Checking Out the Top Benefits of Investing in PMS Investments Options

 

Wondering how and where to invest your money that gives positive returns? It is one frequently asked question but what is the answer? It could be bank deposits or mutual funds as these investment modes guarantee enough profits with safety. But, if you are looking for longer returns, you must check out High Performing PMS in India.

What is PMS?

Portfolio Management Service or PMS is a personalized service where experienced and qualified portfolio managers manage the equity portfolios for their clients rather than clients managing their investment themselves. Mutual Funds investors are generally allotted units, which represent their holding. For each PMS investor, their Fund Manager creates the segregated Demat account. There are many investors out there who have equity portfolios in the Demat accounts, which they manage as per their experiences and inputs from the broking firms and advisors. Thus, it becomes very important that you choose the best PMS in India that will handle your PMS investments. Now, let us go ahead and check out some top benefits of PMS:

 

Advantages of PMS

1.   Portfolio monitoring: Real and active portfolio monitoring to track down various developments impacting it, and to maximizing ROI.

2.   Customized portfolio: This can be personalized in order to achieve your investment goals.

3.   Professional management: Qualified fund managers build your investment portfolio and meet your investment goals.

4.   Online top-up: Registering with PMS AIF World will be an interesting and fruitful experience as our portfolios have low churn.

5.   Convenience: There are no administrative issues for managing your portfolio. Also, you can review your transaction summary regularly and get updates on the performance.

6.   Professional management: Our PMS products combine benefits of the professional money management that has control, flexibility, and tax benefits of having individual stocks and other securities.

7.   Lock-in period: As per PMS Regulations, there isn’t any lock-in period when it comes to PMS investment; but Best PMS in India providers can decide to get a lock to avoid any impulsive redemptions at times when markets take the downswing and maintain it as the policy.

8.   Frequent monitoring: The wealth managers & research team keep a periodic watch on your investment and money. The team knows how your investment is performing through frequent monitoring. And this information will be sent by fund houses through:

 ·         Quarterly/semi-annual updates

·         Communications like relevant info on market events 

9.   Trouble-free operation: With total portfolio transparency, complete market information for better decision making & direct access to their PMS team, makes it the trouble-free way of investing in the markets.

 Every PMS provider might have a few PMS schemes with various investment strategies and will be defined for the diverse Risk-Return Profile. Also, you can choose the suitability of this High Performing PMS in India just by undergoing the financial planning process that your Financial Advisor can do.

The PMS manager will look after all your administrative aspects of the portfolio with monthly and semi-annual reporting of your portfolio & performance.

What is PMS Investment?

 PMS Investments – The Most Comprehensive and Unique Investment Option

After making different investments and building an investment portfolio, now it is the time to consider investing at higher return investments. One best option you can consider is PMS investments or Portfolio Management Service. These are generally offered by different financial services institutions and banks. When you try to learn more about PMS investments, here are a few things that you need to know about PMS.

What is PMS Investment?

PMS or Portfolio Management Services is a unique investment management service that is provided by the Fund Manager. An investment portfolio will be diversified in fixed income, stocks, and various other structured products. Such services will potentially get tailored and structured to meet the specific investment goals based on the rewards, risks, and goals of an investor. PMS provides the tailor-made equity options, and to avail the Portfolio manager service, you need to have a huge amount of money to make an investment in PMS.

Know More About PMS Investment Options

After looking at the meaning of portfolio management, now, the primary goal of the portfolio management is designing your investment strategies, which give huge returns at the nominal risk level. The PMS process isn’t a one-time show, but a continuous process. Let us now look at the process.

Security Analysis

It is the primary stage of this process. Here, an important task will be identifying the risk factors as well as returns that are expected from these securities. These must match up with an individual long term financial objectives & their risk enduring capacity.

Professional & active management

The PMS investments have experienced and qualified managers backed by the strong research team who will manage portfolios for the clients rather than clients managing the portfolio themselves.

