What is a Large Cap Portfolio Management Services (PMS) and why should one invest in it?

Understanding the Basics A Large Cap Portfolio Management Service (PMS) primarily invests in companies with large market capitalization. According to SEBI, Firms ranked between 1 and 100 on the basis of full market capitalisation, are

12 SESSION & 12 INSIGHTS FROM CRYSTAL GAZING 5.0

1. Are we heading towards a bubble OR is this the beginning of the Mega Bull Run?The Nation’s balance sheet stands robust instilling confidence. Projections of high teens earning growth and India’s assent as a

Understanding PMS and AIF Taxation in India

India's financial landscape is continuously evolving, and with it, the taxation policies surrounding various investment vehicles. Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) have emerged as popular investment avenues for high net-worth individuals

Understanding the Difference PMS vs AIF Funds

Choosing Between an Equity PMS and a CAT 3 Long-Only AIF When it comes to wealth management in India & investing in the space of Alternates, savvy investors are often caught in the dilemma of

Understanding the Mid and Small Cap Equity Space with Abakkus Asset Managers Asset Managers

The financial landscape is ever-evolving, and understanding the nuances of the mid and small cap equity space can be challenging. Recently, a deep dive into this topic was provided in a discussion between Mr. Aman

Guide to Invest in a PMS

Portfolio Management Services (PMS) is a professional investment service where a portfolio manager manages an individual's or entity's investment portfolio on their behalf. It offers personalized investment strategies tailored to meet specific financial goals and

Post Covid Performance of Top 10 PMSs and Top 10 Mutual Funds

Equity investments are known for their potential to create wealth in a non-linear manner. Investments made early on can snowball into large sums over time and this is where we help investors make informed investment

Portfolio Management Services (PMS) vs Equity Mutual Funds (MF) – Detailed Score Card (Data as of 31.03.2024)

The jury is out…. Portfolio Management Services (PMS) have outperformed Equity Mutual Funds (MF) by a huge margin! Charmi Shah Content & Analysis, PMS AIF World Which is better – Portfolio Management Services or Mutual

Portfolio Management Services (PMS) vs Equity Mutual Funds (MF) – Detailed Score Card (Data as of 30.09.2023)

The jury is out…. Portfolio Management Services (PMS) have outperformed Equity Mutual Funds (MF) by a huge margin! If you had invested INR 50 lakhs each in the basket of Top 5 Equity Mutual Funds

Portfolio Management Services (PMS) vs Equity Mutual Funds (MF) – Detailed Score Card (Data as of 31.03.2023)

The jury is out…. Portfolio Management Services (PMS) have outperformed Equity Mutual Funds (MF) by a huge margin! If you had invested INR 50 lakhs each in the basket of Top 5 Equity Mutual Funds

TWRR vs IRR – What is the Difference, which is better, and why?

TWRR vs IRR - What is the Difference, which is better, and why? TWRR (Time-Weighted Rate of Return) and IRR (Internal Rate of Return) are two commonly used methods to calculate investment returns. The difference

Exclusive Interview by Mr. Anup Maheshwari, Co-founder & CIO, IIFL AMC

1. Where do you see markets by FY24? Having spent more than twenty-five years in the listed equity space, one thing I have absolute certainty on is the inability to have absolute certainty on what

Exclusive Interview by Mr. Prateek Agarwal, Executive Director, Motilal Oswal

1. Where do you see markets by FY24? Over the longer term, equity indices have compounded at nearly the same rate as earnings growth. This implies that the market today has a high probability of

Exclusive Interview by Mr. Vikaas M. Sachdeva, MD, Sundaram Alternates

Where do you see markets by FY24?  In the last two years, fund flows supported a broad-based rally in Indian markets. Most sectors and stocks participated in this rally supported by a low interest rate

Why most funds & portfolios underperformed the benchmarks in 2022?

Fund Managers as a whole, more or less, mirror the market, says Mr. Samir Arora of Helios Capital.  Since they themselves are the market, by definition all of them cannot outperform the market. If there

Debt MFs and The Alternatives

While we all understand that no other asset class, apart from equities, has the potential to unlock superior Alpha, it is equally important to deploy capital in less-riskier asset classes, like Debt, Gold, and so

What is a Small Cap Fund? Understanding the Basics

A Small Cap Fund or a Small Cap PMS primarily invests in the stocks of companies with a relatively small market capitalization. These companies are often in their early stages of growth and have the

3 major Headwinds & Tailwinds for the global economy & markets ahead

In 2022, markets welcomed all bad news on the economy as good news hoping it signals a pause in Fed rate hikes. Going into 2023, we think a pause in the Fed rate would be

Managing Portfolios Across Market Cycles

Investors have termed phases in equity markets as “bull and bear”, depending on whether equities are collectively appreciating or depreciating in value. A bull market is associated with persistently rising share prices, whereas a bear

The Fixed Income Market changes forever!

