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08 Aug 2020

PMSes clock upto 16% gain in jubilant July; 1 year gains of top performers cross 50%

75 out of 180 strategies beat Nifty that clocked 12.3% gain in the last 3 months. Read on to know how different PMS categories have performed in various period...

04 Aug 2020

How To Profit From Significant Consolidation Across Financial Services Sector

India is at cross-roads. Massive disruptions in the financial sector await. The conventional business model of poorly run banks, including the public sector lenders and opaque private sector NBFCs, is ripe for a reset. Read on to Know more..

31 Jul 2020

The nuts and bolts of making money in fintech startup investing

Besides speaking about the – PETT framework, Varanium NexGen Fund's Aparajit Bhandarkar talks about how the AIF platform provides a lucrative way to earn outsized returns from venture capital investments.

30 Jul 2020

PMSes with falling cash holdings outnumber those who maintained or raised moolah

There are 8 PMSes who have zero cash in their portfolios at the end of June; only 1 strategy now holds more than 50% cash compared to 2 in May

20 Jul 2020

Tracking top stock holdings changes in India's multi-billion dollar PMS industry

133 PMS Strategies reported 205 unique stocks in their disclosed portfolios, with single-stock weight as high as 29.75% in a strategy. In this monthly insight piece, we take a detailed look at the most-owned stocks, unique picks, sectoral preferences and stock allocation weights for June 2020.

08 Jul 2020

PMS investors that braved March massacre get up to 56% in Apr-June; 1 year gains as high as 36%

55 PMSes out of 170 beat Nifty that clocked 19.8% gain in the last 3 months; Strategies clocked upto 23% spurt in June 2020

29 Jun 2020

IIFL’s Multicap PMS consistent out-performance backed by their cautiously-optimistic approach

It is quite inspiring to hear out the convictions of the out performers during the current uncertainties. Mr. Mitul Patel’s cautiously optimistic approach is evidenced by consistent out performance of IIFL PMS strategies. Read on to get inspired by the optimism of Mr. Mitul Patel.

29 Jun 2020

Portfolio Managers get time till October 1 to comply with new SEBI norms

In a welcome move, Portfolio Managers have been given a 3-month additional extension to comply with new norms relating to fees and charges, direct client on-boarding, nomenclature of ‘investment approach’, performance reporting, documents disclosure etc.

24 Jun 2020

Is Cash The King For Portfolio Management Services ?

Out of the 144 PMS strategies that disclosed cash, 47 have between 5% & 10% while 5 strategies are completely invested i.e. zero cash as on May 2020. In this article, we will look at, among other things, how strategies are placed with cash, changes in cash positions, and also put the spotlight on those who display extreme positions in terms of cash holdings as % of assets.

22 Jun 2020

Who Owns What: Top holdings of PMS Managers

PMSes have nearly 200 unique stocks in their disclosed portfolios, with single-stock weight as high as 32% allocation in a strategy. In this article, we take a detailed look at the most-owned stocks, unique stocks, sectoral preferences and stock allocation weights in May 2020.

14 Jun 2020

Here is solid proof that PMSes beat MF equity funds in alpha generation

The gold standard of measuring an investment's success is alpha i.e the extent of out-performance over the benchmark return over a period. This logic makes a lot of sense. Investors pay fees to the investment manager to out-perform i.e. get bang for the buck. After looking at the data for the last 1 year, 3 years, 5 years and 10 years, we have conclusive proof that PMS is a good vessel to generate alpha and they also beat MF equity funds. Read on to know why we are saying this.

09 Jun 2020

Average returns of PMSes outperform Benchmarks in May-2020

The month of May saw benchmark indices drop by 2.8% after nearly 15% spurt in April; the best performing PMS strategy in May delivered 3.6% positive return. Read on to know how different categories did against each other and the benchmarks.

08 Jun 2020

Consistent Alpha is achieved through focused execution– Says V Jayaram– Joindre PMS

In a recent webinar conducted by PMS Bazaar, Mr. V Jayaram, Chief Investment Officer and Fund Manager, Joindre PMS, revealed the philosophy and methodologies followed to achieve consistent Alpha. Jayaram went on to explain interesting finer details of stock selection. Read on to know his insights of market opportunities, trends, Indian economic reforms and its impact on Portfolio Management.

05 Jun 2020

AIFs get time till Aug 7 for regulatory filings

Alternative Investment Funds (AIFs) have just got a major compliance burden off their back for some more time. Markets regulator SEBI has given another relaxation in compliance norms to AIFs in terms of regulatory filings. This paves the way for AIFs to do regulatory filings of March, April, May and June 2020 before August 07, 2020.

