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Do not invest in PMS by looking at Monthly Returns

When we have to travel a short distance in our own city, we’re often confused about the mode of commute that would be optimal – should I drive my car ? should I take a cab ? should I take a metro ? should I board a city public transport bus or maybe take a rickshaw? Isn’t it? However, we’re never so confused while travelling from Delhi to Mumbai – We know, we’re going to board a flight.

Invest in Equity for WEALTH CREATION, But Remember..

When we have to travel a short distance in our own city, we’re often confused about the mode of commute that would be optimal – should I drive my car ? should I take a cab ? should I take a metro ? should I board a city public transport bus or maybe take a rickshaw? Isn’t it? However, we’re never so confused while travelling from Delhi to Mumbai – We know, we’re going to board a flight.

Longing for Returns, Short of Opportunities?

Though the overall growth prospects for economy and capital markets remain high, the last 20 months have taught that stock market investing can go through frequent ups and downs with sharp moves at sector and stock level.

Valuations favour Mid – Caps

The journey to higher double digit returns in equity investing goes through dark patches and sees bright sunlight. The inflection point or the new dawn in return trajectory for Indian shares could be visible soon.

Types of Alternative Investment Funds (AIF)

AIFs combine the operational ease of a mutual fund and the flexibility of a PMS making it a perfect blend geared for generating optimum performance for a stipulated investment objective.

What are Alternative Investment Funds (AIF)?

AIFs combine the operational ease of a mutual fund and the flexibility of a PMS making it a perfect blend geared for generating optimum performance for a stipulated investment objective.

What are Portfolio Management Services (PMS)?

PMS is meant to invest in the focused and concentrated basket of well researched businesses. PMS works on the concept of personal demat account for each investor for holdings stocks under their name.

Why Investors Make More Wealth in PMS

Products that make investors hold on for longer periods, bring potential for superior performance. Selecting the right equity product is not an easy task.

3 Types of Equity PMSs

Learn, and Select the right PMS product that suits your investment objective and risk appetite

5 Portfolio Disorders

Investors that are aware of basic disorders can create optimal portfolio for higher return potential. Their behavioural biases and industry’s unethical practices lead to portfolio disorders.

2Point2 Capital Long Term Value Fund

Portfolio Type : Concentrated Value based Multi Cap Portfolio Inception Date: 19 July 2016 Number of Stocks: 15 Fund Manager Name: Amit Mantri & Savi Jain. Fund Manager Experience: Amit Mantri Total Exp – 9 Years,Savi Jain Total

Accuracap Alpha10

Portfolio Type : Artificial Intelligence driven algorithm based Large -Cap Portfolio Inception Date: 19 September 2011 Fund Manager Name: Dr. Naresh Chand Gupta & Raman Nagpal. Fund Manager Experience: Dr. Naresh Chand: Total Exp –

Accuracap PicoPower

Portfolio Type: Artificial Intelligence driven algorithm based Mid-Small Cap Portfolio Inception Date: 10 October 2011 Number of Stocks: 25-35 Fund Manager Name: Dr. Naresh Chand Gupta & Raman Nagpal. Fund Manager Experience: Dr. Naresh Chand:

Alchemy High Growth

Portfolio Type: Mid Cap Biased Diversified Portfolio of Companies in their Growth Phase Inception Date: 8 May 2002 Number of Stocks: 18-20 Fund Manager Name: Amit Nadekar Fund Manager Experience: Total Exp – 19 YearsWith

AlfAccurate Advisors AAA

Portfolio Type: Well-diversified, relatively low-risk portfolio Inception Date: 23 Nov 2009 Number of Stocks: 43 Fund Manager Name: Rajesh Kothari Fund Manager Experience: Total Exp – 20 Years, Founded AAA in 2009 Fund Manager Qualification:

Ambit Coffee CAN

Portfolio Type: Concentrated portfolio of top 1% of companies Inception Date: 6 March 2017 Number of Stocks: 11 Fund Manager Name: Manish Jain Fund Manager Experience: Total Exp – 10 Years Fund Manager Qualification: Manish

Ambit Good and Clean

Portfolio Type: Concentrated portfolio of mid-cap companies with a good record and clean accounting Inception Date: 12 March 2015 Number of Stocks: 13-18 Fund Manager Name: Aishvarya Dadheech Fund Manager Experience: Total Exp – 12

ASK Indian Entrepreneur Portfolio (IEP)

Portfolio Type: Portfolio of large and growing companies with promotors significant skin in the game Inception Date: 25 January 2010 Number of Stocks: 19 Fund Manager Name: Sumit Jain Fund Manager Experience: Total Exp –

