PMS AIF WORLD

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. In the last decade (2010-2020 ) equity market delivered very average returns less than 5 % CAGRas 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 compani

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 inve

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

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 practice 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. The space is new and evolving. Some of the best known AIFs in India in long only equities so far are  Sunil Singhania ( Abakkus Asset Manager),  Vikas Khemani ( Carnelian Capital ), Kenith Andrade (Old Bridge Capital), ICICI Pru CompAct AIF, Nippon India Alternate Investment Funds, Edelweiss Asset Management, Avendus Asset Management. In long only AIFs the taxation is done at the fund level as per capital gains slabs and returns are shared net of all expenses and taxes to the investor. AIFs provide a lot more flexibility to fund managers in terms of

NRI can invest in India into – Bonds , Real Estate , Equities and Derivatives.   NRI Investors are the sophisticated and well aware investors in the Indian markets. NRIs have certain special regulations and investment objectives to take care of. In Equities NRI can invest in direct stocks , Mutual Funds , Portfolio Management Services (PMS) or Alternate Investment Funds (AIFs). Equities in India are certainly attractive as Indian Economy is poised to grow faster than most other major economies. NRI investments/investors   can now participate in the wealth creation journey in India, there are many able and experienced fund managers managing Indian Equity assets – in the PMS and AIF investment space many fund managers have compounded wealth consistently and efficiently. 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 altern

Marcellus is promoted by Saurabh Mukherjea PMS , Rakshit Ranjan and the team that set up the research and advisory desk at Ambit Capital. Marcellus is a niche asset manager and has created an all-weather portfolio of stocks that are the top 1% of all listed companies in India.  These companies are the cleanest in terms of their communication with shareholders and regulators Marcellus PMS has two strategies – Consistent Compounders and Little Champs. The underlying philosophy in both the strategies is similar however Consistent Compounders is more of a multi-cap strategy and Little Champs a small-cap strategy.  Marcellus has been able to weather storms in the market successfully, falling lesser than peers and gaining more than peers. PMS AIF WORLD is 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.