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Top 5 PMS Funds on the basis of 3 Years

*Data as of November 2024
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%

Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns

Top 5 PMS Funds on the basis of 5 Years

*Data as of November 2024
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%

Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns

What is PMS?

PMS serves as a dedicated financial architect, crafting personalized investment strategies to suit your financial aspirations and risk tolerance. Much like a personal chef tailors meals to your dietary preferences, PMS involves a seasoned money manager overseeing your portfolio, ensuring that it aligns seamlessly with your financial objectives.

Why Should You Opt for PMS

Tailored Investment Strategies

Personalization Beyond Comparison: PMS offers tailored investment strategies that align precisely with your financial goals and risk tolerance. If you seek a personalized approach that caters specifically to your needs, PMS is an ideal choice.

Direct Ownership and Transparency

Ownership Empowerment: With direct ownership of securities in your portfolio, PMS provides transparency and a sense of control over your investments. Opt for PMS if you value transparency and active participation in decision-making.

Professional Expertise

Expert Guidance in Action: Engaging seasoned money managers, PMS ensures that your portfolio benefits from professional expertise and active monitoring. If you prefer entrusting your investments to experienced professionals, PMS is a suitable option.

Flexibility and Dynamic Adjustments

Flexible Investment Management: PMS allows for dynamic adjustments, adapting to changing market conditions. If you value flexibility and proactive portfolio management, PMS offers a strategic approach to investment.

Balanced Risk and Returns

Strategic Risk Management: PMS aims for higher returns through strategic risk management. Opt for PMS if you seek a balanced approach to risk and reward, customized to your risk profile.

Who Should Opt for PMS

High Net Worth Individuals

PMS, with its minimum investment threshold, is suitable for high-net-worth individuals seeking personalized and exclusive financial management.

Investors Seeking Transparency

If transparency and direct ownership of securities are crucial factors in your investment choices, PMS aligns with your preferences.

Those Preferring Professional Management

Investors who prefer professional money management and want their portfolios actively monitored by seasoned experts should consider opting for PMS.

Individuals with a Customized Risk Appetite

PMS caters to investors with a customized risk appetite, allowing you to tailor your risk exposure within the portfolio.

Those Looking for Flexibility

If you value flexibility in investment management and appreciate the ability to make dynamic adjustments to your portfolio, PMS is a suitable choice.

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.

Large Cap PMS

Investing in large cap stocks is a crucial component of PMS strategy. According to SEBI, large caps are the top 100 free-floating market capitalization corporations. Compared to investing in mid- and small-cap equities, the risk associated with large cap stocks is often lower. But, it is also challenging to achieve extremely high returns by investing only in large cap equities.

Mid Cap PMS

Mid-cap PMS strategies invest in mid-cap equities, or businesses with a market value between 101 and 250. Compared to investing in large company stocks, the risk associated with mid-cap stocks is noticeably larger. But, portfolio managers can outperform large cap investing if they choose their mid-cap stocks wisely.

Small Cap PMS

Small cap PMS strategies invest in small cap equities to increase returns by carefully selecting stocks. This is because small cap stocks have a far wider research focus than large and mid-cap stocks. So, portfolio managers can choose small cap stocks wisely and generate outsized returns through diligent research.

Multi Cap PMS

These mutual funds can invest in stocks of all market capitalizations because they are diversified. They are, in other words, unconcerned with market capitalization. These funds engage in portfolio gyrations in line with the state of the market. These funds buy companies with a variety of market capitalizations. In other words, their stock portfolio is made up of large, midsize, and small-cap stocks. They are appropriate for less aggressive investors because they are less hazardous than pure mid-cap or small cap funds.

Thematic & Sectorial

Sectoral schemes, as their name implies, invest in the stocks of businesses that operate in a specific industry, such as infrastructure, medicines, technology, etc. They are typically regarded as extremely risky mutual fund schemes, making them ideal for long-term investments. Often, these kinds of initiatives target industries that have room for expansion. Yet, because these programs concentrate on a certain economic area, they could restrict the sectoral diversification component of your portfolio.

Multi Asset Portfolio

By dividing assets among different classes, multi-asset class investments boost the total portfolio's diversification. Compared to having only one class of assets, this lowers risk (volatility), but it may also limit possible rewards. A multi-asset class investor, for instance, might own bonds, stocks, cash, and real estate, as opposed to a single asset class investor, who might solely own equities. One asset class may outperform another during a specific time frame, but historically no asset class has done so consistently.

ETF Portfolio

Exchange-traded funds, or ETFs, are a kind of securities that frequently track an underlying asset. ETFs are, to put it simply, a combination of many investment strategies. They combine the greatest features of mutual funds and stocks, two well-known financial assets. When it comes to form, rules, and management, ETF funds resemble mutual funds slightly. They are a pooled investment vehicle that offers diversified investing into many asset classes like equities, commodities, bonds, currencies, options, or a combination of these, just like mutual funds.

Debt PMS

High net worth investors have the opportunity to participate in the Indian debt markets through Debt Portfolio Management Service (PMS). The discerning investor who seeks a balance of high return, high income, and moderate safety is the target audience for this investment strategy. Debt PMSs are becoming more popular as a substitute for producing returns akin to fixed income because HNIs prefer to limit their equity exposure to 50% of their whole portfolio.

Advantages Of PMS

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Holistic Approach

PMS goes beyond one-size-fits-all solutions, tailoring investment strategies to encompass your entire financial landscape.

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Individual Preferences

Your portfolio reflects not just your financial goals but also your unique preferences and requirements, ensuring a truly personalized investment experience.

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Direct Ownership Empowerment

Control and transparency: With PMS, you gain direct ownership of securities in your portfolio, fostering transparency and a sense of ownership.

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Your Goals

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Informed decision-making

Direct ownership allows you to make informed decisions about your investments, enhancing your understanding of the market.

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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.

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Comprehensive Reporting

Regular and detailed reports offer insights into portfolio performance, holdings, and any adjustments made, promoting a clear understanding of your investment journey.

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Flexible Investment Management

Dynamic adjustments: PMS offers flexibility by allowing dynamic adjustments to your investment strategy, adapting to changing market conditions.

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Timely Rebalancing

Portfolio rebalancing is conducted to align with evolving market dynamics and your changing financial goals, ensuring optimal performance.

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Expert Guidance In Action

Professional money management: Engaging seasoned money managers, PMS ensures that your portfolio benefits from expert financial insights and decisions.

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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.

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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.

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Hassle-Free Entry

The streamlined process ensures that investors can easily navigate the entry into the PMS landscape without unnecessary complications.

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Customized Risk Profiles

Investors can customize risk profiles within their portfolios, striking a balance between risk and reward based on their preferences.

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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.

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Effortless Onboarding

Streamlined process: Investing in PMS is as straightforward as signing up for a gym membership, with a simplified onboarding process.

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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.

  • PMS

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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

Other Investment Avenues

  • AIF
  • Gift City Funds
  • Other Products

Alternative Investment Funds

AIF operates as an exclusive club, offering unique experiences not available to the general public. In the financial context, AIFs diverge from traditional investment regulations, presenting investors with unconventional and exclusive investment opportunities. It's like being part of an exclusive club that introduces you to investments beyond the ordinary.

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