I have recently taken a pms 'dezerv'. Overall good experience so far, no fixed fee only profit sharing. The biggest advantage is peace of mind as I know fund managers would rotate funds based on market conditions. Thinking to go for another direct stocks PMS, have been considering Capitalmind. They are quite transparent, flat 1% fixed fee.

How long has it been. How has been the returns? Do you get updates regularly?

Investor

Also are they investing in MFs or direct stocks?

DevOps Engineer

MF's. Recently invested. Their goal is to beat the index by 3-5%. They have been able to beat the index previously

Welcome to Personal Finance's Private Community

Has anyone invested through any PMS?

Has anyone invested through any PMS?- Grapevine

Which PMS do you use?

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

Any review on Dezerv mutual fund PMS?

Software Engineer

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/

Friday Fin - PMS Vs MF 🤔

Product Manager

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

Account Manager

Any review for dezerve pms services? Portfolio performance vs fee charged. Any risk involved?

Dezerve PMS review

Growth Manager

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

True Beacon

Founder

Till now I’ve been investing our families income into shares and MFs by myself using own research and places like grapevine :)

Now the allocation and its wisdom has started worrying me as the overall portfolio inches towards 1cr 

And I am wanting to consult a wealth manager but not sure how to begin the search for one. 

Any leads?

How does one find a wealth manager

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!

Has anyone invested through any PMS?

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