creating real stories of wealth creation
through alpha focused investments

India’s Most Trusted and Best PMS & AIF Platform

Analytics Backed Quality Investing

Here from our Clients

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Dhruva Phegade
Managing Director,
Deloitte (Offices of the US)


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Nikunj Raval
Executive Director,
JP Morgan Chase & Co.


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Amit Idnani
Director Software & Services,
ECOM Instruments GmbH


How We Do

Industry’s 1st 5-P Analysis across
People | Philosophy | Performance | Portfolio | Price
Objective Selection through Q-R-C Scoring across
Quality | Risk | Consistency
Subjective Selection through in-depth Interviews
Webinars | Panel Discussion

We are a New Age Investment Services Company, committed to delivering analytics-driven, high-quality investing experience. Our mission is to foster Wealth Creation and Prosperity for our clients. Driven by a dedication to excellence, we meticulously select & offer the Best Alpha-focused products. Our suite of investment products spans a diverse range from listed to unlisted, encompassing Pre-IPO, Private Equity and Venture capital funds.

With us, you invest in the best.


What We Do

We provide best Wealth Management Services in the industry

What sets us apart is our unwavering commitment to excellence. We don’t just manage wealth; we sculpt it, refine it, and nurture it to fruition.

At PMS AIF WORLD, we prioritize a philosophy of suitability over mere sales. We believe in serving you based on the genuine needs of your portfolio, rather than just fulfilling what you want. From asset allocation to re-balancing, our goal is to provide unbiased advice, even when it challenges your existing biases. Our educative approach to providing you the best Bespoke Wealth Management Services ensures that we offer a responsible, long-term investment service that truly aligns with your financial objectives & helps you earn long term alpha on your Investment portfolio.


Why Us

Focused &
Concentrated
Portfolios
High
Performance
Philosophies
Adept
Portfolio
Managers
Access to
Innovative
Products
Minimal
Exit Load
Structures
Best In Class
Investment Service

We offer responsibly the best wealth creating products & investment services

Wealth Management Industry isn't designed to be Fair. There are thousands of PMS and AIF products and strategies that waste time, and money. One must practice caution while investing in PMS and AIF products. Besides, stock market in short term, is one place which is subjective in nature. Anything rises or falls basis perceptions, emotions and sentiments. We offer responsibly the best wealth creating products & investment services, backed by analytics and supported by content. Invest with us in the best quality PMS and AIF products to make informed investment decisions.
Before venturing into the new investment, a review of where one stands is very important. As a first step, we do a portfolio review exercise called QRC (quality, risk, consistency) analysis. Our experience tells us that most portfolios are already over diversified, are prey to wrong asset allocation, & wrong product selection. The Portfolio Management Services and Alternative Investment Funds we select are analyzed across 5Ps (people, performance, philosophy, portfolio, and price). We interview the fund management team to do this in-depth analysis.
QUALITY, RISK, CONSISTENCY REVIEW OF YOUR EXISTING INVESTMENT PORTFOLIO
QRC

PEOPLE, PHILOSOPHY, PORTFOLIO, PERFORMANCE, PRICE ANALYSIS OF PORTFOLIO MANAGEMENT SERVICES
5 P Analysis
500

UHNIs & NRIs Served

1000

AUM (in Cr)

400

PMSs & AIFs listed

5

Countries

23

Cities

JOIN US ON A JOURNEY WHERE TRADITION MEETS INNOVATION, AND WHERE GROWING YOUR WEALTH BECOMES OUR COLLECTIVE MISSION.

Welcome to new era of wealth management – where success is not measured in numbers but in the trust we earn and the legacies we build, together.
BOOK A CALL

Every Month, we study period-wise performance across
Large Cap, Mid and Small Cap and Multi Cap Portfolio Management Services and Alternative Investment Funds

Our Latest Portfolio Management Services & Alternative Investment Funds Comparative Performance Sheet

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Every Quarter, we publish a curated Portfolio Management Services and Alternative Investment Funds magazine covering Data Points, Analysis of Top PMS and AIF Products, Top Investment Indicators, Top Debt and Equity Mutual Funds, Insights from PMS and AIF Fund Managers, Market Outlook, and much more

Our Latest Quarterly Writeup, INVESTONOMICS

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Awards & Accolade

We started our journey in 2018 with a promise to deliver High Performance Investing, and these award are a testimony to our efforts over the last 5 years. Today we provide portfolio management and investment services to 500+ investor families across 25+ cities and 7 countries.

Testimonials

Great professional set-up. They act promptly on your requirements.

Rajan Swaroop

Consultant, Zenzu LLC

Provided a holistic customized perspective and goes above and beyond for their clients.

Kamesh Palanisamy

Vice President, JPMorgan Chase & Co.

Thanks PMS AIF and Charmi Ji for guiding me to the right PMS and your ongoing support in my investment journey are truly appreciated. In the complex world of Investing ,PMSAIF caters client to connect to their perfect investment partner .

Honey Khandelwal

Treasury and Corporate Financial Management, Al Habtoor Group, Dubai

PMS AIF WORLD team offers unbiased investment perspectives that are backed by data and analysis. They are pioneers in the space of Alternative Investments I found them knowledgeable, passionate, disciplined and ethical. They are easily one of the best investment service companies i have come across. I wish them all the best for their future.

Saurabh Dubey

Director, Sharma Fabricators & Erectors (P) Ltd

When I wanted to explore a new investment avenue called PMS, from being an average long term investor in MFs and Real estate – I went through, explored and encountered few PMS offerings. So few PMSs and Financial advisors contacted me including PMS AIF WORLD. After speaking to various PMS fund houses directly, I got information which were squeezed to their philosophies. But the distributors came with different thought processes of giving information about various PMSs.

Among the 3 distributors who contacted me, Ritika from PMS AIF WORLD was keen to understand my requirements, risk profile, my challenges, pros and cons of different options. Team worked with passion and was keen in connecting the dots in a holistic way. PMS AIF WORLD gave me an immense confidence & I am very happy to have such a good advisor.

Franklin K.S

CEO & Director, Future Frameworks

Had Great Experience working with PMS AIF WORLD’s Ritika & Kamal Manocha ji. They are experts in PMS-AIF and give impartial recommendations suiting my needs. They are very responsive and resourceful. I have invested with them and would highly recommend their Services!

SPS Chauhan

Vice President - Southeast Asia, Toyota Advanced Logistics Global

PMS AIF staff is expert in the domain of customized advising investment strategies to its clients. They have their fingers on the market pulse all the while.

Satish Bhatia

Chief Mentor & Scientific Advisor, Eminent Bio Services

The most transparent and trusted platform for informed decision making on investments. They not only guide you on the right investments but also help upskill your knowledge in the area so you are able to take informed decisions. Wonderful, hardworking, passionate folks!!

Akansha Mehra

Manager at Accenture

Our Latest Interactions with Thought Leaders of Financial Markets

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