PMS AIF WORLD

Marcellus is promoted by Saurabh Mukherjea, Rakshit Ranjan and the team that set up the research and advisory desk at Ambit Capital. Marcellus is a niche asset manager and has created an all-weather portfolio of stocks that are the top 1% of all listed companies in India.  These companies are the cleanest in terms of their communication with shareholders and regulators Marcellus PMS has two strategies – Consistent Componders and Little Champs. The underlying philosophy in both the strategies is similar however Consistent Compounders is more of a multi cap strategy and Little Champs a small cap strategy.  Marcellus PMS has been able to weather storms in the market successfully, falling lesser than peers and gaining more than peers. PMS AIF WORLD is a 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.

Motilal Oswal NTDOP is a PMS strategy that is quite popular with HNI Investors, the fund has one of the highest amounts of Assets under Management in the PMS Space. Motilal NTDOP is based on the philosophy that the Indian GDP will gain the Next trillion dollar in GDP quicker than the previous ones and certain businesses will benefit disproportionately from this shift. The portfolio aims to make a basket of such businesses. NTDOP is based on MOAMC’s inhouse philosophy of QGLP and Buy Right Sit Tight , which is explained as: Buy Right  is represented by – ( QLGP ) “Q” denotes the quality of the business and management “G” denotes growth in earnings and sustained RoE “L” denotes longevity of the competitive advantage or economic moat of the business “P” denotes our approach of buying a good business for a fair price rather than buying a fair business for a good price Sit Tight Buy and Hold : Strictly buy and hold and believe that picking the right business needs skill a...

ASK‘s Inda Entrepreneurial Portfolio ( IEP ) is one of the leading PMS strategies in the country, over the course of the last 11 years the fund has consistently created wealth for its investors. ASK individually manages the highest amount of AUM in the PMS segment.  Ask IEP PMS is managed by Mr. Sumit Jain The concept invests in Indian entrepreneurs with adequate ‘Skin in the Game’ who have demonstrated high standards of governance, vision, execution, wisdom, capital allocation, and capital distribution skills. They run businesses that are amongst the highest long-term earnings growth. Investment Strategy: 1) Identify large and growing business opportunities with a competitive advantage that are significant sized (min Rs. 100cr of PBT) 2) The quality of the business should be good to be able to fund strong growth through internal cash generation. So, it looks for 20% compounded growth from each business and targets over 25% growth from the portfolio 3) To fund...

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 cycli...