PMS (Portfolio Management Services)

Portfolio Management Service reviews, strategies and comparisons.

SEBI has proposed an MF-only PMS category with a Rs. 25 lakh minimum and a 2.5% fee cap. An educational explainer on what the proposal contains and what questions it raises — before any product exists.
Ametra PMS offers two factor-investing strategies — FactorCapro and FactorIncome — designed to deliver regular income, capital protection, and inflation-beating returns for HNI investors in India.
This Diwali, transform your wealth-building journey through smart investing, mutual funds, bonds, NPS, and asset allocation. Discover emotional, practical, and data-driven insights to grow prosperity in 2025.
Seeking consistent, tax-efficient returns despite market volatility? Explore the Altiva Hybrid Long-Short SIF, a sophisticated strategy blending arbitrage, fixed income, and special situations for HNIs. A breaks down the benefits.
Stay updated on the latest GST reforms effective September 22, 2025. Discover how the new tax rates impact investors, the most affected sectors, and mutual fund strategies for the changing landscape. Simplified analysis for better financial planning.
Discover how India’s first SEBI-approved Specialized Investment Fund (SIF) by Quant Mutual Fund is reshaping wealth creation. Learn about minimum investment, long-short strategies, key advantages, and how SIF compares to traditional mutual funds for HNIs and advanced investors.
Discover Sky One Corporate Park, a premium A+ Grade office space in Pune with a Fortune 600 tenant, offering a 9% gross entry yield and 16.3% target IRR. Ideal for HNIs and NRIs seeking stable, high-return investments.
Learn how to invest in unlisted companies in India, including strategies like PMS, AIF, ESOPs, and pre-IPO investments. Understand the risks and opportunities.
Learn how to become an Accredited Investor in India, the eligibility criteria, and the benefits of being an AI. Discover exclusive investment opportunities for HNIs under SEBI's framework.
Explore the top-performing CAT III AIFs in India, including FinAvenue Growth Fund and Neugen Undiscovered Value Fund. Learn about the oldest funds, open-ended vs. closed-ended funds, and who should invest in AIFs. Get expert insights for 2025.
Phillip Income Builder Portfolio (PIBP) offers stable returns with a blended YTM of 11.50%-11.70%. Ideal for HNIs & conservative investors. Learn more!
Let's learn about a fundamental metric for evaluating the performance of investments.
Alternative Investment Funds (AIFs) are fast gaining popularity as a viable investment option in India.
For Non-Resident Indians (NRIs) seeking to invest in their home country, India offers a wide range of investment options.
For Non-Resident Indians (NRIs) seeking to invest in their home country, India offers a wide range of investment options.
Alternative investments have become increasingly popular in recent years as investors seek new ways to diversify their portfolios and generate returns.

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