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 of insights waiting for enthusiast viewers.
- In this webinar, our guest shared his journey and the journey of Helios.
- Both of them talked about what situation. Helios started the long-short fund strategy for their investors.
- Mr Dinshaw mentioned the Indian economy as extremely volatile. Along with that, he said that this volatility could be opportunistic.
- If anyone can successfully survive the market’s downfall, that person can reach the market’s zenith and get a high return.
- He generalized this fund in three categories in three categories.
- In conversation with Mr Vikas Agrawal, our honourable guest explained those fund categories. He also made us understand what category is relevant in today’s market.
- According to him, an absolute return fund is more like a US product.
- Their developed long-short fund tries to cut the market volatility associated with negativity in the first place. Thus, it can consistently deliver astonishing return performance.
- As many people think mutual fund or PMS, or AIF, which is the best for them, our guest also answered this question.
- Investors who want to avoid their name being tacked to with a particular stock can go with a mutual fund.
- He said mutual fund managers must focus more on index funds and pleasing their investors. Hence, it needs more space for experimentation. PMS has better features than a mutual fund.
- On the other hand, an AIF scheme gives a fund manager more opportunities to experiment. Fund managers don’t have much to rely on experiments as there is a ready pool of money and investors’ thought process. Hence it can generate more ROI.
- The investors who can hold the stocks in their name, AIF is a perfect vehicle for those.
- It is better suited for HNIs and family offices.
- Mr Dinshaw Irani explained their funds’ core philosophy with simplified examples.
About AIF & PMS Experts India
We are a firm that specializes in multi-asset Alternative Investments. Some of our primary services include portfolio management, public equity (listed and unlisted), venture capital, private debt structured products, and real estate alternative investments.
Our aim at AIF & PMS Experts is to create long-term wealth development for our customers by instilling trust in governance, maintaining transparency, and supporting long-term asset growth. Our numerous products, analytics, and comparison tools are critical to our firm and assist us in achieving our objectives.
Chief Information Officer Profile
Dinshaw Irani is the CIO of Helios India. Prior to that, Mr Irani was the Executive Director of Artemis Advisors, Helios Singapore’s exclusive research advisors, for almost 14 years. As CEO of Artemis Advisors, Dinshaw managed all parts of the study effort, from concept formulation and industry perspective to final recommendation. From 2003 to 2004, he was the primary portfolio manager at Sharekhan before joining Artemis.
Dinshaw formerly worked for Alliance Capital in Mumbai as a vice president on the Asian Emerging Markets team for the consumer and pharmaceutical industries.
Dinshaw formerly worked at Lloyd Securities and Sun F&C Mutual Fund before joining Alliance. Dinshaw holds a post-graduate diploma in rural management from the Institute of Rural Management in Anand and a bachelor’s degree in commerce with honours. Mr Dinshaw has a total of 28 years of investing expertise.
The AIF plan seeks to increase capital over time by investing in Indian public equities.
- Net (Long-Short) exposure: 30% to 90%
- The typical gross (long + short) exposure range is 75% to 175%.
- Long-side exposure range: 60% to 120%
- Short-side coverage: 10% to 60%
It follows the below steps.
- Consider investing in subjects with “non-zero-sum competition” with fairly low penetration, competition from government-owned enterprises, large tailwinds, and a long runway for secular growth.
- Even if 10-15% of the portfolio is not (at any time) in preferred themes, it should still produce value or serve as a trigger.
- There are two types of rejection. The whole cosmos is reduced to the “Helios research universe” at the start. The second level of rejection is done inside the “Helios research universe” to arrive at the list of “stocks that cannot be dismissed on any factor.”
- Bottom-up analysis to generate a “to OWN” list.
Webinar Key Points
- A market correction is an integral part of the market cycle, but long-short funds can reduce that negativity.
- Equities are important for investments, and the Indian market is full of that opportunity.
- Indian market is volatile and will remain as it is for the next few months.
- India will be the hub of the manufacturing sector.
- Coming six months would be critical for our economy as it would define India’s next several years of growth.
Long-short funds are one of the great investing approaches for investors; it ensures a great return on your investments. Therefore, if you’re interested in investing in the market and growing your money, you can take professional and financial advice. We at AIF & PMS Experts India Pvt. Ltd. help investors to choose the right portfolio according to their goals and risk appetite.
People can mail us at [email protected], and they can also talk to our expertise through the following numbers:
8368586435, 1800 210 1995 and 020-48627339.