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Top 5 PMS Funds on the basis of 3 Years
| AMC & Scheme Name | Inc Date | 1Y | 2Y | 3Y | SI |
|---|---|---|---|---|---|
| GREEN LANTERN GROWTH FUND | DEC-17 | 54.73% | 62.07% | 48.27% | 27.13% |
| WALLFORT DIVERSIFIED FUND | NOV-18 | 65.84% | 60.17% | 44.94% | 28.34% |
| COUNTER CYCLICAL DIVERSIFIED LONGTERM VALUE | JUL-19 | 43.54% | 46.42% | 43.72% | 62.31% |
| SAMVITTI PMS ACTIVE ALPHA MULTICAP | APR-21 | 46.48% | 58.68% | 42.93% | 42.07% |
| EQUITREE EMERGING OPPORTUNITIES | OCT-17 | 52.19% | 59.16% | 41.14% | 9.70% |
Top 5 PMS Funds on the basis of 5 Years
| AMC & Scheme Name | Inc Date | 1Y | 3Y | 5Y | SI |
|---|---|---|---|---|---|
| COUNTER DIVERSIFIED LONG TERM VALUE | JUL-19 | 43.54% | 43.72% | 71.71% | 62.31% |
| GREEN LANTERN GROWTH FUND | DEC-17 | 54.73% | 48.27% | 48.99% | 27.13% |
| ACCURACAP DYNAMO | DEC-16 | 45.59% | 33.00% | 41.30% | 27.32% |
| WALLFORT DIVERSIFIED FUND | NOV-18 | 65.84% | 44.94% | 40.92% | 28.34% |
| EQUITREE EMERGING OPPORTUNITIES | OCT-17 | 52.19% | 41.14% | 40.44% | 9.70% |
Who Should Opt for PMS
High Net Worth Individuals
Investors Seeking Transparency
Those Preferring Professional Management
Individuals with a Customized Risk Appetite
Those Looking for Flexibility
Types Of PMS
Thematic
Thematic PMS focuses on specific investment themes or sectors. Portfolio managers construct portfolios based on a particular theme, allowing investors to align their investments with broader economic trends or niche sectors.
Model Portfolio
Model Portfolio PMS involves replicating a predefined model portfolio. The manager recommends specific allocations, and investors can choose a model that aligns with their risk profile and investment objectives.
Value-Based
Value-based PMS emphasizes fundamental analysis to identify undervalued stocks. This strategy aims to capitalize on potential price increases as the market recognizes the true value of the securities.
Small and Midcap
This category focuses on investing in small and mid-cap stocks, aiming to capitalize on their growth potential. It suits investors seeking higher returns and willing to take on higher volatility.
Fixed Income
Fixed Income PMS predominantly invests in fixed-income securities, offering a more conservative approach. It’s suitable for investors seeking stable income streams and capital preservation.
PMS Categories
It's Time to Boost Your Investing Game
Being the best PMS & AIF platform, we help our investors achieve their financial aspirations through tailored investment strategies. Our expertise in Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), and Gift City Funds ensures that each investment is optimized for growth and stability.
Advantages Of PMS
01
Holistic Approach
PMS goes beyond one-size-fits-all solutions, tailoring investment strategies to encompass your entire financial landscape.
02
Individual Preferences
Your portfolio reflects not just your financial goals but also your unique preferences and requirements, ensuring a truly personalized investment experience.
03
Direct Ownership Empowerment
Control and transparency: With PMS, you gain direct ownership of securities in your portfolio, fostering transparency and a sense of ownership.
04
Informed decision-making
Direct ownership allows you to make informed decisions about your investments, enhancing your understanding of the market.
05
Transparency Unveiled
Real-time visibility: PMS provides real-time access to your investment details, ensuring transparency in every transaction and the overall performance of your portfolio.
06
Comprehensive Reporting
Regular and detailed reports offer insights into portfolio performance, holdings, and any adjustments made, promoting a clear understanding of your investment journey.
07
Flexible Investment Management
Dynamic adjustments: PMS offers flexibility by allowing dynamic adjustments to your investment strategy, adapting to changing market conditions.
08
Timely Rebalancing
Portfolio rebalancing is conducted to align with evolving market dynamics and your changing financial goals, ensuring optimal performance.
09
Expert Guidance In Action
Professional money management: Engaging seasoned money managers, PMS ensures that your portfolio benefits from expert financial insights and decisions.
10
Active Monitoring
Continuous monitoring and adjustments are made by professionals, ensuring your portfolio remains in line with your financial objectives and the ever-changing market environment.
11
Balanced Risk And Returns
Strategic risk management: PMS aims for higher returns by strategically managing risk, offering a balanced approach for investors willing to accept higher risks.
12
Hassle-Free Entry
The streamlined process ensures that investors can easily navigate the entry into the PMS landscape without unnecessary complications.
13
Customized Risk Profiles
Investors can customize risk profiles within their portfolios, striking a balance between risk and reward based on their preferences.
14
Accessible With Minimum Investment
Exclusive entry: While the minimum investment is Rs. 50 lakhs, PMS makes personalized financial management accessible to a specific segment of investors seeking tailored solutions.
15
Effortless Onboarding
Streamlined process: Investing in PMS is as straightforward as signing up for a gym membership, with a simplified onboarding process.
Top 5 PMS Expert Products
Your Goals, Our Curated Funds
As the best PMS AIF Service Provider in India, we streamline the process by carefully selecting top-performing funds that align with your investment objectives. Our proficient team diligently analyzes thousands of options to curate a portfolio of exceptional products, saving you time and effort.
Carnelian PMS
Stallion Asset
INVasset LLP PMS
HELIOS INDIA RISING PMS
Green Lantern Capital Growth Fund
Uncover Your Investment Potential with Process-Driven Insights
Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.
PMS Frequently Asked Questions
Unsure about PMS? Our FAQ section covers the most common questions investors like you have.
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What is PMS
Portfolio Management Services (PMS) is an investment service tailored for high-net-worth individuals (HNIs), offering a professionally managed portfolio consisting of stocks, fixed income, debt, cash, and structured products. With PMS, you own individual securities, providing the freedom to customize your portfolio according to your specific needs and objectives.
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Is PMS better than mutual funds?
Professional fund managers in PMS have historically generated better returns than direct equities and mutual funds over longer tenures.
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How is PMS taxed?
A PMS investor's tax burden aligns with direct capital market access. Consultation with a tax expert is advised, and at the end of the financial year, the Portfolio Manager issues an audited statement to assist in determining tax responsibilities.
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How is PMS taxed?
A PMS investor's tax burden aligns with direct capital market access. Consultation with a tax expert is advised, and at the end of the financial year, the Portfolio Manager issues an audited statement to assist in determining tax responsibilities.
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What is PMS in banking?
PMS or Portfolio Management Service, is a professional service where qualified portfolio managers manage equity portfolios on behalf of clients, providing a personalized approach.
Wisdom Hub
Wisdom Hub is Your Go-to Resource
Our PMS & AIF Portal believes in the power of knowledge. That's why we offer many resources blogs, videos, and podcasts to help you make informed investment decisions. Whether you invest with us or another advisor, our goal is to equip you with the insights you need to succeed.
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