Best Wealth Manager For Non Resident Indians – NRIs
PMS AIF World understands your emotional mind-set while investing in your own country, and offer right advice that is empowered with rational thinking. This is unlike others who take advantage of your time constraints and often sell you locked-in products.
Chances are that if you are an NRI, then you or someone from your previous generations travelled beyond the country to create wealth. Take a pause and a deep breath, congratulating yourself for having achieved part of your objectives. Who would know better than you that earning money as an NRI was not easy. Similarly, managing investments is not easy. A good wealth manager is somebody who understands your needs, thoroughly analyses the product(s), and is ready to work in ethical manner.
Especially, from the perspectives of NRI investors, the Wealth Management Industry isn’t designed to be Fair. There are hundreds of products and strategies that waste time, and money. One must practice caution while investing.
NRI investors have different needs and expectations from their investments in India as they have global portfolios. Also, different countries have different terms and list of products accessible and allowed by regulations. Thus the wealth manager must be competent enough to understand and advice accordingly.
How we add VALUE
PMS AIF World (www.pmsaifworld.com) is one of India’s leading new age wealth management firm focused on alternate investment products. We are driven by content and analytics. We 4 P factors i.e. Portfolio, Performance, Philosophy and Price and ascertain the QRC score across Quality, Risk, Consistency. Some of the top names as per QRC score are ASK IEP PMS backed by Bharat Shah, White OAK India Pioneer PMS backed by Prashant Khemka, Marcellus Consistent Compounders backed by Saurabh Mukherjea, IIFL Multicap PMS backed by Anup Maheshwari, Stallion Core Asset Backed by Amit Jeswani, SageOne backed by Samit Vartak, Alchemy PMS High Growth backed by Hiren Ved, Abakkus Emerging backed by Sunil Singhania, Nippon India High Conviction backed by Varun Goel, etc
Our mettle as suitable wealth manager is evident from our latest Webinar Series called Covid19 to Wealth20 where we invited some of the fund managers & thought leaders from the investments world for our investors get a perspective on market & economy views. Some of these names are
Raamdeo Agrawal, Chairman – Motilal Oswal
Nilesh Shah, Managing Director – Kotak Mutual Funds
Hiren Ved, Co-Founder & CIO – Alchemy Capital
Bharat Shah, Executive Director – ASK Group
Prashant Khemka, Founder – White OAK Capital
Radhika Gupta, CEO – Edelwiess Asset Management
Shankar Sharma, Founder – First Global
Finally NRI investors from Canada and US, have a specific list of products, as well as very specific regulatory terms. We handle all such requirements in very meticulous manner.
During uncertain times investors need a lot of handholding from their wealth managers so that investors don’t take any rash decisions. We have demonstrated that in abundance through our fund manager outreach activities. Do check our Youtube channel.
Thus, with great conviction, we mention that we perform 2 services extremely well – One, wealth management service. Two, content & analysis to support making informed investment decisions. Over 2 years, we manage 100+ UHNI & NRI families & we are very selective in our approach.
We offer responsible, long term investment service. Invest with us in best quality products and make informed investment decisions.
Top PMS In India
PMS AIF World did first of its kind analysis of more than 105 PMS schemes in coalition with IIM-A, on parameters of risk adjusted performance
It is difficult to ascertain which are the best PMSs in India. PMS AIF WORLD has recently taken a very informative initiate in this regards. We analysed the data of more than 105 PMS schemes. This analysis was done in coalition with IIM — A, on parameters of risk adjusted performance. PMS AIF WORLD feels proud to have conducted — Industry’s first of Its kind SUMMIT & AWARDS on 7th Feb’ 2020. It unveiled first of its kind efforts towards informed investing by way of announcing brilliant format of awards in the PMS AIF Industry in coalition with IIM — A.
Best PMS in 10 Years (Risk Adjusted Returns)
Rank 1 : Alchemy High Growth Select Stock
Rank 2 : AlfAccurate Advisors IOP
Rank 3 : Motilal Oswal NTDOP
Best PMS in 5 Years (Risk Adjusted Returns)
Rank 1 : Alchemy High Growth Select Stock
Rank 2 : Motilal NTDOP
Rank 3 : ASK India Entrepreneur (IEP)
Best Multi Cap PMS in 3 Years (Risk Adjusted Returns)
Best Mid/Small Cap PMS in 3 Years (Risk Adjusted Returns)
Winner : Ambit Good and Clean
Best PMS in the New Comer Category (Absolute Returns)
Winner 1 : Club Millionaire PMS
Winner 2 : Marcellus Consistent Compounders
BEST PMS IN SUB — 100 CR AUM CATEGORY (ABSOLUTE RETURNS)
Winner : Stallion Asset Core Fund
How we add VALUE
PMS AIF World is a new age investment services company. We perform 2 services extremely well – One, wealth management service. Two, content & analysis to support making informed investment decisions.
