Blogs

Currently, the major economies across the globe are facing lot of headwinds that can be seen in their GDP numbers. Despite all these uncertainties, India’s economy has managed to grow at a rate of over 7%, making it one of the fastest growing economy around the globe. As per the IMF, India is likely to [...]

In the ever-evolving landscape of investments, AIFs have emerged as powerful vehicles for wealth creation. Therefore, knowledge about the leading top 3 AIFs can be helpful for your investment journey. Understanding The AIF Advantage Dive into the dynamic world of AIFs, where opportunities abound and risks are strategically managed. AIFs offer a diversified portfolio, mitigating [...]

In the dynamic world of finance, achieving enduring success demands more than just luck. Explore how PMS reshapes strategies for prosperity. Portfolio Management Services leverage advanced algorithms, ensuring a well-balanced and diversified portfolio tailored to individual goals. Dive deep into PMS's risk management techniques, safeguarding investments even in turbulent market conditions. A Closer Look at [...]

Dive into the world of Portfolio Management Services (PMS) with a sneak peek into the top-performing funds across various categories. Whether you're a seasoned investor or just starting, these insights can guide you towards informed decisions.   Now, we are going to discuss our top PMS performing funds as of January 2024. Note that, all [...]

Dive into the world of financial growth with Marcellus AIF– a game-changer in wealth creation. In the realm of investing, strategic choices are paramount. Consider, Marcellus AIF Rising Giants – a beacon of financial prowess. This AIF giant fund isn't just about immediate financial gains; it's about laying the foundation for enduring wealth. Enjoy the [...]

In the dynamic landscape of finance, cultivating wealth requires a strategic approach. With a diversified multi-cap fund, you can easily churn out the benefits of sustainable growth. In this regard, our investors should be aware of Abakkus PMS, their financial ally for a sustainable growth journey. Abakkus, a cutting-edge financial platform, combines innovation and expertise [...]

Obtaining optimal portfolio returns is the ultimate aim for investors in the volatile world of finance. It's not just about picking the right stocks; it's about employing sophisticated strategies to outperform the market. Enter Abakkus AIF, a game-changer that offers a unique approach to enhance your portfolio returns. Understanding Their AIF Strategy Their AIF, managed [...]

In the dynamic world of finance, mastering asset allocation is paramount for investors seeking robust and diversified portfolios. Asset allocation, the strategic distribution of investments across various asset classes, is the cornerstone of portfolio management. Such fund location by  Abakkus PMS is a meticulous process that aims to optimize returns while minimizing risk. Investors looking [...]

Are you seeking financial growth? Explore the realm of market excellence through PMS investment strategies, a proven pathway to success. Marcellus PMS offers a personalized approach, managing your investments with precision and aligning them with your financial goals effectively. Why Opt for PMS Investment Strategies? Tailored solutions:  PMS tailors investment portfolios based on your risk [...]

In the ever-evolving landscape of financial investments, investors are constantly seeking avenues to optimize returns and minimize risks. One such innovative solution that has been making waves in the financial sector is Marcellus PMS. Understanding Marcellus PMS Their PMS is a sophisticated investment management service designed to cater to the specific needs of high-net-worth individuals. [...]

This blog solely crafted for our valuable investors. So that, they can have an idea of past month’s top PMSs. In this blog, we are going to discuss several categories of Portfolio Management Services funds. These are: Large-Cap, Mid-Cap, Small-Cap, Multi-Cap, Multi-Asset and Thematic PMS funds. So, let us begin our blog for top performers [...]

Analysing the performance of PMS portfolios is a paramount exercise for savvy investors seeking to navigate the complex seas of financial markets. Unlike generic investment vehicles, a meticulously crafted Portfolio Management Services offers a tailored approach. It's aligning with an investor's risk appetite and financial goals. The Significance of PMS Performance Analysis By delving into [...]

In the dynamic landscape of Alternative Investment Funds (AIFs), discerning investors seek avenues that promise optimal returns. October '23 brings forth a compelling narrative of success, as we delve into the tables showcasing the best performers in distinct AIF categories over the past year. Significance of Evaluating AIF Performance Reports In the dynamic financial realm, [...]

Embark on a journey through the dynamic realm of Alternative Investment Funds (AIF). Here, success is measured in percentages. The Best Long-Only AIFs   AMC & Scheme Name   Overall Performance (%) Inception Date 1Y Abakkus Emerging Opportunities Fund Jun-19 46.8% Abakkus Growth Fund 1 Jul-18 27.4% Sage One Flagship Growth 2 Fund Aug-21 26.0% [...]

In the labyrinth of investment options, PMS (Portfolio Management Services) and mutual funds stand out as two prominent choices. Both offer investment opportunities, but when it comes to maximizing returns, PMS emerges as a compelling choice. In this blog, we will delve into the intricacies of PMS and mutual funds to understand why PMS is [...]

Mr Vikas Agrawal is a Founder and CEO of AIF & PMS Experts India is deeply humbled and immensely grateful for the incredible honour he recently received at the 4th FFF Conference. He received the AIF Achievers Award 2023 for consistent PMS/AIF business growth during the year. This recognition comes from the Financial Freedom Fraternity [...]

In the world of finance, success often boils down to the strategies you employ. For investors looking to maximize their returns, Portfolio Management Services (PMS) offers a compelling avenue. In this blog, we'll delve into one particular PMS strategy; the Contra Strategy. We shall also explore how it can benefit investors in today's dynamic market [...]

