Portfolio Management Services

Wealth creation is a Marathon and not a Sprint. Holding on with conviction to stay invested in good investments creates wealth over a long period of time.

Here is the list of Top 5 Wealth Creators in the Portfolio Management Service industry which have delivered more than 2.5x return in the last 5 years –

1) MotilalOswal Next Trillion-Dollar Opportunities (NTDOP)

2) Kotak Special Situations Value

3) ALF Accurate Advisors AAA PMS

4) ASK India Entrepreneur (IEP)

5) Sundaram Midcap

As your portfolio matures you need special services and fund management techniques that help your portfolio gain that edge and keep building wealth for you. Portfolio Management Services (PMS) are one of the best ways to help you gain that extra edge for your portfolio. Portfolio management service is a selection of stocks that are held in the investors account that is professionally managed by experienced and able fund managers. PMS is a mature and sophisticated investment product that invests in quality businesses chosen carefully.

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? PMS investors often look at the returns alone to judge performance and goodness of the portfolio. At ,  PMS…

Sunil Singhania has been one of the star fund managers in the Indian fund management space , he was one of the strong pillars of the growth of Reliance Mutual fund. Mr Sunil Singhania is know for his mid and small cap stock selection. Currently he  is managing his own AIF which is mid and…

IIFL AMC is creating a niche in the Multicap space, IIFL Multicap is a truly Multicap PMS. The IIFL Multicap PMS has been one of the best performing PMS-es in the category and has delivered consistent returns for the investors. The unique philosophy about the IIFL PMS is The framework that it follows. IIFL AMC divides the universe of stocks into Secular, Cyclicals, Defensives, and Value(SCDV). The SCDV framework helps the fund managers effectively bifurcate the portfolio in a truly diversified and mutlicapmanner.

IIFL PMS has close to 2/3rd of the portfolio in seculars and defensives and the rest is in value and cyclical which means the portfolio takes certain tactical plays too. You can know more about the IIFL Mutlicap 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.

Sunil Singhania has been one of the star fund managers in the Indian fund management space, he was one of the strong pillars of the growth of Reliance Mutual fund. Mr. Sunil Singhania is known for his mid and small-cap stock selection. Currently, he is managing his own AIF which is a mid and small-cap focused fund under the aegis of Abakkus Investment Managers, the asset manager now manages close to 3500 cr across two strategies. Sunil Singhania has years of fund management experience and development of AMC which are coming in handy at his latest venture. To know more about the Abakkus portfolio Managed 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(PMS) are customized portfolios 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 investors often look at the returns alone to judge the performance and goodness of the portfolio. At, PMS AIF World content and analytics backed wealth manager we go beyond just returns to choose PMS, we look at 4Ps – Portfolio, Performance, Philosophy, and Price to choose PMS-es and decide which are the better ones. We also recently hosted India’s first PMS AIF Awards – where we awarded the best PMS-es and AIF-s on a risk adjusted returns so that Investors know which portfolio performed better not just on returns but also on risk adjusted returns. . 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.

IIFL Muticap PMS is the PMS strategy managed by IIFL wealth managers, they have created a niche in managing multicapstaregies. IIFL Mutlicap PMS is one of the best strategies in the multicast space and has delivered consistently since the last 4 years of it’s existence.

We at PMS AIF WORLD, took some time out to dwell on the last time the world faced turbulent times like today to learn from history on the way forward, and what could go wrong. But, as we studied, we also notice many differences in the circumstances prevailing then as compared to now.

Equities are the one of the best ways to create wealth over longer periods of time. And, Portfolio Management Services are one of the most effective ways to invest in equities. | Best 5 PMSes based on the recent past performance (Year 2018 & 2019 ) are : Marcellus Consistent Compounders, Stallion Asset Core Fund, IIFL Multi Cap PMS, Ambit Coffee CAN, ASK India Entrepreneurial Portfolio

PMS AIF World 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. We 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 product.

Equities are the one of the best ways to create wealth over longer periods of time. And, Portfolio Management Services are one of the most effective ways to invest in equities. | Best 5 PMSes based on the recent past performance (Year 2018 & 2019 ) are : Marcellus Consistent Compounders, Stallion Asset Core Fund, IIFL Multi Cap PMS, Ambit Coffee CAN, ASK India Entrepreneurial Portfolio

Alternate Investment Funds in India are of 3 categories,

CAT 1 – which invest at a venture level
CAT 2 – which invest as private equity
CAT 3 – which invest in the listed public equity
In practise a lot of the asset management companies use the AIF platform to manage conventional long only strategies in equity to combine the operational ease of MFs with the customization of any PMS. The Minimum investment in any AIF is 1cr.

PMS AIF World 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. We 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 product.