facebook

Smartowner PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a Recommended AMC: Smartowner PMS is clearly an innovative and highly differentiated strategy. The core aim of providing investors with an easy way of investing in fully-managed income-generating real-estate assets is clearly interesting. However, this is still a relatively new approach, and there is still a lack of clarity on too many aspects at this point to consider investing (we would need greater clarity on the specific investment team, how conflicts between different platforms are addressed, how early redemptions will be handled, the portfolio composition etc.).

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 (cr) | Promoter Category ()

PMS Background

Smartowner Capital PMS is part of the Smartowner Platform. Smartowner is a large (over $1 bn of properties funded) property investment management company & marketplace, that faciliates real-estate investments via a direct shared-ownership model, a PMS and an AIF platform.

PMS Investment Philosophy

Smartowner Capital uses their strong real-estate expertise to carefully curate the best income-earning real estate investments on their various investment platforms (shared ownership, PMS, AIF).

Inv Team

Investment Team

Abhishek Singhvi | 2-star rated FM

Head – Investments | 13 yrs Experience | 8 yrs at current firm

Past Experience: Senior Member – Research Team (Goldman Sachs), Software Engineer (McAfee)

Abhishek Singhvi started his career as a software engineer at McAfee and later got into the investment management industry through his role at Goldman Sachs before joining SmartOwner.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

No items found

Returns as of 31-Aug-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

IME RMS Demo

Register 30-Day Trial

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.

CONNECT WITH US

Use our Live Chat
Book 15-min Introductory Call
WhatsApp us @ +91 96320 07774

IME Capital Pvt. Ltd. is a research-first investments firm. We aim to disrupt the wealth management industry, by shrinking the gap in investment insights between central research teams & RMs/Clients. 

Products
Solutions
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