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IME PMS AMC Selection Criteria

At IME Capital, we have undertaken the most rigorous analysis of PMS AMCs, undertaken by any wealth management firm in the industry. 

Our PMS AMC selection methodology is driven by the AMC-selection best-practices followed by top international institutional investor’s and wealth managers. This is based on the extensive experience our founder, Ashi Anand, has in dealing with these entities in his 18+ years of fund management experience managing alternative strategies including PMS & Quasi-PE Funds. 

Our analysis has been driven by someone with extensive insider knowledge, of the factors that go into building a top-quality asset management company. 

As part of our analysis, we have analysed 95 PMS houses, across a wide range of parameters that are critical aspects of any high-quality AMC. 

PMS AMC Rating Criteria

As part of our AMC-rating methodology, we have analysed these 95 PMS AMCs, on the following criteria:

Driven by the principle of being absolutely transparent with our investor's, our ratings across each of these factors along with an explanation is made
Publicly Available on our website.

IME 5-Star Rating System

The IME 5-star rating system for AMC’s, is much more stringent than typical rating systems. The aim is to ensure that we only recommend the absolute best-in-class PMS providers to our investors. 

Unlike standard ratings, where ratings are typically evenly distributed across tiers, our rating criteria is extremely strict. This results in 75%+ of PMS providers being rated 2-star and below

This is driven by our belief that only the
absolute best-in-class PMS houses,
should be recommended to our investors.

The IME PMS AMC ratings should be interpreted as follows:

Extremely Selective in our Ratings

At IME Capital, we are extremely selective in the AMC’s & fund’s that we recommend for investments. The vast majority of PMS AMC’s do not meet our rigorous selection criteria, which is why we have so few top-rated PMS AMC’s in our list. 

The rigour & exclusivity of our selection & rating criteria can be seen from the following data

0
PMS AMC's reviewed
0
PMS's rated 5-Star
0
PMS's rated 4-Star
0
PMS's rated 3-Star
0
PMS's rated 2-star and below

With a few exceptions (primarily linked to strong value that we see in a specific scheme), we only recommend investments in 20 out of 95 PMS AMC's that we reviewed.