PMS AIF WORLD

NRI can invest in India into – Bonds , Real Estate , Equities and Derivatives.   NRI Investors are the sophisticated and well aware investors in the Indian markets. NRIs have certain special regulations and investment objectives to take care of. In Equities NRI can invest in direct stocks , Mutual Funds , Portfolio Management Services (PMS) or Alternate Investment Funds (AIFs). Equities in India are certainly attractive as Indian Economy is poised to grow faster than most other major economies. NRI investments/investors   can now participate in the wealth creation journey in India, there are many able and experienced fund managers managing Indian Equity assets – in the PMS and AIF investment space many fund managers have compounded wealth consistently and efficiently. We at PMS AIF WORLD do 4P analysis of Portfolios (Philosophy , Performance , Portfolio and Price) before we can arrive at our investment advice . We are a modern day Wealth management firm with  a f...

Marcellus is promoted by Saurabh Mukherjea PMS , 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 Compounders 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 has been able to weather storms in the market successfully, falling lesser than peers and gaining more than peers. 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.

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.

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.

Alchemy Capital   is a joint venture in which the Legendary Rakesh Jhunjhunwala is one of the partners and the day to day functioning including the investments is taken care of by Mr. Hiren Ved who is also one the highly regarded fund managers in India. Alchemy capital has carved a niche for itself in the PMS and AIF space and has been successfully creating wealth for it’s investors over the last 20 years.  AlchemyPMS Is known for it’s a bottoms-up approach to stock investing and has over the years made excellent stock selections in its portfolios- currently Alcmechy runs 4 PMS portfolios- Alchemy Select Stock, Alchemy High Growth select Stock, Alchemy leaders, Alchemy Ascent – the portfolios are a mix of multi-cap and mid and small-cap strategies. 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.

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 AMC is creating a niche in the Multicap space, IIFL Multicap is a truly Multicap PMS. The IIFL Multicap PMS has been one of the best performing PMS-es in the category and has delivered consistent returns for the investors. The unique philosophy about the IIFL PMS is The framework that it follows. IIFL AMC divides the universe of stocks into Secular, Cyclicals, Defensives, and Value(SCDV). The SCDV framework helps the fund managers effectively bifurcate the portfolio in a truly diversified and mutlicapmanner.  IIFL portfolio has close to 2/3 rd of the portfolio in seculars and defensives and the rest is in value and cyclical which means the portfolio takes certain tactical plays too. You can know more about the IIFL Mutlicap at www.pmsaifworld.com . We at PMS AIF WORLD do 4P analysis of Portfolios (Philosophy, Performance, Portfolio and Price) before we can arrive at our investment advice. We are a modern-day Wealth management firm with a focus on alternatives and enab...

Purnartha is one of the leading advisory services for investors- it manages 6000cr worth of Advisory assets.   They have been one of the highest performing advisory services in India. What makes it very special is that the values they behold and the research back up and follow up they put their investments through. At Purnartha the belief is   “ What is good for my family is good for my clients”.   This is what sets them apart, Rahul Rathi the founder says that we see our clients as a family and so much so that his investments and his recommendations to his clients are the same. Purnartha has a focused portfolio of stocks are high-quality companies and are backed by high-performance numbers and have zero debt and have significant promoter interest. 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.

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...

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...