What to expect from your PMS provider?
A few weeks ago, a prospect walked into a conversation with our team, already frustrated. He'd invested ₹58 lakh with a PMS provider. Two years in, he'd never received a single quarterly report. When he asked for one, the firm...
When equity PMS makes sense, and when it doesn’t
My young nephew joined corporate life a few years ago. His portfolio has grown to about ₹50 lakh. Recently, a senior colleague shared their strong returns from an equity PMS, and it got him thinking: should he move everything there?...
Can a PMS help when your mutual fund portfolio is underperforming?
An acquaintance came to me recently, frustrated. She had been investing diligently for a few years, put in over ₹1 crore, and was staring at returns of roughly 6 to 7%. Not negative. Just not what years of disciplined equity...
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