Portfolio Analysis

When the securities and risks are properly identified, a huge number of portfolios are created and these portfolios are considered to be the most feasible portfolios.

Customized investment advice

The PMS investment option provides customized professional services that will meet your investment goals the right way. The Portfolio manager develops and manages every portfolio knowing the strategy formed and timing of investment.

Selection of the Portfolio

From the feasible portfolios created, your portfolio manager may choose the ones that are suitable for their investors.

Revision of the Portfolio

After selecting the portfolio, your portfolio manager & his team may keep a careful watch always on their selected portfolio just to ensure that the opportunity for getting the maximum return for an investor isn’t missed out.

Portfolio Evaluation

In this stage, the portfolio will be assessed time-to-time to find the return, which is obtained by your portfolio against any risk involved. In case there’s any necessity to make changes in the portfolio, it’s implemented to reduce the risk & optimize the return.

Conclusion

Whereas there are a few more to check out when considering PMS investment options, but basic knowledge of these aspects will help you to benefit from the PMS. 

Hence, after knowing what is PMS Investment and important stages and processes of PMS funds, it is easy to understand that the primary goal of PMS is providing higher returns, at PMS AIF World, we have different solutions and our experts will identify and select the right stocks for you.

Why is AIF the Best Investment Option?

 

Most of the investors make investments with a hope to get high returns as fast as possible without any risk of losing their principal amount. This is one of the main reasons why these investors find Alternative Investment Fund the top investment with very little risk.

When choosing the best AIF Company in India, make sure you match your risk profile and associated risks linked before investing. There’re a few investments that have high risk but some have that potential of generating higher returns in the long term and some investments have low-risk. Let us check out why you must invest in AIF investment option:

 What’re Alternative Investment Funds?

AIF in a simple term can be described as the financial asset that can’t be categorized as the conventional investment. The examples of the traditional categories are bonds, cash, and stocks. The alternative investments are generally held by accredited and high-net-worth investors. It’s due to no regulation, risk factor and complex nature that many AIF Investment Advisors want investors to invest in it.

The different types of alternative investments are venture capital, hedge funds, or private equity, managed futures, arts and antiques, derivatives contracts & commodities. Property & cryptocurrencies also can be classed in alternative investments.

 Why Invest in AIF?

The primary reason that investors invest in alternative funds is it tends to behave a bit differently than the typical stock or bond investments, and adding it to your portfolio will offer broader diversification, improve returns and income levels in the long run.

 Uncorrelated to the stock market

Investors who were in the stock market for a long period have experienced a few big wins and some major losses. A person who is nearing his retirement or retired has experienced their portfolio go down, sometimes in a dramatic way. Diversification is the primary reason that investors look for alternatives investments.

 Market Volatility

The AIF investment options generally tend to reduce the market volatility that is present in traditional investments like public markets. It can be achieved just by investing in asset classes like private equity that offer low correlation than the markets. The alternative investments feature higher lock-up periods, thus reducing the risks and avoiding any hasty reactions from the investors. This is one of the top reasons that AIF Investment Advisors suggest investors invest in AIF funds.

 Portfolio Diversification

With the low correlation to asset classes, alternatives are proved beneficial in diversifying your portfolio. Just like any investment option, the return rate for alternatives isn’t guaranteed, but there’s a potential for this fund to be a bit higher than the traditional investments.

 Increase Income

Alternatives offer higher yields than the traditional investments—particularly during the low-interest rates time. There’re several funds structured to offer the preferred return, paying their investors first. Thus, AIFs are viewed as the best alternative to public investments such as dividend-paying bonds and stocks that will struggle to create great returns.

Conclusion

Hence, alternative investment funds come with above-mentioned benefits. It is very important you take help of the professional and Best AIF Company in India who will manage and look after your portfolio in the right way and offer timely advice like PMS AIF World. Visit their website to know more about services and offers!

