Retirement Financial Planning & Retirement Advisor Services
Did you know general and medical inflation in India are around 5% and 14%, respectively? This means that expenses like food, housing, transportation and healthcare will continue to rise. So, covering these costs in old age, without any regular income,...
How to Invest in PMS: Steps, Benefits & Minimum Investment
India ranked 4th in terms of the number of HNIs, according to a recent report by Knight Frank. With the rising number of wealthy individuals, the investment landscape has also evolved. Many high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) are...
Active and Passive Portfolio Management: Key Strategies & Benefits
Every equity investor faces a fundamental question: Should I choose a fund manager who actively tries to beat the market, or should I follow a passive strategy and allow the market to work for me? Given the constant shifts in...
Difference Between PMS and Mutual Fund – PMS vs MF Comparison
Both Portfolio Management Services (PMS) and Mutual Funds (MFs) are in the business of providing professional investment management services - but that’s where the similarities end. PMS is for high-net-worth individuals (HNIs), while the other brings the market to anyone...
PMS vs AIF: Understanding the Key Differences & Benefits
India’s alternative assets market is likely to increase five times to US$ 2 trillion by 2034. It oversees assets worth US$ 400 billion as of December 2024. This growth is led by portfolio diversification, sophistication on the part of investors,...
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Portfolio Management Services (PMS) charges & Fee structure
Over the last few years, there has been a noticeable shift towards Portfolio Management Services (PMS). High net worth individuals (HNIs) in India are no longer settling for just mutual funds or dabbling in direct stocks. They are exploring more...
PMS Returns in India: How to Measure and Compare Performance
In India, many affluent investors select PMS for professional oversight and customised financial strategies. As of December 31, 2024, the Indian PMS managed assets of around ₹37.06 lakh crore, serving 1,84,400 discretionary clients and 6,161 non-discretionary clients. Though PMS has...
Top Portfolio Management Services in India
For affluent investors who wish to gain more control over their portfolios, Portfolio Management Services (PMS) offer a more tailored and strategic alternative to traditional mutual funds. Instead of just buying into a pre-set scheme, you actually own individual stocks...
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