As the finance bill 2023 passed in Lok Sabha, the fixed income world changed for forever. From 1st April 2023, there will emerge a tax parity across fixed income opportunities. The finance ministry has tried

The Decennary Stock Market Cycles

India, a developing, democratic & demographically diverse nation with a vibrant stock market  representing both old and new economy stocks currently riding the $2 Trillion to $5 trillion journey is dream place to be for

Opportunities in Private Equity in India

Indian private equity has come of age in the last 5 years – over 70% of the cumulative 25 lakh crore invested in unlisted companies has come in since 2016 and similarly over 70% of

MANUFACTURING – A STRUCTURAL SHIFT

It is said that “when all the stars align, magic happens”. The probability of a successful outcome is far higher  when stars are aligned. COVID coupled with domestic reforms has aligned all the stars for

In investing, what is comfortable is rarely profitable

Going against the crowd typically triggers fear in people immediately. Why? Because everyone else is going with “A”, which makes them fear that they might be wrong in going with an alternative option “B”. They

Why allocation to systematic strategies is the need of the hour?

Over the last 10 years, both Equity and bond markets have delivered decent returns.  In addition, the combination of both asset classes in the portfolio provided good diversification due to relatively low correlation. A simple

Equity biased LS funds v/s Pure Long Only Equity Funds

What are the risks (even for long term investors) that push the need of Equity biased LS funds v/s Pure Long Only Equity Funds? To understand the merits and risk of Long only equity fund

Fed Rate Hikes – Past, Present and Future

One thing which every equity or a debt investor, every money manager and every advisor has followed throughout year 2022 is Fed’s stance, and its consistent rate hikes. For those who have witnessed this in

Portfolio Management Services (PMS) vs Equity Mutual Funds (MF) – Detailed Score Card (Data as of 30.09.2022)

The jury is out…. Portfolio Management Services (PMS) have outperformed Equity Mutual Funds (MF) by a huge margin! If you had invested INR 50 lakhs each in the basket of Top 5 Equity Mutual Funds

The Decade of Wealth Creation in Businesses beyond Large Caps

Indian Equity markets are highly skewed. As of 9th Sept-22 closing, the markets crossed a market capitalization of Rs 283 lakh crores ($3.5 trillion). It is imperative to note here that the 30 companies that

Showtime for India

While rate hike fears have eased down a bit, it’s now time to factor in the next demon in line: Recession. Let us understand how some of the top economies of the world are grappling

India after 75 years at the cusp of a breakout

On 15th August ’22, India celebrated its 75th Independence Day. In the last 75 years, India has come a long way… but there’s still more to achieve. Let’s look at the Indian economy & how

Analysis of Top 50 Stocks held by most PMSs (Data as of June 2022)

Stock Stock PE Compounded Sales growth Compounded Profit growth Compounded Price growth Return on Equity 10Y 5Y 3Y 1Y 10Y 5Y 3Y 1Y 10Y 5Y 3Y 1Y 10Y 5Y 3Y 1Y Aarti Industries 21.00 15.00%

Be Opportunist and remember More Pain = More Gain

"You get recessions. You have stock market declines. If you don't understand that's going to happen, then you're not ready, you won't do well in the markets" - Peter Lynch. In March 2020, when the

Risk or Returns: What should be the focus while selecting a PMS?

Most investors approach equity investing, first thinking about risk, and then about return. And, since PMS is primarily an equity investing instrument, it is also approached generally with a risk focused approach than a returns

Portfolio Management Services (PMS) vs Equity Mutual Funds (MF) – Detailed Score Card (Data as of 30.04.2022)

The jury is out…. Portfolio Management Services (PMSs) have outperformed Equity Mutual Funds (MFs) by a huge margin! If you had invested 50 lakhs each in the basket of Top 5 Equity Mutual Funds v/s

10 facts that we should not forget during current times

Dear Equity Investor, While your mind could be crowded with mixed emotions owing to the volatility and corrective phase of markets, let us give you a breather by stating a few positive things encircling the

Why Should one stay invested in equities

Dear Equity Investor, Creating wealth from equity investments isn’t easy. It generally takes all you’ve got, and some time even more, as every time is the time of new learning. Only those who love the

Give your investments 500 days

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 for investing in Best PMSs in India

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.

Fractional Investing Is The New Alternate Asset | MYRE Capital

Date & Time: 04th March 2022, 04:00 PM – 05:00 PM IST Speaker: Aryaman Vir, Founder & CEO, MYRE Capital Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD MYRE Capital is a tech-based fractional

Equity approach that has generated stupendous Wealth across cycles

Date & Time: September 02, 2022 | 04:00 PM – 05:00 PM IST Speaker: Jigar Mistry, Co-founder, Buoyant Capital Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD Mr. Kamal Manocha, Founder and CEO of

The benefits of investing through the GIFT City PMS for creating a Global Portfolio

Date & Time: August 19, 2022 | 04:30 PM – 05:30 PM IST Speaker: Mihir Shirgaonkar, AVP – Alternative Investments, Phillip Ventures IFSC Pvt. Ltd. Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD Mr.

