Top Portfolio Management Services (PMSs) in India

PMS AIF WORLD is a New Age Investment Services Company, providing analytics-backed quality investing service with an endeavor and promise for wealth creation and prosperity.

Over 5 years, we have been serving 500+ UHNI & NRI families, across 1000 CR+ , and Price with an endeavor to ascertain the Quality, Risk, and Consistency (QRC) attributes before suggesting the same to investors.

We are genuine, visionary, creative, focused, and persistent.

PMS investments have been taking shape in the industry and here’s some data to back up the statement:

• Mumbai, the billionaire capital of Asia, added 27 new billionaires last year (FY24), surpassing Beijing.
• Total assets under management (AUM) in PMS have more than doubled in five years, reaching ₹32.22 lakh crore in January 2024 from ₹15.40 lakh crore in January 2019.
• The top 5 alpha generators recorded gains of more than 100% in the last 12 months, as of March 2024.
• Enhanced transparency and standardized performance measurements have boosted investor confidence.

To help you invest in the top PMS in India, we analyze products across 5 Ps – People, Philosophy, Performance, Portfolio and Price with an endeavor to ascertain the Quality, Risk, and Consistency (QRC) attributes before suggesting the same to investors.

The infographics below represent some of the Top PMSs in India, bifurcated with respect to various categories.

Best 05 Mid-Small Cap PMS Strategies in India

Abakkus Emerging Opportunities PMS

Founded & managed by Mr. Sunil Singhania, Abakkus Asset Managers’ Emerging Opportunities PMS plan is a Mid & Small Cap focused PMS designed to generate alpha and risk-adjusted returns for clients by investing in benchmark agnostic portfolio.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 30th September 2024).

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Carnelian “The Shift” Strategy

Founded by Vikas Khemani, Carnelian Shift Strategy PMS is a multicap portfolio with a focus on Mid & Small caps to tap niche manufacturing businesses that gain from global supply diversification, recent policy reforms, and cost competitiveness.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30th September 2024)

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Green Lantern Capital Growth PMS

Founded & managed by Mr. Nilesh Doshi, Green Lantern’s Growth PMS endeavors to generate superior risk adjusted returns, in varying market conditions, by investing in Mid & Small Cap companies. This is an ideal long-term investment (3-5 year Horizon) option for investors where they build a portfolio of companies that are industry leaders, have potential to generate healthy ROE, and are trading at high margin of safety.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 30th September 2024).

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ICICI Prudential PMS PIPE Strategy

Headed by Mr. Anand Shah, ICICI Prudential PMS PIPE Strategy aims to provide long-term capital appreciation and generate returns by investing predominantly, in Mid and Small Cap segment of the market by having exposure in companies enjoying some economic moat; and/or undergoing special situations or in the midst of unfavourable business cycle.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 30th September 2024).

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Valentis Rising Star Opportunity PMS

Founded & Managed by Mr. Jyotivardhan Jaipuria, Valentis Advisors’ Rising Star Opportunity PMS follows a scientific process to garner capital appreciation in the medium to long term, by investing in cherry picked stocks mostly in the Mid and Small cap space.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 30th September 2024).

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Best 10 Multi Cap PMS Strategies in India

Abakkus All Cap Approach

Founded by Sunil Singhania, Abakkus All Cap PMS is a benchmark agnostic diversified Multi Cap portfolio which follows value style of investing.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30th September 2024)

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Green Portfolio Special PMS

Being managed by Mr. Divam Sharma, Green Portfolio Special PMS follows the philosophy of value investing in companies having earnings visibility, management integrity, business moat, sound performance history, low debt and good business model.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 30th September 2024).

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ICICI Prudential Contra Strategy

Managed by Mr. Anand Shah & Ms. Geetika Gupta, ICICI Prudential’s Contra PMS Strategy aims to provide long term capital appreciation and generate returns by investing in underperforming stocks or sectors, which are available at intrinsic valuations and are expected to perform well in the long run. For defensive consideration, the Strategy may invest in debt and money market mutual fund schemes.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 30th September 2024).

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Negen Capital Special Situations & Technology Fund

Founded and managed by Neil Bahal, Negen PMS s predominantly a smallcap and midcap focused fund with a keen interest in identifying value investing opportunities via special situations like demergers and Spin offs.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30th September 2024)

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Renaissance India Next Portfolio – Dynamic Thematic Portfolio

Founded by Mr. Pankaj Murarka and being managed by Mr. Pawan Parakh, Renaissance India Next Portfolio – Dynamic Thematic Portfolio aims to create long term capital appreciation by using growth and income theme.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 30th September 2024).

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Sameeksha Capital Equity PMS

Founded and managed by Bhavin Shah, Sameeksha Equity PMS focuses on process driven investing and have developed proprietary analytical models and methods which they follow rigorously to identify companies with superior risk-reward characteristics.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30th September 2024)

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SBI ESG PMS 

Being managed by Ms. Aparna Shankar, SBI ESG PMS is a curated portfolio of companies meeting positive standards of Environmental, Social, Governance responsibilities.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 30th September 2024).

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Stallion Asset Core Fund

Founded and managed by Amit Jeswani, Stallion Asset Core PMS has a consistent strategy of buying companies that fit the stringent criteria of Growth at a Reasonable Prices.

Refer to the infographic below to get insights on top portfolio holdings and performance data(as of 30th September 2024)

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ValueQuest Platinum Scheme PMS 

Founded and managed by Mr. Ravi Dharamshi, ValueQuest Platinum PMS aims to capitalize on tailwinds in a company/sector, with the core portfolio being complimented with young, new to market, turnaround stocks & special situation opportunities.

Refer to the infographic below to get insights on top portfolio holdings and performance data (as of 30th September 2024).

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.