Under SEBI regulations, all investments in a Portfolio Management Service (PMS) are held in a dedicated demat account in your own name, with a SEBI-registered custodian. The PMS provider does not legally own or hold your assets—they simply have a limited Power of Attorney (PoA) to execute trades on your behalf. This ensures that your … Read more
At IME Capital, we typically recommend that most investors avoid thematic funds, except in a few specific situations. Here’s why: For these reasons, we believe that identifying the right themes, sectors, and companies is best left to experienced fund managers who are already doing this within diversified funds. These funds allow you to benefit from … Read more
We understand this concern—and it’s a completely valid one. At IME Capital, our fund ratings are built around long-term potential, not short-term performance. A fund that continues to hold a high rating despite recent underperformance reflects our view that the current phase is temporary, and that the fund still retains all the right characteristics to … Read more
Flexicap funds are equity funds that are allowed to invest in any proportion of large, mid & small-cap companies. This gives the fund manager the flexibility to position his portfolio across market-capitalisations, based on evolving market conditions. Multicap funds on the other hand, need to at times maintain a minimum of 25% each in large, … Read more
Timing the market is something that is impossible to do, even the best fund managers are not able to do. When newflow is positive, equity markets are likely to be at highs and as long as economic momentum sustains markets can continue to do well. When newsflow is negative, this is likely to be the … Read more
While equity markets can be highly volatile in the short-term, over the longer-term performance tends to be in-line with the growth of the underlying economy. This context, helps explain the 12-15% IRR that is often considered a good benchmark for longer-term equity returns. To explain this further, real-GDP growth in India is expected to compund … Read more
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.