Smarter way to creating Wealth with Dynamic Asset Allocation based PMS

Date & Time: July 15, 2022 @ 04:30 PM – 06:00 PM IST Speaker:  Mr. Siddharth Vora, Head – Investment Strategy & Fund Manager – PMS, Prabhudas Lilladher Moderator: Kamal Manocha, Founder & CEO, PMS

Will expensive Growth companies continue to outperform?

Date & Time: June 24, 2022 | 04:30 PM – 06:00 PM IST Speaker: Mr. Amit Jeswani, Founder & Portfolio Manager, Stallion Asset Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD Mr. Kamal Manocha, Founder

Investment Approach in the Post-Covid World

Date & Time: June 10, 2022 @ 3:30 PM – 4:30 PM IST Speaker: Mr. Naveen Chandramohan, Founder, ITUS Capital Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD The Normalising World- Death of Growth & Resurrection

Sundaram Alternates’ Emerging Corporate Credit Opportunities Fund – Series 1 AIF

Date & Time: 20th May, 2022 | 04:00 PM IST Speakers: Mr. Karthik Athreya, Head – Product & Strategy, Sundaram Alternates Mr. Chandan Kumar, Fund Manager, Sundaram Alternates Moderator: Kamal Manocha, Founder & CEO, PMS

Generating Alpha through Smart Sector Rotation investment strategy | Quest Smart Alpha AIF

Date & Time: 06th May 2022 | 04:00 PM IST Speaker: Mr. Aniruddha Sarkar, CIO & Fund Manager, Quest Investment Advisors Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD Mr. Kamal Manocha, Founder and

The CANSLIM way for navigating turbulent markets

Date & Time:  April 28, 2022 @ 04:00 PM IST Speakers: Mr. Varun Daga, Co-Founder & Fund Manager, Girik Capital Mr. Harshad Patwardhan, Chief Investment Officer, Girik Capital Moderator: Kamal Manocha, Founder & CEO, PMS

Accurate way to generate Alpha over the next 5 years

Date & Time: 19th April 2022 | 04:00 PM IST Speaker: Mr. Rajesh Kothari, Founder & MD, AlfAccurate Advisors Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD Mr. Kamal Manocha, Founder and CEO of

Growth Investing for Alpha Over the Next 5 Years

Date & Time: 08th April 2022, 04:00 PM IST Speakers: Naveen Chandramohan, Founder & Portfolio Manager, ITUS Capital, and Bhavin Shah, Portfolio Manager, Sameeksha Capital Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD Mr. Kamal

The Golden Decade of Investing in India | ASK Golden Decade Fund

Date & Time: 28th March 2022, 05:30 PM IST Speaker: Mr. Nimesh Mehta, Director & Country Head - Business Development & Products, ASK Investment Managers Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD Mr. Kamal

Beyond Conventional investing- Alternative investments with SBI Funds: What factors drive success?

Date & Time: 25th March2022, 04:00 PM – 05:00 PM IST Speakers: D P Singh, Chief Business Officer, SBI Funds Management Gaurav Mehta, CIO - Alternatives, SBI Funds Management Mahesh A. Chhabria, Debt Strategies, SBI

NOT blundering your way to Outperformance

Date & Time: 25th March 2022, 05:30 PM IST Speaker: Mr. Utsav Mehta, Fund Manager- Edelweiss Focused Mid and Small Cap Portfolio, Edelweiss AMC Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD Mr. Kamal Manocha,

Upside AI PMS’s viewpoint- ‘AI is the new Warren Buffett of investing’

Date & Time: 25th February 2022, 04:00 PM – 05:00 PM IST Speakers: Kanika Agarrwal, Co-founder, Upside AI Nikhil Hooda, Co-founder, Upside AI Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD Let’s begin addressing the elephant in the

Themes to Multiply Wealth over next 4 years | Sundaram AIF

Date & Time: 18th February 2022, 04:00 PM – 05:00 PM IST Speaker: Madanagopal Ramu, Head - Equity & Fund Manager, Sundaram Alternates Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD The current market

Tata ACT portfolio approach

(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

Quant Investing

(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

Market views for PMS in 2022 and ahead

(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

Opportunity in today’s scenario

(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,

How to build a winning equity portfolio?

(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

Non-Linearity: The only way to build wealth

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-

The magic of long-short investing

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

Money Management is simple, but not easy!

