Client Testimonials

What our Users/Clients say about us

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

Gaurav Bakshi


Hitesh Tuteja

Senior Program Manager, Hand Enterprise Solutions

A Genuine Interest in Creating Wealth

PMS AIF World provides one of the top-notch financial advisory services. For them client satisfaction is the main motto, and always delivers more than the expectations. Passion, knowledge and a genuine interest in creating wealth for clients is what makes them a truly professional Financial Adviser

Perceptive and Right

They have everything in place. Years of Experience, Disciplined Approach to Investing, Robust Technology, Amazing Report System.

Mr Mahajan

New Delhi

Discipline and Integrity

Disciplined approach with solid integrity focused on Wealth Management and responsible advisory.

RK Agarwal




Responsible, Sensible and Focussed

If you want to know anything about investing, PMS AIF WORLD is the way to go. Flat fees, responsive staff, direct investments, online tracking, one click transactions and sensible advice make this an easy decision.
I can clearly see the difference between their advice and the biased advice I get from banks and other distributors. I’m very happy with their service. I can focus on my work because I know they are focused on theirs.

Class Apart

We have worked with largest MNC bank, Indian private bank. PMS AIF WORLD is class apart; truly client-focused. Team of people with amazing integrity and values. They have sound understanding of the advisory industry, products, and are going to create a special market for themselves as there is a huge need for honest, ethical and sound investment advisory.



Rare Combination of Intent, Knowledge and Discipline

The intent of an advisor matters the most. After having dealt with banks and other distributors for years, I find PMS AIF WORLD different and a rare combination of right intent, advisory know-how, and disciplined approach to investing. All this along with consolidation of my investments at one place and flat fee model adds immense value to my investment portfolio.
I happily recommend their service.



Just the Right kind of Advisory

What makes me recommend PMS AIF WORLD is that now I have access to all on my financial investments across products at one glance. Sensible investments, unbiased product selection, flawless technology, customized hand-holding. All this for a fair fee that is not correlated to portfolio value is just the right kind of advisory model that I was looking for.



Refreshing departure from the stereotypical pattern

I have never had a satisfactory experience in the past with financial advisors from big institutions . Their emphasis was to off-load products attractive to their interests even though they were not conducive to the client’s portfolio. PMS AIF WORLD provides a refreshing departure from the stereotypical pattern. They study your needs and jointly develop a portfolio to meet your long-term aspirations. The products are well researched, service is provided for the transactions to happen in the e-mode. Their website provides comprehensive information not only on the portfolio status, but of dividends, short and long-term gains, tax implications and history of transactions. This is the kind of service I have been looking for – expert advice and service available all the time without having to worry about timelines . It is nice to have one place to come to, without being intimidated by relationship managers from larger institutions. This is what financial advisors should be.



Addresses Investor's Needs

I have been investing in mutual funds through a bank, and then when I discovered cost advantage of direct investing, I started dealing with online platforms that provide direct mutual funds. I also dealt with asset management companies directly. But, in all experiences, I saw huge gaps and/or conflict of interests. While banks were always keen to just sell a product for commission, online platforms were not capable to understand my risk preferences, and were not actively involved to review portfolio level performance. They were claiming artificial intelligence, but actually were lacking even in common sense! AMCs have a limitation of bias towards their own products. PMS AIF WORLD addressed all these issue. Their approach is right and is the way to go for this industry. I have recommended this to my colleagues and will happily recommend to all.



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