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We are here to manage your
finance with experience

As a brand, we undertake “LEAP” of Wealth.

L= Learning from top managers,

E= Encompassing our strategies around the long-term risk-

reward matrix,

A= Actively Analysing the active fund management strategies and

P= Presenting ideas through our unique Manager-Centric Approach

to Investing.





One of the Largest Digital
AIF & PMS Platform in India





Experts
in AIF & PMS





7000+
Registered Users





NRI Clients
from 10 different countries





150+ HNI Families

What Makes Us Unique?


We have designed a Structured format for our investment philosophy which are:

Comparison

We collect Performance data from all the respective fund houses and compare them to fetch out the best investments across all the categories.

Selection

We work on a ‘Manager- Centric Approach’ and make sure that the style of the portfolio manager matches the requirement of our investors.

Recommendation

Appropriate suggestions are given based on the risk appetite of the investors to allow them invest in high performing portfolio strategy.

Unbiased Approach

We follow unbiased approach while constructing the client’s portfolio and the allocation goes to the deserving portfolio managers.

Execution

We believe that every action that is taken for some benefit should be executed in no time. To ensure this, help our investors set up online PMS account.

Monitoring

Periodic review is done to check the performance of the strategy. A regular monitoring is done to keep everything in order.

WHY TRUST ON US ?


We can focus on high-performance investment theories and apply the L-E-A-P of wealth because of our unique Manager-centric approach to investing.

Brands That Trust Us

We understand the significance of investments as a driver of economic growth. We are really passionate about deciphering the strengths and untangling the complexities of firms and company management. We can focus on high-performance investment theories and apply the L-E-A-P of wealth because of our unique Manager-centric approach to investing.
Top 5 PMS Performance based on last one year return as on 30th September 2021
AMC & Scheme Name Inc. Date Category 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI
Negen Special Situations & Technology Fund Oct-17 Small Cap 6.57% 14.02% 47.42% 133.91% 57.62% 33.60% NA NA 16.38%
Right Horizons – Minerva India Under-served Apr-2011 Small Cap 1.80% 41.50% 78.80% 115.20% 48.70% 28.20% 16.90% 20.50% 18.80%
Roha Emerging Champions Portfolio Sep-20 Small Cap 5.24% 12.77% 48.88% 114.31% NA NA NA NA 113.89%
Abakkus-Emerging Opportunities Approach Apr-20 Small Cap 2.90% 10.70% 46.50% 109.90% NA NA NA NA 92.20%
Care PMS Growth Plus Value Strategy Jul-11 Small Cap 4.40% 16.10% 60.90% 108.50% 48.50% 22.70% 13.20% 25.80% 23.70%
To Compare PMS Performance

Blogs

Top AIF Performance : October 2021

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

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

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 [...]

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