In the ever-evolving world of finance, savvy investors seek innovative avenues to grow their wealth. One such avenue that's gaining prominence is ICICI Prudential PIPE PMS. This blog will take you on a comprehensive journey to understand this Portfolio Management Services investment opportunity. Decoding the acronym - ICICI PIPE PMS: ICICI Prudential PMS stands for [...]

Are you looking for investment opportunities that offer both diversification and impressive returns? Let’s delve into the top-performing multi asset and thematic PMS houses based on their performance over the past year. These PMS options have consistently outshone the market. Therefore, it makes them attractive choices for investors seeking robust strategies. The September’s best performing [...]

In the ever-evolving landscape of alternative investments, investors are constantly seeking opportunities to maximize their returns while managing risk. In September 2023, several alternate investment fund stood out for their exceptional performance over the past year. Hence, let's dive into the recognition of these funds, categorized by their investment strategies. Top contenders: In this data-centric [...]

When it comes to wealth management and investment, individuals often find themselves faced with a choice between Portfolio Management Services (PMS) and Mutual Funds. Both options have their merits, but understanding the differences is crucial to making the right financial decisions. What is a PMS? PMS is a personalized investment service offered by financial institutions [...]

In the dynamic world of investments, Alternative Investment Funds (AIFs) have gained significant popularity for their unique strategies. Among them, Long-Short AIFs have caught the attention due to their potential for wealth management and attractive returns. In this blog, we'll dive into the performance data of the two best-performing Long-Short AIFs in August 2023, based [...]

Are you looking to invest your money wisely in the alternative investment fund (AIF) sector? Well, you're in luck! In this blog, we'll unveil the top-performing Long-Only AIFs based on their one-year performance as of August 2023. These alternate investment fund have demonstrated exceptional growth, and we're here to shed light on their impressive achievements. [...]

In the dynamic world of finance, staying ahead of the curve is essential for investors. It becomes more special if they seek to maximize returns on their investments. Our Portfolio Management Services or PMS provide an organized approach to investment management. As its performance might substantially vary, therefore you require expert guidance. In this blog, [...]

The world of investment is ever-evolving, and staying ahead of the curve often requires making informed decisions. One way to do that is by analysing the performance of Portfolio Management Services (PMS). In this blog post, we take a deep dive into the top three large-cap PMS strategies based on their remarkable performance over the [...]

Alternative Investment Funds (AIFs) have emerged as a lucrative avenue for investors seeking higher returns beyond traditional investments like stocks and bonds. These funds encompass a diverse range of assets, including private equity, venture capital, real estate, and hedge funds. Therefore, AIF performance and investing methods makes them increasingly attractive to those looking to diversify [...]

In today's fast-paced world, achieving financial satisfaction is a goal that often eludes many. The constant pursuit of financial stability, coupled with the desire for a more fulfilling life, can leave us feeling overwhelmed. However, there’s a solution that can significantly impact your day-to-day life and lead to increased satisfaction: investing in an alternate investment [...]

Investing wisely is crucial for achieving financial security and growth. As the investment landscape evolves, various options are available to cater to the diverse needs and risk appetites of investors. We will explore the advantages of three popular Portfolio Management Services: Multi-Cap, Multi-Asset, and Thematic PMS Funds. Understanding the nuances of these funds can help [...]

As an investor seeking to maximize returns and diversify their portfolio, exploring various investment avenues is essential. Among these investing tools, PMS funds stand out as a viable option for investors looking for professional management. There are professional fund managers, they can customize their investing strategies by analysing PMS performance for maximum return. This blog [...]

In the ever-evolving landscape of investment opportunities, savvy investors are constantly seeking ways to diversify their portfolios and optimize returns. Two types of alternate investment fund have emerged as compelling options for those looking beyond traditional investment avenues. Among the various types of AIFs, long-only AIFs and long-short AIFs stand out as popular choices for [...]

Investing in the stock market can be both exciting and intimidating, especially for those new to the world of finance. In today's dynamic investment landscape, generating alpha, or excess returns over the market benchmark. It is the primary objective for investors seeking to maximize their return. While there are numerous investment methods available, it is [...]

In today's fast-paced and ever-evolving world, disruptive technologies are revolutionizing industries and transforming the way we live and work. These innovations have the potential to create immense value and generate substantial returns for investors. It requires early recognition of suitable and potential funds. Do you have the clear vision of which alternate investment fund to [...]

Top Points to Consider before Selecting An Alternate Investment Fund for Investment Are you looking to diversify your investment portfolio and explore alternative investment options? If so, Alternative Investment Funds (AIFs) might be worth considering. AIFs offer unique opportunities for investors seeking higher returns, reduced correlation to traditional asset classes, and access to specialized investment [...]

Table of contents: How is the PMS better than Mutual Fund Understanding the importance of a PMS Key factors to consider when choosing a PMS for your investments Conclusion: Making an informed decision for your investments   In today's complex and ever-changing financial landscape, managing your investments effectively is crucial for achieving your financial goals. [...]

Identify The Correct Time to Invest in AIF Or Portfolio Management Services Investing in Alternative Investment Fund (AIF) or Portfolio Management Services (PMS) can offer exciting opportunities from an investing point of view. It gives diversification and potentially higher returns. However, understanding when to invest in these alternative avenues is crucial for maximizing your investment [...]

