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.
Kamal Manocha
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
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.
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
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
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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
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