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Philip PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Phillip Capital PMS is one of the many businesses of Phillip Capital India. We prefer standalone focused PMS providers, as compared to PMS providers that are parts of a larger group. With the PMS business yet to scale, a relatively inexperienced investments team and the lack of a clearly defined investment philosophy, we do not recommend Phillip Capital PMS for investments.

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 (257cr) | Promoter Category ()

PMS Background

Phillip Capital PMS is part of the Phillip Capital Group (a leading Asian financial services group managing close to $50 bn in AUM).

PMS Investment Philosophy

Phillip Capital PMS does not have an articulated investment style, with strategies driven more at a scheme level.

Inv Team

Investment Team

Nishit Shah | 2-star rated FM

Fund Manager & Principal Officer | 20 yrs Experience | 9 yrs at current firm

Past Experience: AVP Institutional Sales (AMSEC), AVP Institutional Sales (Sushil Financial Services Pvt Ltd), Manager (Motilal Oswal Securities Ltd), Assistant Manager (Sushil Financial Services Pvt Ltd)

Nishit Shah’s 17 years of experience is filled with product development, strategy, and equity research. He has been successful in identifying themes and stocks that have turn multi-bagger, however Nishit has only focussed on fund management in the past 5 years.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

No items found

Returns as of 31-Aug-24.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.

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Disclaimer MF/PMS/AIF/Direct Equities are all subject to market risks. Please read the scheme information and other related documents carefully prior to investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund or designing a portfolio that suits your needs. Market & other data on this site has been sourced from what are considered to be reliable sources. All views shared (product ratings, views on individual securities etc.) are the proprietary property of IME Capital and cannot be used in any form without explicit written consent. IME Capital Pvt. Ltd. makes no warranties or representations, express or implied, on products offered through the platform (and that of our partners) or on the correctness of data & views shared. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Detailed Disclaimer © 2021 All rights reserved | ARN No: ARN-182445