pmsaifworld-blog

[pmsaifworld-blog]

Year 2018, 2019and 2020 were difficult year for equity markets, as broader markets did not perform in 2018 and 2019 and even front line companies underperformed in 2020 owing to COVID 19. Most equity investment products that were linked to broader markets had exposure in cyclical sectors like auto, real estate, infrastructure did not perform. Portfolios that had exposure to mid&small cap companies also did not perform.

[pmsaifworld-blog]

Best Portfolio Managers in India

Year 2018, 2019and 2020 were difficult year for equity markets, as broader markets did not perform in 2018 and 2019 and even front line companies underperformed in 2020 owing to COVID 19. Most equity investment products that were linked to broader markets had exposure in cyclical sectors like auto, real estate, infrastructure did not perform. Portfolios that had exposure to mid&small cap companies also did not perform.

However, at the same time, front end markets made their life time highs in Dec 2019, and so the best PMS for 2019 were those which had larger exposure to Blue-Chip and Quality Companies.

Best fivePMSesbased on the recent past performance  ( Year 2018 & 2019 ) are

1) Marcellus Consistent Compounders,

2) Stallion Asset Core Fund,

3) IIFL Multi Cap PMS,  

4) Ambit Coffee CAN,

5) ASK India Entrepreneurial Portfolio.                      

  PMS AIF World is a new age investment services company. We perform 2 services extremely well – One, wealth management service. Two, content & analysis to support making informed investment decisions.

Over 2 years, we manage 100+ UHNI & NRI families, across 500 Cr+ assets. We are very selective in our approach, and analyze products across 4 Ps – Philosophy, Performance, Portfolio, and Price with an endeavor to ascertain the Quality, Risk and Consistency(QRC) attributes before suggesting the same to investors.Some of the top names as per QRC score are ASK PMS backed by Bharat Shah,  White OAK India Pioneer PMS backed by Prashant Khemka, Marcellus Consistent Compounders backed by Saurabh Mukherjea, IIFL Multicap PMS backed by Anup Maheshwari, Stallion Core Asset Backed by Amit Jeswani, SageOne backed by SamitVartak, Alchemy High Growth backed by Hiren Ved, Abakkus Emerging backed by Sunil Singhania, Nippon India High Conviction backed by Varun Goel, etc

 Our mettle as suitable wealth manager is evident from our latest Webinar Series called Covid19  to Wealth20 where we invited some of the fund managers & thought leaders from the investments world for our investors get a perspective on market & economy views. Some of these names are Raamdeo Agrawal, Chairman Motilal Oswal,  Nilesh Shah, Managing Director, Kotak Mutual Funds, Hiren Ved, Co-Founder & CIO, Alchemy Capital, Bharat Shah, Executive Director, ASK Group, Prashant Khemka, Founder, White OAK Capital, Radhika Gupta, Chief Executive Officer, Edelwiess Asset Management, Shankar Sharma, Founder, First Global.

We offer responsible, long term investment service. Invest with us in best quality products and make informed investment decisions.

[pmsaifworld-blog]

Best PMS Products for Wealth Creation

Equities are the one of the best ways to create wealth over longer periods of time. And, Portfolio Management Services are one of the most effective ways to invest in equities.

In the last decade (2010-2020 ) equity market delivered very average returns less than 5 % CAGRas SENSEX went up from 20000 to 40000, and the decade prior to that ( 2000-2010 ), was one of the best decades for equities as SENSEX went up from 3000 level to around 21000 level. If the pattern is to be extrapolated the decade next 2020-2030 could be to be another stellar decade for wealth creation. There are many fundamental reasons for that. Let’s understand them.

With historic fall in interest rates, cost of capital has gone down significantly. This presents a good business case which many entrepreneurs have always chased in India over years. Also, fall in interest rates, from highs of 9% to almost 5% currently, makes the case for valuations to be seen differently, and hence some high valued companies could command even higher valuations as they would be seen for the potential to generate higher return on capital employed over next decade.

Indian Economy as measured from Gross Domestic Product ( GDP ) has grown from US $ 1.6 tn in 2010 to US $ 2.8 tn in 2020. An absolute performance of 75%. Significantly higher than performance of equity market as Sensex growth was only 50% during last 10 years. This has led to a multi-year GAP between equity market cap and GDP. Currently market cap - to - GDP stands at ~ 60 %. This ratio has fallen swiftly from ~80% as in FY 19 to ~60% in FY 20. It is today, much below long - term average of 75% and closer to levels last seen during FY 09. The ratio has been quite stable over FY15-19 in the 70-80% band. The lowest in the last two decades has been ~45% seen in FY04. The ratio hit a peak of 149% in December 2007 during the 2003-08 bull run. This GAP in Market Cap to GDP ought to be filled and Market Cap to GDP could surpass 100% mark over next decade.

