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INTRODUCTION

 IIFL PMS or India Infoline PMS is one of the biggest portfolio management service in India.

 The broking house offers good investment strategies and plans to the clients for huge satisfaction.

 The IIFL PMS portal was normally founded by Mr. Karan Bhagwat in the year 1995.

 The company is located in Mumbai, Maharashtra and is registered in the list of the stock market.

 The very popular and well-known model of IIFl stockbroking platform is a portfolio management service model.

 They are basically popular for their PMS performance.

 The company also has various fund managers for their PMS business.

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 IIFL PMS Returns / Performance
The below table is providing details about the returns of the IIFL portfolio management service or India Infoline PMS.

Category MULTI CAP MULTI CAP

Strategy MULTICAP MULTICAP PMS

ADVANTAGE
1M 2.63% 3.34%
3M 16.70% 21.02%
6M 4.99% -5.75%

Return 1Y 21.02% 10.66%

(CAGR) 2Y 11.17% 5.57%
3Y NA 9.19%
5Y NA 14.42%
SI 11.31% 15.71%
Inception Dec, 2017 Dec, 2014
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 IIFL PMS Benefits
The table given below is providing a better understanding of IIFL portfolio management service benefits or
advantages.

Benefits / Advantages
Top-up Facility Yes
Back office Reports Yes
Email Update Yes
SMS Update Yes
Watsapp Update No
Portfolio View Yes
Detailed View Yes
Flexible Commission Model Yes
Flexible Investment Plans Yes
Massive Experience Yes

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 IIFL PMS Customer Care
The table given below is providing the entire details about the IIFL PMS Customer support.

Customer Care
Call Support Yes
Email Support Yes
Chat Support No
Whatsapp Support No
Relationship Manager Support Yes
Call to Fund Manager Yes – 1 to 5 Times a month
Issue Resolving TAT 12 working days

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 IIFL PMS Fund Managers Details

The table given below is providing the details about the fund manager of IIFL stock broking
company.

Fund Manager’s Details

Name Prashasta Seth
Experience 16 Years
Highest Qualification MBA
AUM (in Cr.) Approx 32,000 Cr.
Number of Clients 450+
Investment Tenure Minimum 3 yr. 3 mnt

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 IIFL PMS Investment Plans

The table given below is origins the good understanding of the investment plans of IIFL PMS .

Investment Plans

Bronze (25L – 50L) Yes

Silver (50L – 1 Cr.) Yes

Gold (1 Cr. – 5 Cr.) Yes

Platinum (5 Cr. Plus) Yes

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IIFL PMS / India Infoline PMS – Customer Ratings & Review

IIFL PMS Ratings

Returns Performance 4.0 / 5

Services 3.7 / 5

Charges 3.9 / 5

Experience 4.1 / 5

Strategies 4.1 / 5

Client Support 4.2 / 5

Overall Ratings 4.0 / 5

Star Ratings ★★★★★

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The charges imposed by the IIFL portfolio management service portfolio are listed below-

 Management Fees- Normally, management charges are levied according to the opted commission model
or investment plan.
 Up front Fees- Upfront fees is taken as prepaid charges. Clients are required to pay upfront fees to range
between 1.1% to 2.1% of the total asset value.

 Brokerage Charges- Brokerage charges are also levied by the IIFL pms team. These charges basically range
between 0.013% to 0.43% of total asset value.

 Custodian Charges- The IIFL portfolio management service team levy custodian charges range between
0.35% to 0.45% of total asset value.

 Depository Charges- The depository charges levied between 0.21% to 0.31% of total asset value.

 Exit Load Charges- If the withdrawal of amount takes place within 12 months then the charges levied by
the company range between 1.3% to 2.3% of total withdrawal amount. And if the withdrawal transactions
are done post 12 months then the charges levied will be free or in some cases, clients need to pay 0.7% of
the total withdrawal value.

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IIFL PMS PERFORMANCE
• The performance of the strategies applied by IIFL PMS is very healthy and superior in class. It has beaten more than 10
years of performance of Mutual funds.
• The 3 years return of IIFL PMS is around 11%,
• It is around 9% of IIFL PMS returns for 5 years,
• IIFL PMS performance of the portfolio for 7 years is 15%.
• Again, the company has given 18% of IIFL PMS return for 10 years and 22% return for more than 11 years.

Motilal oswal, Tata, kotak, Icici prudential pms, Birla sunlife pms are amongst the top competitors of IIFL pms

Why IIFL is good from the other competitors

 Consistently High Returns,
 The overall performance of the company is quite attractive to attract more clients to the company. IIFL PMS has a
team of investment experts who are well-qualified and experienced professionals.
 There is full transparency in the charges taken by the company.
 The annual management fee and other charges of the company is relatively lower than the other PMS companies.
 Super Quick Customer Support.
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 IIFL PMS Conclusion

 IIFL portfolio management service portal is considered as India’s top-notch PMS service
provider available. This PMS group is designed with multiple strategies that have given
extremely good results to all of its clients or customers.

 The flexibility in investment plans and commission models has provided huge assistance to
the clients regarding investment decisions.

 The best thing about the PMS house is it provides a good support system and services to all
the existing clients.

 If you greatly looking forward to getting registered in any PMS group, IIFL portfolio
management service is all you require to visit for the better and convenient PMS service.

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