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

EMKAY ALPHA MAVENS

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

Inflation: The Silent Wealth Destructor

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

Monarch AIF’s Stock Selection Process amidst the scary side of “Super Quality Stocks” hiding in plain sight

Date & Time: 28th January 2022, 05:30 PM – 05:00 PM IST Speaker: Abhisar Jain, CFA, Head & Fund Manager, Monarch AIF Moderator: Sankalpo Pal, Biz. Development, PMS AIF WORLD Investing narratives keep changing and

Best PMS in 2022 as per risk adjusted returns

Best PMS & AIF Products PMS AIF WORLD is a new age knowledge driven investment platform that provides one of the best investment services. It make relentless efforts towards informed approach to investing by way

Is an allocation to the Long Short Equity Funds the answer to profitably navigate sharply turbulent markets?

Date & Time: 11th March2022, 05:30 PM – 06:30 PM IST Speaker: Rajesh Bhatia, Managing Director & CIO, ITI Long Short Equity Fund Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD Indian investors are

India’s Private Equity Space- Landscape, Outlook, and Opportunities

Date & Time:06th January 2022, 04:00 PM – 05:00 PM IST Speaker: Ashish Agarwal, Managing Partner and Head – Private Equity, Edelweiss AMC Moderator:Kamal Manocha, Founder & CEO, PMS AIF WORLD The visible stupendous over-subscriptions

Why is it called the Rising Giants Portfolio?

Date & Time: 06th January 2022, 04:00 PM – 05:00 PM IST Speakers: Saurabh Mukherjea- Founder & CIO, Marcellus Investment Managers Pramod Gubbi- Head of Sales, Marcellus Investment Managers Ashvin Shetty- Portfolio Manager, Marcellus Investment

Learning the space of long short AIFs with the pioneer of this category of Hedge funds

Date & Time: 10th December 2021, 05:30 PM – 06:30 PM IS Speaker: Nalin Moniz, CIO- Alternative Equities, Edelweiss AMC Moderated by: Kamal Manocha- Founder & CEO, PMS AIF WORLD In this current scenario, where

Portfolio management service focused on high earnings growth businesses /stallion asset core PMS

Date & Time: 04th December 2021, 11:00 AM – 12:30 PM IST Speaker: Amit Jeswani- Founder, Stallion Asset Moderated by: Kamal Manocha- Founder & CEO, PMS AIF WORLD PMS AIF WORLD, which is India’s most

The opportunity for Alpha lies in the underlying change in market trend

Date & Time: 03rd November 2021, 04:30 PM – 05:30 PM IST Speaker: Samir Arora- Founder, Helios Capital Moderator: Kamal Manocha, Founder & CEO, PMS AIF WORLD PMS AIF WORLD, which is India’s most trusted,

Nifty at 18K: Investment outlook for the next Samvat

Date & Time:27th October 2021, 05:30 PM – 06:30 PM IST Speaker: Anil Rego- MD & CIO, Right Horizons Moderator: Sankalpo Pal-Biz. Development, PMS AIF World India growth story - from here to where? With

India growth story – from here to where? With a different perspective on Investment Risks

Date & Time: 01st October 2021, 05:30 PM – 06:30 PM IST Speaker: Vikas Khemani- Founder, Carnelian Asset Advisors Moderator: Kamal Manocha- Founder & CEO, PMS AIF World India growth story - from here to

Strategies that don’t depend on markets to generate returns

Date & Time: September 24, 2021 @ 05:30 PM IST to 06:30 PM IST Speaker: Harsh Agarwal – Head – Alternative Strategies, Tata Asset Management Moderator: Kamal Manocha – Founder & CEO, PMS AIF World Strategies

This decade offers stupendous wealth creation opportunities in equities, BUT…

Date & Time: 17 September 2021, 05:30 PM – 06:30 PM IST Speaker: Navin Agarwal, CEO, Motilal Oswal AMC Moderator: Sankalpo Pal-Biz. Development, PMS AIF World This decade offers stupendous wealth creation opportunities in equities,

Optimizing risk-reward: The Morningstar approach

Date & Time:  03rd September 2021, 05:30 PM – 06:30 PM IST Speaker: Dhaval Kapadia, CFA, CFP, Director, Portfolio Specialist, Morningstar Investment Advisers India Pvt. Ltd. Moderator: Kamal Manocha- CEO & Chief Strategist, PMS AIF

How to balance the portfolio with Nifty at 17k?

