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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





100+ AIF & PMS Clients
and Counting

Top 5 PMS Performance based on last one year return as on 31st August 2021
AMC & Scheme Name Inc. Date Category 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
Equirus Long Horizon Fund Oct-16 Small Cap 9.41% 35.29% 53.68% 132.05% 77.98% 37.57% NA NA 31.80%
Negen Special Situations & Technology Fund Oct-17 Small Cap 1.32% 14.14% 41.97% 119.49% 54.41% 21.35% NA NA 14.93%
Right Horizons – Minerva India Under-served Apr-11 Small Cap 13.08% 57.50% 78.10% 110.30% 50.70% 23.20% 16.60% 20.20% 18.70%
Care PMS Growth Plus Value Strategy Jul-11 Small Cap -1.70% 18.20% 57.20% 109.00% 57.00% 15.80% 13.50% 23.40% 23.40%
Abakkus-Emerging Opportunities Approach Jun-2021 Small Cap -2.60% 14.20% 47.00% 103.80% NA NA NA NA 96.90%
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.

Webinar Invite

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Portfolio Managers - Talk

Blogs

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 […]

Learn Investing in Helios Way with AIF PMS Experts India

Learn Investing in Helios Way with AIF PMS Experts India Webinar organized by AIF & PMS Experts was hosted by Mr. Vikas Agarwal founder of AIF & PMS Experts Pvt. Ltd. Focus of the webinar was Mr. Samir Arora, founder and fund manager of Helios Capital. Samir is the Chief Investment Officer of Alliance Capital’s […]

FAQs – Marcellus Consistent Compounders

FAQs – Marcellus Consistent Compounders  1. What is the investment philosophy of Marcellus Consistent Compounders? Consistent Compounders Marcellus’s investment philosophy is based on a deep study of the companies. They believe that the insight story of the companies will showcase the historical consistency of the companies. Marcellus buys 10-15 stocks in their model portfolio of […]

Client Testimony