Analytics Backed
Quality Investing

India’s Most Trusted and Best
PMS & AIF Platform

About PMS AIF WORLD

PMS AIF WORLD is a New Age Investment Services Company, committed to delivering an analytics-driven, high-quality investing experience.

Our mission is clear: to foster Wealth Creation and prosperity for our clients. Anchored by a dedication to excellence, we meticulously select & offer the best Alpha-focused products, striving to identify and offer the best opportunities in the space of Alternates.

Our comprehensive suite of financial products spans a diverse range, with a primary emphasis on Alternates, including PMSs and AIFs. From listed to unlisted investments, encompassing Pre-IPO opportunities, Venture Capital, and Private Equity , we provide our clients with access to a wide spectrum of investment avenues, tailored to meet their unique needs and objectives.

500

Clients Served

750

AUM

5

Countries

24

Cities

Invest with us in the best quality PMS and AIF products to make informed investment decisions.

What We Do

We help our clients create & grow wealth through good investments

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.

Most investors focus on risk while investing in equity products, and focus on returns while investing in debt products; but ideally it should be the other way round. And, that’s the beginning of informed investing that leads to Wealth Creation.


How are we making a difference

Harnessing the power of analytics, we bring to you an objective selection of products, through our Q-R-C Scoring system – evaluating investments across Quality, Risk, and Consistency. It’s not just about numbers; it’s about understanding the pulse of the market and making data-driven decisions that stand the test of time.

Analytics Backed Quality Investing

India’s Most Trusted and Best PMS & AIF Platform

WHY US

Focused &
Concentrated
Portfolios
Founder
Driven
Philosophies
Adept
Portfolio
Managers
Alpha
Focused
Products
Minimal
Exit Load
Structures
Best In Class
Investment Service

Creating real stories of Wealth Creation

Returns belong to investor and performance belongs to products,thus,
we focus on real factors that bring Alpha and make our clients Invest in the Best

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

Wealth Management Industry
is not 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.

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.

Additionally,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.

Testimonials

Join us on a journey where tradition meets innovation, and where growing your Wealth becomes our collective mission.

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

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
India’s Trusted Platform For INFORMED INVESTMENT by
HNIs and NRIs
Industry’s 1st 5-P Analysis across
People | Philosophy | Performance | Portfolio | Price
Objective Selection Through our Q-R-C Framework
Quality | Risk | Consistency

We offer responsibly the best wealth creating products & investment services

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Accolade & Awards

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.

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

imageDownload

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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Our Latest Interactions with Thought Leaders of Financial Markets

For more of such videos subscribe to our YouTube Channel

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Do Not Simply Invest, Make Informed Decisions

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