01 Jun 2020

From Goldman Sachs to White Oak: Why Prashant Khemka Remains A 100% Equity Advocate

It is not every day that one gets to hear the wisdom of someone who managed Wall Street money. Mr. Prashant Khemka is the Founder of White Oak Capital currently managing an AUM of US $ 1.7 Billion investing in Indian equities. PMSBazaar hosted the market maven's webinar recently, where Khemka shares his insights and takeaways.

25 May 2020

Deep dive into top holdings of PMSes

Read on to know Who Owns What, Which Sector Is Hot/Cold, Cash & Portfolio Changes

14 May 2020

PMSes deliver up to 26% in April, but find out how many beat benchmarks

After a terrible market in March, April saw PMSes rise from their ashes like a phoenix. The harder a portfolio was in March, the rebound was stronger. Portfolio managers delivered up to 26.1% return in April 2020. Find out how many beat the benchmark ....

08 May 2020

Sadhguru of Indian stocks has a simple strategy to keep your cool in these volatile times

Get inspired from Mr. Raamdeo Agrawal's candid speech with optimism on Indian Equity Markets & GDP growth potential of 9% to 10% post Covid-19 – Portfolio Management Services Webinar on – “Economy and Market Outlook & the Way Forward”

18 Apr 2020

Impact of COVID on the Economy Markets and Marcellus PMS Portfolio

Ascertain whether the foundations of Indian economic recovery are in place? Is India on the verge of the 5th Economic Boom? Why it makes no sense to time the entry/exit of CCP?. Here is an Excerpts from the Exclusive Webinar on " Impact of COVID on the Economy, Markets, and Marcellus PMS Portfolio" by Mr. Saurabh Mukherjea & Mr. Rakshit Ranjan, Marcellus Investment Managers - PMS

03 Apr 2020

Do you know that PMS offers SIP STP SWP SWITCH TOPUP?

We are surprised to note many are not aware that PMS provides all the flexible options available in the Mutual fund industry. Yes, many PMS Companies provide SIP/STP/SWP/SWITCH/TOP UP options .....

10 Mar 2020

5 - Attributes you should look-for, to select your PMS

Experience in good & bad cycles, adaptable to changing global orders with ability to innovate, technological adherence, process mapping & implementation and the ability to look beyond the temporary and short-term volatility are the 5 Attributes to select your PMS.

08 Mar 2020

Women Portfolio Managers in PMS

The tradition portrays women as better money managers domestically. Wealth derives from rather Goddesses than Gods as per the belief of many ancient cultures and religions.

05 Feb 2020

Best Performing Portfolio Management Services (PMS) 2019

PMS bazaar, on behalf of the Investor Community, appreciates the PMS Top performers. It is with lots of pride that we recognize their performance, and we have awarded the Top-3 PMS Performers of the calendar year-2019. These are the PMSes Toppers of The Tumultuous Times.

05 Feb 2020

What Asset Allocation is ? and what it is not ? by Shankar Sharma

The key to successful investing, over the long term, is to have every major Asset Class in your consideration set: The word Asset Allocation is bandied around rather casually these days. Hence it is important to understand what Asset Allocation is not. Understand from Mr. Shankar Sharma, Vice Chairman & Jt. Managing Director, First Global.

04 Feb 2020

Alternative Investment Funds (AIF) - Category 1 - The New Age of Investing

AIF CATEGORY 1 - The New Age of Investing. What worked so far doesn’t work anymore. Have you realigned your portfolio to this new reality yet? India has changed and continues to change at a rapid clip. Businesses, and hence, your portfolio, has to keep pace. A 10% to 20% exposure of your portfolio to AIF Category 1 funds or directly to startups is ideal – Gain more knowledge from the exclusive article by Mr. Rajesh Sehgal, Managing Partner, Equanimity Investments

04 Feb 2020

Alternative Investment Funds (AIF) - Category-II Potential of Indian Real Estate

AIFs Neither Face The ALM Mismatch Nor Are Impacted By The Credit Squeeze. Hence, In The Current Scenario, Where Fresh Disbursements Have Been Tough For NBFCs, AIFs Have Not Been Impacted. The Current Crisis Presents A Great Opportunity For AIFs Who Could Partner With Large Developers At Really Attractive Valuations/Prices. Gain more knowledge from the exclusive article by Mr. Sharad Mittal, CEO, Motilal Oswal Real Estate

04 Feb 2020

AIF LONG-SHORT FUND Can AIF Long Short Funds Smooth Out the Short term conundrums of Equity Portfolios?

Most important value add of long-short portfolios is a superior client experience because of consistency of returns. Long-short portfolios fall between traditional debt and traditional equity in the risk-return spectrum. A common misconception is that leverage is used to amplify risk, whereas in practice long-short funds use leverage to dampen risk by taking short positions. Gain more knowledge from the exclusive article by Mr. Nalin Moniz, CFA, Chief Investment Officer, Alternative Equity and Business Head, Alternative Equity, Edelweiss Asset Management.