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 [...]

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. [...]

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 [...]

Investing in Portfolio Management Services can be a daunting task, especially for beginners. With so many investment options available, it can be difficult to decide where to invest your money. An expert in this matter can help you out through their performance analysis. However, the key to successful investing is to have a plan in [...]

Introduction A Portfolio Manager is required to disclose to its clients the performance of the Portfolio Manager periodically. Disclosure of model portfolio returns is not allowed for a Portfolio Manager in any communication with their clients. Hence, this disclosure plays a very prominent role to a client to know the performance of their portfolios and [...]

Table of Content: Introduction Current and future scenario of alternate investing in India Why should you participate in this Overview of the conclave The golden decade for India Parting note This is custom heading element After the COVID-19 pandemic, Ukraine-Russia war, inflation, and energy supply disruption; recession in western countries comes to the picture. There [...]

India has become one of the fastest-growing economies in the world, and its financial sector has been growing at an unprecedented rate. In recent years, there has been a significant rise in the number of Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS) providers in India. PMS performance in India and Alternative Investment Fund [...]

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 [...]

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: [...]

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 [...]

A lot of people are now eager to invest their money and want to grow it. There are several investment-related instruments that you can use for that reason. AIFs are the way to go if you want to invest in anything other than cash, bonds, and equities. An arrangement with an alternative investment fund provides [...]

The foundation: MOAMC (Motilal Oswal Asset Management Corporation Ltd.) is a public limited company founded on November 14, 2008. The company's registered office is in Mumbai. The AMC is duly registered with SEBI as a portfolio manager. The registration comes under the SEBI (Portfolio Managers) Regulations, 1993. The operation of Portfolio Administration Services and the [...]

A recent webinar has been published on YouTube where Mr Dinshaw Irani appeared as the honourable guest. He is the Chief Investment Officer of Helios India. Here, Mr Vikas Agrawal, the Founder & CEO of AIF & PMS Experts India Pvt. Ltd., successfully handled the webinar and read the guest’s mind. Therefore, there are lots [...]

An exclusive webinar was released on YouTube. Mr Anand Shah was present as the webinar guest in this webinar. He is the Head of PMS & AIF Investments at ICICI Prudential AMC Ltd. Like always, Mr Vikas Agrawal, the Founder & CEO of AIF & PMS Experts India Pvt. Ltd., hosted the webinar. The viewers [...]

An exclusive webinar happened between Mr Vikas Agrawal and Mr Prateek Agrawal. In this exciting webinar, Mr Vikas hosted and represented AIF & PMS Experts India Pvt. Ltd. as the CEO & founder of the organization. On the other hand, Mr Prateek represented Motilal Oswal as the Executive Director and Business Head & Investment Strategy. [...]

The process of managing the assets of individuals and enterprises is known as wealth management. Wealth managers help you achieve specific goals, such as enhancing investment returns and minimising economic risks, such as price inflation or market swings. They can help you make long-term investment opportunities in stable assets that offer long-term capital gains. They [...]

An exclusive webinar recently held on YouTube on a very interesting topic that every enthusiastic investor should know. Mr Vikas Agrawal conducted this webinar and brought many informative stories and conclusions. Here, Mr Samraat Jadhav, the Founder & CEO of Prosperity Wealth Adviser, presented as our guest. On the side, Mr Vikas Agrawal, the Founder [...]

An exclusive webinar was recently held on YouTube. On the other side of this YouTube webinar, two prominent personalities were present: Mr Krishnan V. R. and Mr Omkar Sawant. Mr Vikas Agrawal hosts the webinar. He is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. Mr Krishnan V. R. is the [...]

An exclusive webinar was recently held on YouTube between two prominent people in the investing domain. One of them is Mr Piyush Sharma, the fund manager of Minerva Underserved Fund at Right Horizons. On the other hand, Mr Vikas Agrawal was there in the role of webinar host. Mr Vikas is the Founder and CEO [...]

An exclusive webinar was held on YouTube between Mr Mayur Shah and Mr Vikas Agrawal. If you are a mutual fund investor considering investing in PMS, you will get your answers in this exciting webinar. Mr Mayur Shah is the Fund Manager at Anand Rathi Advisors. On the other hand, Mr Vikas Agrawal is the [...]

An exclusive webinar was held on YouTube between Mr Aashish P. Somaiyaa and Mr Vikas Agrawal. Mr Aashish is the CEO of WhiteOak Capital Asset Management, and Mr Vikas Agrawal is the CEO and Founder of AIF & PMS Experts India Pvt. Ltd. Webinar Overview Here, both of them discussed a lot of things. They [...]

An exclusive webinar was held between Mr Nishit Shah and Mr Vikas Agrawal. Mr Nishit is the Fund Manager & Principal Officer - PMS & AIF at Phillip Capital. On the other side, Mr Vikas is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. Webinar Overview If you’re excited about investing [...]

An exclusive webinar was recently held on YouTube between Mr Anand Vardarajan and Mr Vikas Agrawal. Our webinar guest, Mr Anand Vardarajan, is the Business Head - Banking, Alternate products and product strategy of Tata Asset Management. On the other hand, Mr Vikas Agrawal, our webinar guest, is the Founder and CEO of AIF & [...]