Axis Brand Equity

Portfolio Type: Multi cap portfolio of recongnised brands Inception Date: 27 January 2017 Number of Stocks: 20-22 Fund Manager Name: Trideep Bhattarcharya Fund Manager Experience: Total Exp – 20 years Fund Manager Qualification: B.Tech. degree

Edelweiss Hexagon

Portfolio Type: Small & Mid Cap Portfolio of emerging industry leaders Inception Date: 1 September 2015 Number of Stocks: 14 Fund Manager Name: Anil Sarin Fund Manager Experience: Total Exp – 20 yearsWith Edelweiss –

Edelweiss Rubik

Portfolio Type: Multi Cap portfolio of companies showing a trend of increasing promotor’s stake. Inception Date: 9 January 2018 Number of Stocks: 12-15 Fund Manager Name: Anil Sarin Fund Manager Experience: Total Exp – 20

IDFC NEO

Portfolio Type: Artificial intelligence based portfolio Inception Date: 21 July 2017 Number of Stocks: 15-25 Fund Manager Name: Parvesh Kriplani Fund Manager Experience: Total Exp – 14 Years, With IDFC – 2 Years Fund Manager

IIFL Multicap Advantage

Portfolio Type: Low Beta PMS with inbuilt PUT Option Inception Date: 31 December 2014 Number of Stocks: 29 Fund Manager Name: Aniruddha Sarkar Fund Manager Experience: Total Exp – 10+ YearsWith IIFL – 8 Years

Invesco India DAWN

Portfolio Type: Large Cap biased diversified portfolio of companies expected to benefit from a cyclical recovery. Inception Date: 28 August 2017 Number of Stocks: 21 Fund Manager Name: Amit Nigam Fund Manager Experience: Total Exp

Invesco India R.I.S.E

Portfolio Type: Mid & Small Cap biased portfolio of companies expected to benefit from operating & financial leverage. Inception Date: 18 April 2016 Number of Stocks: 19 Fund Manager Name: Amit Nigam Fund Manager Experience:

Kotak Special Situation Value II

Portfolio Type: Portfolio is a mix of value opportunities and special situations. Inception Date: 19 Sep 2017 Number of Stocks: 24 Fund Manager Name: Anshul Saigal Fund Manager Experience: Total Exp – 13 years, With

Marcellus Consistent Compounders

Portfolio Type: Concentrated portfolio of top 1% of companies (Coffee CAN Investing) Inception Date: 1 Dec 2018 Number of Stocks: 11 Fund Manager Name: Rakshit Ranjan Fund Manager Experience: Total Exp – 13 YearsFounding Member

Motilal Oswal Business Opportunities (BOP)

Portfolio Type: Multi-Cap Portfolio of Companies related to Emerging India Themes. Inception Date: 16 Jan 2018 Number of Stocks: 22 Fund Manager Name: Manish Sonthalia Fund Manager Experience: Total Exp – 22 YearsWith Motilal –

Motilal Oswal India Opportunities (IOP) Sr 2

Portfolio Type: Small & Mid Cap Portfolio of Next Multi-Bagger Companies. Inception Date: 5 Feb 2018 Number of Stocks: 20 Fund Manager Name: Manish Sonthalia Fund Manager Experience: Total Exp – 22 Years, With Motilal

Reliance Absolute Freedom

Portfolio Type: Large Cap bised Multicap Portfolio Inception Date: 24 Sep 2004 Number of Stocks: 20-22 Fund Manager Name: Varun Goel Fund Manager Experience: Total Exp – 11 YearsWith Reliance – 2 Years Fund Manager

Narnolia India 3T

Portfolio Type: Mid Cap biased portfolio of companies with rising relative growth and valuation Inception Date: 27 March 2012 Number of Stocks: 25 Fund Manager Name: Shailendra Kumar Fund Manager Experience: Total Exp – 20

Renaissance India Opportunities

Inception Date: 1 Jan 2018 Number of Stocks: 10-15 Fund Manager Name: Pankaj Murarka Fund Manager Experience: Total Exp – 21 YearsFounded Renaissance in 2017 Fund Manager Qualification: Qualified Chartered Accountant with All India Merit Fund Manager

Sundaram Midcap

Portfolio Type: Mid & Small Cap Portfolio of companies expected to see huge market cap rise by 2025 Inception Date: 1 June 2010 Number of Stocks: 21 Fund Manager Name: Madanagopal Ramu Fund Manager Experience:

Don’t Just Invest. Make an Informed Decision.