Date & Time: 08th September 2021, 05:30 PM – 06:30 PM IST Speakers: Ramesh Mantri, Director- Investments & Principal Officer- PMS, White Oak Capital Management Ayush Abhijeet, Associate Director- Investments, White Oak Capital Management Moderator:

Innovative products from PhillipCapital

Date & Time: 27th August 2021, 05:30 PM – 06:30 PM IST Speakers: Nishit Shah, Fund Manager- PMS, PhillipCapital (India) Private Limited Mihir Shirgaonkar, AVP- Alternative Investments, PhillipCapital (India) Private Limited Moderator: Sankalpo Pal-Biz. Development,

ASK Emerging Opportunities Portfolio | Next Decade of Wealth Creation

Date & Time: 20th August 2021, 05:30 PM – 06:30 PM IST Speakers: Nimesh Mehta- Director & Country Head- Sales & Products, ASK Investment Managers Ltd. Anant Jalan- Portfolio Manager, ASK Investment Managers Ltd. Moderator:

Investing in the Indian Kings of Capital

Date & Time: 14th August 2021, 11:00 AM – 12 noon IST Speakers: Saurabh Mukherjea, Founder & CIO, Marcellus Investment Managers Pramod Gubbi, Head of Sales, Marcellus Investment Managers Tej Shah, Portfolio Manager, Marcellus Investment

The Perennial Fund: An all-weather approach to building wealth

Date & Time: 06th August 2021, 05:30 PM – 06:30 PM IST Speaker: Satwik Jain, Fund Manager- RH Perennial Fund & Executive Chairman- Generational Capital Moderator: Sankalpo Pal-Biz. Development, PMS AIF World Generating consistent returns:

Generating consistent returns: Right Horizons Philosophy & Process

Date & Time: 23rd July 2021, 05:30 PM – 06:30 PM IST Speaker:Anil Rego- MD & CIO, Right Horizons Moderator: Sankalpo Pal- Biz. Development, PMS AIF WORLD Generating consistent returns: Right Horizons Philosophy & Process

Are you aspiring to make 10x returns over next 10 years?

Date & Time: 16th July 2021, 05:30 PM – 06:30 PM IST Speaker:Samit Vartak- Founding Partner & CIO, SageOne Investment Managers Moderator: Kamal Manocha - Founder & CEO, PMS AIF WORLD Building a superior portfolio

Changing Landscape of Hedge Funds in India

Date & Time: 30th June 2021, 05:30 PM – 06:30 PM IST Speaker:Amit Saxena, Director and Head — Alternative Investment Funds, Dolat Capital Market Private Ltd.Moderator: Kamal Manocha - CEO & Chief Strategist, PMS AIF

Finding Growth along with Value when markets are at all-time highs

Date & Time: 18th June 2021, 04:00 PM – 05:00 PM IST Speakers:Sunil Singhania- Founder, Abakkus Asset Manager LLPAman Chowhan- Fund Manager, Abakkus Asset Manager LLPModerator: Kamal Manocha - CEO & Chief Strategist, PMS AIF

Start Ups and Small Caps that could be Unicorns of Tomorrow with Rockstud Capital

Date & Time: 11th June 2021, 05:30 PM – 06:30 PM IST Speaker: Abhishek Agarwal- Managing Partner, Rockstud Capital LLP Moderator: Kamal Manocha - CEO & Chief Strategist, PMS AIF WORLD Start Ups and Small

ESG Investing— The biggest alpha generator in a fast transitioning investment landscape

Date & Time: 07th June 2021, 05:30 PM – 06:30 PM IST Speaker: Abhay Laijawala - MD & Fund Manager, Avendus Capital Moderator: Kamal Manocha - CEO & Chief Strategist, PMS AIF WORLD Aiming Alpha

Is your portfolio geared for forthcoming disruption? The Ambit approach to building a pandemic proof portfolio

Date & Time: 27th May 2021, 04:30 PM – 05:30 PM IST Speakers: Aishvarya Dadheech- Fund Manager, Ambit Asset Management Manish Jain- Fund Manager, Ambit Asset Management Moderator: Sankalpo Pal - Biz. Development, PMS AIF

How to invest in businesses of the future?

Date & Time: 21st May 2021, 05:30 PM – 06:30 PM IST Speaker: Abhay Agarwal - MD & CEO, Piper Serica Advisors Moderator: Sankalpo Pal - Biz. Development, PMS AIF WORLD How to invest in

Current market shifts and the changing portfolio dynamics: An insight for continued wealth creation

Date & Time: 17th May 2021, 05:30 PM – 06:30 PM IST Speakers: Mitul Patel- Senior VP & Fund Manager, IIFL Asset Management Shashi Singh- Senior Partner, IIFL Asset Management Moderator: Sankalpo Pal - Biz.

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 5 years, we have been serving 500+ UHNI & NRI

How does one look at constructing a portfolio in India today, amidst uncertainty?

Date & Time: 07th May 2021, 05:30 PM – 06:30 PM IST Speakers: Naveen Chandramohan- Founder & Fund Manager, ITUS Capital Moderator: Kamal Manocha- CEO & Chief Strategist, PMS AIF WORLD Constructing a portfolio in

Is your portfolio ready for high performance in the next investment cycle?