An exclusive webinar was held on YouTube between Mr Mayur Shah and Mr Vikas Agrawal. In this webinar, Mr Mayur represented Anand Rathi Advisors as a Fund Manager. On the other side, there’s Mr Vikas Agrawal, the Founder and CEO of AIF & PMS Experts India Pvt. Ltd., in the role of this webinar. Webinar [...]

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 [...]

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 [...]

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 [...]

An exclusive webinar was held between Mr Sandip Bansal with Mr Vikas Agrawal. In this exciting webinar, they talked about many things like mutual funds, the difference between AIF and PMS, especially the ‘Growth fund’ under the AIF scheme and other interesting topics. Mr Sandip Bansal was present there as the webinar guest of this [...]

An exclusive seminar was held, and the whole webinar deeply focused on the basics of AIF & PMS Experts India and the working procedure for their investors. This webinar was successfully handled by the webinar host Mr Vikas Agrawal. He is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. Seminar Overview [...]

An exclusive webinar was held between Mr Agrawal and Mr Sandeep Biyani. In this exciting webinar, our host and honourable guest talked about multiple points regarding past and current market scenarios. Through this webinar, our investors will get to know more about the importance of sufficient risk appetite, diversified investment and the role of potential [...]

An exclusive webinar has been held between Mr Siddhartha Rastogi and Mr Vikas Agrawal. It is the first time our guest, Principal Officer, Managing Director, Chief Operating Officer & Head (Sales) of Ambit Asset Management, were physically present. Mr Agrawal, the founder and the CEO of AIF & PMS Experts India Pvt. Ltd., tried to [...]

The technology sector is a type of equity fund that invests in companies involved in science and technology businesses, such as computer hardware and software manufacturers. It also includes companies that provide electronics and technological services, such as Information Technology. The most significant advantage of making investments with the help of the top 10 PMS [...]

Buy and hold is a passive investment plan in which an investor purchases stocks and holds them for an extended period, regardless of market fluctuations. A buy-and-hold investor actively selects investments but is unconcerned about short-term price movements or technical indicators. Many legendary investors recommend the buy-and-hold strategy. One of the top 10 PMS capital [...]

What exactly is Capital Allocation? Capital allocation refers to where and how a corporation's chief executive officer (CEO) decides to allocate money earned by the company. Capital allocation is distributing and investing a company's financial resources to increase efficiency and maximise profits. Marcellus Investment Managers have the proper skill and experience in this domain, leading [...]

An exclusive webinar has recently been held on YouTube. In this interesting webinar, Mr Vikas Agrawal hosted the CEO of the Northern ARC Investment Managers, Mr Ravi Vukkadala. In this webinar, Mr Vikas is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. He tried to read our guest's mind and churn [...]

An exclusive webinar was held between Mr Vikas Agrawal, the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. and Mr Sankaranarayanan Krishnan. Mr Krishnan holds the position of Associate Vice President & Quant Fund Manager at Motilal Oswal Asset Management Company Ltd. Like always, viewers of this webinar gain knowledge about investment [...]

The decision to invest in Private Equity funds entails indirectly financing the launch, growth, divestment, transmission, or recovery of non-listed companies. You agree to stay invested for at least ten years. Apart from direct investments in non-listed companies, you delegate value creation to the Private Equity fund. Private equity is a critical economic development driver. [...]

 What is 'Alpha'? Alpha is a concept used in investing to refer to the capacity of an investment strategy to outperform the market or its "edge." Thus, alpha is also known as "excess return" or "abnormal rate of return," which refers to the concept that markets are efficient and that there is no way to [...]

Portfolio management is selecting, prioritizing, and controlling an organization's programmes and projects per its strategic goals and capacity to deliver. The target is to strike a balance between implementing change initiatives and maintaining business as usual, all while optimizing return on investment. Portfolio Management Services provide professional investment management tailored to your specific investment strategy. [...]

Do you want to increase the value of your investments outside of mutual funds? Alternative Investment Funds (AIFs) and Portfolio Management Services are the best places to start (PMS). These risky investments have lately skyrocketed in favor among skilled investors looking to build wealth. Your stock or debt assets are handled by qualified fund managers [...]

Alternative Investment Funds are a type of investment distinct from traditional investment instruments. It’s a privately managed pooled fund. In general, institutions and HNIs invest in AIFs when large investments are required. The SEBI (Alternative Investment Funds) Regulations, 2012 apply to these investment vehicles. AIFs can be formed as a corporation, Limited Liability Partnership (LLP), [...]

An exclusive YouTube webinar was held between Mr Vikas Agrawal and Mr Amit Jeswani. As with other webinars, this too is very informative from investors' perspectives. In this webinar, Mr Amit Jeswani, the founder of Stallion Asset's Private Limited, joined as the webinar's honourable guest. On the other hand, Mr Vikas Agrawal is the Founder [...]

An exclusive webinar was just held on YouTube. In this insightful webinar, Mr Aman Chowhan appeared in this webinar and presented his knowledge and experience and brought light to many national and international happenings. Mr Vikas, the Founder and CEO of AIF & PMS Experts India Pvt. Ltd., hosted this webinar. Our guest, Mr Aman [...]

