facebook

Moneylife PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Moneylife PMS is at too nascent a stage to recommend investments. Additionally, the lack of an established investment team or an investment process with an established track record, are additional concerns apart from the nascency of the business.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (115cr) | Promoter Category ()

PMS Background

Moneylife PMS is a very young PMS (founded only in Dec-2019) that is part of Moneylife Advisors (a SEBI registered investment advisor).

Moneylife is a relatively new AMC with an investment team that lacks a long track record yet.

PMS Investment Philosophy

Money Life PMS follows a quant-based approach to investing.

Inv Team

Investment Team

Debashis Basu | 3-star rated FM

Principal Officer | 34 yrs Experience | 14 yrs at current firm

Past Experience: Founder, Editor & Publisher (Moneylife – Personal Finance Magazine), Associate Editor, Business Today (India Today)

Despite the well-known investigative journalism work around Harshah Mehta’s scam in the early 1990s, Debashis Basu and his partner Sucheta Dalal have only a moderate level of actual fund management experience.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
Moneylife Growth Mid & Smallcap GARP 57.6 25.7 33.6
Moneylife Prime Flexi Cap GARP 52.3 21.3 22.3

Returns as of 30-Sep-24.

Free 30-Day Trial of the IME RMS

Details shared above, are only a short-snapshot of the more detailed analysis that resides in IME’s Proprietary RMS (Research Management Solution).

The IME RMS is the first tool ever, to give investors direct access to the insights of the central research team. Investors gain direct access to our ratings, rating rationales & analysis across thousands of funds (MFs, PMSs, AIFs, Global funds), asset classes, categories & more.

 Learn More