November 2021 PMS Performance Newsletter

We are pleased to share our latest PMS Performance Newsletter with performance data as of 31st October 2021.

The focus of our study in this month’s edition is on Alpha generation. As per our analysis, which you will find in the below report, we show how PMS strategies have generated Alpha in the long term. With that said & shown, we also go a step ahead and tell investors that though there is alpha in PMSs, outperformance is limited, and hence, the right selection of portfolios is very important. We call this an analysis-backed, high-performance, focused, and informed approach to making quality investments. Our 5P Analysis coupled with our QRC Approach helps us screen the best suited PMSs and AIFs for our clients.

Take a look at the November 2021 edition of the PMS Performance Newsletter and read on to know more.

Our endeavors are to determine the Quality, Risk, and Consistency attributes (QRC). We present all data and analytics with an endeavor and the aim of informed investment decisions. If you are looking to invest and are not able to decide between PMS and Mutual Funds, or between PMS and Alternative investment funds, Book A Video Call with our experts.