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

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Unique Proposition

Domain experts

Paperless

Personalized/customised portfolio

Analysis of risk appetite

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What Makes Us Unique?

Comparison

Selection

Unbiased Approach

Execution

Recommendation

Monitoring

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.

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Reasons for choosing our experts

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

Decision-Making Ability

We Know the Inherent Risk

Analytical Investing Solutions

Optimum Goal Setting

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

Product	1M	3M	6M	1Y	2Y	3Y	5Y	10Y	Since Inc.
Green Lantern Capital Growth Fund	8.78	9.2	9.41	24.55	34.96	53.86	19.43	0.0	14.88
Aequitas India Opportunities Product	9.93	17.29	25.93	23.35	41.38	56.73	11.21	32.79	30.59
Incred Mulitcap Portfolio	8.8	8.1	6.1	15.5	0.0	0.0	0.0	0.0	5.9
Emerging Giants Portfolio	3.7	4.0	0.9	12.3	12.7	31.5	15.2	0.0	15.2
NAFA SMALL CAP PORTFOLIO	6.18	2.76	-0.13	4.7	19.36	38.17	0.0	0.0	19.79

Product	1M	3M	6M	1Y	2Y	3Y	5Y	Since Inc.
FCI LLP WEALTH BUILDER	5.71	6.88	15.18	25.41	15.79	0.0	0.0	15.03
ACE Multicap	8.88	6.03	15.31	18.38	21.63	36.78	0.0	12.48
[email protected] CORE AND SATELLITE STRATEGY	4.77	3.04	1.52	16.06	19.79	30.23	0.0	19.64
Green Lantern Capital Alpha Fund	4.16	4.76	4.22	15.39	20.18	37.85	0.0	29.27
Emkay Capital Builder	5.7	6.7	3.0	14.6	16.8	28.4	9.1	14.9

Product	1M	3M	6M	1Y	2Y	3Y	5Y	Since Inc.
ACE Midcap	9.16	4.61	5.79	11.47	19.26	26.67	11.54	11.79
Emkay Pearls	7.6	9.4	4.4	10.2	16.6	32.5	10.5	15.6
NAFA CLEAN TECH PORTFOLIO	6.71	8.8	7.93	9.83	0.0	0.0	0.0	19.99
PGIM India Phoenix Strategy	4.79	5.06	1.04	7.19	18.08	31.87	7.57	10.9
Emkay Gems	5.2	4.7	1.9	5.0	12.5	23.0	0.0	19.5

Product	1M	3M	6M	1Y	2Y	3Y	5Y	10Y	Since Inc.
LIC MF Value Equity + PMS	5.15	4.78	0.54	7.03	13.82	17.91	0.0	0.0	8.96
ACE 15	3.5	1.16	0.16	6.54	13.86	24.66	8.43	0.0	8.36
Emkay's 12	5.5	4.1	0.5	5.4	9.8	18.7	0.0	0.0	12.0
Alpha10	4.8	5.8	0.8	4.8	8.2	15.2	9.1	15.3	13.6
Care PMS Large & Midcap Strategy	3.35	0.73	1.34	4.66	9.43	0.0	0.0	0.0	16.14

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.

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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.

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