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Blogs

Top AIF Performance : October 2021

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 team who give their […]

Top PMS Performance: October 2021

Top PMS Performance: October 2021 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 happy to share that […]

TOP AIF PERFORMERS SEPTEMBER – 2021

TOP AIF PERFORMERS – SEPTEMBER 2021 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 their trust. We […]

Top PMS Performance: September 2021

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

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

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

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

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

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

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

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 […]

Top 5 Reasons You Should Invest in PMS

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 […]

Aif vs Pms: What is the Difference?

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

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 […]

Investing Globally For Creating Permanent Bull Market Portfolio

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

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?

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

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 – Siddhartha Rastogi

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 2021

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?

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

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 […]

Blog – Power of Compounding

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 […]

AIF is a perfect blend of MF & PMS

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

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 […]

Interview Log – A Day in Life of a Wealth Manager

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 POWER OF COMPOUNDING

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

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 […]

Long-Short Equity Fund with Mr. Vaibhav Sanghavi

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 [...]

Alternate space – Size of the opportunity in India

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 [...]