PMS AIF WORLD

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.

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.

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...

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...

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.