support & more
Tata PMS, the reliable portfolio management services from Tata Group, is taking shape in the capital market with good returns under a secured environment.
Backed by India’s leading Tata group, Tata Portfolio Management is full of opportunities and productivity.
This asset management house is encouraged by decades of expertise to increase your investment goals.
If you want to unlock the full potential of your wealth journey with personal care, Tata is a prudent choice.
With a legacy of Tata Group, Tata Asset Management Private Limited has committed to the best returns for every investment since 1994.
Following the same dedication in Tata Portfolio Managers, the firm has shown stunning returns with low risk on assets.
| Total AUM | Rs.1467.74 Cr. |
| Avg. 1 Year Return | 29.36% |
| Active Clients | 237 |
| No. of Strategies | 3 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 30 Years |
Tata PMS - Company Overview
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Organization Type
Head Office
Founder
Founded In (year)
Why Invest in Tata PMS?
From personal portfolio to professional management with good returns, there are many reasons to join Tata Portfolio Management Services.
Tata PMS provides investment solutions per individuals’ financial goals and risk appetite. So, these portfolios are not market-influenced products; it is more accurate and specific.
With a commitment to risk-adjusted returns, the PMS body offers the expertise of investment professionals.
Moreover, the PMS body employs a robust risk management platform without funds managers or human interaction!
The unparalleled platform is the solution for many PMS operations, like performance insights and the ability to manage your investments smoothly.
Transparency is a priority of fund managers. So, it has no unethical practice or hidden fund allocation agenda.
Tata offers a complete investment solution with expert management, transparency, and convenient access.
So, Tata Portfolio Management can be a good option for investors who need more time to manage their investments.
Tata 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
With good returns and robust performance, Tata PMS has become an attractive investment destination for many seasoned investors.
The fund managers started to aim for personalized solutions to gain market share. Moreover, it secures investment protection without human interface.
They monitor each strategy closely and ensure timely adjustment so that you can enjoy the best returns.
In just one year, Tata achieved an impressive growth of 29% and crossed the Nifty 50’s 10% return for the same period.
If you take three 3-year periods for better understanding, the PMS made 24%. However, the Nifty 50 had a 20% jump in the same period.
You can take the analysis for a 5-year horizon and see a growth of 13%, while Nifty had a record of 11%. Tata has ensured its brand identity as a trusted partner for decades.
Mr. Kunal Pawaskar’s PMS body is full of opportunities and best returns. So, the fund managers have all growth-related tactics to supply you with the best experience.
Tata PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Tata Portfolio Management has nominal fees for making various investment solutions with attractive returns. Depending on your financial capacities, Tata arranged a unique fee structure for investors.
It is assumed that the fee structure can cover many clients’ pockets. In some instances, the Tata PMS commission rises above its rivals.
However, attractive returns solidify the competitive fee structure. The fund managers follow a flexible fee model, making a fixed fee of 2.5% based on the fund value.
Fortunately, there is no variable AMC fee charged by clients. To put this structure into perspective, an investor with Rs.1,00,000 investment has to pay Rs.2500.
Notably, for portfolios subject to fluctuations, the charge is zero. However, Tata is currently under the grip of the exit load policy.
This policy charges for investors looking to withdraw their investments within short timeframes. In the first year of the withdrawal decision, Tata enforces a penalty of 3% of fund value!
Investors with Rs.1,00,000 seeking to exit their positions within the first year would be fined Rs.3,000. In the second year, the exit load percentage is 2%, showing some relief for clients.
Similarly, in the third year, the exit load reduces to 1%, indicating a trend of continuous penalty reduction for early exit. So, Tata can be a good option for long-term investing.
Best Strategies by Tata Portfolio Management Services
Check out various strategies or Investment approaches provided by Tata Portfolio Managers.
| Strategy Name | Emerging opportunities | ACT | Enterprising India Investment Approach |
| Start Date | 01-Apr-06 | 12-Feb-19 | 10-Apr-06 |
| Category | Small & Mid Cap | Multi Cap | Multi Cap |
| Benchmark | S&P BSE 500 | S&P BSE 500 | S&P BSE 500 |
| AUM (Rs.) | Not Disclosed | Not Disclosed | Not Disclosed |
| No. of Stocks | 37 | 29 | 20 |
| 1 Year Return | 38.96% | 30.67% | 17.46% |
| 3 Year Return | 21.23% | 19.37% | 14.40% |
| 5 Year Return | 17.57% | NA | 12.82% |
| Fund Manager | Mr. Kunal Pawaskar | Mr. Kunal Pawaskar | Mr. Kunal Pawaskar |
Tata Portfolio Strategies is designed to fulfil various requirements, from customization to good returns.
Fund managers focus on numerous aspects like market share, skilled management, growth life cycle, etc. They have limited firms, but these firms have huge potential.
In addition, effective strategies like Emerging Opportunities, ACT, and Enterprising India Investment Approach have a personal solution.