Everybody has personal life goals that they can achieve in their life as soon as possible. Many of us want to fulfil that goal through investment. There are multiple investment opportunities in the market. But which is the most suitable and what time it would achieve matters. Every investor has a unique risk appetite; hence [...]

An exclusive webinar has occurred between Mr Vikas Agrawal and Mr Gaurav Mehta. Mr Vikas is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. and also the host of this YouTube webinar. Our webinar guest holds the CFA Portfolio Manager position at SBI Funds Management. This exciting webinar discussed how and [...]

An exclusive webinar was held on YouTube between Mr. Vikas Agrawal and Mr. Irfan Mohammed. Mr. Vikas is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd is also the host of this informative webinar. Our webinar guest Mr. Irfan is the Fund Manager of Vivriti Asset Management. In this webinar, our [...]

An exclusive webinar was held between Mr Vikas Agrawal and Mr Anshul Saigal. Mr Vikas Agrawal is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. On the other hand, our guest Mr Anshul Saigal is the Executive Vice President and Head of Kotak PMS. This exciting webinar was held on YouTube [...]

Mr Romit Barat held an exclusive YouTube webinar. Mr Romit is the Managing Partner and Mentor of AIF & PMS Experts India Pvt. Ltd. Our webinar guest, Nilesh Shah is the MD & CEO of Envision Capital. In this webinar, our host and honourable guest discussed many interesting things that an enthusiastic and optimistic investor [...]

At AIF and PMS Professionals India, we continue to host knowledge-based events dubbed "Ask the Expert Show," in which we welcome industry experts to try to read their minds and predict where the markets are heading. Mr. Rajesh Kothari, the visionary founder and managing director of alpha accurate advisers, is the driving force behind alpha [...]

An exclusive webinar has been held on YouTube by Mr Vikas Agrawal. This webinar is full of knowledge; therefore, you can understand how Indian equities have performed over the years since their inception. Mr Vikas Agrawal, the Founder & CEO of AIF & PMS Experts India Pvt. Ltd., presented the webinar with lots of research-based [...]

Overview In this exclusive youtube webinar, Mr. Vikas Agrawal, The founder of AIF & PMS Experts India, starts with an Introduction to the co-founders of Complete Circle Wealth, Mr. Gurmeet Chadha(CEO) and Mr. Kshitiz Mahajan.  Mr. Vikas Agrawal inquires about their experience and thoughts on launching their first PMS. The debate continues over how India [...]

There are different kinds of security services available on the market. Navigating different services such as equity, bonds, mutual funds, and their various types becomes difficult. Investing necessitates knowledge, but it also necessitates a strategy, an understanding of the business, and a deep understanding of the economic cycle. Our top 10 PMS in India successfully [...]

360 One PMS or Infoline PMS is one of India's largest portfolio management services. The AMC ARM provides excellent investment strategies and plans to its clients, ensuring their complete satisfaction. 360 One is one of the country's largest and most popular portfolio management service portals. A portfolio management service model is a very popular and [...]

An exclusive and informative webinar happened between Mr Vaibhav Sanghavi and Mr Vikas Agrawal. Mr Agrawal, who hosted this webinar, is the Founder & CEO of AIF & PMS Experts India Pvt. Ltd. Our webinar guest is the Co-CEO and Fund Manager of Avendus Capital Public Markets. Webinar Overview Our honourable guest talked about many [...]

Know about The 360 One PMS And Its Key Benefits from The Investing Perspective 360 One PMS or Infoline PMS is one of India's largest portfolio management services. The AMC ARM provides excellent investment strategies and plans to its clients, ensuring their complete satisfaction. 360 One is one of the country's largest and most popular [...]

An exclusive webinar happened between our honourable guest, Mr. Prateek Agrawal, and our host Mr. Vikas Agrawal. Mr. Prateek Agrawal is the Business Head & CIO of ASK Investment Managers. Mr. Vikas is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. Webinar Overview In this YouTube webinar, our host and our [...]

What Are The Investing Opportunities in The Present Indian Economy? People of all income groups are concerned about selecting the best investment options for wealth management. While saving hard-earned money is important for a financially secure future, relying solely on savings does not make sense. Instead, choosing the best investment options in India is one [...]

Know about The Major Differences between AIF And PMS AIF and PMS There were no explicit rules or laws governing pooled investments before implementing the SEBI Regulations 2012 ("AIF Regulations"). On February 10, 2012, SEBI issued a circular amending the SEBI (Portfolio Managers) Regulations 1993 (the "PM Regulations") to limit their ability to pool their [...]

An exclusive webinar was held on YouTube. Mr. Vikas Agrawal hosted this webinar. Mr. Vikas Agrawal is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. In this webinar, Mr. Naveen Chandramohan appeared here as the webinar guest. Mr. Chandramohan is the Founder and Fund Manager of ITUS Capital. Webinar Overview In [...]

An exclusive webinar was held on YouTube hosted by Mr Vikas Agrawal. He is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. In this webinar, Mr Ashvin Shetty, CFA Investments of Marcellus, joined as our honourable guest. Webinar Overview In this webinar, our host and our honourable guest talked about many [...]

An exclusive webinar was taken place on YouTube where Mr Siddhartha Bhaiya joined the webinar as our guest. Mr Vikas Agrawal, the Founder and CEO of AIF & PMS Experts India Pvt. Ltd., hosted the webinar. Mr Siddhartha Bhaiya is the Managing Director & Fund Manager of Aequitas. Webinar Overview Our webinar guest talked about [...]