PMS AIF World offer responsible, long term investment service. Invest with us in best quality products and make informed investment decisions. Over 2 years, we manage 100+ UHNI & NRI families, across 500 Cr+ assets. We are very selective in our approach, and analyze products across 4 Ps – Philosophy, Performance, Portfolio, and Price with an endeavor to ascertain the Quality, Risk and Consistency(QRC) attributes before suggesting the same to investors. Some of the top names as per QRC score are ASK PMS backed by Bharat Shah, White OAK India Pioneer PMS backed by Prashant Khemka, Marcellus Consistent Compounders backed by Saurabh Mukherjea, IIFL Multicap PMS backed by Anup Maheshwari, Stallion Core Asset Backed by Amit Jeswani, SageOne backed by Samit Vartak, Alchemy High Growth backed by Hiren Ved, Abakkus Emerging backed by Sunil Singhania, Nippon India High Conviction backed by Varun Goel, etc Our mettle as suitable wealth manager is evident from our latest Webinar Series called Covid19 to Wealth20 where we invited some of the fund managers & thought leaders from the investments world for our investors get a perspective on market & economy views. Some of these names are Raamdeo Agrawal, Chairman – Motilal Oswal Nilesh Shah, Managing Director – Kotak Mutual Funds Hiren Ved, Co-Founder & CIO – Alchemy Capital Bharat Shah, Executive Director – ASK Group Prashant Khemka, Founder – White OAK Capital Radhika Gupta, CEO – Edelwiess Asset Management Shankar Sharma, Founder – First Global
Best Portfolio Managers in India
PMS AIF World offers responsible, long term investment service. Invest with us in best quality products and make informed investment decisions.
Year 2018, 2019 and 2020 were difficult year for equity markets, as broader markets did not perform in 2018 and 2019 and even front line companies underperformed in 2020 owing to COVID 19. Most equity investment products that were linked to broader markets had exposure in cyclical sectors like auto, real estate, infrastructure did not perform. Portfolios that had exposure to mid & small cap companies also did not perform.
However, at the same time, front end markets made their life time highs in Dec 2019, and so the best PMS for 2019 were those which had larger exposure to Blue-Chip and Quality Companies.
Best 5 PMSes based on the recent past performance (Year 2018 & 2019 ) are :
1) Marcellus Consistent Compounders
2) Stallion Asset Core Fund
3) IIFL Multi Cap PMS
4) Ambit Coffee CAN
5) ASK India Entrepreneurial Portfolio
How we add VALUE
PMS AIF World is a new age investment services company. We perform 2 services extremely well – One, wealth management service. Two, content & analysis to support making informed investment decisions.
Over 2 years, we manage 100+ UHNI & NRI families, across 500 Cr+ assets. We are very selective in our approach, and analyze products across 4 Ps – Philosophy, Performance, Portfolio, and Price with an endeavor to ascertain the Quality, Risk and Consistency(QRC) attributes before suggesting the same to investors. Some of the top names as per QRC score are ASK PMS backed by Bharat Shah, White OAK India Pioneer PMS backed by Prashant Khemka, Marcellus Consistent Compounders backed by Saurabh Mukherjea, IIFL Multicap PMS backed by Anup Maheshwari, Stallion Core Asset Backed by Amit Jeswani, SageOne backed by Samit Vartak, Alchemy High Growth backed by Hiren Ved, Abakkus Emerging backed by Sunil Singhania, Nippon India High Conviction backed by Varun Goel, etc
Our mettle as suitable wealth manager is evident from our latest Webinar Series called Covid19 to Wealth20 where we invited some of the fund managers & thought leaders from the investments world for our investors get a perspective on market & economy views. Some of these names are
Raamdeo Agrawal, Chairman – Motilal Oswal
Nilesh Shah, Managing Director – Kotak Mutual Funds
Hiren Ved, Co-Founder & CIO – Alchemy Capital
Bharat Shah, Executive Director – ASK Group
Prashant Khemka, Founder – White OAK Capital
Radhika Gupta, CEO – Edelwiess Asset Management
Shankar Sharma, Founder – First Global
Best PMS Products for Wealth Creation
Equities are the one of the best ways to create wealth over longer periods of time. And, Portfolio Management Services (PMS) are one of the most effective ways to invest in equities.
In the last decade (2010 – 2020 ) equity market delivered very average returns less than 5 % CAGR as SENSEX went up from 20000 to 40000, and the decade prior to that ( 2000 – 2010 ), was one of the best decades for equities as SENSEX went up from 3000 level to around 21000 level. If the pattern is to be extrapolated the decade next 2020 – 2030 could be to be another stellar decade for wealth creation. There are many fundamental reasons for that. Let’s understand them.
With historic fall in interest rates, cost of capital has gone down significantly. This presents a good business case which many entrepreneurs have always chased in India over years. Also, fall in interest rates, from highs of 9% to almost 5% currently, makes the case for valuations to be seen differently, and hence some high valued companies could command even higher valuations as they would be seen for the potential to generate higher return on capital employed over next decade
Indian Economy as measured from Gross Domestic Product ( GDP ) has grown from US $ 1.6 tn in 2010 to US $ 2.8 tn in 2020. An absolute performance of 75%. Significantly higher than performance of equity market as Sensex growth was only 50% during last 10 years. This has led to a multi-year GAP between equity market cap and GDP. Currently market cap - to - GDP stands at ~ 60 %. This ratio has fallen swiftly from ~80% as in FY 19 to ~60% in FY 20. It is today, much below long - term average of 75% and closer to levels last seen during FY 09. The ratio has been quite stable over FY15-19 in the 70-80% band. The lowest in the last two decades has been ~45% seen in FY04. The ratio hit a peak of 149% in December 2007 during the 2003-08 bull run. This GAP in Market Cap to GDP ought to be filled and Market Cap to GDP could surpass 100% mark over next decade.