Here are some of the best Tata portfolio manager’s strategies for you:
Enterprising India Investment Approach
This strategy is your tea if you want long-term capital appreciation with a moderate risk level. In this strategy, fund managers target firms with a perfect balance of growth and innovation.
However, a trend has been to scan large-cap funds to maintain moderate to low-level risk appetite.
So, companies with solid management teams, competitive advantages, and potential growth are the targets of the research team. You can discuss with RM for more details about the degree of risks.
With merely 20 stocks, this strategy provided an impressive return of 17.46%, following the same growth, a 3-year return locked at 14.40%. This strategy started in 2006.
ACT Strategy
ACT or Active strategy is the perfect one-stop solution if you want to take moderate risks with mid-cap funds. Here, fund managers check various economic indicators and the firm’s performance.
In addition, this strategy invests in businesses that contribute to the development of India’s economy and society. Starting in 2019, the ACT performed well and minted 30.67% profit in one year.
Though the strategy is entirely new, the best brains of the fund manager and research team have made it more profitable.
Emerging opportunities
Fund managers thoroughly analyze companies’ financials, market trends, and competitive landscapes before making investment decisions.
It builds a diversified portfolio that can fight market fluctuations. It follows market dynamics and technical advancements before fund allocations.
The strategy has strong evidence of good returns amid low risk. For the first year, it recorded 38.96% returns.
Following the same growth in 3-year investment, strategy scales to a record high of 21.23%. Though 5-year growth is 17.57%, it surpasses many market leaders for the same period.
Overall, Tata PMS builds a strategic blend with active management and monitors emerging trends. PMS can be a good option for long-term investing.
Top Fund Managers of Tata PMS
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Whether a new strategy or an old one, Tata Portfolio Managers has some of the best brains in the industry to manage AUM.
Tata PMS Fund Managers and research team work continuously in portfolio management to maintain risk-return awards.
Kunal Pawaskar
Kunal is an IIM-Indore alumni, principal officer and head of PMS at Tata Asset Management. He has been an equities and asset creation expert for the last two decades.
In addition, he also has an interest in algorithmic factor-based strategies. During the Tata fund allocation strategy, Mr Pawaskar and his team allocated a significant section in large-cap funds (38%).
Kunal also stresses various industries like financial services, automobiles, industrial manufacturing services, IT, and consumer goods.
The team conducted in-depth research and analysed the growth cycle before funding it.
Tata Portfolio Managers SWOT Analysis
Here is the detailed SWOT analysis for the TATA portfolio managers:
Strength
- Tata’s brand name and century-old legacy help to gain investors’ trust.
- Diversified fund allocation and in-depth research to reduce the risk profile.
- Customised and flexible solutions to meet the different needs of investors.
- Successful track record of generating impressive returns through automatic risk control mechanisms.
- Deep research and accurate analysis.
Weakness
- Comparatively higher fixed fees can eat into profits
- Exit load is also increased for the first and second years, discouraging short-term investors
- Some investors may have difficulties understanding risk profiles due to the communication gap.
Opportunities
- Growing opportunities for PMS solutions in the domestic market
- Increase in individuals’ interest in customised PMS solutions
- Adapting error-free tech like machine learning and AI for better results with cloud-based solutions
Threat
- Price is a threat as other rivals have a better option
- Uncertain market needs backup solutions
- International downturn and geo-political tension could cause a problem.
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Investment Facilities provided by Tata Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Tata PMS provides investment facilities to increase your portfolio’s potential. So, understanding these Tata Portfolio Management features enables you to make informed decisions.
One prominent facility is to switch strategies between Tata. While there is a penalty of 1.1% of fund value for hitting approach, this helps to change your goal with market direction.
Importantly, Tata applies three unique strategies, spreading all kinds of funds. The well-defined strategies help to avoid any dicey situation with multiple products.
These strategies are designed by keeping in mind to avoid overwhelming information with complex options.
In addition, Tata also extends its service to the NRI section. Thus, it creates a diverse and broad client base.
Unfortunately, there is no facility for free exit charges in the first or second year. You must pay a 3% penalty for a withdrawn decision in one year.
Tata goes beyond traditional practices and offers product customization in their new strategies. It is the best option if you search for PMS solutions with in-depth analysis and personal care.
With Tata Portfolio managers as your investment partner, you can face tough times with confidence. Moreover, they help to organize your economic landscape effectively.
The PMS house also allows the discretionary method, which helps fund managers make decisions on their behalf.
Tata Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
With its dedicated customer care support, Tata Portfolio Management Services is committed to clients. The Rs.800 crore AUM empire is built based on productive communications.
Tata has made multiple communication channels by understanding the importance of effective communication.
To address customer queries instantly, the PMS house assigned a team of dedicated RMs.
The customer care team’s energetic approach and commitment to excellence ensure clients receive the required support.
So you can reach out to customer care during business hours. They will guide you to a real-time problem-solving experience. For detailed solutions, the email system is the productive way.
The advanced communication channels are not limited to routine queries; you can raise account-related issues and investment-related guidance. Invest wisely with Tata PMS.
