Know about The Top Ten PMS in India

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Welcome to AIF & PMS Experts India Pvt. Ltd.

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 manage their services and offer great returns.

To learn more about our top PMS houses, let’s know about PMS and its importance.

What exactly is a Portfolio Management Service?

Portfolio Management Service (PMS) refers to a proficient service provided by qualified and experienced portfolio managers supported by an experienced research team. They manage customer stock portfolios rather than clients trying to manage their own.

PMS is intended to work in tandem with your investment strategy. PMS is one of the most advanced investments available to HNIs (High Net-worth Individuals) or Non-Resident Indians (NRIs).

Importance of a portfolio manager:

PMS services are designed and tailored to meet particular investment goals based on the investor’s risks, rewards, and goals. A portfolio manager has a comprehensive understanding of the businesses and helps investors maximise their profits for an effective and relevant strategy to deliver high potential returns. The manager must clarify the investor’s risk and reward expectations.

A portfolio management service provider is a portfolio management firm registered with SEBI. They invest on their clients’ behalf, and the PMS is supported by a research team that works tirelessly. In general, they work for the benefit of the wealthy or those with a high net worth. These schemes are typically designed for those with high-risk tolerance and a desire for personalized investment solutions.

Investors can consult with AIF & PMS Experts India Pvt. Ltd. for their expert opinion.

Top 10 PMS in India:

Below is the name of the PMSs; those are in the top position, according to us.

Best PMS Houses
ASK Investment Managers Ltd.
Abakkus Asset Manager LLP
Alchemy Capital Management
Unifi Capital Ltd.
Marcellus Investment Managers
Motilal Oswal
Helios Capital Management (India) Private Limited
SageOne Investment Managers LLP
White Oak Capital Group
ROHA Asset Managers LLP

Here, we are discussing our top ten PMS in India position holders briefly. Thus, our investors can get a glimpse of their profile.

  • ASK Investment Managers Ltd.:

ASK Portfolio Management is a major provider of wealth and asset management services. Asit Koticha founded the company in 1983. Their headquarters are in Mumbai, Maharashtra. It handles the value of investments across various ‘discretionary’ investment portfolios. The company is also traded on the stock exchange.

One of their well-known business models is that of India’s best Portfolio Management Service providers. They have many portfolio managers who assist them with their PMS business. Furthermore, the firm invests in Indian listed equities. Services are only available to clients in India and abroad via commingled funds and separate accounts.

Investment Philosophy: They follow the pure bottom-up multi-cap buy-and-hold technique to manage their clients. They use psychographic optimization and value to take key decisions in their proceedings.

  • Abakkus Asset Manager LLP:

Abakkus Asset Manager LLP is an Indian alpha-focused asset manager. Mr Sunil Singhania established it in 2018 and named it the abacus, the probably the easiest ancient computing device. Abakkus’ goal is to become one of India’s most reputable and successful asset managers.

This ideology has formed the beliefs of the Abakkus portfolio: keep things as simple as possible. Be a firm believer in the fundamentals. Concentrate on the fundamentals and numbers.

Investment Philosophy: Abakkus Asset Manager LLP is an alpha-focused Indian asset manager. They conduct extensive research from the ground up, emphasizing the balance sheet. With an optimized business plan, potential small businesses can eventually grow into large-cap enterprises. According to them, profitability is expected to grow faster than the market average for growth companies.

  • Alchemy Capital Management:

Alchemy Pvt Ltd is a well-known stock brokerage firm in India. They are well-known for their services. Lashit Sanghvi and Rakesh Jhunjhunwala founded the company. It was founded in 1999. They have a long list of fund managers excited about their PMS sector. Their business strategy has performed admirably in terms of earnings growth and returns.

Investment Philosophy: Investing in growing firms with better management teams may provide sustained and superior long-term absolute returns across market cycles. They try to value management teams because they are critical to a company’s success. We are looking for companies that address a significant and growing external opportunity.

  • Unifi Capital Ltd.:

Unifi Capital PMS is a company that provides personalized portfolio creation. It has been operational for 17 years. They have managed assets worth over $4200 million to date. Unifi’s main feature is that they charge their clients after the performance is complete. Mr. Sarath Reddy established it in 2001. The company’s headquarters are in Chennai, Tamil Nadu.              

Investment Philosophy: The UNIFI investment management team has conducted an extensive global analysis of the buy-back policy and promoter-buying and their impact on investment returns. UNIFI has a basic but effective strategy that benefits the fund’s long-term returns.

  • Marcellus Investment Managers:

Marcellus Investment Managers was established in 2018 with the primary goal of influencing the Indian economy’s effective capital allocation. We intend to achieve this by channeling household savings into high-quality Indian enterprises with a long track record of sound governance and capital allocation. Their portfolio management strategy aims to provide healthy returns to our investors while also assuming relatively low risks.

Marcellus’ core investment executive team has been together for 15 years, and their collective experiences and lessons have shaped the company’s investment philosophy.

