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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:

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Sign-up

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Upload Stocks / Personal Equity Portfolio

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Download your Portfolio Review in less than 2 minutes.

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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 May 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.

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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

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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

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Are we getting into a recession?

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Patience brings happiness!!!! see how?

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AI & Machine Learning to Handle Your Investment

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Portfolio Managers - Talk

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Newsletters

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PMS Performance

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Special Edition

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Blogs

Will The Renewable Energy Sector Become The Next Economic Pillar of India’s Growth Story?

India's growth story so far: India has been one of the fastest-growing economies in the world for the past few decades. Now, India holds the fifth position in the world economy. This growth has been driven by several sectors, including manufacturing, IT, and services. However, in recent years, the renewable energy sector has emerged as [...]

Which Multi-Asset & Thematic Asset Portfolio Management Services Funds Are in The Top Positions?

Investing in the right Portfolio Management Services can be a daunting task for investors. There are many options available in the investing market. Hence, it becomes a challenging task to determine which investment vehicle is suitable for your financial goals. However, multi-asset and thematic asset funds have been gaining popularity over the past few years. [...]

Top Investing Styles: Value, Growth And Contrarian: How to Choose The Most Suitable One through AIF Performance?

Investing in the stock market can be an exciting and potentially lucrative endeavour. It can also be overwhelming and confusing, especially for beginners. One of the most important decisions that an investor needs to make is choosing an investing style in AIF investing. The AIF performance and style should be compatible with their goals, risk [...]

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