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Welcome to AIF & PMS Experts India Pvt. Ltd.

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AIF & PMS Experts
AIF & PMS 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

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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:

1 (1)

Sign-up

2 (1)

Upload Stocks / Personal Equity Portfolio

3 (1)

Download your Portfolio Review in less than 2 minutes.

4 (1)

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 November 2022.

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

Webinar Invite

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Portfolio Managers - Talk

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Newsletters

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AIF Performance

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PMS Performance

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Special Edition

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Blogs

Exclusive Webinar on Are We Heading towards Recession in India

An exclusive webinar was held between Mr Shankar Sharma and Mr Vikas Agrawal. Our guest, Mr Shankar, is the founder of a Global Fintech and Asset Management Company named GQuant Investech. Vikas Agrawal hosted this exciting webinar, and he tried to read his thought on global and domestic issues. He is the Founder and CEO [...]

Growth And Investment Opportunity for Investors at Indian Inflection Circumstance

Businesses, markets, sectors, and economies all change quickly. Indian inflection moments are more substantial than the incremental progress that is generally made daily, and the impacts of the change are frequently felt widely. Also read: Know about The Top Ten PMS in India What Is an Inflection Point? A turning point or inflection point is an [...]

Exclusive Webinar on The Right Time to Invest in The US Market

An exclusive webinar has been held on YouTube by Mr Vikas Agrawal with respected Kanika Agarrwal. In this knowledge-based webinar, an investor will learn that not only in India but also return can be generated from the US market. You can do that if you have sufficient interest in the correct investing approach. But how [...]

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Client Testimonials

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Achievements

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