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Showing posts with the label IIFL PMS

Best Long Only Alternate Investment Funds (AIF)

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Alternate Investment Funds in India are of 3 categories, CAT 1 – which invest at a venture level CAT 2 – which invest as private equity CAT 3 – which invest in the listed public equity In practice a lot of the asset management companies use the AIF platform to manage conventional long only strategies in equity to combine the operational ease of MFs with the customization of any PMS. The Minimum investment in any AIF is 1cr. The space is new and evolving. Some of the best known AIFs in India in long only equities so far are  Sunil Singhania ( Abakkus Asset Manager),  Vikas Khemani ( Carnelian Capital ), Kenith Andrade (Old Bridge Capital), ICICI Pru CompAct AIF, Nippon India Alternate Investment Funds, Edelweiss Asset Management, Avendus Asset Management. In long only AIFs the taxation is done at the fund level as per capital gains slabs and returns are shared net of all expenses and taxes to the investor. AIFs provide a lot more flexibility to fund managers in...

IIFL Multicap PMS | PMS AIF World

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IIFL Muticap PMS is the PMS strategy managed by IIFL wealth managers, they have created a niche in managing multicapstaregies. IIFL Mutlicap PMS is one of the best strategies in the multicast space and has delivered consistently since the last 4 years of it’s existence.  IIFL PMS has 4 buckets of stocks in which it constructs the portfolio- Secular, Cyclical, Defensives , Value Trap. This framework is known as SCDV and it ensures that the fund has defensives and tactical allocation in the same portfolio, generating consistent returns through defensives and alpha through tactical plays. 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.

ASK Indian Entrepreneur Portfolio (IEP) | PMS AIF World

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ASK IEP PMS is a Portfolio of large and growing companies with promotors significant skin in the game. This PMS was started by ASK in Jan 2010 and is headed by a very well know equity market names, Mr Bharat Shah. The advantage ASK brings is “Investing”, as Buffett says, “is simple but not easy”. It is the implementation of the simple things consistently and with discipline during all market conditions, that requires character, which makes all the critical difference. Core advantage lies in the disciplined and consistent execution of these ‘simple’ things and doing them well. The core philosophy at ASK Investment Managers revolves around two key aspects. First, achieve capital protection (over time) and second, follow it with capital appreciation.  PMS AIF WORLD which is analytics backed and content-driven new age wealth management firm find ASK IEP portfolio as one of credible PMS products for long term investors.  ASK IEP invests in Indian entrepreneurs with adequate ...

PMS returns list (2019): Find the best performing Best Portfolio Management Services in India

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List of top 10 PMSes for the year 2019 PMS AIF WORLD is analytics backed and content-driven new age wealth management firm offering informed investments in focused and concentrated portfolios managed by experienced money managers aiming stupendous performance in the long term. Here is its latest released list of Top Best PMS Service Provider 2019 as of 30th Nov 2019. Before you jump on to the list, please understand that 2019 has not been good for broader markets, but at the same time also paved way for front line indices like Sensex and Nifty to record new lifetime high levels of 40000 and 12000 respectively. Since this was led by a hand full of heavyweight stocks, a portfolio with large-cap bias has done really well.  So, all the multi-cap PMS that are shown below as top performers of 2019 have a large-cap bias. There is only 1 PMS which is a mid-cap PMS but has performed really well and so appears in this list; Ambit Good and Clean PMS. It is a concentrated p...

Top PMS in India 2019 List | Best PMS Service Provider

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When it comes to choosing an asset class or an investment category which can do best in the long term, it is “Equity”. Within equity, Portfolio Management Schemes are the perfect choice for sophisticated investors to make long-term lump-sum allocations as it brings professional management with largely “buy and hold” strategy. Here is the list of Top Wealth Creators in the  Portfolio Management Service   industry which has delivered more than 2.5x return in the last 5 years – ALF Accurate Advisors AAA PMS Below are some of the facts about this strategy: Portfolio Type  – “Well diversified, relatively low-risk portfolio” Fund Manager Name  – Rajesh Kothari Investment Philosophy/Strategy 

PMS AIF: India's No.1 Portfolio Management Services Portal

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PMS AIF WORLD Platform, which is the top PMS AIF in India, is a research-backed quality investing wealth management company with an endeavour and promise for long term wealth creation and prosperity. It does in-depth research on Portfolios across Philosophy, Performance, Portfolio and Price.  Kamal Manocha, the Chief Strategist at , who built the best PMS Caprision in India,  says, we understand the requirement and offer a well analysed suitable solution. With us, investors make informed and more confident investment decisions. We first perform the following basic filters on 100+ PMS products. Comparing PMS is not as easy as comparing mutual funds. This is because the data is not publicly available for PMS comparison . And, there is no standard mechanism that is followed for calculating returns.  • Min 2 Years of performance • Min 100 Cr of AUM • Existence of Strong Term • Note Taking Un-Due Risk This reduces the Universe to 35 names. On these PMS pro...

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 (N...

IIFL PMS

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Key Attributes ·          Inception Date: 31 December 2014 ·          Number of Stocks: 29 ·          Fund Manager Name: Aniruddha Sarkar ·          Fund Manager Experience: Total Exp – 10+ Years, With IIFL – 8 Years ·          Fund Manager Qualification: MBA in Finance from IMI, New Delhi and a Bachelor’s degree in Commerce from St. Xavier College, Calcutta Investment Objective The objective of the IIFL PMS strategy is to generate long term capital appreciation for investors from a portfolio of equity & equity related securities. The investment strategy is to invest in companies and in sectors that are available at a significant discount to their intrinsic value and provide earnings visibility. Investment Philosophy 1) IIFL...