Date & Time: 04th May 2021, 04:00 PM – 05:00 PM IST Speakers: Kenneth Andrade- Founder & CIO, Old Bridge Capital Management Moderator: Kamal Manocha- CEO & Chief Strategist, PMS AIF WORLD Is your portfolio

Relevance of Quant Investing in Mutual Funds for WEALTH CREATION

Date & Time: 16th April 2021, 05:30 PM – 06:30 PM IST Speakers: Parijat Garg- Senior VP- Fund Management, IIFL Asset Management Shashi Singh- Senior Partner, IIFL Asset Management Moderator: Sankalpo Pal- Biz. Development, PMS

Demystifying Quant Investing and its potential for Outperformance

Date & Time: 16th April 2021, 05:30 PM – 06:30 PM IST Speakers: Parijat Garg- Senior VP- Fund Management, IIFL Asset Management Shashi Singh- Senior Partner, IIFL Asset Management Shishir Bajpai- Executive VP, IIFL Asset

Recipe for Outperformance & Wealth Creation in stock markets by Samir Arora – PMS AIF WORLD

Recipe for Outperformance & Wealth Creation in stock markets by Samir Arora – PMS AIF WORLD PMS AIF WORLD, which is India’s most trusted, alternates focused investment services firm lead by its Chief Strategist &

Time to Strike a Right Balance in The Portfolio Between Growth at any Price v/s Growth at a Reasonable Price

Date & Time: 26th March 2021, 05:30 PM – 06:30 PM IST Speakers: Aniruddha Sarkar, CIO & Portfolio Manager, Quest Investment Advisors Moderator: Kamal Manocha - Chief Strategist, PMS AIF WORLD Transformation of Market Trend

Approaching Equities From The Lens of IIFL AMC’s S-C-D-V Framework

Date & Time: 18th March 2021, 05:30 PM – 06:30 PM IST Speakers: Anup Maheshwari - CIO & Joint CEO, IIFL Asset Management Moderator: Kamal Manocha - Chief Strategist, PMS AIF WORLD Approaching Equities From

Opportunities in Indian Private Credit for Fixed Income Investors

Date & Time: 12th March 2021, 05:30 PM – 06:30 PM IST Speakers: Rakshat Kapoor - Fund Manager & CIO, Centrum Alternative Investment Managers & Soumyo Roy - Investment Team, Centrum Alternative Investment Managers Moderator: Kamal

Generate BIG ALPHA by following “Special Situations” Investment Approach

Date & Time: 5th March 2021, 05:30 PM – 06:30 PM IST Speakers: Arun Malhotra, Founder & CIO - CapGrow Capital Advisors (SEBI Registered PMS) Moderator: Sankalpo Pal, Biz. Dev, PMS AIF World Session Highlights

Diversified Multi Asset Portfolio Approach: For Moderate risk investors

Phillip Capital Multi Asset PMS: Diversified Multi Asset Portfolio Approach Speakers: Nishit Shah | Fund Manager & Principal Officer- PMS & AIF at Phillip Capital (India) Pvt. Ltd. Moderator: Sankalpo Pal, Biz. Dev, PMS AIF

Need and Projected Growth of Alternates Over The Next Decade

Alternate Investment Products (PMS and AIF ) and The Next Decade of Wealth Creation in India Speakers: Aashish Sommaiyaa | CEO, Wite Oak Capital Management; Vikaas M. Sachdeva | CEO, Emkay Investment Managers Ltd.; andBhautik Ambani|

Building A Winning Equity portfolio Aimed at 10x returns over the next 10 years

Investing at any price in so called consistent compounders, is a trend which has become popular over last 4-5 years, but history shows that it doesn’t work for ever Speakers: Rahul Rathi | Chairman &

Best PMS AIF Investments on Quality, Risk, and Consistency Attributes

Best PMS AIF Products for next decade of Wealth Creation PMS AIF WORLD is a new age investment services firm. Over the last 2 years, it has made relentless efforts towards informed investing by way

India Over 2020-2030 Presents Once in a Lifetime Opportunity for Wealth Creation, But for Those Who See it Through The Right Lens

India - Turning Opportunities to Wealth Creation Speakers: Anup Maheshwari | CIO & Joint CEO, IIFL Asset Management; Dinshaw Irani | CIO, Helios India, Navin Agarwal, MD & CEO, Motilal Oswal Asset Management Company and

Are We Heading Towards an Asset Bubble or The Best Decade in Our Lifetime for Wealth Creation?

