Dear Investors, Hope you are keeping well. While the movie 500 Days of Summer could be taken as a romantic comedy, the phrase Minimum Horizon of 500 Days (before the first portfolio review be done)
PMS AIF World was set up in 2019 with an aim of informed investing experience for savvy investors. Kamal Manocha, the founder of PMS AIF World, had previously worked for a decade with Citibank, Delhi.
(Article by Mr. Kunal Pawaskar, Portfolio Manager, Tata ACT PMS) CY 2021 has been a rewarding year for equity investors. It has also been a year of continuation of events beyond the usual that
(Article by Karthik Kumar, Portfolio Manager- Alternative Equities, Axis AMC) As asset management industry has grown, the product offering too has expanded in scope from traditional large cap / mid cap / flexi cap
(Article by Shailendra Kumar, Co-founder & CIO, Narnolia Financial Services Ltd.) 2022 is a major reset year for the global monetary regime. For over a decade, central bankers across major economies had been on
(Article by team IIFL AMC) Equities have seen volatility in the recently on the back of concerns like tapering & high valuations. The key to long term performance is strong macro, corporate earnings growth,
(Article by Team White Oak Capital Management) India’s equity markets have rallied sharply from their March 2020 lows. Notwithstanding the sharp rise in equity markets over this period (Nifty up by 130%), there have been
We are raised in a linear environment – you graduate from class 10 to class 11, your salary at your job increases in a linear manner – even in our beloved sport Cricket, linearity shows-
Can low risk lead to higher returns? In a phase, where the market is firing away, one strategy in long-short space has been quietly making a steady journey. The strategy doesn’t get carried away by
Date: 29th October 2021 Interview with Mr. Bharat Shah Warren Buffet, the legendary investor was invited in a gathering of college students along with Bill Gates, where he remarked that his profession of being an
PMS AIF World is a new age investment services company that is transforming the Indian wealth management industry from relationship-based sales approach to knowledge-based smart investment approach. Well experienced investors and industry thought leaders mention
What’s common between Inflation and James Bond? They are both licensed to kill… The latest James Bond movie combines the best of old-world espionage and modern-day filmmaking. Daniel Craig transitions James Bond to the modern
2021 is expected to be the year when the world economy rises like a phoenix from the ashes of 2020 As we start the New Year, expectations are high and now that we have a
The jury is out…. Portfolio Management Services (PMS) have outperformed Equity Mutual Funds (MF) by a huge margin If you had invested 50 lacs each in the basket of Top 5 Equity Mutual Funds Vs
Consistency + Quality = Compounding Retail Participation to the Indian Equity market has surged to 15 years high. These levels were last seen during the midpoint of the historical bull run of 2003-2007. At present
PMS AIF World did first of its kind analysis of more than 105 PMS schemes in coalition with IIM-A, on parameters of risk adjusted performance It is difficult to ascertain which are the best PMSs
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
INVESTONOMICS, 10th Edition - Key Theme is EQUITY We bring you the 10th edition of our quarterly newsletter, INVESTONOMICS. In this edition, we’ve kept EQUITY as a core theme, as we believe it presents a very good opportunity for