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Showing posts from July, 2020

Best Portfolio Managers in India

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Year 2018, 2019and 2020 were difficult year for equity markets, as broader markets did not perform in 2018 and 2019 and even front line companies underperformed in 2020 owing to COVID 19. Most equity investment products that were linked to broader markets had exposure in cyclical sectors like auto, real estate, infrastructure did not perform. Portfolios that had exposure to mid&small cap companies also did not perform. However, at the same time, front end markets made their life time highs in Dec 2019, and so the best PMS for 2019 were those which had larger exposure to Blue-Chip and Quality Companies. Best fivePMSesbased on the recent past performance   ( Year 2018 & 2019 ) are 1) Marcellus Consistent Compounders , 2) Stallion Asset Core Fund, 3) IIFL Multi Cap PMS ,   4) Ambit Coffee CAN, 5) ASK India Entrepreneurial Portfolio .                       PMS AIF World is a new age investment services company. We perform 2 services extremely well – One, weal

Best PMS Products for Wealth Creation

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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