Investment Philosophy: Marcellus believes in developing wealth through simple and easily accessible means. Marcellus intends to create a transparent and dependable system for its valuable investors. Their investment strategy is built around three critical pillars:

Clean Accounting: The first stage in selecting the best companies is clean accounting. The clean accounting framework is based on Howard Schilit’s classic forensic accounting text, “Financial Shenanigans.” Marcellus has unified financials for the universe of firms dating back over six years.

Capital Allocation: The next stage entails creating portfolios and holding them for ten years without churn. This exercise is expected to yield a return of 20% to 30% per year. Portfolios with this level of volatility are similar to those containing Government of India bonds.

Competitive Advantage: In the final stage, companies are judged based on their decision-makers. Marcellus seeks companies with focused management and competitive moats that have grown over time.

The benefits of the preceding philosophy could be seen in their rate of return. With this philosophy, the power of compounding grows. Furthermore, this approach lowers the cost and has helped avoid severe pitfalls.

  • Motilal Oswal:

Motilal Oswal is one of India’s leading full-service stockbrokers and the best PMS. It was founded in 1987 by Mr. Raamdeo Agrawal and Mr. Motilal Oswal. The firm’s headquarters are in Mumbai, Maharashtra. They are one of the few brokerage firms publicly traded on the stock exchange. 

The best Portfolio Management Services are one of their well-known business models. They are well-known for their performance in PMS. A diverse group of fund managers examines their business models.

Investment Philosophy: Their tagline is ‘Buy Right, Sit Tight.’ ‘Buy Right’ means buying high-quality companies at a reasonable price, and ‘Sit Tight’ means staying invested in them for a longer period to realize the stocks’ full growth potential.

Although it is well known that decent quality firms last for years, opinions about them change every year, quarter, month, and even every day! As your savings grow, you earn interest on a larger and larger pool of funds.

  • Helios Capital Management (India) Private Limited:

They have a wealth of knowledge. With more than 100 years of direct India investing experience, they have one of the most experienced Indian Fund Management Industry teams, giving us a significant advantage. Most corporate organizations have a history, as well as strengths and weaknesses. They attempt to form meaningful insights by assimilating information using a robust and consistent framework. That is more important than actually pursuing raw data.

Investment Philosophy: They believe that assimilating critical information to form useful insight is more effective than simply pursuing raw data. They examine a variety of financial and business networks, quarterly results, and other data that aids them in their decisions.

  • SageOne Investment Managers LLP:

Mr Samit Vartak co-founded SageOne Investment Managers LLP in 2012, intending to share his skills in identifying great businesses with investors at large. Through PMS and category III AIF structures, they provide investment management services. They strive to lead businesses with a long-term competitive advantage in a stable industry. They have a strong understanding of business and can provide a good return to their investors.

Investment Philosophy: Their focused portfolio’s goal is to outperform benchmark indexes by at least 5% over an economic cycle. (annualized). It is accomplished by concentrating on high-growth companies with a long-term competitive edge and flawless and professional management.

  • White Oak Capital Group:

Another prominent investment management and advisory firm are White Oak Capital. Mr. Prashant Khemka founded the company in June of 2017. The company’s headquarters are in Mumbai, Maharashtra. It is a boutique asset management and investment advisory firm. The company provides its investors with long-term capital appreciation.

Investment Philosophy: White Oak Capital believes that investing in excellent companies at attractive prices produces outsized long-term returns. A great company is well-managed, has a scalable long-term opportunity, and provides superior returns on incremental capital. Valuation analysis is a critical component of their research.

They look for companies whose cash flow or earnings projection, and thus intrinsic value, differs significantly from what the market has assigned to the shares. Their emphasis is on economic free cash flows over accounting cash flows, with a terminal value assigned relying on the company’s performance.

  • ROHA Asset Managers LLP:

ROHA aims to invest in quality businesses through Indian equities with the long-term goal of increasing your wealth so that you can sit back and enjoy the journey. ROHA established its headquarters in Mumbai in 2018.

ROHA has been licensed by SEBI for Category 3 Alternative Investment Fund (AIF) and Portfolio Management Services (PMS) in equity investing using a fundamental approach. ROHA Asset Managers LLP seeks to build long-term wealth by investing in the stock of high-growth companies run by competent and ethical management and available at reasonable prices.

Investment Philosophy: Their fund philosophy is founded on market downturns and focuses on a few small to mid-cap companies to achieve alpha or superior returns. Their stock selections are based on management capacity, market quality, other factors, and valuation attractiveness. The goal is to maximize the advantages of first-mover benefit and compounding ability.

The conclusion:

The Indian market seeks different investment possibilities through various schemes. The top ten PMS in India simplify investment management for their investors. An investor should also have a sufficient risk appetite while investing; thus, they require wise decision-making advice. Therefore, investors can consult with AIF & PMS Experts India Pvt. Ltd.

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