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Showing posts with the label Investment Funds

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.

What is the NTDOP by Motilal Oswal?

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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...

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...

Where should HNI and Ultra HNI Invest?

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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...

Invest in Times of Quarantine| PMS AIF

The recent COVID-19 outbreak is effecting the whole world not only health wise but also the global economy. The educational institutions are shut, manufacturing units are closed, economies are closing down and many countries are implementing complete lock down. In India, there is a 21 day lockdown period which will end on 15 th of April, 2020. These measures are important to take save the world from this increasing crisis. The fear is rampant in the wake of the Novel Corona Virus code named Covid-19.   The stock markets have been reflecting this fear. Since the past two weeks Indians have not been able to follow their normal course of life – this deviation was seen in the Indian and Global Equity Markets as well – the longer term structural bull run has been halted and with a ferocity seldom seen – two circuit filters in period of less than a fortnight. Headline indices have lost close to 1/3 rd in value and negating any gains for at least past 3 years for investors. The...