View on Corporate Profitability, Global Macros and Interest Rate Regimes for Investors in The Last Decade Speakers: Prashant Khemka | founder & MD, White Oak Capital; Andrew Holland | CEO, Avendus; and Hiren Ved |

Spotting Wealth Creation Opportunities for The Next Decade with Saurabh Mukherjea of Marcellus Investment Managers

Investment Views of Saurabh Mukherjea of Marcellus Investment Managers (PMS) on Wealth Creation over The Next 10 Years in a Post COVID-19 World. Speakers: Saurabh Mukherjea | Founder and Chief Investment Officer, Marcellus Investment Managers

Vaibhav Sanghavi from Avendus shared his insights on Risk Mitigation at PMS AIF World Summit 2021

Role of Alternative Investment Strategies for Better Risk Adjusted Returns Over Next Decade Session: Role of Alternative Investment Strategies for Better Risk-Adjusted Returns in 2021 and The Decade Ahead Speakers: Vaibhav Sanghavi | Co-CEO, Avendus

Samir Arora & Raamdeo Agrawal at PMS AIF World Summit 2021

Behavior of markets in 2020 and how to apply Buffetology in the New Post-COVID-19 World of Equities, over Next Decade Speakers: Raamdeo Agrawal | MD, Motilal Oswal Group & Samir Arora | Founder, Helios Capital

Prashant Khemka on Valuations at PMS AIF World Summit 2021

Steering Equity Portfolio Through The Path Crowded with High Valuations Session: Steering Portfolio towards continued wealth creation through the paths crowded with high valuations Speaker: Prashant Khemka | Founder, White Oak Capital Management Date &

An Entrepreneur’s Journey to Investment and Wealth Creation

Success is when you convert your idea into client - Karan Bhagat After harsh winter comes the day of Basant Panchami - when the spring breeze adds a sense of merriment to the surroundings and

Quarterly Newsletter : INVESTONOMICS 12th Edition

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

Myths Busted For Investors To Make Informed Investment Decisions In Purnartha Advisory

REAL RISK IS VOLATILITY IN THE BUSINESS CASH FLOWS, AND NOT MARKETS Purnartha Investment Advisory, a SEBI registered investment advisory service is one of highly credible equity investing solutions. It’s performance numbers speak for itself,

Portfolio Management Services (PMS) vs Equity Mutual Funds (MF) – Detailed Score Card is Out

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

Invest in Equity Market for Wealth Creation and not for Thrill

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

Top PMS In India – 2020

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

Best Long Only Alternate Investment Funds (AIF)

Alternate Investment Funds (AIF) space is new and evolving. The minimum investment in any AIF is ₹ 1 Cr Alternate Investment Funds in India are of 3 categories, CAT 1 – which invest at a

New Age Investments Firm for High Net Worth Individuals – HNIs & UHNIs

The modern age is all about information and analytics. When you invest it’s essential  that you are completely informed and know where you are investing, especially when you are not a young investor who has

Best Wealth Manager For Non Resident Indians – NRIs

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

Market Veterans (Bharat Shah and Prashant Khemka) second PMS AIF WORLD in being Cautiously Optimistic

PMS AIF World Focus on Portfolio's Quality, Risk and Consistency (QRC) PMS AIF WORLD organised a webinar with Mr. Bharat Shah, Executive Director - ASK Group and Mr. Prashant Khemka, Founder - WhiteOak Capital for

Quarterly Newsletter : INVESTONOMICS 10th Edition

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

COVID19 to WEALTH20 : Ajay Bodke, Prabhudas Lilladher Pvt. Ltd.

Market    View    :    Be    CAUTIOUSLY    Optimistic Headwinds: • For any Economy there are 3 prime movers - Consumption, Investments, Net export. In the Indian context, domestic “consumption” is comprised of

COVID19 to WEALTH20 : Hiren Ved, Alchemy Capital Management

Market    View    :    Be    CAUTIOUSLY    Optimistic • We are certainly not low in Price to Earning multiples if compared to 2008 but following PE multiples is not prudent right now.

COVID19 to WEALTH20 : Nilesh Shah, Kotak Mutual Fund

Market    View    :    Be    CAUTIOUSLY    Optimistic • The Government is striving to maintain a balance between Fiscal prudence and Fiscal stimulus to avoid credit downgrades, So, Monetary policy measures are

COVID19 to WEALTH20 : Raamdeo Agrawal, Motilal Oswal Financial Services

Market    View    :    Be    CAUTIOUSLY    Optimistic • Quoting Berkshire Hathaway AGM for 2020, where Mr. Buffett conveyed giving an example of 1929 depression and how stock markets behaved then was

COVID19 to WEALTH20 : Lakshmi Iyer, Kotak Asset Management

Market    View    :    Be    CAUTIOUSLY    Optimistic • Credit Risk is relevant to all bonds apart from the Sovereign papers so we have to always be mindful of this while investing

COVID19 to WEALTH20 : Akhil Mittal, Tata Asset Management

Market    View    :    Be    CAUTIOUSLY    Optimistic • Landscapes in fixed income doesn’t change overnight, credit spreads thus still remain high despite action from regulators and GOI as these will fructify

Lockdown 3 is a time for Keynesian Economics

To see a V or U shape recovery, the government should act a lot more and in a big way, now. Keynesian economics is an economic theory of total spending in the economy. This was

Franklin Templeton – An Alternate View

Franklin Templeton (FT) was instrumental in bringing the concept of “Accrual Debt Investing” to Indian investors, who otherwise never made fine returns in Debt. Franklin Templeton – An Alternate View It is absurd to call

March 2020 PMS Performance Factsheet

PMS Performance Newsletter for March’2020.

