PMS AIF WORLD

The recent COVID-19 outbreak is effecting the whole world not only health wise but also the global economy. The educational institutions are shut, manufacturing units are closed, economies are closing down and many countries are implementing complete lock down. In India, there is a 21 day lockdown period which will end on 15 th  of April, 2020. These measures are important to take save the world from this increasing crisis. The fear is rampant in the wake of the Novel Corona Virus code named Covid-19.  The stock markets have been reflecting this fear. Since the past two weeks Indians have not been able to follow their normal course of life – this deviation was seen in the Indian and Global Equity Markets as well – the longer term structural bull run has been halted and with a ferocity seldom seen – two circuit filters in period of less than a fortnight. Headline indices have lost close to 1/3 rd  in value and negating any gains for at least past 3 years for investors. The story i

Portfolio Management Services (PMS) are sophisticated investment products for the HNI Investors . PMS manage investments in a more disciplined and structural manner than any other product.  Portfolio Management Services   buy stocks for the investors in their individual DPs and the choice lies with the individual investor for adding to investments or redeeming them. In PMS the investments are not made in a pool format and the investors are not allotted units thus the action of any investor or a group of investor has no impact on portfolio of others. Investing Smartly with PMS-AIF After understanding what Portfolio Management Services actually are, the real question is  shall we invest in PMS ? Portfolio Management Services are becoming very attractive for sophisticated investors looking for long term equity investments. PMS-es are well managed and structured portfolios- that are flexible and customized to suit needs of specific investors. PMS-es provide an independent appro

IIFL PMS is one of the best portfolios of the last 3 years. This speaks a lot about the robustness of the investment philosophy as the last 3 years have been a tough period for markets. IIFL PMS follows a very intuitive framework of first dissecting the listed equity market on the basis of corporate earnings. IIFL calls this structure as SCDV framework, whereby S stands for  Seculars  Companies, the ones that witness PAT and ROE growth of more than 15% year on year. C stands for Cyclical Companies, the ones that witness the PAT more than 15%, and ROE less than 15%. D stands for Defensive companies, the ones which witness PAT less than 15%, and ROE more than 15%. And, finally, the Value Traps, the ones which have both PAT and ROE less than 15%. For investors chasing low risk – low return, seculars is the most ideal basket. It comprises of names like HDFC, Kotak, Bajaj, Asian Paints, etc. But, if the idea is to strive for more, one needs to discover “those Outliers” in cyclical, defe

Marcellus PMS is one of the fastest-growing PMS companies in the country there strategy -Consistent Compounders has beaten all benchmarks and peers across categories in CY 2019 performance. The founders of Marcellus are Saurabh Mukherjea and Rakshit Ranjan who have been star fund managers earlier.  Marcellus PMS takes on investing cues from the concept of coffee can investing – the basics of this investing mode lies in buying quality companies and holding on to them for longer periods of time. Marcellus’s consistent compounder was awarded as the best debutant PMS at the recent edition of PMS AIF Worlds Smart Money Managers Awards.

PMS Bazaar is a platform to compare PMS returns. It was started to bridge the gap for PMS industry as performance data was only privately available. While PMS Bazaar thought of providing performance data of all PMSes as its tool to attract attention and visibility, the ticket of PMS product which now stands at 50 lacs requires much more than just the data. An investor who invests such a large sum requires a lot more in terms of service.  PMS AIF WORLD provides not just the performance data, but also, access to the best quality content in this industry through its reports, webinars, client events, newsletters, videos, podcasts. PMS is today a popular product, and SEBI which is markets regulator is watching each company and its processes closely. PMS Bazaar appears like a market for PMS products, but PMS offering is not something that can be done just like that. It requires a thorough understanding of investors’ risk profile, past experience, investment objectives. PMS AIF WO

Portfolio Management Taxability India  is predominantly made in the equity asset class, the taxation remains the same as for Equity Shares. The long term defined as more than 1 year is taxed at 10% and the short term defined as less than 1 year is taxed at 15%. PMS is a very tax transparent product and asset managers regularly update investors on short term and long term capital gains from which investors can derive tax liabilities very easily.

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 follow focused and relatively more concentrated approach than mutual funds, so provide more potential for long term returns, but the same time meant for high-risk investor profiles. In India leading Portfolio Management names are from Motilal Oswal, ASK, and Alchemy.