PMS AIF

FM Churn and why this leads to us prefering Owner-Managed Boutique Investment Firms

Since 2015, the investments industry in India has seen a very sharp rise in some of the most senior fund managers (FMs) in the industry, leaving to set up their own investment funds. The strong bounce … Read more

Comparison & Review of Top High-Yielding Debt Options for Investors

Understanding High-Yield Debt Investment Options Fixed Deposits & low-risk Debt Mutual Funds, offer safety to investors but only provide a relatively low yield/interest-rate. Traditionally, equity … Read more

Why US Persons should consider investing in a PMS, instead of a MF or AIF (due to PFIC taxation)?

Taxation of global investments for US Persons can be complicated, especially in the case of pooled investment vehicles (such as Mutual Funds or Alternative Investment Funds – AIF’s). In this blog post … Read more

PMS vs MF: Longer-term Performance Comparison

One of the core premises of investor’s preferring PMS’s over MF’s, is the ability for PMS’s to manage more concentrated, higher risk-reward portfolios as compared to mutual funds, along with a more fo … Read more

Comparison & Review of Top Equity PMSs in India

Unlike Mutual Funds, where SEBI has come out with clear guidelines of % allocation towards large, mid & small-caps between different fund categories, no such clear guidelines exist in the case of … Read more

Comparison & Review of Top Long-Short AIFs in India

Understanding Long-Short Strategies Equity Funds vs Long-Short FundsMost equity funds are long-only – they buy stocks and benefit when stock prices move up. Accordingly, equity funds can typically onl … Read more

Alternative Investment Funds (AIF) Overview

Alternative Investment Funds (AIF’s) are investment funds that are targeted at more sophisticated & wealthy investors (require a minimum investment of Rs. 1 cr). These funds offer wealthy investor … Read more

MF vs. PMS vs. AIF. Which is the right option for you?

10 Insider Insights all PMS Investors Should Know

IME PMS Scheme Rating & Selection Criteria

IME PMS AMC Rating & Selection Criteria

PMS & AIF Taxation

PMS Taxation PMS is a pass-through vehicle from a tax perspective. Pass-through PMS Taxation: Since under a PMS, investments are held directly in the investor’s name (and not via a trust like in a MF … Read more

Mutual Funds vs. PMS vs. AIF

Mutual Funds, Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are all investment vehicles, where your equity or debt investments are managed by professional fund managers. E … Read more