PMS AIF WORLD

Portfolio Management Services (PMS), service offered by the Portfolio Manager is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives.  When you invest in PMS,aDeMAT account is opened with your credentials and stocks and securities are bought and sold through that. giving you the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals.  The PMS portfolio ensures that your portfolio is insulated from the actions of the other investors in the same strategy as unlike MFs, PMS is not a pooled asset class. The minimum ticket size in PMS is 50 L. Two Types are : Discretionary: Under these services, the choice as well as the timings of the investment decisions rest solely with the Portfolio Manager . Non-Discretionary Under these services...

Portfolio Management Services are customized investment solutions that help HNI Investors create wealth over longer periods of time, most PMS services are focused portfolios with 15-20 quality businesses in the portfolio, the portfolio is managed by an experienced and capable team of fund managers. There are close to 200 PMS managers in India and investors often are confused to which portfolio is best for them.  PMS Comparison tools comes in Handy for investors here. We at PMS AIF WORLD have created a simple and effective tool for investors to compare PMS-es across various parameters to help investors choose the best for them.  Our PMS Comparison tool is one of the best and most effective and helps investor compare PMS strategies across relevant parameters. 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.

The emergence of India as an economic powerhouse has lead to wealth creation in the country ,this has led to the rise of the modern-day HNI and Ultra HNI who want to invest to preserve their wealth and grow their wealth.  Today’s and tomorrow’s  HNI  Ultra Invest want to look beyond the conventional assets like real estates, fixed deposits or gold- India today offers a lot more opportunities to Investors like  - Equities, Private Equities, Hybrid Debt and Equity Funds, Arbitrage Funds, Long Short Funds etc... HNIs and Ultra HNIs from various walks of life – Sportsters ,Cricketers , Actors , Business Executives , Singers , Politicians etc… often look at the investment choices and are flummoxed.  Amidst a lot of choices for today’s  Investors one has to know and understand the risk and return expectations from their investments we also advice the investor to consult a good financial advisor to guide and help you understand the nuan...

ASK Investment Managers are of the most consistent Portfolio Managers in the country. ASK has 3 strategies – Indian Entrepreneurial Portfolio , Growth Portfolio , India Select Portfolio. ASK is one of the largest fund managers  in terms of AUM they manage.  They are one of the oldest portfolio managers in India – ASK’s Growth Portfolio has one of the oldest PMS in India and has delivered CAGR of close to 18% since inception. The Chief Investment Officer of ASK PMS is Prateek Agarwal.  ASK as an investment house believes in buying companies that are in a position to gain significantly from the expansion in the sector , another important aspect of ASK’s PMS is to buy companies that have considerable promoter interest – skin in the game . ASK looks at companies that have consistently achieved certain performance metrics like return on equity , PAT Growth etc… ASK investment managers had successfully identified companies like – Page Inds , Bajaj Finance and Pidil...

               Optimum Portfolio:   AIFs offer more flexibility in the hands of fund managers which allows them to create the optimum portfolio in line with investment objectives. Smart Strategies: AIFs offer smarter investment strategies that aim at generating enhanced risk adjusted returns by use of derivatives, and long short hedging style of investing. Unlisted Exposure: AIFs offer investment options like start up investments through venture capital funds, and private equity investments through PE funds making them right product for investors looking for a diversified and professionally managed portfolio in this space. Focus: AIFs  are diversified to an extent, but not beyond a point and an equity portfolio is composed of 10 - 25 holdings. Also, most funds follow fixed closure schedules. This makes them concentrate on the pool of funds collected and brings focus and increased potential for higher performance. Additionall...

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...