Portfolio Management Services | NRI investments/investors

NRIs today have a lot of options in India to park their surpluses and create wealth over longer term. NRIs should keeping few things in mind before investing – the objective of investments

PMS Comparison?

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 model portfolio, some follow first portfolio, some follow aggregate of all investor portfolios. PMS AIF World and PM Bazaarare two platforms that can be referred for comparing PMS Performance.


Aparna Shanker explains the ESG framework followed by SBI Growth and Value Portfolio I PMS AIF World

 

 

PMS AIF WORLD Platform, which is the top PMS AIF in India, is a research backed quality investing wealth management company with an endeavour and promise for long term wealth creation and prosperity. It does in depth research on Portfolios across Philosophy, Performance, Portfolio and Price.  Kamal Manocha, Chief Strategist at PMS AIF World, who built the best PMS Service in India,says, we understand the requirement and offer a well analysed suitable solution. With us investors make informed and more confident investment decisions.

 

We first perform following basic filters on 100+ PMS products

 

  • Min 2 Years of performance
  • Min 100 Cr of AUM
  • Existence of Strong Term
  • Not Taking Un-Due Risk

 

This reduces the Universe to 35 names. On these PMS products we do 4P Analysis across Philosophy, Portfolio, Performance, and Price.