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Showing posts with the label Investing Relation

Saurabh Mukherjea PMS

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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 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.

MARCELLUS Consistent Compounders | PMS AIF World

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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 High Growth | PMS AIF World

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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.

What is so special about IIFL Multicap PMS ?

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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...

Why is Purnartha Advisory Special and Different ?

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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.

What is Portfolio Management Services (PMS)?

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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...