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 …

Why PMS over Mutual Funds? Kamal Manocha, PMS-AIF World Engages with Aashish Somaiyaa, MD, Motilal Professional Management:PMS, which is the best PMS Service Provider 2019 provides professional management of portfolios with the objective o…

Portfolio Management Service is a professional service offered to cater to the investment objectives of niche segment of sophisticated long term investors. In simple words, a portfolio management services provides professional management o…