An exclusive webinar was held on YouTube where Mr Aniruddha Sarkar joined the webinar as our guest. Mr Vikas Agrawal, the Founder and CEO of AIF & PMS Experts India Pvt. Ltd. Mr Aniruddha Sarkar is the Chief Investment Officer and Portfolio Manager at Quest Investment Advisors. Webinar Overview Our webinar guest explained different market-related [...]

An exclusive video webinar was held on YouTube. Mr. Sushant Pote was present as our webinar's prestigious guest in this webinar. Mr Vikas Agrawal, the Founder & CEO of AIF & PMS Experts India Pvt. Ltd. Webinar Overview Our host and honourable guest tried to throw some light on the real estate investment structure in [...]

Mr Vikas Agrawal, hosted an exclusive webinar with the honourable guest Mr Romit Barat. Mr. Vikas Agrawal is the Founder & CEO of AIF & PMS Experts India Pvt. Ltd. Mr. Romit Barat is the Co-Owner & Partner of Akta Capital Advisers LLP. Webinar Overview The host and the webinar guest discussed a lot of [...]

An exclusive video is published from AIF & PMS Experts India Pvt. Ltd where you can understand and know the benefits of choosing them. You will understand how AIF & PMS Experts India can help you achieve your life goals and lead a better life. About AIF & PMS Experts India We’ve established this idea [...]

An exclusive webinar was held among our host Mr Vikas Agrawal, Mr Hiren Ved and Mr Deven Ved. Mr Vikas Agrawal is the Founder & CEO of AIF & PMS Experts India Pvt. Ltd. On the other hand, Hiren Ved is the Co-founder, CEO and CIO of Alchemy Capital Management, and Mr Deven Ved is [...]

Mr Vikas Agrawal, the Founder & CEO of AIF & PMS Experts India Pvt. Ltd., hosted an exclusive webinar with the Joint Managing Director of Prabhudas Lilladher, Amisha Vora. Webinar Overview The host and the webinar guest discussed the various angles of the budget for 2022. They talked about the budget pillars, tax, revenues, GDP [...]

Mr Vikas Agrawal, hosted a webinar with the Director – Investments of White Oak Capitals Management, Mr Ramesh Mantri. Our webinar host, Mr Agrawal, is the Founder & CEO of AIF & PMS Experts India. Webinar Overview In this webinar, different things were discussed, from new economic movement to new India's economy. Mr Ramesh Mantri [...]

Mr Vikas Agrawal, hosted an exclusive webinar with Mr Sandeep Daga. Mr Vikas Agrawal is the founder and CEO of AIF & PMS Experts India. The webinar guest, Mr Sandeep Daga, is the MD & CIO of Nine Rivers Capital. Webinar Overview Mr Agrawal and Mr Sandeep Daga discussed a lot of interesting topics. Their [...]

AIF & PMS Experts Pvt. Ltd.'s webinar was hosted by Mr Vikas Agrawal, the company's founder. The honourable guest of this webinar was Anil Rego, Managing Director & CEO of Right Horizons. Mr Anil Rego was an employee of a software company. Later, he moved to the financial domain and ran his career successfully. Our [...]

Mr Vikas Agrawal, the Founder & CEO of AIF & PMS Experts India Pvt. Ltd., hosted an exclusive webinar. The guests of this webinar were Mr Anunaya Kumar and Mr Mayur Patel. Mr Anunaya Kumar is the Senior Executive Vice President, AMC Domestic Sales Head, IIFL. On the other hand, Mr Patel is the Senior [...]

Mr Vikas Agrawal,the founder of AIF & PMS Experts Pvt. Ltd., hosted an interesting webinar with Rakesh Tarway, the Fund Manager of Motilal Oswal AMC. The webinar topic was held on 'Mid Cap Valuations Post Market Corrections'. Mr Rakesh was a Research Head in Motilal Oswal. He is often called a Midcap specialist. He has [...]

360 One Multi Cap PMS uses an intriguing and informative mechanism to dissect markets based on precisely this math, namely corporate earnings. This is known as the SCDV system, in which the entire listed market is divided into four quadrants based on the earnings profiles of the firms.  AIF & PMS Experts India Pvt. Ltd is […]

Mr Vikas Agrawal, the founder of AIF & PMS Experts Pvt. Ltd., hosted the webinar held by AIF & PMS Experts. Prithipal Singh, Director & Head of Business Development Aequitas Investment PMS, was the focus of this webinar. Mr Prithipal Singh has 23 years of sales and marketing expertise working for Berger, Reliance, and BNP [...]