India is an agrarian economy with nearly 50% of Indians livelihood dependent on agriculture and allied sectors. This year has seen a good Rabi crop and the India meteorological department (IMD) announced that it expects monsoon rainfall to be normal this year. Rollout of long pending Agri reforms like scraping of essential commodities act, allowing farms to sell their produce anywhere in the country etc shall pave a way for corporatization of agriculture sector and should lead to growth of this sector in medium to long term.

FII holdings today stands at the lowest level since 2013, at ~20%, govt holding is also at a record low of at ~ 6.6%, DII holding is at 14%, and retail holding is also at 14%. But, at the same time, Indian promotors have increased their holding and are on the buying Spree where they see their franchises under-valued.

China which is largest manufacturing hub to many multinational companies is facing distress wave. And, most of these companies are looking for another alternative, today. CII & Indian Govt. has made representation to around 1500 global companies for moving production to India. Besides, last 10 years have paved way too many policy moves as well as reforms at fiscal, monetary and tax levels. Current scenario is becoming highly conducive for India to attract potential FDI over next decade.

Fall in global crude oil prices is a huge positive for India. Remember 85% of oil is what we import, and every 1 dollar fall in its price, leads to 1 bn dollars of saving on our import bill. This has cascading effect on lower inflation, lower current account deficit, and accommodative monetary stance.

 So , investing in Equity is going to see some interesting times ahead and PMS managed by experienced fund managers are going to be one of the best ways to WEALTH CREATION in the coming decade.

Best 5 PMSesbased on the recent past performance  (Year 2018 & 2019 ) are

1) Marcellus Consistent Compounders,

2) Stallion Asset Core Fund,

3) IIFL Multi Cap PMS,  

4) Ambit Coffee CAN,

5) ASK India Entrepreneurial Portfolio.

[pmsaifworld-blog]

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 often sell you locked-in products.

[pmsaifworld-blog]

PMS AIF World offers responsible, long term investment service. Invest with us in best quality products and make informed investment decisions.

[pmsaifworld-blog]

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

[pmsaifworld-blog]

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

[pmsaifworld-blog]

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

[pmsaifworld-blog]

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

[pmsaifworld-blog]

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

[pmsaifworld-blog]

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

[pmsaifworld-blog]

So , investing in Equity is going to see some interesting times ahead and PMS managed by experienced fund managers are going to be one of the best ways to WEALTH CREATION in the coming decade.

Best 5 PMSes based on the recent past performance (Year 2018 & 2019 ) are :

1) Marcellus Consistent Compounders

2) Stallion Asset Core Fund

3) IIFL Multi Cap PMS

4) Ambit Coffee CAN

5) ASK India Entrepreneurial Portfolio

[pmsaifworld-blog]

Best Wealth Manager For Non Resident Indians – NRIs

Chances are that if you are an NRI, then you or someone from your previous generations travelled beyond the country to create wealth. Take a pause and a deep breath, congratulating yourself for having achieved part of your objectives. Who would know better than you that earning money as an NRI was not easy. Similarly, managing investments is not easy. A good wealth manager is somebody who understands your needs, thoroughly analyses the product(s), and is ready to work in ethical manner.

 Especially, from the perspectives of NRI investors, the Wealth Management Industry isn't designed to be Fair. There are hundreds of products and strategies that waste time, and money. One must practice caution while investing.

 NRI investors have different needs and expectations from their investments in India as they have global portfolios. Also, different countries have different terms and list of products accessible and allowed by regulations. Thus the wealth manager must be competent enough to understand and advice accordingly.

“ We understand 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 often sell you locked-in products “

 PMS AIF World (www.pmsaifworld.com) is one of India’s leading new age wealth management firm focused on alternate investment products. We are driven by content and analytics. We 4 P factors i.e. Portfolio, Performance, Philosophy and Price and ascertain the QRC score across Quality, Risk, Consistency. Some of the top names as per QRC score are ASK PMS backed by Bharat Shah,  White OAK India Pioneer PMS backed by Prashant Khemka, Marcellus Consistent Compounders backed by Saurabh Mukherjea, IIFL Multicap PMS backed by Anup Maheshwari, Stallion Core Asset Backed by Amit Jeswani, SageOne backed by SamitVartak, Alchemy High Growth backed by Hiren Ved, Abakkus Emerging backed by Sunil Singhania, Nippon India High Conviction backed by Varun Goel, etc

 Our mettle as suitable wealth manager is evident from our latest Webinar Series called Covid19  to Wealth20 where we invited some of the fund managers& thought leaders from the investments worldfor our investors get a perspective on market & economy views. Some of these names are Raamdeo Agrawal, Chairman Motilal Oswal,  Nilesh Shah, Managing Director, Kotak Mutual Funds, Hiren Ved, Co-Founder & CIO, Alchemy Capital, Bharat Shah, Executive Director, ASK Group, Prashant Khemka, Founder, White OAK Capital, Radhika Gupta, Chief Executive Officer, Edelwiess Asset Management, Shankar Sharma, Founder, First Global.

