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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. SMC Global PMS is still sub-scale, has a relatively inexperienced investments team and does not have a clear investment philosophy. Not a recommended PMS provider. Additionally, in our rating methodology, PMS firms which have discretionary equity assets of less than 100 cr are typically rated as 1-star, since these have not yet reached a level of sustenance scale. Once they cross this key number, we will reevaluate the rating

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 28-Feb-24.

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Details shared on the public website, are only a short snapshot of the more detailed analysis that resides in our Proprietary Research Management Solution (RMS) – A proprietary cloud-based tool, that ensures that the unbiased research insights of our central research team are shared directly with investors.

Our RMS allows us to operate with a level of transparency, ethics & consistency of insights, that is unparrarelled in the industry. Our RM’s will help showcase the PMS/AIF options that are the most suited for your unique requirements.

Download Sample RMS Reports: AMC View | Scheme Comparison

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.