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SMC Global PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a Recommended AMC: While SMC Global has established its presence in its broking & wealth management businesses, its PMS business has not yet proven its standalone credentials. The 1-star rating of the AMC is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.

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 (70cr) | Promoter Category ()

PMS Background

SMC Global PMS is part of the SMC Group (a diversified financial services group established in 1990, with a presence in broking, investment banking and wealth management).

PMS Investment Philosophy

SMC Global PMS does not have a PMS level investment philosophy, with philosophy being driven at a scheme level itself.

Inv Team

Investment Team

Ayush Aggarwal | 2-star rated FM

CIO | 12 yrs Experience | 5 yrs at current firm

Past Experience: Director (SMC Group), Head – Digital Initiatives (SMC Group)

Ayush Aggarwal is an MBA from SP Jain Institute of Management and Research, Mumbai. He is the CIO of the SMC Private Wealth vertical at SMC Global Securities Ltd. managing and handling portfolio management activities.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Returns as of 31-Aug-24.

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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.

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