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

COMPARE NOW

Unique Proposition

Domain Experts

Paperless

Personalized/customised portfolio

Analysis of risk appetite

COMPARE NOW

What Makes Us Unique?

Comparison

Unbiased Approach

Recommendation

Selection

Monitoring

Execution

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:

Sign-up

Upload Stocks / Personal Equity Portfolio

Download your Portfolio Review in less than 2 minutes.

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

Review my Portfolio

Reasons for choosing our experts

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

Decision-Making Ability

Analytical Investing Solutions

We Know the Inherent Risk

Optimum Goal Setting

COMPARE NOW

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

Product	1M	3M	6M	1Y	2Y	3Y	5Y	10Y	Since Inc.
Aequitas India Opportunities Product	2.18	3.73	6.89	24.74	39.4	38.65	6.71	30.79	29.39
Green Lantern Capital Growth Fund	-0.68	-5.48	0.62	22.28	35.39	40.64	15.46	0.0	13.31
ICICI Prudential PMS PIPE Strategy	-2.3	-2.8	0.7	16.3	23.7	28.8	0.0	0.0	24.6
Minerva India Under-served	-1.3	-8.7	-6.5	15.5	41.6	37.5	17.1	19.5	17.4
Emerging Giants Portfolio	2.0	-2.2	0.7	12.5	16.1	24.4	15.8	0.0	15.3

Product	1M	3M	6M	1Y	2Y	3Y	5Y	Since Inc.
CARNELIAN YNG STRATEGY	-1.6	-4.1	1.6	16.1	0.0	0.0	0.0	12.8
Green Lantern Capital Alpha Fund	-0.11	-3.82	-0.38	15.67	18.54	31.21	0.0	29.07
ICICI Prudential PMS Value Strategy	-4.6	-4.5	4.8	15.2	19.2	21.5	10.5	16.1
ACE Multicap	-5.77	-8.51	9.62	14.62	16.01	24.87	0.0	10.6
AAA Budding Beasts	1.08	-1.02	-1.69	11.92	22.6	0.0	0.0	23.6

Product	1M	3M	6M	1Y	2Y	3Y	5Y	10Y	Since Inc.
ACE Midcap	-4.42	-7.72	2.83	10.3	16.37	19.99	11.27	0.0	10.8
PGIM India Phoenix Strategy	0.98	-3.54	-2.66	7.04	18.4	21.2	6.88	0.0	10.53
Envision India Value Portfolio	-0.1	-5.6	-1.8	6.0	13.7	16.7	5.4	11.9	11.0
Emkay Gems	1.6	-4.0	-4.3	5.9	12.6	0.0	0.0	0.0	19.5
RH Super-Value Fund	-1.05	-5.86	-2.61	5.84	18.37	26.08	13.22	16.55	14.76

Product	1M	3M	6M	1Y	2Y	3Y	5Y	Since Inc.
ACE 15	-2.76	-5.18	-0.27	7.07	12.75	18.34	8.18	7.94
ACE 50	-0.87	-4.98	0.17	5.33	9.63	14.84	5.18	4.73
ICICI Prudential PMS Largecap Strategy	-3.3	-6.1	1.3	5.1	15.1	22.1	12.1	13.3
Motilal Oswal Value	-2.3	-6.2	-6.4	1.7	4.1	0.0	0.0	12.8
Karma Capital Magnolia	-0.9	0.0	0.0	0.0	0.0	0.0	0.0	0.0

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.

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.

COMPARE NOW

Some of the Best Fund Managers

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.

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

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

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.

More Fund Managers

Experts View

Are we getting into a recession?

Kanika Agarrwal - CFA Co-Founder Upside AI

Read Time:4 Minutes

Patience brings happiness!!!! see how?

Ashwin Shetty ,Fund Manager MARCELLUS

Read Time:4 Minutes

AI & Machine Learning to Handle Your Investment

Devina Mehra - Founder, Chairperson & Managing Director, First Global Group

Read Time:4 Minutes

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 [...]

ALL BLOGS