Finally NRI investors from Canada and US, have a specific list of products, as well as very specific regulatory terms. We handle all such requirements in very meticulous manner.

During uncertain times investors need a lot of handholding from their wealth managers so that investors don’t take any rash decisions. We have demonstrated that in abundance through our fund manager outreach activities. Do check our Youtube channel. Thus, with great conviction, we mention that we perform 2 services extremely well – One, wealth management service. Two, content & analysis to support making informed investment decisions. Over 2 years, we manage 100+ UHNI & NRI families & we are very selective in our approach.

We offer responsible, long term investment service. Invest with us in best quality products and make informed investment decisions.

[pmsaifworld-blog]

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 30 years of horizon and is investing a few thousands or in lacs.

We offer responsible, long term investment service. Invest with us in best quality products and make informed investment decisions.

PMS & AIF products are meant for mature HNI investors and require a min investment of 50 lacs for PMS & a min of 100 lacs for an AIF. So it is very important to make an informed investment. Various banks and Wealth Management companies tie up with a few large and well-known brands and only sell those PMS & AIF products. Investors are not presented with all options, neither are they presented with complete disclosures. All this mis-information, cannot lead to informed investments, and hence results is a not so great experience, especially, when over time investors get to know about other portfolios, which are performing far better and showcase highly superior attributes.

Basically, the Wealth Management Industry isn’t designed to be Fair. There are hundreds of products and strategies that waste time, and money. One must practice caution while investing. PMS AIF World provide analytics-backed quality investing service. It is easy to socialize and sell, which is what most so-called advisors do. But it is equally difficult to maintain insight and integrity which is what we strive for.

How we add VALUE

PMS AIF World is a new age investment services company. We perform 2 services extremely well — One, wealth management service. Two, content & analysis to support making informed investment decisions.

Over 2 years, we manage 100+ UHNI & NRI families, across 500 Cr+ assets. We are very selective in our approach, and analyze products across 4 Ps — Philosophy, Performance, Portfolio, and Price with an endeavor to ascertain the Quality, Risk and Consistency(QRC) attributes before suggesting the same to investors. Some of the top names as per QRC score are ASK PMS backed by Bharat Shah, White OAK India Pioneer PMS backed by Prashant Khemka, Marcellus Consistent Compounders backed by Saurabh Mukherjea, IIFL Multicap PMS backed by Anup Maheshwari, Stallion Core Asset Backed by Amit Jeswani, SageOne backed by Samit Vartak, Alchemy High Growth backed by Hiren Ved, Abakkus Emerging backed by Sunil Singhania, Nippon India High Conviction backed by Varun Goel, etc

Our mettle as suitable wealth manager is evident from our latest Webinar Series called Covid19 to Wealth20 where we invited some of the fund managers & thought leaders from the investments world for our investors get a perspective on market & economy views. Some of these names are

Raamdeo Agrawal, Chairman — Motilal Oswal

Nilesh Shah, Managing Director — Kotak Mutual Funds

Hiren Ved, Co-Founder & CIO — Alchemy Capital

Bharat Shah, Executive Director — ASK Group

Prashant Khemka, Founder — White OAK Capital

Radhika Gupta, CEO — Edelwiess Asset Management

Shankar Sharma, Founder — First Global

[pmsaifworld-blog]

Why NRIs should invest in India?

NRI can invest in India into – Bonds , Real Estate , Equities and Derivatives.  NRI Investors are the sophisticated and well aware investors in the Indian markets. NRIs have certain special regulations and investment objectives to take care of. In Equities NRI can invest in direct stocks , Mutual Funds , Portfolio Management Services (PMS) or Alternate Investment Funds (AIFs). Equities in India are certainly attractive as Indian Economy is poised to grow faster than most other major economies.

NRI investments/investors  can now participate in the wealth creation journey in India, there are many able and experienced fund managers managing Indian Equity assets – in the PMS and AIF investment space many fund managers have compounded wealth consistently and efficiently. We at PMS AIF WORLD do 4P analysis of Portfolios (Philosophy , Performance , Portfolio and Price) before we can arrive at our investment advice . We are a modern day Wealth management firm with  a focus on alternatives and enabling informed investment decisions.