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Showing posts from June, 2020

What is a Portfolio Management Service ?

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Portfolio Management Service (PMS ) is a customized equity investment solution for sophisticated investors who want options beyond MFs to invest and create wealth. PMS offers investors the choice to hold equity shares in individual Depository Accounts, this prevents the sophisticated investors from falling victim to the redemptions of other investors.  Portfolio Management Services are a more transparent mechanism of investing- as investors know at what prices their investments are made or redeemed. The taxation in PMS remains the same as other equity gains-10% long term capital gains over 1 year and 15% capital gains for short term i.e less than one year.  To know more about Portfolio Management Services   visit us at www.pmsaifworld.com .We at PMS AIF WORLD does 4P analysis of Portfolios (Philosophy, Performance, Portfolio, and Price) before we can arrive at our investment advice. We are a modern-day Wealth management firm with a focus on alternatives and en...

How Should HNI and Ultra HNI Investors invest ?

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HNI and Ultra HNI investors have special needs of investments and they might not be suitable for more generic products like Mutual Funds or ULIPs. PMS and AIFs offer customization in terms of product and the transactional customization to HNI Investors. The types of investment services required by HNIs and Ultra HNIs are also very unique and a level of customization is required that can help them in their investments. HNIs traditionally invest in bonds , real estate , equities , private equity and derivatives. PMS-es and AIFs have structures that can help investors make such investments and ensure the investors can avail institutional level benefits.To know more about HNI Ultra investments visit us at www.pmsaifworld.com .We at PMS AIF WORLD do 4P analysis of Portfolios (Philosophy , Performance, Portfolio and Price) before we can arrive at our investment advice . We are a modern-day Wealth management firm with   a focus on alternatives and enabling informed investment decisi...