Company’s Overview At AIF & PMS Pvt. Ltd, we don’t mince words; instead, we speak plainly and directly with our customers to fully comprehend their individual investment objectives. This practice has allowed us to serve over 6000 clients while still making a profit. We guarantee a relationship between the management and the investor that is […]

Mr. Vikas Agarwal, the founder of AIF & PMS Experts Pvt. Ltd., hosted the webinar held by AIF & PMS Experts. Mr. Pramod Gubbi, founder and fund manager of Marcellus Rising Giants Capital, and Mr. Ashvin Shetty were the focus of the webinar. Pramod is in charge of Marcellus’ business development initiatives. He also serves […]

Everyone claims to be the most trustworthy when it comes to your money. Your trust, we say, is our riches. As a new company, we’ve built our name by providing services and goods that have been thoroughly and strategically planned. At AIF & PMS, we cater to high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs). Our […]

Company’s Overview AIF & PMS Experts Pvt. Ltd has always been at the forefront of alternative investing. We have a legacy of years of serving our clients with full zeal and dedication. Our team of experts has never failed to surprise investors with great philosophies and data-driven statistics for investing. Many people out there want […]

Company’s Overview What does an investor want, good returns, a transparent environment, or proper management? We got it all! Its been almost a year since our inception; and right from day 1, we are maintaining the legacy of creating wealth by managing transparency. AIF & PMS Experts Pvt. Ltd. founder, I Mr. Vikas Agrarwal am […]

AIF & PMS experts spend 60-70 per cent of their time learning about the fund manager’s style. We research to examine the investor’s investment habits to connect their risk appetite with their expectations. By performing a thorough analysis of the firm since its start, we study the ROE and ROCE to achieve better out-turn. This […]

Hiring a professional to handle your money is essential to get good returns on your investments. When you begin your search for a financial expert, you’ll find a variety of titles, such as investment advisors, portfolio managers, financial planners, wealth managers, asset managers, and so on. Every individual in this company is an expert in […]

ICICI Portfolio Management Services are designed to work with your investment plan. Let ICICI keep your investments in line with the best financial strategies, whether you’re preparing for retirement or seeking to expand and safeguard your assets. ICICI Portfolio Management Services (PMS) is the product of two large and influential organisations: ICICI Bank Ltd., PMS. […]

PMS is an investing service provided by a portfolio manager that allows investors to customise a portfolio based on their particular tastes and financial objectives. Unlike a mutual fund investor, who owns units of a mutual fund scheme, when investors invest in PMS, they hold shares or bonds in their name. Two Types Typically, PMS […]

AIF Performance OCT 21 Company’s Overview It is not wrong to say that we are one step ahead to our vision of wealth creation with trust with each passing day. Achieving such enormous heights is not possible to single-handle. Dedicated team efforts are required. We at AIF & PMS experts have a hardworking and experienced [...]

Top PMS Performance: October 2021 PMS Performance Oct 21 Company’s Overview Serving our clients with transparency, trust and accountability since our inception has become our habit now. We at AIF & PMS Experts Pvt. Ltd. are keen on providing hassle-free services of investment. We intend to build trust with long-term wealth creation; hence we are [...]

TOP AIF PERFORMERS - SEPTEMBER 2021 AIF Performance Sept Company’s Overview AIF & PMS Experts Pvt. Ltd. was created to provide investors with the best-in-class managers to understand their investment requirements. And hence since our inception, we have been fortunate enough to receive the best of investors. As our investors’ family is multiplying, so is [...]

Speakers :  Saurabh Mukherjea – Founder and Chief Investment Officer of Marcellus Investment Managers Rakshit Ranjan – CFA – Marcellus Investment Managers Pramod Gubbi – CFA – Marcellus Investment Managers Tej Shah – CFA Marcellus Investment Managers Ashvin Shetty – CFA Marcellus Investment Managers  Host :- Mr. Vikas Agrawal – AIF & PMS Experts India […]

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 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  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 […]

Interesting Frequently Asked Questions (FAQ’s) For PMS Interested investors would be glad to know that this July PMS schemes had outperformed the Nifty50, an impressive win for PMS. PMS is continuously growing and developing; the future seems so bright for investors investing in PMS. So, be quick and grab the opportunity of investing at the […]

Pondering Over The Mains: AIF vs PMS – What’s The Difference Are you planning to invest but looking for something beyond mutual funds? If yes, then this blog on AIF vs PMS is a one-stop destination for you to begin. Here our team of AIF & PMS experts will help you in detail about different […]

TOP AIF PERFORMERS: RISING STARS 2021 Company’s Overview AIF & PMS Experts Pvt. Ltd., a multi-asset Alternative Investment Fund (AIF) company that believes in building trust, governance, and transparency. We facilitate numerous products, analytics, tools that are valuable to our business and aid us in achieving goals. We are extremely fortunate to have our founder […]

PMS Performance: Gems of the Year Company’s Overview AIF & PMS Experts India Pvt Limited specializes in Alternate Investment Fund and Portfolio Management services. We aim to create a transparent relation between investors and fund managers. The thing that makes us unique is our structured strategy. We follow the format of Comparing, Selecting, and Recommending […]

All About ASK Investment Philosophy Recently a new session was brought to the table by Mr. Vikas Agarwal, founder of AIF & PMS Experts India Pvt. Ltd., on “ASK Investment Philosophy.” Our key speaker was Mr. Nimesh Mehta, the director, and Country Head- Sales & Product @ ASK Investment Managers Ltd. Having invested for more […]

1. Personalised Investment Options PMS provides individualized investment solutions to meet the needs of a wide range of clients. Investors can choose from a variety of portfolios, including large-cap, mid-cap, multi-cap, and small-cap, among others, depending on their risk appetite. Similarly, some PMS provides conventional goods, while others provide custom investment alternatives according to the […]

Pooling of funds  There is no pooling of investor funds in PMS. Every independent PMS investor will need to open a separate Demat account. In the case of an AIF, however, pooling of funds is required. Minimum Investment Amount PMS requires a minimum investment of Rs. 50 lakh. In the case of AIFs, a minimum investment of […]

Benefits Of Investing In AIF And PMS The online session organized by AIF and PMS was hosted gracefully by Mr. Vikas Agrawal. The main speaker and attraction of the event were Mr. Aashish P. Somaiyaa, who is CEO at White Oak Capital Management. Before, he used to work for Motilal Oswal as CEO and is [...]