Tata PMS Dashboard Link
Web Platform
Effective management of portfolios is a priority for all investors, and it must be noticed. Fortunately, the Tata PMS dashboard offers an effective solution.
The user-friendly dashboard provides a smooth business experience. Get your portfolio management-related activities like investment, operational details, and insights under a single click.
So, the Tata Portfolio Management dashboard is the ultimate gateway to access all critical functions. To access this powerful link, click the above link with your user ID and password.
It is important to note that login credentials will be released once you confirm joining. However, you have to wait a few days for verifications, and it’s all about the security of the users.
Users can easily navigate and monitor their investments in real-time with its convenient and tricky design. So, enjoy a smooth portfolio management experience with the Tata dashboard.
Tata PMS Login
If you want to get access to Tata PMS login credentials, it’s a simple, short, and fast process. You can start by visiting the ‘Client Login’ section.
Once there, fill in the designated area with the user ID and password details. It is good to note that RM will share login details and set up guidelines after your verification process.
Your RM will provide the timing details after you’ve completed the necessary submissions for account setup.
After receiving the login details, click on the login section and input your details. Your personalised account has funding details, performance reports, and more.
From setup of the login process to ongoing investment management, managing your Tata login account is simple. PMS can be a good option for long-term investing.
Tata PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Tata Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
How to Invest in Tata PMS?
Undoubtedly, investing in Tata Portfolio Management is a wise decision with its promising growth and fast expansion.
To become a part of its growth journey, you must qualify for basic eligibility criteria and complete some documentation.
Here’s a step-by-step guide to get you started from the primary stage. PMS can help you reduce risk and ensure good returns.
Eligibility Criteria and Minimum Investment:
Both Indian residents and Non-Resident Indians (NRIs) can invest. Any individual, whether Indian or an NRI, must be 18 or above.
Basic Documentation and Verification:
The documentation process will start if you meet the eligibility and investment standards. Essential documents include:
- A filled PMS agreement form (along with your copy)
- A valid Demat Account
- Power of Attorney documents
- Your PAN card for identity verification and valid proof of your residential address.
Application Procedure:
- Initiate the process by contacting the dedicated Relationship Manager (RM) via phone or email and submitting your necessary documents.
- The RM will guide you through the application process, assisting you in completing the requisite forms.
- Upon successful verification, the RM team will furnish you with a unique client ID and a secure login password.
- Some PMS houses use remote control software to initiate the setup process; you can verify from RM.
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Tata PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Tata Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof
Tata PMS – Conclusion
With Tata’s extensive experience and expertise in the financial sector, their PMS house is doing great regarding good returns with low risk.
As a leading portfolio management brand in India with Tata’s brand image, the PMS body beats several milestones.
However, critics recommend reducing its exit load fee and fixed charge to increase market share. Its fund managers always prefer companies with good management and growth history.
The PMS firm reflects all healthy signs through a proper research team since its inception. Suppose you are looking for a reliable and experienced portfolio management service provider.
In that case, Tata PMS is an excellent option to consider. Know the risks involved before investing in PMS. The RM will give you more information about the scheme.
FAQs on Tata Portfolio Management
Here is the list of FAQs related to the TATA Portfolio Management Services.
Which is the Best Strategy for Tata PMS?
Some famous strategies include ACT, Emerging Opportunities, and Enterprising India Investment Approach.
Each strategies have different firms with different percentage of fund allocation. They also arrange a customized portfolio as per your risk tolerance.
So, contact the RM with your goals for the best advice. It would help to talk to an advisor before investing in Tata PMS.
What is the Minimum Investment in Tata PMS?
It would help if you started your PMS journey with Tata.
What is the Return of Tata PMS?
Depending on various strategies and times, Tata marks impressive growth. For example, it secures 29% growth in the first year.
Following the same growth curve, Tata Portfolio Management enjoyed 24% growth for three years of investment. Tata can help you reach your goals.
Is Tata Portfolio Management good?
Yes, Tata PMS is good and reliable. It has a record of good returns.
What is the fixed commission of Tata PMS?
The fixed commission of Tata is 2.5% of the fund value. However, it is slightly higher than other market leaders.
Before investing in PMS, it is essential to do your research. The RM will give you more information about the scheme, such as its investment goals, risks, and charges.
Tata can help you reach your financial goals.
Is a Demat account mandatory for Tata Portfolio Managers?
You need a Demat account to start Tata operations. You can only proceed with it.
What are the Exit Charges of Tata Portfolio Management?
Unfortunately, the exit charge is not accessible for Tata. It comes with a 3% exit charge for 1st year and 2% for a second year.
Who are the current fund managers of Tata PMS?
Mr. Kunal Pawaskar is the current fund manager and is responsible for the PMS strategies of Tata.
What is the AUM of Tata Portfolio Management Service?
Tata manages Rs.874 crores of AUM.
Do Tata Portfolio Managers Charge Variable Commissions?
There is no Variable Commission for Tata body.