India is an agrarian economy with nearly 50% of Indians livelihood dependent on agriculture and allied sectors. This year has seen a good Rabi crop and the India meteorological department (IMD) announced that it expects monsoon rainfall to be normal this year. Rollout of long pending Agri reforms like scraping of essential commodities act, allowing farms to sell their produce anywhere in the country etc shall pave a way for corporatization of agriculture sector and should lead to growth of this sector in medium to long term.
FII holdings today stands at the lowest level since 2013, at ~20%, govt holding is also at a record low of at ~ 6.6%, DII holding is at 14%, and retail holding is also at 14%. But, at the same time, Indian promotors have increased their holding and are on the buying Spree where they see their franchises under-valued.
China which is largest manufacturing hub to many multinational companies is facing distress wave. And, most of these companies are looking for another alternative, today. CII & Indian Govt. has made representation to around 1500 global companies for moving production to India. Besides, last 10 years have paved way too many policy moves as well as reforms at fiscal, monetary and tax levels. Current scenario is becoming highly conducive for India to attract potential FDI over next decade.
Fall in global crude oil prices is a huge positive for India. Remember 85% of oil is what we import, and every 1 dollar fall in its price, leads to 1 bn dollars of saving on our import bill. This has cascading effect on lower inflation, lower current account deficit, and accommodative monetary stance.
So , investing in Equity is going to see some interesting times ahead and PMS managed by experienced fund managers are going to be one of the best ways to WEALTH CREATION in the coming decade.
Best 5 PMSes based on the recent past performance (Year 2018 & 2019 ) are :
1) Marcellus Consistent Compounders
2) Stallion Asset Core Fund
4) Ambit Coffee CAN
What makes Motilal Oswal Portfolio Management Services special ?
Motilal Oswal is one of the pioneer in the Portfolio Management Service (PMS ) offerings – the Motilal Oswal PMS is headed by Ramdeo Agarwal who is one of the most well known investors in the Indian Equities space. The Asset Managers have developed a QGLP framework (Quality, Growth , Longevity , Price ) where in the fund managers -believe all the 4 components are important for investments – good quality business with high growth longevity of growth and the right price are the winning combination of investments. Motilal Oswal PMS has consistently created wealth for it’s investors since the last 20 years and continues to do so. Motilal Oswal has PMS portfolios across the spectrum like large cap oriented strategies , mid cap strategies , multicap strategies and small cap strategies too.
This makes them one of the most diverse and capable PMS managers.To know more about motilal oswal portfolio management services visit us at www.pmsaifworld.com .We at PMS AIF WORLD do 4P analysis of Portfolios (Philosophy , Performance , Portfolio and Price) before we can arrive at our investment advice . We are a modern day Wealth management firm with a focus on alternatives and enabling informed investment decisions.
Portfolio Management Services - Motilal Oswal Mutual Funds in India
Motilal Oswal Asset Management runs one of the oldest PMS services in the country they are also one of the largest in terms of the asset under management. motilal oswal portfolio management services is overseen by the legendary Ramdeo Agarwal – who is regarded highly in the Indian Investment community. Motilal Oswal PMS-es have consistently outperformed the peers and benchmarks, Motilal Oswal follows a QGLP approach Qualtiy ,Gtowth , Longevity , Price. The fund managers at Motilal Oswal spend time in choosing businesses that qualify in all the 4 parameters- QGLP .Motilal Oswal is known for it’s consistent outperformance and choosing winning companies like – Page Inds ,Eicher Motors etc…
Motilal Oswal PMS is a true multi cap asset manager and manages strategies that are across large , mid and small cap space. Motilal Oswal offers investors a lot of choices and fee structures to it’s investors. PMS AIF WORLD is a modern day analytics and content based Wealth Management firm helping today’s and tomorrow’s investors to create wealth over sustained and long periods of time.
How Should HNI and Ultra HNI Investors invest ?
HNI and Ultra HNI investors have special needs of investments and they might not be suitable for more generic products like Mutual Funds or ULIPs . PMS and AIFs offer the customization in terms of product and the transactional customization to HNI Investors. The types of investment services required by HNIs Ultra Investment are also very unique and a level of customization is required that can help them in their investments. HNIs traditionally invest in bonds , real estate , equities , private equity and derivatives. PMS-es and AIFs have structures that can help investors make such investments and ensure the investors can avail institutional level benefits.
To know more about HNI and Ultra HN investments visit us at www.pmsaifworld.com .We at PMS AIF WORLD do 4P analysis of Portfolios (Philosophy , Performance , Portfolio and Price) before we can arrive at our investment advice . We are a modern day Wealth management firm with a focus on alternatives and enabling informed investment decisions.