There was an online session organized by AIF & PMS Experts India with Devina Mehra and Shankar Sharma. Devina and Shankar have both been together leading First Global for three decades and their love for markets knows no boundaries. First Global’s PMS schemes are blowing out lights by topping the industry performance tables with low […]

Value+Growth” Investing Strategy, but with a Twist There was recently a great knowledge session organized by AIF and PMS with Mr. Neil Bahal (Founder and CEO of Negen Capital PMS) who had a conversation with Mr. Vikas Agrawal (Founder and CEO at AIF and PMS Experts India Pvt. Ltd.). Neil Bahal has experience of 21 […]

Benefits of Investing in Global Conglomerates Listed in India? AIF & PMS Experts have recently put together a mind-boggling session with Mayur Shah (Fund manager of Anand Rathi PMS) in conversation with Mr Vikas Agrawal (MD & CEO, AIF & PMS Experts India). Mayur Shah has over 15 years of experience and he has been […]

Decoding the Message of BERKSHIRE HATHAWAY AGM 2021   AIF & PMS Experts India got the opportunity to curate a brilliant session in association with the Fund Manager, Mr. Susmit Patodia and the Head of Sales and Distribution, Mr. Akhil Chaturvedi of Motilal Oswal Asset Management Company, on 19th May, 2021. with Mr. Vikas Agrawal [...]

Consistency Leads to Greatness AIF & PMS Experts have recently curated an astounding session with Siddhartha Rastogi (Chief Operating Officer, AMBIT Asset Management) and Manish Jain (Fund Manager, Coffee Can Portfolio, AMBIT Asset Management). The two aficionados were in conversation with Mr. Vikas Agrawal (MD & CEO, AIF & PMS Experts India) following an enlightening […]

Berkshire Hathaway’s AGM I feel fortunate to be a part of Berkshire Hathaway’s AGM back in 2016. I am grateful beyond measure to my former organization, Motilal Oswal for introducing me to this incredible opportunity. This opportune occasion has geared me and since then, I have been following it. It is no less than an […]

HealthCare – Time to Invest or Cash out? AIF & PMS Experts recently have curated a spiffing session with Mr. Aditya Khemka (Fund Manager, Incred PMS). The bonzer, Aditya Khemka’s fund once delivered 40% of Alpha with his stewardship. Having an ample amount of experience in the Healthcare industry, he says that, the stock has […]

Wizards – The Alpha Generators We, AIF & PMS Experts specializes in Alternative Investment Funds(AIF) and Portfolio Management Services (PMS). We bridge the gap between our investors and the fund managers by acting as the interface. While working in this space we have developed expertise in terms of analyzing portfolios and their performances. The major […]

Power of Compounding AIF & PMS Experts India got the fortuity to assemble a brilliant webinar in association with the Portfolio Manager of Marcellus on 26th March, 2021. Mr. Vikas Agrawal (MD & CEO of AIF & PMS Experts India) in conversation with Mr. Rakshit Ranjan (Portfolio Manager, Marcellus) addressed the topic – “POWER OF […]

What is Alternative Investment Funds? Any fund established or incorporated in India is a privately pooled investment vehicle that collects funds from sophisticated large investors, whether Indian or foreign, for investing it in accordance with a defined investment policy for the benefit of its investors. AIF combines the operational ease of a mutual fund and [...]

A Sector that Continues to Surprise It is often being said that, “In the business world, the rear view mirror is always clearer than the windshield.” Relate it with the experience, observation and analysis, that’s how market works, isn’t it? AIF & PMS Experts India always attempts to manifest sessions which are pre-eminent and above […]

As we embark on the journey of the 5T$ economy, we strongly believe that the number of Millionaire investors in India would be growing at least 10 times from the current levels by 2030.  Indian economy is at an inflection point and from here assuming that our nominal GDP growth would be 10% (growth +inflation), […]

The Indian fable known as the Legend of Paal Payasam involves a local king, lord Krishna and a game of chess. The king was renowned for his love of chess, and would infamously challenge wise visitors to play a game with him. The king would offer his opponent any treasure or prize he wished if […]

What is Portfolio Management Services ? We turn towards the stock market, expecting to make a fortune. Yet a majority of times, most of the investors are victimized by the emotions of greed and fear. The problem is that many investors tend to over-diversify their portfolio by adding more stocks, which is likely to turn […]

A long-short equity fund is one of the oldest and most popular forms of investing in the developed economy. In India, It’s estimated that over $5 Billion worth of assets in the hedge fund space will be allocated to long-short equity strategies in the days to come. The way Arbitrage funds have witness high level of inflows [...]

What is Portfolio Management Service? Portfolio management services (PMS) is an investment Vehicle, which has been made keeping in mind high net worth individuals (HNI) who have higher risk appetite. PMS is meant for what kind of investors? It is the art and science of making decisions about investment, Portfolio Management Services (PMS) is a [...]