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 lo…
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…
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 per…
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 delivere…
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 …
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 Agar…
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 customizatio…
Best PMS Service provider are customized portfolio of stocks managed by professional and experienced fund managers. There are close to 200 PMS fund managers in India and investors often wonder which is the right choice for them? PMS invest…
Sunil Singhania, CFA, is the founder of Abbakus Asset Management. He was the first person from India to be nominated to the CFA Institute Board of Governors, and is currently chair of its investment committee. Prior to establishing his cur…
Portfolio Management services(PMS) are customized portfolio of stocks managed by professional and experienced fund managers. There are close to 200 PMS fund managers in India and investors often wonder which is the right choice for them? P…
Best PMS Service provider are customized portfolio of stocks managed by professional and experienced fund managers. There are close to 200 PMS fund managers in India and investors often wonder which is the right choice for them? PMS invest…
Alternate Investment Funds or AIFs in India are a product type which go beyond the usual stocks , bonds or Mutual Funds. SEBI defines AIFs “Alternative Investment Fund or AIF means any fund established or incorporated in India which is a p…
The recent COVID-19 outbreak is effecting the whole world not only health wise but also the global economy. The educational institutions are shut, manufacturing units are closed, economies are closing down and many countries are implementi…
Portfolio Management Services follow focused and relatively more concentrated approach than mutual funds, so provide more potential for long term returns, but the same time meant for high-risk investor profiles. In India leading Portfolio …
Optimum Portfolio: Alternate Investment Funds offer more flexibility in the hands of fund managers which allows them to create the optimum portfolio in line with investment objectives. Smart Strategies: Alternate Investment Funds offer sma…
The Portfolio Management Tax liability India under the PMS investment is same that of an Equity investment where short term capital gains are charged at 15% and long term at 10%. The investors pay short term/ long term capital gains, depen…
NTDOP Portfolio Management Service of Motilal Oswal invests in companies which are likely to earn 20-25 % on its net worth going forward. Motilal Oswal PMS invests with a margin of safety and purchases a piece of great business at a fracti…
Portfolio Management Services
IIFL PMS Key Attributes Inception Date: 31 December 2014 Number of Stocks: 29 Fund Manager Name: Aniruddha Sarkar Fund Manager Experience: Total Exp – 10+ Years, With IIFL – 8 Years Fund Manager Qualification: MBA in Finance from IMI, New …
Concentrated Portfolio of Top 1% of Companies Key Attributes Inception Date: 1 Dec 2018 Number of Stocks: 12 Fund Manager Name: MrRakshitRanjan Fund Manager Experience: Total Exp – 13 Years Founding Member – Marcellus in Dec 2018 Fund Mana…
MotilalOswal NTDOP PMS Diversified Portfolio of Best Companies from Sectors That Stand To Contribute Most to Next Trillion GDP Key Attributes Inception Date: 05 Dec 2007 Number of Stocks: 26 Fund Manager Name: Manish Sonthalia Fund Manager…
Alchemy PMS High Growth Diversified aims at generating long term returns by investing in equities and equity-related instruments across different market cap with major inclination towards the mid-caps. Further, it is a high risk and high r…
Top PMS AIF In India, research subsidized wealth management firm has issued a quarterly document called Investonomics in which it has shortlisted 9 nice appearing PMSs throughout 3 categories. To start with, the wealth control firm has imp…
Income from shares purchased through PMS is taxable under Portfolio Management Taxability India as Capital Gains. Nature of these gains could be short term or long term depending on the churn in the portfolio. Typically, PMS follows a low …
Portfolio management services as a product is a unique and customised fund management service which is specifically designed for the HNI and UHNI investors. PMS offers a high degree of risk and hence investors get rewarded with higher retu…
When it comes to choosing an asset class or an investment category which can do best in the long term, it is “Equity”. Within equity, Portfolio Management Schemes are the perfect choice for sophisticated investors to make long-term lump-su…
Comparing PMS is not as easy as comparing mutual funds. This is because the data is not publicly available for PMS comparison. And, there is no standard mechanism that is followed for calculating returns. Some portfolio managers follow mod…
Coffee Can Investing is an interesting investment strategy to make successful equity investments. It’s a strategy that promises impressive wealth creation with ‘Less risk’. “Coffee Can Investing Portfolio” is a term coined by Robert G. Kir…
Optimum Portfolio: Alternate Investment Funds offer more flexibility in the hands of fund managers which allows them to create the optimum portfolio in line with investment objectives. Smart Strategies: Alternate Investment Funds offer sma…
Portfolio of Large and Growing Companies with Promotors Significant Skin inthe Game Should you invest in a Boutique company PMS or an Institutional PMS | Aashish Somaiyaa | Motilal PMS Key Attributes Inception Date: 25 January 2010 Number …