Best PMS Company In India

 

How Do PMS Schemes Work?

Are you an ultra high net-worth investor and looking for better investment opportunities that offer customized stocks portfolio? You are at the right place, Portfolio management services or PMS is the best option for you. Here we will try to know everything about Portfolio Management Services and choose the best PMS in India.

 Popular & Individualized Investment Option

When you choose the PMS scheme, your bank, Demat & trading account will be opened separately under your name and investments will be made under your name. Hence, any income/dividend coming from your investment will be credited into your bank account.

This means you hold all your stocks individually, not like mutual funds, where there’s the pool of funds that are managed by the Best PMS Company in India and performance will be evaluated based on daily NAV. Every fund performance will be influenced by the investor’s sentiments, while in PMS, the behavior of the individual investors will be isolated from each other.

 Choosing the Registered Investment Fund Advisors

For managing your portfolio, you can take services of the SEBI registered advisors. The advisors can help you to create the portfolio of mutual funds and stocks depending on your risk-return profile & financial goals that you have set for yourself. The best PMS in India normally works on two basic models –remunerative model or fixed fee model.

Remunerative Model– the lower flat fee and returns percentage will be generated. And latter is charged for returns formed in excess of the predetermined rate.

Fixed Fee Model – The advisors will charge a certain fixed fee for managing your portfolio. It includes rebalancing your current portfolio

 

Benefits of Investing in PMS Funds

·         PMS assures to outperform benchmark that is you get greater than benchmark in a long run.

·         Diversified and focused portfolio as per your profile.

·         The portfolio of debts and stocks monitored and managed professionally.

·         There is no limit to an extent you will invest in some stock.

·         The professionals at PMS AIF World will understand your requirements and invest in a most preferred segment.

·         You can invest over asset classes –equity, debt, mutual funds and gold.

 Drawbacks of Investing in PMS Funds

According to the SEBI guideline the minimum investment needs to be INR 25 lakhs (has increased to INR 50 Lakhs from Jan 2020) due to which the small investor cannot enjoy the services provided under PMS.

·         Long documentation process to open your trading account, Demat Account, and bank account

·         PMS providers won’t share losses.

·         Huge set up cost –Investors need to pay 1 to 2 % of AUM that is an amount you wish to invest, at a time of your investment. With this you need to pay the yearly management cost too.

Final Words

As the stock market is known to have a lot of fluctuations, your risk factor in high-value assets will be always more. But, the professional and Best PMS Company in India will help to reduce your risk just diversifying it. This is the reason you must look to invest in the Portfolio Management Services.

How to Build a Right Financial Portfolio? Check Out the Steps

 

Want to become a profitable investor? Nothing to worry, you just have to make a little effort and maintain a rich and high portfolio. Being an investor, it is important you understand all your financial goals and commitments, future needs and risk-taking capacity to establish your complete asset allocation. Your financial portfolio must have a right blend of various asset classes that can help you to generate wealth and can live a happy and peaceful life even after retirement.

When it comes to high net worth investors who want to expand their asset, then they must consider investing in Alternative investment funds (AIF). Because return potential of AIF investments are pretty high, but also has certain risks. When you choose the professional AIF investment company, your amount of risk reduces. Without wasting any time let us check out different steps for building a strong financial portfolio:

 

Know Your Suitable Asset Allocation

After checking out your financial assets and commitments make proper financial goals and design your portfolio. Make sure you consider your age when planning your financial portfolio because with this you will know what your upcoming requirements are and how much you can afford to invest in AIF.

Another important factor you need to check out before managing your asset allocation will be the risk factor you are able to take. When you’re pretty clear about your future requirements you can easily identify your risk-taking capacity. The higher returns can only be made when you are ready to take higher risks. But, it depends upon your situation and age, if you’re young, you can easily absorb a certain amount of risk. But if you’re close to retirement, it is always better to look towards a safe financial portfolio.

