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Showing posts from November, 2019

PMS Comparison | Pay Only For Performance | PMS AIF

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PMS AIF WORLD has interviewed various portfolio managers and the same is available on YouTube and liked by many PMS investors. PMS products are for high-risk equity investment products, so requires a careful selection as per investors time horizon and risk appetite. PMS Bazaar provides a list of past performance data, but PMS AIF WORLD does a detailed Quality, Risk and Performance Analysis(QRP). Past performance data that PMS Bazaar prepares is an important item, but, past performance may not be sustained in future, and more than past performance, it is important to know the quality and risk aspects of the portfolio before the same is selected. A PMS Comparison is a concentrated portfolio of stocks and is a wealth management scheme, managed by the professional portfolio managers that offers customised investment strategies to build wealth from the opportunities arising in the market. Hence with all diligence, the portfolio is well poised to generate superior returns.

What are Alternative Investment Funds (AIF)?

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AIFs are licensed investment vehicles established & incorporated in India for collectively & privately investing on behalf of a niche segment of sophisticated investors. The minimum ticket size of 1 cr makes these products ultra - exclusive in their investment approach. Alternate Investment Funds combine the operational ease of a mutual fund and the flexibility of a PMS making it a perfect blend geared for generating optimum performance for a stipulated investment objective. To enhance risk-adjusted performance, these products are allowed to use complex strategies like unlisted equity investments, long - short hedging style of investments etc. Some of the star fund managers have taken a plunge and started their own Alternate Investment Funds that have delivered great performance for the investors. We present all facts about options in this space categorising these into Equity oriented, Debt oriented and Structured products. Taxation of AIFs? Technically, AI

Motilal NTDOP PMS

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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 fraction of its true value.  MotilalNTDOP   stands for Next Trillion-Dollar GDP growth . So, the focus is on buying companies that will benefit out of the Next Trillion-Dollar GDP growth. Motilal Oswal identifies potential long-term wealth creators by focusing on individual companies and their management. It strongly believes that “Money is made by investing for the long term”. It follows a  Focused portfolio strategy and  the portfolio consists of up to 25 stocks.  In his words of Mr Manish Sonthalia, Head of PMS, at Motilal Oswal Asset Management during the latest Webinar organised by PMS AIF WORLD on 13 th  Sep 2019, Motilal Next Trillion-Dollar Opportunities Portfolio (NTDOP) is a stable portfolio of unleveraged businesses. Mr M

Types of Alternative Investment Funds

Equity Oriented High Risk I High Return Long Only Equity Funds in Listed Space - These funds aim to achieve long - term capital appreciation by primarily investing in the listed companies with some funds deploying up to max 20% exposure in un-listed space as well . Alternate Investment Funds platform is used for equity investments as it provides both operational ease as well as flexibility to the fund manager, to aim best potential returns. Draw-down structure makes it convenient for investors to invest a targeted sum over a planned and stipulated period and also gives fund manager a staggered approach to building and investment portfolio. Long Only Equity Funds in Un-Listed Space - These funds aim to achieve long term capital appreciation by only investing in the unlisted securities of Indian companies. Funds in this space invest on the basis of conviction in the company’s sound business model. They do so, by investing in the units of venture capital funds, making pri