Picking the best portfolio management company or best PMS funds of India is not easy like picking a name from an alphabet list because what is “best” for one person might not be for another. It is correct only when you pick one that suits your investment objective, risk tolerance level, and kind of strategy you want to opt for. Nevertheless, there are some companies that always rank high in terms of their robust track record, research capability, and customer support.
Top PMS Firms and Funds in India
Ranks may vary, but there are some firms that are commonly quoted for performance as well as dependability in Indian PMS. Among the top pms funds in india are:
- ASK Investment Managers: It is known for a discipline-based long-term approach with emphasis on quality, growth companies. Their market leaders tend to emphasize steady performance during market cycles.
- MotilalOswal: One of the most well-known names in the Indian market, providing a variety of PMS strategies. They are highly sought after for their research-based strategy, especially in detecting opportunities for creating wealth.
- Marcellus Investment Managers: The company is becoming increasingly popular on the back of its “Consistent Compounders” strategy, where it invests in a select few quality companies with good books of accounts and lasting competitive strengths.
Abakkus Asset Manager: Started by veteran fund manager Sunil Singhania, the company is renowned for its “all-cap” strategy, combining the security of large-cap stocks with the growth prospects of mid- and small-cap stocks.
- Kotak PMS: Among the largest players in the market, Kotak has several options to invest and a stable crew of experienced fund managers.
Keep in mind that the company’s past performance does not necessarily translate into future profits. More important are their investment philosophy and whether it is consistent with yours.
Selecting the Right PMS
Selecting a PMS is a serious decision, so don’t glance at the individual who generated the highest return last year.
Some of the most important factors to consider while selecting:
Manager Experience: The success ratio of a portfolio is mostly determined by the experience of the individuals who manage it. You need to check the fund manager’s experience, record, and how long he has been in the company this will help you analyse them and their skills
Transparency and Reporting: The top-performing PMS will give you regular, detailed reports on performance, holdings, and the reasons behind investment decisions. Transparency gives you an opportunity to get educated and build confidence.
Why PMS Might Be for You
PMS is appropriate for people who have a significant net value (SEBI requires a minimum of ₹50 lakhs in India to be invested) and desire a personalized, human-driven method of investing. In mutual funds, your funds are invested together with other people in a predetermined, shared manner.
A PMS, however, provides personalized portfolios designed specifically for you. This enables direct investment in shares and a plan specifically designed to suit your investment needs and risk profile. It is perfect for those investors who would rather have a more personal and transparent way of managing their assets with expert assistance.
