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 | 7 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 28-Feb-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.