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
- It is a one-of-a-kind webinar. Here, Mr Agrawal introduced his organisation, its working model, values and ethics, and priorities for investors and also introduced himself.
- At first, he explained AIF and PMS and then told the inspiring story that ultimately led him to develop and establish the platform for AIF & PMS Experts India.
- He told his audience the importance of investing in appropriate circumstances to maintain a consistent return on investment. Therefore, people understand the value of proper investing according to individuals’ risk appetite.
- He also told about the scenarios where people should determine and balance their investing money.
- He explained how market volatility could be the “biggest guru” and right investing approach at the right time can benefit us.
- He built the platform, so interested people and AMCs and their fund managers meet on the same page. He explained how his organisation is dedicatedly working to bring all the critical data and track records of asset management companies.
- His unbiased, data-driven, research-based working model strongly cooperates with investors. This method helps an investor and a visionary fund manager come and align together and meet the targeted returns.
- With examples, he educated his audience on the importance of a fund manager that can diversify his investors’ hard-earned money and deliver the return without any unfortunate accident. Here, he also mentioned that knowing the investment style of an AMC’s fund manager is essential. Therefore, as per the risk appetite, an investor can diversify his portfolio.
- He talked about his organisation’s strategy and unbiased methods that work for his valuable investors. They don’t believe in the rollercoaster-like return. Instead, they believe in consistent return that is perfectly suitable for any investor.
- He said that their aim is clear: to educate and empower the investor community as a whole.
About AIF & PMS Experts India
We are a multi-asset alternative investment-centric firm. Portfolio Management Services, listed and unlisted public equities, venture capital, private debt structure products, and real estate alternative investment opportunities are among our key services.
We have faith in India’s growth story. We comprehend the importance of investments as a driver of economic growth. At our organisation, we envision a vision of fostering trust in governance, trying to maintain transparency, and facilitating our clients’ long-term wealth creation. Our numerous products, analytics, and tools are essential to our business and help us achieve our goals.
Seminar Host Profile
Mr Vikas Agrawal has more than two decades of experience in capital markets. Previously, he worked in Motilal Oswal. He is the Founder and CEO of AIF & PMS Experts India Pvt. Ltd.
Besides all these, he runs a show on YouTube to educate his investors. In that show, many prominent personalities from various AMCs come and give their idea to people.
Why They Built The Platform Specifically for AIF & PMS?
There are many entrepreneurs, and they are they’re growing very fast. The problem is that these entrepreneurs have to decorate wealth but need to learn how to participate in capital markets through AIFs and PMSs. Therefore, they couldn’t take the maximum advantage of those and enhances their overall returns. There’s a need for an organised medium that can sufficiently manage the money among the investors and AMCs.
Therefore, Mr Vikas and his companions built the platform to ensure they reach out to those people and assist them in generating wealth more decently. They have done the exercise right then. Their good vision works successfully and is the most respected in AIF and PMS.
There is an approach in which they align their interest with their client’s interests to generate decent wealth. If you don’t align your objective with your investors’, wealth creation is not there. Therefore they felt the alignment of both sides is important. This thing triggered them at the time of the first lockdown in 2020 to take an attempt to develop a digital fintech platform.
Unique Proposition
- Below are the unique propositions dedicated to our valuable investors.
- AIF and PMS scheme domain experts
- On-boarding without paper,
- Portfolio creation,
- Risk tolerance analysis
- An appropriate alternative investment solution,
- In-depth examination of over 250+ PMS strategies that are unique to the industry,
- A unit of highly skilled and experienced analysts will review and recommend to investors the best and most appropriate solutions.
How Do They Run The Organisation?
- There are several internal frameworks and parameters. Their process is their core business, so they build the digital infrastructure and ecosystem. AIF & PMS Experts India has collaborated with almost 85 different portfolio managers in India from both the Alternate Investment Funds and PMSs. They put together these two investment categories and work closely with almost 85 fund houses.
- They always do a complete analysis of the funds. They must bring their investors’ analytical data and research work to the table. It enables people to decide whether the fund will work for them.
- They spent almost 50 to 60 per cent of their time understanding what style of a portfolio manager will work for a particular investor. It is because they give their investors’ hard-earned money to the portfolio manager for capital allocation.
Selection of Fund Managers
They at AIF & PMS Experts India always look at the consistency in the portfolio manager’s investment style, track record, and vision. Define based on the quality of your portfolio so, which will also lead to what style they are managing. They like consistent managers and work closely with them; that’s how the work is done.
They look at what sort of expertise that fund manager brought to the table and how many years of experience the fund manager is carrying at the fund manager’s profile. They also analyse the DNA of the organisation where the fund manager previously worked or currently working. Therefore, they get down to the complete details of a particular fund manager.
The 3I Framework
AIF & PMS Experts India Pvt. Ltd. is a leading fintech platform that plans people’s investments using the effective 3I framework. Our distinguishing 3I investment-centric framework aids us in condition monitoring and process compartmentalisation.
Our 3I framework consists of the following elements:
- Investment Manager – Personality;
- Investment Portfolio – Quality and
- Investment Performance – Consistency.
Webinar Key Points
- Mr Vikas Agrawal explained how important a fund manager is, so he brought all the associated fund managers under his platform. It will help people to shape their portfolios.
- The belief is that long-term investors outperform short-term investors in the short term.
- One may notice volatility coming in the market, and tough to guarantee how much return an investor will make.
- You should look to the long-term horizon when you are coming and investing in the equity market and appropriate long-term approach.
- The other thing is multi-asset class portfolio continues to reap the benefit of diversification.
- The COVID-19 pandemic and Russia-Ukraine war, like the disruptive financial situation, could be handled in a more balanced way and get benefitted from that.
Parting Note
If you are interested enough as an investor and wish to make decent wealth, AIF & PMS Experts India Pvt. Ltd. is the best platform for you. People can watch the informative ‘Ask The Experts Show’ on their YouTube channel and gain market-related knowledge.
People can feel free to call us at the below numbers:
8368586435 or 1800 210 1995.
And also, visit our website: https://aifpms.com/contact/ to know more.