Introduction

Visionary Leader and Pioneer in
PMS & AIF Investments.

“ We are a New Age Investment Services Company, committed to delivering analytics-driven, high-quality investing experience. Our mission is to foster Wealth Creation and Prosperity for our clients. Driven by a dedication to excellence, we meticulously select & offer the Best Alpha-focused products. Our suite of investment products spans a diverse range from listed to unlisted, encompassing Pre-IPO, Private Equity and Venture capital funds ”

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India's Most Trusted and Best
PMS & AIF Platform.

Analytics Backed Quality Investing

Industry's 1st 5-P Analysis across

People | Philosophy | Performance | Portfolio | Price

Subjective Selection through in-depth Interviews

Webinars | Panel Discussion

Objective Selection through Q-R-C Scoring across

Quality | Risk | Consistency

Industry's 1st 5-P Analysis across

People | Philosophy | Performance | Portfolio | Price

“We are a New Age Investment Services Company, committed to delivering analytics-driven, high-quality investing experience. Our mission is to foster Wealth Creation and Prosperity for our clients. Driven by a dedication to excellence.

"At PMS AIF WORLD, we prioritize a philosophy of suitability over mere sales. We believe in serving you based on the genuine needs of your portfolio, rather than just fulfilling what you want. From asset allocation to re-balancing, our goal is to provide unbiased advice, even when it challenges your existing biases. Our educative approach to providing you the best Bespoke Wealth Management Services ensures that we offer a responsible, long-term investment service that truly aligns with your financial objectives & helps you earn long term alpha on your Investment portfolio. "

Why Us

Why We Stand Out in
PMS & AIF Investments.

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QRC

QUALITY, RISK, CONSISTENCY REVIEW OF YOUR EXISTING INVESTMENT PORTFOLIO

5 P

PEOPLE, PHILOSOPHY, PORTFOLIO, PERFORMANCE, PRICE ANALYSIS OF PORTFOLIO MANAGEMENT SERVICES

We offer responsibly the best wealth creating products & investment services

Wealth Management Industry isn't designed to be Fair. There are thousands of PMS and AIF products and strategies that waste time, and money. One must practice caution while investing in PMS and AIF products. Besides, stock market in short term, is one place which is subjective in nature. Anything rises or falls basis perceptions, emotions and sentiments. We offer responsibly the best wealth creating products & investment services, backed by analytics and supported by content. Invest with us in the best quality PMS and AIF products to make informed investment decisions.

Before venturing into the new investment, a review of where one stands is very important. As a first step, we do a portfolio review exercise called QRC (quality, risk, consistency) analysis. Our experience tells us that most portfolios are already over diversified, are prey to wrong asset allocation, & wrong product selection. The Portfolio Management Services and Alternative Investment Funds we select are analyzed across 5Ps (people, performance, philosophy, portfolio, and price). We interview the fund management team to do this in-depth analysis.

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“Join us on a journey where tradition meets innovation, and where growing your wealth becomes our collective mission "

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Our Latest Portfolio Management Services & Alternative Investment Funds Comparative Performance Sheet.

Every Month, we study period-wise performance across Large Cap, Mid and Small Cap and Multi Cap Portfolio Management Services and Alternative Investment Funds

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Our Latest Quarterly Writeup, INVESTONOMICS

Every Quarter, we publish a curated Portfolio Management Services and Alternative Investment Funds magazine covering Data Points, Analysis of Top PMS and AIF Products, Top Investment Indicators, Top Debt and Equity Mutual Funds, Insights from PMS and AIF Fund Managers, Market Outlook, and much more

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Our Latest Interactions with Thought Leaders of Financial Markets

For more of such videos subscribe to our YouTube Channel

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Testimonials

Our Customer Says

The most transparent and trusted platform for informed decision making on investments. They not only guide you on the right investments but also help upskill your knowledge in the area so you are able to take informed decisions. Wonderful, hardworking, passionate folks!!

Akansha Mehra
Manager at Accenture

The most transparent and trusted platform for informed decision making on investments. They not only guide you on the right investments but also help upskill your knowledge in the area so you are able to take informed decisions. Wonderful, hardworking, passionate folks!!

Akansha Mehra
Manager at Accenture

The most transparent and trusted platform for informed decision making on investments. They not only guide you on the right investments but also help upskill your knowledge in the area so you are able to take informed decisions. Wonderful, hardworking, passionate folks!!

Akansha Mehra
Manager at Accenture
Portfolio Management Services
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