Portfolio Management Services - PMS AIF World

Portfolio Management Services (PMS) are sophisticated investment products for the HNI Investors . PMS manage investments in a more disciplined and structural manner than any other product. Portfolio Management Services buy stocks for the investors in their individual DPs and the choice lies with the individual investor for adding to investments or redeeming them. In PMS the investments are not made in a pool format and the investors are not allotted units thus the action of any investor or a group of investor has no impact on portfolio of others. After understanding what Portfolio Management Services actually are, the real question is shall we invest in PMS ? Make Informed Investment Decisions - PMS-AIF Portfolio Management Services are becoming very attractive for sophisticated investors looking for long term equity investments. PMS-es are well managed and structured portfolios- that are flexible and customized to suit needs of specific investors. PMS-es provide an i...

IIFL PMS  is one of the best portfolios of the last 3 years. This speaks a lot about the robustness of the investment philosophy as the last 3 years have been a tough period for markets. IIFL PMS follows a very intuitive framework of first dissecting the listed equity market on the basis of corporate earnings. IIFL calls this structure as SCDV framework, whereby S stands for  Seculars  Companies, the ones that witness PAT and ROE growth of more than 15% year on year. C stands for Cyclical Companies, the ones that witness the PAT more than 15%, and ROE less than 15%. D stands for Defensive companies, the ones which witness PAT less than 15%, and ROE more than 15%. And, finally, the Value Traps, the ones which have both PAT and ROE less than 15%. For investors chasing low risk – low return, seculars is the most ideal basket. It comprises of names like HDFC, Kotak, Bajaj, Asian Paints, etc. But, if the idea is to strive for more, one needs to discover “those Outliers” in c...