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One of the Largest Digital
AIF & PMS Platform in India





Experts
in AIF & PMS





7000+
Registered Users





NRI Clients
from 10 different countries





150+ HNI Families

Top 5 PMS Performance based on last one year return as on 30th September 2021
AMC & Scheme NameInc. DateCategory1M3M6M1Y2Y3Y5Y10YSI
Negen Special Situations & Technology FundOct-17Small Cap6.57%14.02%47.42%133.91%57.62%33.60%NANA16.38%
Right Horizons – Minerva India Under-servedApr-2011Small Cap1.80%41.50%78.80%115.20%48.70%28.20%16.90%20.50%18.80%
Roha Emerging Champions PortfolioSep-20Small Cap5.24%12.77%48.88%114.31%NANANANA113.89%
Abakkus-Emerging Opportunities ApproachApr-20Small Cap2.90%10.70%46.50%109.90%NANANANA92.20%
Care PMS Growth Plus Value StrategyJul-11Small Cap4.40%16.10%60.90%108.50%48.50%22.70%13.20%25.80%23.70%
To Compare PMS Performance

What Makes Us Unique?


We have designed a Structured format for our investment philosophy which are:

Comparison

We collect Performance data from all the respective fund houses and compare them to fetch out the best investments across all the categories.

Selection

We work on a ‘Manager- Centric Approach’ and make sure that the style of the portfolio manager matches the requirement of our investors.

Recommendation

Appropriate suggestions are given based on the risk appetite of the investors to allow them invest in high performing portfolio strategy.

Unbiased Approach

We follow unbiased approach while constructing the client’s portfolio and the allocation goes to the deserving portfolio managers.

Execution

We believe that every action that is taken for some benefit should be executed in no time. To ensure this, help our investors set up online PMS account.

Monitoring

Periodic review is done to check the performance of the strategy. A regular monitoring is done to keep everything in order.

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Blogs

Top PMS Performance: October 2021

Top PMS Performance: October 2021 Company’s Overview Serving our clients with transparency, trust and accountability since our inception has become our habit now. We at AIF & PMS Experts Pvt. Ltd. are keen on providing hassle-free services of investment. We intend to build trust with long-term wealth creation; hence we are happy to share that […]

TOP AIF PERFORMERS SEPTEMBER – 2021

TOP AIF PERFORMERS – SEPTEMBER 2021 Company’s Overview AIF & PMS Experts Pvt. Ltd. was created to provide investors with the best-in-class managers to understand their investment requirements. And hence since our inception, we have been fortunate enough to receive the best of investors. As our investors’ family is multiplying, so is their trust. We […]

Top PMS Performance: September 2021

Company’s Overview AIF & PMS Experts Pvt. Ltd. is a multi-asset Alternative Investments Focused company. We have built a dream of taking a “L-E-A-P” of wealth. AIF & PMS Experts Pvt. Ltd. believes in learning from the top fund managers by following a long-term risk-reward matrix. AIF & PMS work towards analyzing active fund management […]

Client Testimony