[1] Motilal Oswal Value Strategy PMS

Product: Motilal Oswal Value Strategy PMS “Value PMS” Focus: deliver higher returns by making investments in successful businesses managed by efficient management. Concentration: The portfolio typically consists of 15-20 large cap stocks. Ideal for: Ideal for investors looking to invest in large cap companies for long term wealth creation view …

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[2] Motilal Oswal India Opportunities Fund (IOPV2) – PMS

Product: Motilal Oswal India Opportunities Fund (IOPV2) Strategy Focus: deliver higher returns by making investments in stocks and sectors that can benefit from India’s emerging businesses. Concentration: The portfolio typically consists of 15-20 mid cap stocks. Ideal for: Ideal for investors looking to invest in small and mid cap stocks for higher than average…..

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[3] Invesco India RISE Portfolio – PMS

Here’s a look at the Invesco India RISE Portfolio. The basic portfolio strategy aims at investing in companies with: R: Recovery in Demand I: Idle Capacity with interest costs declining due to declining financial leverage S: Superior business models with healthy balance sheets and a potential for earnings to jump back quickly E: Earnings Recovery…

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[4] Alchemy Capital – Performance fee based PMS Model

There has always been debate among investors about the ethic of charging a fixed management fee as opposed to a fee based on the performance of the fund manager. If an asset manager is sure about his ability, why not have an option like the one below: Ill charge 50% profits over 10%; and share…

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[5] Kotak Special Situations Value Strategy PMS

Product – Kotak Special Situations Value Strategy PMS Benchmark – Nifty 500 Portfolio Composition – the portfolio typically consists of 15-20 stocks Kotak Special Situations Value Strategy PMS – Investment Philosophy The portfolio shall be a mix of Value Opportunities and Special Situations. Value Opportunities – Investing in those stocks which are available at a…

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OTHER ARTICLES ON PMS

[1] Portfolio Management Schemes (PMS) vs. Mutual Funds – Better Investing Option?

These days, mutual funds are facing a strong competition from Portfolio Management Schemes (PMS) particularly for HNI investors. Which of the two is a better investing option? Naturally, in most part, the answer to the question will be very case and client specific. For starters, not many will be able to invest in a PMS…

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[2] Rules for Selecting a PMS Scheme

These days investors are looking at PMS Schemes as a more viable option to mutual funds. Particularly where the ticket size is above Rs. 25 lakhs. One clear advantage of selecting a PMS scheme is your ability to tailor the product as per your risk profile. This may not necessarily be true given that most…

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[3] The Impact of Different Fee Structures in PMS Schemes

Related articles on expense ratio: Mutual Funds Expense Ratio Comparison – Direct and Regular Plans How to Buy Online Mutual Fund Plans Expense Ratio’s Effect on Your PMS Returns Unlike mutual funds where expense ratio for each fund is pre-decided for every investor, in a PMS scheme, investors can choose from different fees/structure offered by…

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[4] Taxation of PMS and Mutual Fund Schemes

Income earned from mutual fund investments could be (i) dividend income and (ii) capital gain income Also see – Capital Gains Tax | Dividend Income Tax In India DIVIDEND INCOME For equity mutual funds, dividend received is tax free in the hands of the investor but the company pays a Dividend Distribution Tax (DDT) at…

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[5] Financial Advisors are for your benefit – Here’s What You Should Know

Financial Advisors do not charge you commission, they save you money. I have had many cases where (potential) clients call in for advice, extract limited guidance and disconnect thinking they do not need a financial advisor once they knew his broad view, or as it happens in many cases – the name of his favorite…

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