Motilal Oswal PMS Vs Accuracap PMS
| |PMS Comparisons
Motilal Oswal PMS VsĀ Accuracap PMS (Portfolio Management Services) is one of those comparisons you might be looking for in case you are really serious about getting Portfolio management services for your capital.
Well, you have landed at the right spot!
In this detailed comparison, we will be talking about some of the specific areas you must be looking at and considering before making the final call about which financial house you want to end up with.
To give you a background,Ā Motilal Oswal PMS is known to provide reasonable returns, comes with a strong management team and has customized portfolio management strategies to offer depending on the client requirements.
At the same time, Accuracap PMS has its in-house proven strategies named Alpha 10 and Pico power that is has been using over the years for 1000s of its clients. These strategies have time and again proven to bring high returns to the investments in the range of 15% to 17% over a period of time.
While comparisonĀ Motilal Oswal PMS Vs Accuracap PMS at length, we will be looking at the following areas:
- Company Background
- PMS Strategies
- Yearly Returns Expectations
- Commission% across Models
- Other/Hidden Charges
- Features
- Pros/Cons
This comparison will certainly help you to take an objective decision and not get biased by what sales team of each of these businesses has to say.
OVERVIEW | ||
Incorporated In the Year | 1987 | 2009 |
Founders | Mr Ramdeo Agrawal and Mr Motilal Oswal | Raman Nagpal, Naresh Gupta |
Company Type | Private | Private |
CRUCIAL CONSIDERATIONS | ||
PMS Strategies | Value strategy, Next Trillion-Dollar opportunity, India opportunities portfolio strategy | Pico Power, Alpha 10 |
Commission Models | Prepaid commission, Volume-based commission, Profit sharing commission | Prepaid commission, Volume-based commission, Profit sharing commission |
Investment Plans | Bronze (ā¹25L ā ā¹50L) Silver (ā¹50L ā ā¹1 Cr) Gold (ā¹1Cr ā ā¹5 Cr) Platinum (ā¹5 Cr & above) | Bronze (ā¹25L ā ā¹50L) Silver (ā¹50L ā ā¹1 Cr) Gold (ā¹1Cr ā ā¹5 Cr) Platinum (ā¹5 Cr & above) |
Customer Support TAT for Issue Resolution | 7 Business Days | 15 Business Days |
Active Clients | 20,624 | 3,000+ |
ADB Rating (out of 10) | 8.5 | 7.8 |
RETURNS | ||
3 Years | 13% | 16.1% |
5 Years | 12% | 15.8% |
7 Years | 17% | 14.6% |
10 Years | 20% | 14.2% |
More than 10 Years | 25% | ~14% |
Prepaid Model Commission (% of Investment) | ||
ā¹25L - 50L | 1.7 | 1.65 |
ā¹50L - 1CR | 1.5 | 1.45 |
ā¹1CR - 5CR | 1.3 | 1.25 |
ā¹5CR & above | 1.1 | 1.05 |
Volume-based commission (% of Volume) | ||
ā¹25L - 50L | 0.20 | 0.165 |
ā¹50L - 1CR | 0.18 | 0.145 |
ā¹1CR - 5CR | 0.16 | 0.125 |
ā¹5CR & above | 0.14 | 0.105 |
Profit sharing based (% of Profit) | ||
ā¹2.5L - 5L | 20 | 27 |
ā¹5L - 10L | 18 | 25 |
ā¹10L - 50L | 16 | 22 |
ā¹50L & above | 14 | 19 |
Other Charges | ||
Upfront Fees | 1%-2% based on Asset value | 1%-1.3% of the asset value |
Brokerage | 0.01%-0.05% | 0.01%-0.02% |
Depository Charge | 0.15%-0.20% of asset value | 0.15%-0.20% of asset value |
Custodian Charge | 0.3%-0.4% | 0.02%- 0.03% |
Exit Load Fee | Exit within a Year: 1% to 2% Exit After a Year: 0.05% | Exit within a Year: 1%-1.3% Exit After a Year: 0.25% |
FEATURES | ||
Team Background | ||
Returns | ||
Offerings Range | ||
Charges | ||
Customer Support | ||
Pros | Old Name in the Business Strong Returns Resonable Charges Quick Customer Support | Affordable Pricing Experienced Team Decent Returns in Mid-long term Multiple Service Options |
Cons | Room to add more financial products | TAT for Customer Support can be Improved Okayish Long Term Returns |
Hopefully, with this Motilal Oswal PMS Vs Accuracap PMS comparison, you were able to figure out the PMS that suits you better than the rest. If in case you need assistance in PMS provider selection, let us help you in taking the next steps forward:
If you have any doubts or queries, feel free to let us know in the comments section below and we will try to assist as much as we can.
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