First Global – INDIAN Multi-Asset Allocation PMS (IMAAP)

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Welcome to AIF & PMS Experts India Pvt. Ltd.

About Company

First global firm with more than 30 year of experience in investment business. So many big and small investor are trusting them across the globe.
First global firm is regulated by the Financial Conduct Authority (FCA), UK, Securities & Exchange Commission (SEC), US, Securities & Exchange Board of India (SEBI), India, Cayman Islands Monetary Authority (CIMA).

Fund Snapshot

Year of Inception 2020
Number of Stocks 50
Investment Horizon 3-5 years
Fund Managers Ms Devina Mehra, Mr Alok Kumar and Team

Some of First Global’s major calls in the past 20 years, have been

  • Participated in the tech bull run that started in 1997-98
  • Predicted the 2000 tech crash
  • Anticipated the 2004-7 Emerging Markets bull run
  • Predicted the 2008 crash
  • Predicted US equities bull market from 2010
  • Early identification of Amazon, Apple, Netflix, Dominos and others
  • Exited major Equity Positions in February 2020, before the COVID meltdown

Unique Feature

50 best-positioned stocks using Human + Machine Model

Investment Philosophy

The key objective of the fund is to ensure steady returns with lesser volatility. To achieve this, they invest across sectors and asset classes, which replicate India’s Super 50 portfolio, with an added layer of fixed income, gold, oil and such other asset classes.

First Global has designed this unique investment approach using artificial intelligence machine learning and deep data. Their main aim is to combine data intelligence with human intellect obtained through decades of market experience. 

About Fund Manager

Devina Mehra – Co-Founder, Chairperson & Managing Director, First Global Group

Devina Mehra - AIf pms Expert

Devina Mehra is the Co-Founder, Chairperson, and Managing Director of the First Global Group.
She completed her MBA in the year 1986 from the storied IIM, Ahmedabad, the No. 1 Business School in India; Now also ranked No. 1 in Asia. She holds a graduation degree in Mathematics, Statistics and English from Lucknow University. She is a gold medalist at both IIM, Ahmedabad and Lucknow University.

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

The India Super 50 (IS50)

AMC Name: First Global Finance Pvt. Ltd. (portfolio Manager) Inc Date: 11-Feb-20
Multi Cap
NA Strategy 6.10 12.30 20.80 33.70 12.20 25.30 NA NA 27.50
NIFTY 500 7.90 10.90 13.80 21.30 13.20 17.20 NA NA 17.80

The First Global – INDIAN Multi-Asset Allocation PMS (IMAAP)

AMC Name: First Global Finance Pvt. Ltd. (portfolio Manager) Inc Date: February, 2020
Multi Asset
NA Strategy 4.80 10.40 17.70 29.40 11.90 19.30 NA NA 19.20
CRISIL Moderate Hybrid Index 4.40 7.50 11.40 16.50 10.70 13.30 NA NA 13.20

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Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.