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AIF / PMS upcoming online event

About: Welcome to the AIF & PMS Conclave 2.0, a two-day summit where leading experts from the Indian financial markets will converge to discuss and debate the critical issues shaping India’s economy, markets, and diverse asset classes. This event is specifically designed for high and ultra-high-net-worth individuals, fund managers, family offices, investment professionals, and budding investors eager to explore the diverse avenues within the comprehensive landscape of investments https://campaigns.aifpms.com/conclave-2/

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Curated from across

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Personal Finance on

by TenHagsRed

Smartq

True Beacon

Has anyone invested through True Beacon, Nikhil Kamath’s wealth management startup for UHNIs? How has the experience been?

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Personal Finance on

by ElonMast

Amazon

FFF : MF Vs Smallcase Vs PMS

Friyay Finance Fundae is here. With markets peaking and multiple big events (Elections in India, US, rate cuts, budget) in the near future, I was looking for a less-stress investing option. Went down the rabbit hole of momentum-style investing as I see fewer value opportunities in markets with indexes in ATH territory. I thought my time investment could help others here who are looking for similar opportunities. I picked Quant Flexi Cap 5Y returns - 33.76% Expense ratio - 0.59% Min Investment - 500 48 stocks in the portfolio, looks soft & RIL heavy Vs Capitalmind Momentum (One of the best momentum investors in India) 5Y returns - 36.61% Small case Fee - 18,000/Yr + STCG Min investment - 1L+ Between 15 to 25 stocks, sharp! Overall, at this point looks like MF > Smallcase; as 3% extra is not worth the costs plus a concentrated portfolio. If folks here are curious, I can add some PMS comparisons as well. Feel free to pitch any momentum ideas in current markets.

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by YesSir

Hidden

Has anyone tried Dezerv for Mutual Fund PMS / AIF investments. Any views?

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by Namkeen

Stealth

Any review on Dezerv mutual fund PMS?

I’m planning to move my MF investment to Dezerv PMS. I’m planning to start with 50L(min req investment).

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by SandeepJethwani

Dezerv

AMA: Hey everyone, I'm Sandeep, co-founder of Dezerv. Ask me anything!

Hello everyone, I'm Sandeep, the co-founder of Dezerv. We're an investment management platform helping affluent Indians invest better. Prior to Dezerv, I was a Sr. Managing Partner & Head of IIFL-One, and in all have over 15 years of experience within wealth management. Would be keen to answer questions about Portfolio Management Services (PMS), Mutual Funds, Wealth-tech as a space, investment management, entrepreneurship, and more. I'll be back at 5 pm and start answering away!

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by humanresearcher

Startup

You have 50L? Here are Top Portfolio Management Services in India

https://www.apmiindia.org/apmi/welcomeiaperformance.htm?action=PMSmenu

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by humanresearcher

Startup

Which PMS do you use?

Portfolio management services

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by ElonMast

Amazon

Friday Fin - PMS Vs MF 🤔

For any investor, Mutual funds after a point become less exciting mode of investments. Also last 4 years spoiled everyone in the market. I was in a similar space and was trying to pick a PMS to accelerate my folio, but looks like returns aren’t too exciting ( cost of PMS > MF). Additionally, I am not able to see any consistency in top rankings over the different time-periods. Thought of sharing this if any of us is going through similar confusions. Happy Investing! https://www.pmsaifworld.com/blog/portfolio-management-services-pms-vs-equity-mutual-funds-mf-detailed-score-card-data-as-of-31-03-2023/