PMS AIF WORLD

Year 2018, 2019and 2020 were difficult year for equity markets, as broader markets did not perform in 2018 and 2019 and even front line companies underperformed in 2020 owing to COVID 19. Most equity investment products that were linked to broader markets had exposure in cyclical sectors like auto, real estate, infrastructure did not perform. Portfolios that had exposure to mid&small cap companies also did not perform. However, at the same time, front end markets made their life time highs in Dec 2019, and so the best PMS for 2019 were those which had larger exposure to Blue-Chip and Quality Companies. Best fivePMSesbased on the recent past performance   ( Year 2018 & 2019 ) are 1) Marcellus Consistent Compounders , 2) Stallion Asset Core Fund, 3) IIFL Multi Cap PMS ,   4) Ambit Coffee CAN, 5) ASK India Entrepreneurial Portfolio .                     ...

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 ...

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...

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...

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...

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...