PMS AIF WORLD

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-sum allocations as it brings professional management with largely “buy and hold” strategy. 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) Motilal Oswal Next Trillion-Dollar Opportunities (NTDOP) Below are some of the facts about this strategy: Portfolio Type  – “Multi-Cap Portfolio of Best Companies from Sectors that stand to contribute most to the Next Trillion GD...

High performance investing is all about Focus. MFs are quite diversified and so offer less volatile returns but at the cost of compromising the potential for high performance which a focused and concentrated strategy could bring. PMS does this, as its crafts and keeps a concentrated & focussed basket of 15 – 25 well-researched companies with low churn. The focused approach of PMS generates superior long term performance but comes at the cost of more volatility. That is why PMS is meant for informed investors who really want money to work harder, but clearly, have a long term horizon & are not bothered by short to medium-term volatility. Since PMS works with a concentrated approach, there is no compulsion to churn a stock that is performing irrespective of its rising weight in the portfolio over the years. What matters to the Portfolio Management Service Manager is the expected corporate earnings and growth potential in the busi...

Professional Management: PMS, which is the best PMS Service Provider 2019 provides professional management of portfolios with the objective of delivering consistent long-term performance using extensive research and valuation analysis to control the risks. No Behavioural flows: PMS is not meant for retail investors and follows 25 lacs as min investment ticket, so, portfolio manager gets long term rational flows. Unlike this mutual funds are prone to behavioural flows especially with the rising participation of young and retail investors in mutual funds. MFs follow a pooled stock portfolio concept and as retail flows rise with rising markets and fall with falling markets, the mutual fund manager is forced to buy more at higher market levels. Unlike this, in PMS, each investor owns individual shares in personal demat, and hence one investor’s behavioural reactions to market movements don’t impact other investors’ portfolios. ( With regular flows coming in mutual funds f...

Portfolio Management Service is a professional service offered to cater to the investment objectives of a niche segment of sophisticated long term investors. In simple words, portfolio management services provide professional management of investments to create long term wealth. When one invests in a PMS, which is the best PMS Service in India one owns individual securities, this is unlike a mutual fund investment, where one owns units of the fund. This is because, PMS works on the concept of personal demat, whereas mutual fund works on the philosophy of pooled stock portfolio across investors. PMS is meant to invest in the focused and concentrated basket of well-researched businesses.

A re mutual funds as lucrative for HNI investors, as they used to be? Mutual fund investment has increasingly become a popular investment tool recently. With the retail investors entering the domain and stricter regulations from SEBI, is a mutual fund as lucrative for HNI investors, as it used to be? Here are the major drawbacks of mutual funds that HNI investors must be aware of, going forward. Facts about equity mutual fund, investors must be aware of:- Behavioural Flows  – This is among the major drawback of mutual funds. As the retail investors have started investing in the mutual funds, these are highly impacted by the behavioural flows of the uninformed investors. The ‘Loss Aversion Bias’ highly impacts these new investors. They act in haste to prevent short term losses and withdraw the money when the market falls. Exiting the investment at this stage, when conversely, the informed HNI investors add more fund...