 

Prepare a List

When you have decided to make your own financial investment portfolio, make a list of things you own. You can include your assets like any property, cash, stocks, bonds, bank balance, or anything else. And, with this make the list of all your liabilities. Your balance sheet will play an important role to shape your financial portfolio. And this list will prove as an important benchmark for your AIF investment portfolio management. The AIF Investment Experts will help to diversify your financial portfolios at a very little risk over the traditional funds.

 

Build Your Portfolio

When you are ready with the asset allocation and the list, it is the time to build your financial portfolio. Make sure to break various asset classes in subclasses. For example, if you want to invest in the equities, divide in the equities and in different sectors such as banking, pharma, or any other. You can divide the investment duration in bonds into long term and short term. As you can see there are many different ways by which you can choose the securities and assets.

 

Wrap Up

Knowing all your expectations, PMS AIF World works submissively in taking away all your future worries and nurturing your dreams. Our AIF Investment Experts provide genuine and honest advice in setting up the real-time expectations.

What are the Best Investment Options for Non Resident Indians to Invest in India & Create Wealth?

Are you an NRI looking for the best investment options in India? Welcome to our ultimate PMS investment options guide. In this blog, we will try to help all the NRI's to find the right investment options in India.

Being an NRI you might have considered investing before in India and passed on when the process appeared a tad bit complex. But, you really are looking for the best investment option for NRI in India as you know it's the most effective way of participating in today's economy. Investing and creating wealth in India is amazing as our country has so much potential for growth compared to other mature markets.

What are the Best Investment Plans for NRIs?

There're a lot of lucrative investment choices that NRI can consider when thinking of investing in India, and it includes:

1. Fixed Deposits
   

2. Mutual Funds
   

3. Stocks & Bonds
   

4. Real Estate
   
   

Let us look all of them in detail:

1) Fixed Deposits:

Fixed deposit is one most common and highly chosen mode of investment by NRIs in India. As an NRI, one can open the FD account in any Indian bank that is authorised in dealing with the foreign exchange. In easy terms, an NRI will be able to open the term deposit by 3 different kinds of accounts and it is NRO, NRE, FCNR accounts. Banks generally offer attractive and higher rates on the NRI Fixed Deposits.

2) Mutual Funds

This possess moderate risk. But, it is neither very risky as stock markets nor safe as bank FDs. The mutual funds can offer you higher returns compared to bank FDs. There're different fund houses that provide different funds and AIF Investment Options to invest in. So choose according to your risk profile & financial goals.

NRIs are allowed to invest in MF through their NRE or NRO accounts. You have to invest in Rupees and no other foreign currencies. Rate of returns depends on a type of fund (equity, debt, or hybrid) invested in.

3) Stocks and bonds

Many companies and governments need money for different types of projects and expansion. Thus, bonds get issued to borrow money. When you make an investment in bonds, you are considered as the lender not like equity wherein you have the equity stake in a company.

As an NRI, you will have complete freedom of investing in the bonds or government securities. Investors will get fixed returns over such bonds that are issued by the companies and government institutions. Suppose purchase is done by NRE or FCNR accounts, proceeds are repatriable easily to your current country.

4) Real estate sector:

Real estate investment is the traditional and most favourite investment option of NRIs. Most of the Indians leave the country and reside in other countries. However, having a property in your country will be considered as the most valuable possession. Besides financial appreciation, this gives you a feeling of emotional security too. Real estate segment is considered as the most lucrative investment choice for NRIs.

Being an NRI, one can purchase commercial and residential properties. There's not any restriction on the number of properties purchased. However, you can't buy agricultural lands, plantations or farm houses.

Final Words

The above-mentioned investments options are the fixed-income and some of them are the financial market-linked. These investment options play an important role in your process of creating wealth in India. For long-term investment goals, it's very important to make the right choice and take help of the PMS investment options.