12 Must-Dos for Entrepreneurs – A special report for business owners

Spread of coronavirus pandemic is challenging older ways of doing day to day business operations and future would demand more innovation, and flexibility as there is going to be a lot of permanent changes that world could adopt, post the crises.

What lies ahead from here? – A special report for equity investors

Over the last couple of weeks, equity markets have been very volatile and Nifty is down by ~38% from its peak level. The spread of the virus has triggered panic across the world and shaken the confidence of investors. PMS AIF WORLD interviewed eight prominent personalities from the industry and collated their views to bring you a special report, which will help you to understand the market movements in the coming months.

PMS AIF WORLD unveiled brilliant format of awards in the PMS AIF Industry in coalition with IIM-Ahmedabad

PMS AIF WORLD feels proud to have conducted – Industry’s first of Its kind SUMMIT & AWARDS on 7th Feb’ 2020. It unveiled first of its kind efforts towards informed investing by way of announcing brilliant format of awards in the PMS AIF Industry in coalition with IIM A.

Top Winners of PMS AIF WORLD Awards, 2020 on the basis of risk adjusted returns

PMS AIF WORLD, unveiled first of its kind efforts towards informed investing by way of announcing brilliant format of awards in the PMS AIF Industry in coalition with IIM A.

Do not invest in PMS by looking at Monthly Returns

India as a country lays emphasis on education in a way that very few other communities do. Since ancient times we have always been very active on educating the community, which is visible across our ancient literatures and monuments . The emphasis on education over the years has not lessened in our society.

Invest in Equity for WEALTH CREATION, But Remember..

When we have to travel a short distance in our own city, we’re often confused about the mode of commute that would be optimal – should I drive my car ? should I take a cab ? should I take a metro ? should I board a city public transport bus or maybe take a rickshaw? Isn’t it? However, we’re never so confused while travelling from Delhi to Mumbai – We know, we’re going to board a flight. Similarly, short term trading decisions may involve mental bandwidth but really do not take us much far from where we stand.

Longing for Returns, Short of Opportunities?

Though the overall growth prospects for economy and capital markets remain high, the last 20 months have taught that stock market investing can go through frequent ups and downs with sharp moves at sector and stock level.

Valuations favour Mid – Caps

The journey to higher double digit returns in equity investing goes through dark patches and sees bright sunlight. The inflection point or the new dawn in return trajectory for Indian shares could be visible soon.

Types of Alternative Investment Funds (AIF)

AIFs combine the operational ease of a mutual fund and the flexibility of a PMS making it a perfect blend geared for generating optimum performance for a stipulated investment objective.

What are Alternative Investment Funds (AIF)?

AIFs combine the operational ease of a mutual fund and the flexibility of a PMS making it a perfect blend geared for generating optimum performance for a stipulated investment objective.

What are Portfolio Management Services (PMS)?

PMS is meant to invest in the focused and concentrated basket of well researched businesses. PMS works on the concept of personal demat account for each investor for holdings stocks under their name.

What Lies Ahead? Views Of The Biggest Equity Portfolio Managers

Mid and Small Cap indices have seen approx. 20% and 30% corrections respectively. This is a decent correction. Things may correct in the large cap space, but mid and small cap are definitely attractive.

It’s a Good Time to Invest In a Good Quality Mid Cap PMS

One can imagine what could be in store for long term investors for next 5 and 10 Years.

Discovering Outliers in where Alpha is generated : IIFL Multi Cap PMS doing this Consistently …

Earnings, Earnings and only Earnings matter, Time and again stock market tells the same story

Coffee Can Philosophy – Less Volatile and High Returns

Investing in a concentrated portfolio of these great companies gets double digit ROE with less volatility and downside. The strategy promises impressive wealth creation with ‘Less risk’.

Top 5 PMS for 2019

These investments should deliver impressive returns in next 5 years

3 Types of Equity PMSs

Learn, and Select the right PMS product that suits your investment objective and risk appetite

5 Portfolio Disorders

Investors that are aware of basic disorders can create optimal portfolio for higher return potential. Their behavioural biases and industry’s unethical practices lead to portfolio disorders.

4 Unethical Practices in Financial Industry

The Industry is driven by sales motives & isn’t designed to be fair. So investors need informed investment decisions.

12 Behavioural Investment Biases

Investors’ Biases emerges from constant tug of war between cognitive thinking and emotional responses.

NIFTY PE Is High, But it’s Great Time for Equity Investments — Why & How?

2/3rd of Nifty stocks have under performed in the last 1 Year. And, infact is Nifty the right representation of stock market?

Do Not Simply Invest, Make Informed Decisions

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