We are here to manage your finance with experience
With more than two decades of collective repute in PMS management, we have built this dream of taking our “L-E-A-P” 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.
We are a multi-asset Alternative Investments Focused company. Our key services include Portfolio Management Services, Public Equity (both listed and unlisted), Venture Capital, Private Debt Structure Products, and Real Estate Alternative Investments.
At AIF & PMS Experts, we have envisaged a vision of building trust with governance, maintaining transparency and facilitating long-term wealth-creation of our clientele. Our numerous products, analytics and tools are critical to our business and support our vision.
We are a firm believer in India’s growth story. We recognise the importance of investments being the driver of economic growth. And this belief is evident through our Founder, Mr Vikas Agrawal, who is exceptionally passionate about decoding the strengths and unriddling businesses and business management weaknesses.
His extensive experience, especially in Alternative Investing, has bestowed him with a bird’s-eye view on the economy. This helps us to tap into the untapped segment of investment and develop viable investment strategies.
Our unique Manager-centric approach to investing allows us to concentrate on high-performance investment philosophies and implement the L-E-A-P of wealth.
We are here to manage your finance with experience
At AIF & PMS Experts India, we are working to develop a digital platform that would collect information and insights from fund houses, screen out funds based on our internal framework, and provide investment professionals with a straightforward experience when allocating money. Manage portfolios and improve the investor experience for alternative investments across AIF and PMS strategies.
Our Mission
To inform and enlighten our customers on selecting the best managers to assist them in achieving long-term investment performance at the top of their peer group.
Our Vision
To be India’s most reputable AIF & PMS advisory platform.
Our Core Value
Fund Analytics
- Portfolio comparison basis various parameters
- Portfolio Aggregation and Reporting
Fundamentals
- Trust, Excellence in advisory and execution
Digital Infrastructure for Ecosystem
- Collaboration Within all AIF & PMS Manufacturers
Our Belief
- Long-term investors outperform short-term investors.
- Multi-asset class portfolios continue to reap benefits from diversification; however, looking through set classes to “risk betas” is critical to ensuring true diversification.
- Formulating an appropriate risk budget based on expected return targets and sticking to it (i.e., no market timing) will deliver the best investment results over the long term.
- Extreme market environments occasionally provide tactical asset allocation opportunities that can enhance investment returns.
- The vast majority of active portfolio managers in India justify their fees well in the long run.
- Picking active Portfolio managers who can outperform in the future requires deep research conducted by a highly specialized team.
- The properly constructed portfolio can deliver 1-5% of outperformance per annum over the market.
At AIF & PMS Experts, we aim to foster long-term client wealth generation while upholding openness and confidence in governance. Our company and vision depend on our many products, analytics, and tools. We have complete faith in India’s growth trajectory. We acknowledge the significance of investments as the primary engine of economic expansion. And our founder, Mr. Vikas Agrawal, who is incredibly passionate about unlocking the mysteries of businesses and business management flaws, is living proof of this belief.