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Showing posts with the label Marcellus PMS

Best Wealth Manager For Non Resident Indians – NRIs

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PMS AIF World understands your emotional mind-set while investing in your own country, and offer right advice that is empowered with rational thinking. This is unlike others who take advantage of your time constraints and often sell you locked-in products. Chances are that if you are an NRI, then you or someone from your previous generations travelled beyond the country to create wealth. Take a pause and a deep breath, congratulating yourself for having achieved part of your objectives. Who would know better than you that earning money as an NRI was not easy. Similarly, managing investments is not easy. A good wealth manager is somebody who understands your needs, thoroughly analyses the product(s), and is ready to work in ethical manner. Especially, from the perspectives of  NRI investors , the Wealth Management Industry isn’t designed to be Fair. There are hundreds of products and strategies that waste time, and money. One must practice caution while investing. NRI ...

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...

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.

MotilalOswal Buy Right Sit Tight Philosophy

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Investment philosophy – ‘Buy Right: Sit Tight’ At  Motilal Oswal NTDOP  Asset Management Company (MOAMC), the investment philosophy is centred on 'Buy Right: Sit Tight‘ principle. Why ‘Buy Right: Sit Tight’ is significant? ·          Real wealth is created by riding out the of the growth curve of quality companies and not by trading in and out in response to buy, sell and hold recommendations. ·          This philosophy enables investor and manager alike to keep this on the businesses they are holding rather than get distracted by movements in share prices ·          An approach of buying high-quality stocks and holding them for a long term wealth creation motive results in drastic reduction of costs for the end investor. ·          While BUY RIGHT is largely the role of the portfolio manager, S...

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...

PMS Comparison | PMS AIF

A PMS AIF World or a PMS Comparison Portfolio Control Provider provides a personalized wealth management service, which can have no pooling of assets like a mutual fund. A PMS Comparison has a minimum investment of Rs. 25 lakhs, and unlike mutual finance, each investor buys and promotes transactions through the fund supervisor through the tax observer. This is a list of PMS returns and chance till February 2019, looking at the inception, last 1, three and 5 years. It can be used about the best acting MS AIF World in India. In contrast to the mutual price range, a PMS Comparison has a pair of entry and exit weights, control fees, and profit-sharing arrangements above a threshold called the constraint value. Above this barrier fee, one per cent of the proceeds will go to PMS. Since the PMS is an individual provider, the   PMS Comparison is in principle negotiable as opposed to a mutual fund. https://dashburst.com/pmsaif/8 https://1011793.members.page4.me/ https://10...

Marcellus PMS

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Concentrated Portfolio of Top 1% of Companies Key Attributes ·          Inception Date: 1 Dec 2018 ·          Number of Stocks: 12 ·          Fund Manager Name: MrRakshitRanjan ·          Fund Manager Experience: Total Exp – 13 Years Founding Member – Marcellus in Dec 2018 ·          Fund Manager Qualification: B.Tech from IIT (Delhi) and is a CFA charter holder ·          Fund Manager Accolades: Rakshit spent 6 years (2005-2011) covering UK equities with Lloyds Bank (Director, Institutional Equity Research) and Execution Noble (Sector Lead analyst). During these six years, he was ranked amongst the top-3 UK Insurance analysts (Thomson Reuters Extel survey) in the mid-cap space. Since 2011, Rakshit le...