AIF & PMS Chatbot

Hello there!

Welcome to AIF & PMS Experts India Pvt. Ltd.

Book a call with our experts





The largest digital leaders in Alternative Investment Fund and Portfolio Management Services





Experts
in AIF & PMS





10000+
Registered Users





NRI Clients
from 10 different countries

Book a call with our experts

  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo
  • amc-logo

Unique Proposition

What Makes Us Unique?

Portfolio Review

Get Your Existing equity holdings analyzed and reviewed for FREE and discuss with us on how can you maximize your wealth creation objective by investing in the right PMS. To Know more, Click here.

Upload your holdings manually or upload your e-CAS statement from NSDL and CDSL and review your portfolio in a minute.
Getting started is free and takes less than two minutes. All you do is:

This image belongs to aifpms.com
This image belongs to aifpms.com

Sign-up

This image belongs to aifpms.com
This image belongs to aifpms.com

Upload Stocks / Personal Equity Portfolio

This image belongs to aifpms.com
This image belongs to aifpms.com

Download your Portfolio Review in less than 2 minutes.

This image belongs to aifpms.com
This image belongs to aifpms.com

Call us to discuss your holding and get expert advise on the best performing PMS

Reasons for choosing our experts

We assist you in Organising your PERSONAL FINANCE with HIGHEST returns.”

* Top 5 PMS Performances based on last one year return as on March 2023.

The 3I Framework

At AIF & PMS Experts, we are a Digital Platform and follow the 3I framework to strategies investments. Our unique 3I investment framework helps us monitor quality and compartmentalize processes.

piramid

Investment Manager

Before investing, an investment manager performs the most important and fundamental function in assisting you in determining the potential risks and returns.

Investment Portfolio

The investment manager will create a portfolio for you in the following phase based on your risk tolerance, financial objectives, and investment horizon. This will first put you in a position to choose.

Investment Performance

Portfolio managers must meet regulatory organizations’ standards while periodically assessing the performance of predetermined investment packages.

Some of the Best Fund Managers

pms

Bharat Shah

Executive Director, ASK Group

Mr. Bharat Shah is a qualified rank-holding Chartered Accountant, Cost Accountant, and MBA in Finance from the Indian Institute of Management Calcutta. He is currently working as the executive director at The ASK group.

AIf pms Expert

Raamdeo Agrawal

Chairman, Motilal Oswal

Raamdeo Agrawal is the chairman and co-founder of Motilal Oswal Financial Services Ltd. He is known as a renowned value investor who believes in the power of compounding. In 2019, he was among the list of billionaires according to Forbes, with a net worth of $1 billion in 2018

Samir Arora Portfolio - Helios Capital PMS

Samir Arora

Founder, Helios Capital

Samir Arora, a graduate in engineering from the Indian Institute of Technology, New Delhi, pursued an MBA from the Indian Institute of Management, Calcutta. He then completed his Master’s degree in finance from The Wharton School of The University of Pennsylvania.

Sunil Singhania Portfolio - Abakkus Asset Management PMS

Sunil Singhania

Founder, Abakkus Asset Management

Sunil Singhania holds a bachelor’s degree in business from Bombay University and a Chartered Accountancy degree from the Institute of Chartered Accountants of India (ICAI), Delhi, with an all-India rank. He has also obtained the privilege to utilise the CFA Institute’s Chartered Financial Analyst credential.

Experts View

This image belongs to aifpms.com

Are we getting into a recession?

pms

Patience brings happiness!!!! see how?

pms

AI & Machine Learning to Handle Your Investment

Webinar Invite

pms

Portfolio Managers - Talk

pms

Newsletters

pms

PMS Performance

pms

Special Edition

pms

Blogs

The Importance of Investment Analysis of The Top Portfolio Management Service Funds

Portfolio Management Service (PMS) is a specialized service provided by financial institutions to help investors manage their portfolios effectively. The service includes investment analysis, risk assessment, and customized investment strategies to achieve long-term financial goals. In this blog post, we’ll explore the requirement of investment analysis in Portfolio Management Services. We also look into the [...]

Know about The AIF Performance to Get The Better Idea

Alternative Investment Funds (AIFs) are a popular investment option for investors looking for a diversified portfolio. AIFs pool money from multiple investors and invest in various asset classes such as private equity, real estate, hedge funds, and venture capital. You can also analyse AIF performance before investing them. The top three benefits of AIF investing: [...]

Top Five Portfolio Management Services to Achieve Your Goals

PMS, or Portfolio Management Services, is an investment option that provides customised investment solutions to individuals based on their financial goals and risk appetite. PMS enables investors to build a portfolio that is tailored to their specific investment needs and goals, rather than relying on a one-size-fits-all approach. This blog post will explore how PMS [...]

Media Interaction

biz1
pms

Client Testimonials

Our Portfolio Manager

list
pms

Signup on our advanced fund comparison tool to see an in-depth review of AIF and PMS.

Achievements

pms

Book a call with our experts