Over the last couple of weeks, equity markets have been very volatile and Nifty is down by ~38% from its peak level. The spread of the virus has triggered panic across the world and shaken the confidence of investors. PMS AIF WORLD interviewed eight prominent personalities from the industry and collated their views to bring you a special report, which will help you to understand the market movements in the coming months.
PMS AIF WORLD unveiled brilliant format of awards in the PMS AIF Industry in coalition with IIM-Ahmedabad
PMS AIF WORLD feels proud to have conducted – Industry’s first of Its kind SUMMIT & AWARDS on 7th Feb’ 2020. It unveiled first of its kind efforts towards informed investing by way of announcing brilliant format of awards in the PMS AIF Industry in coalition with IIM A.
Top Winners of PMS AIF WORLD Awards, 2020 on the basis of risk adjusted returns
PMS AIF WORLD, unveiled first of its kind efforts towards informed investing by way of announcing brilliant format of awards in the PMS AIF Industry in coalition with IIM A.
Do not invest in PMS by looking at Monthly Returns
India as a country lays emphasis on education in a way that very few other communities do. Since ancient times we have always been very active on educating the community, which is visible across our ancient literatures and monuments . The emphasis on education over the years has not lessened in our society.
Invest in Equity for WEALTH CREATION, But Remember..
When we have to travel a short distance in our own city, we’re often confused about the mode of commute that would be optimal – should I drive my car ? should I take a cab ? should I take a metro ? should I board a city public transport bus or maybe take a rickshaw? Isn’t it? However, we’re never so confused while travelling from Delhi to Mumbai – We know, we’re going to board a flight. Similarly, short term trading decisions may involve mental bandwidth but really do not take us much far from where we stand.
Longing for Returns, Short of Opportunities?
Though the overall growth prospects for economy and capital markets remain high, the last 20 months have taught that stock market investing can go through frequent ups and downs with sharp moves at sector and stock level.
Valuations favour Mid – Caps
The journey to higher double digit returns in equity investing goes through dark patches and sees bright sunlight. The inflection point or the new dawn in return trajectory for Indian shares could be visible soon.
Types of Alternative Investment Funds (AIF)
AIFs combine the operational ease of a mutual fund and the flexibility of a PMS making it a perfect blend geared for generating optimum performance for a stipulated investment objective.
What are Alternative Investment Funds (AIF)?
AIFs combine the operational ease of a mutual fund and the flexibility of a PMS making it a perfect blend geared for generating optimum performance for a stipulated investment objective.
What are Portfolio Management Services (PMS)?
PMS is meant to invest in the focused and concentrated basket of well researched businesses. PMS works on the concept of personal demat account for each investor for holdings stocks under their name.
What Lies Ahead? Views Of The Biggest Equity Portfolio Managers
Mid and Small Cap indices have seen approx. 20% and 30% corrections respectively. This is a decent correction. Things may correct in the large cap space, but mid and small cap are definitely attractive.
It’s a Good Time to Invest In a Good Quality Mid Cap PMS
One can imagine what could be in store for long term investors for next 5 and 10 Years.
Discovering Outliers in where Alpha is generated : IIFL Multi Cap PMS doing this Consistently …
Earnings, Earnings and only Earnings matter, Time and again stock market tells the same story
25 Lakhs at 25 percent for 25 years becomes 100 Crores
Equity markets have many stories of astounding stock level returns, then why is it that most investors make only mediocre returns?
Compound Wealth Without Getting Sleepless Nights
Negative & Positive sides of Indian capital market, that one must understand, before investing
Amidst Large Cap momentum, be Cognizant of Valuations
Investing is more of an emotions play, be cognizant of this behavioral anomaly, when it comes to investing, so that informed decisions are made.
Where Mutual Funds are lacking for Equity Investors
Mutual fund is no longer the best investment tool for HNI investors. Read more to know about the drawbacks of mutual funds for HNI investors.
How to Invest in the era of Modi 2.0
Should one invest in mid cap or large cap. What is the view on Infrastructure|Consumption and other sectors
Why Investors Make More Wealth in PMS
Products that make investors hold on for longer periods, bring potential for superior performance. Selecting the right equity product is not an easy task.
Philosophy, Passion & Perseverance of Portfolio Manager
There is a belief that asset managers do not get better with size. In fact, at times, large firms become a victim of their own success
PMS that Promise Less Volatile Path to Stupendous Wealth Creation
PMS that show endurance in tough market times without compromising the long term return potential
Top 5 Wealth Creators
These investments delivered more than 2.5x returns in last 5 years
Coffee Can Philosophy – Less Volatile and High Returns
Investing in a concentrated portfolio of these great companies gets double digit ROE with less volatility and downside. The strategy promises impressive wealth creation with ‘Less risk’.
Top 5 PMS for 2019
These investments should deliver impressive returns in next 5 years
3 Types of Equity PMSs
Learn, and Select the right PMS product that suits your investment objective and risk appetite
5 Portfolio Disorders
Investors that are aware of basic disorders can create optimal portfolio for higher return potential. Their behavioural biases and industry’s unethical practices lead to portfolio disorders.
4 Unethical Practices in Financial Industry
The Industry is driven by sales motives & isn’t designed to be fair. So investors need informed investment decisions.
12 Behavioural Investment Biases
Investors’ Biases emerges from constant tug of war between cognitive thinking and emotional responses.
NIFTY PE Is High, But it’s Great Time for Equity Investments — Why & How?
2/3rd of Nifty stocks have under performed in the last 1 Year. And, infact is Nifty the right representation of stock market?
Ambit Coffee CAN
Portfolio Type: Concentrated portfolio of top 1% of companies Inception Date: 6 March 2017 Number of Stocks: 11 Fund Manager Name: Manish Jain Fund Manager Experience: Total Exp – 10 Years Fund Manager Qualification: Manish
IIFL Multicap Advantage
Portfolio Type: Low Beta PMS with inbuilt PUT Option Inception Date: 31 December 2014 Number of Stocks: 29 Fund Manager Name: Aniruddha Sarkar Fund Manager Experience: Total Exp – 10+ YearsWith IIFL – 8 Years
Motilal Oswal Business Opportunities (BOP)
Portfolio Type: Multi-Cap Portfolio of Companies related to Emerging India Themes. Inception Date: 16 Jan 2018 Number of Stocks: 22 Fund Manager Name: Manish Sonthalia Fund Manager Experience: Total Exp – 22 YearsWith Motilal –
Sundaram SISOP
Portfolio Type: Concentrated Multi Cap Portfolio. Inception Date: 2 Feb 2010 Number of Stocks: 12 Fund Manager Name: Madanagopal Ramu Fund Manager Experience: Total Exp – 13 YearsWith Sundaram – 8 Years Fund Manager Qualification: