Top Portfolio Management Services (PMSs) in India

PMS AIF World is a New Age Investment Services Company, providing analytics-backed quality investing service with an endeavor and promise for wealth creation and prosperity.

Over 4 years, we have been serving 350+ UHNI & NRI families, across 550 Cr+ , and Price with an endeavor to ascertain the Quality, Risk, and Consistency(QRC) attributes before suggesting the same to investors.

We are genuine, visionary, creative, focused, and persistent.

To help you invest in the top PMS in India, we analyze products across 5 Ps – People, Philosophy, Performance, Portfolio and Price with an endeavor to ascertain the Quality, Risk, and Consistency(QRC) attributes before suggesting the same to investors.

The infographics below represent some of the Top PMSs in India, bifurcated with respect to various categories.

Best 05 Mid-Small Cap PMS Strategies in India

Alfaccurate Advisors Budding Beasts

Founded & managed by Rajesh Kothari, AlfAccurate Advisors Budding Beasts PMS plan is a portfolio of 30-60 companies that are mid/small caps with strong corporate governance and high growth potential with an investment horizon of 3-5 years.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 30^th April 2023).

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Carnelian “The Shift” Strategy

Founded by Vikas Khemani, Carnelian Shift Strategy PMS is a multicap portfolio with a focus on Mid & Small caps to tap niche manufacturing businesses that gain from global supply diversification, recent policy reforms, and cost competitiveness.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30^th April 2023)

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Equirus Long Horizon Fund

Managed by Viraj Mehta, Equirus Long Horizon Fund PMS invests in superior big-potential businesses at reasonable valuations(below their intrinsic value) with a view a long-term view of 3-5 years. They intent to be early in the business discovery, thus providing maximum earnings growth with limited churn.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30^th April 2023)

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SageOne Investment Managers Core Portfolio

Founded and managed by Samit Vartak, Sage One Core PMS (SCP) identifies sustainably high performing businesses and conduct continuous evaluation and monitoring to find businesses that have high earnings structural growth with attractive valuation.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30^th April 2023)

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Valentis Rising Star Opportunity PMS

Founded & Managed by Mr. Jyotivardhan Jaipuria, Valentis Advisors’ Rising Star Opportunity PMS follows a scientific process to garner capital appreciation in the medium to long term, by investing in cherry picked stocks mostly in the Mid and Small cap space.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 30th April 2023).

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Best 10 Multi Cap PMS Strategies in India

Abakkus All Cap Approach

Founded by Sunil Singhania, Abakkus All Cap PMS is a benchmark agnostic diversified Multi Cap portfolio which follows value style of investing.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30^th April 2023)

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AlfAccurate Advisors India Opportunity Plan (IOP)

Founded & Managed by Mr. Rajesh Kothari,  AlfAccurate Advisors’ India Opportunity Plan PMS aims to build a portfolio with a combination of high growth stocks as well as value stocks to deliver attractive long term returns using disciplined, fundamental, research-driven approach.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 31st March 2023).

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ASK Indian Entrepreneur Portfolio (IEP)

Managed by Mr. Chetan Thacker, ASK IEP PMS is designed to invest in entrepreneurially driven and/or family-owned businesses; listed on the Indian stock markets, for compounding gains over the medium to long term.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 31st March 2023).

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Buoyant Capital Opportunities Multi Cap Fund

Managed by Sachin Khivasara, Buoyant Multi Cap PMS invests by taking concentrated bets for the long term & following altering balance in the aggressiveness-to-defensiveness continuum, which is attained through diversification of cash flow streams.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30^th April 2023)

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ICICI Prudential Contra Strategy

Managed by Mr. Anand Shah & Ms. Geetika Gupta, ICICI Prudential’s Contra PMS Strategy aims to provide long term capital appreciation and generate returns by investing in underperforming stocks or sectors, which are available at intrinsic valuations and are expected to perform well in the long run. For defensive consideration, the Strategy may invest in debt and money market mutual fund schemes.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 31st March 2023).

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Negen Capital Special Situations & Technology Fund

Founded and managed by Neil Bahal, Negen PMS s predominantly a smallcap and midcap focused fund with a keen interest in identifying value investing opportunities via special situations like demergers and Spin offs.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30^th April 2023)

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Sameeksha Capital Equity PMS

Founded and managed by Bhavin Shah, Sameeksha Equity PMS focuses on process driven investing and have developed proprietary analytical models and methods which they follow rigorously to identify companies with superior risk-reward characteristics.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30^th April 2023)

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Stallion Asset Core Fund

Founded and managed by Amit Jeswani, Stallion Asset Core PMS has a consistent strategy of buying companies that fit the stringent criteria of Growth at a Reasonable Prices.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30^th April 2023)

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UNIFI Blended- Rangoli Fund 

Founded by Sarath K. Reddy, UNIFI Rangoli fund follows thematic style of investing whereby the mandate is to participate in opportunities that arise from a mix of emergent themes, corporate actions and attractiveness of core fundamentals.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30^th April 2023)

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Valentis Multicap PMS 

Founded & Managed by Mr. Jyotivardhan Jaipuria, Valentis Advisors’ Multicap PMS focuses on the 3 Us – under-owned, under-valued, and undiscovered stocks, by investing in companies that are at the inflexion point in growth.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30^th April 2023)

Our endeavors are to determine the Quality, Risk, and Consistency attributes (QRC). We present all data and analytics with an endeavor and the aim of informed investment decisions. If you are looking to invest and are not able to decide between PMS and Mutual Funds, or between PMS and Alternative investment funds, Book A Video Call with our experts.