PMS Bazaar

“𝑰𝒏 𝒎𝒐𝒔𝒕 𝒑𝒆𝒓𝒊𝒐𝒅𝒔 𝒘𝒉𝒊𝒄𝒉 𝑭𝑷𝑰𝒔 𝒉𝒂𝒗𝒆 𝒃𝒆𝒆𝒏 𝒔𝒆𝒍𝒍𝒆𝒓𝒔, 𝒎𝒊𝒅 𝒂𝒏𝒅 𝒔𝒎𝒂𝒍𝒍 𝒄𝒂𝒑𝒔 𝒉𝒂𝒗𝒆 𝒅𝒆𝒍𝒊𝒗𝒆𝒓𝒆𝒅 𝒎𝒖𝒄𝒉 𝒃𝒆𝒕𝒕𝒆𝒓 𝒐𝒖𝒕𝒄𝒐𝒎𝒆𝒔 𝒗𝒔 𝒍𝒂𝒓𝒈𝒆 𝒄𝒂𝒑𝒔” said Mr. Prateek Agrawal The MD & CEO of Motilal Oswal Asset Management Company Ltd. shared his market outlook, sectoral pics and much more in our latest Fund Manager Brief. 𝐑𝐞𝐚𝐝 𝐍𝐎𝐖: https://bit.ly/4gwSKqg #motilaloswal #fundmanager #smallcap #midcap #fpi #investment #pmsbazaar Akhil Chaturvedi | Vaibhav Agrawal | Rajkumar Dhiman R Pallavarajan | Hameed Rahman | Daniel GM

𝐓𝐡𝐞 𝐏𝐌𝐒 & 𝐀𝐈𝐅 7.0 𝐒𝐮𝐦𝐦𝐢𝐭: 𝐀 𝐑𝐞𝐬𝐨𝐮𝐧𝐝𝐢𝐧𝐠 𝐒𝐮𝐜𝐜𝐞𝐬𝐬! On November 29th, we hosted the 7th edition of our landmark PMS & AIF Summit, themed "The Rise of Alternates." The event witnessed an overwhelming turnout, with over 650 in-person attendees and more than 750 virtual participants engaging in insightful discussions and networking opportunities. The summit delivered a comprehensive exploration of the alternative investment landscape, featuring a diverse range of topics and renowned industry leaders. The networking opportunities and session quality were overwhelmingly appreciated, reflecting our commitment to creating meaningful platforms for knowledge exchange. Read our post-show report to delve deeper into the key highlights and gain valuable insights from the event.  𝐑𝐞𝐚𝐝 𝐍𝐎𝐖: https://bit.ly/3DjguQ7   #pmsaifsummit #event #networking #fundmanager #alternativeinvestments #pmsbazaar R Pallavarajan | Daniel GM | Hameed Rahman

𝐑𝐞𝐢𝐦𝐚𝐠𝐢𝐧𝐢𝐧𝐠 𝐖𝐞𝐚𝐥𝐭𝐡: 𝐓𝐡𝐞 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐜 𝐆𝐞𝐧𝐢𝐮𝐬 𝐁𝐞𝐡𝐢𝐧𝐝 𝐁𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐚 1 𝐋𝐚𝐜 𝐂𝐫𝐨𝐫𝐞 𝐀𝐬𝐬𝐞𝐭 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐄𝐦𝐩𝐢𝐫𝐞 Join us for an exciting Alternates Universe Webinar featuring 𝐭𝐡𝐞 𝐦𝐚𝐬𝐭𝐞𝐫𝐦𝐢𝐧𝐝 𝐛𝐞𝐡𝐢𝐧𝐝 𝐈𝐧𝐝𝐢𝐚’𝐬 3𝐫𝐝 𝐥𝐚𝐫𝐠𝐞𝐬𝐭 𝐝𝐢𝐬𝐭𝐫𝐢𝐛𝐮𝐭𝐨𝐫 - Mr. Sanjay Shah, Chairman & MD of Prudent Corporate Advisory Services Ltd. 𝐓𝐨𝐩𝐢𝐜: The Prudent Growth Story: MFD Centric, Confident, and Consistent Moderators: Mr. Vikaas M Sachdeva, Managing Director, Sundaram Alternates  Mr. Arjun G. Nagarajan, Commodities Fund Manager, Chief Economist & Communications Manager – Investments, Sundaram Asset Management Company   𝐑𝐞𝐠𝐢𝐬𝐭𝐞𝐫 𝐍𝐎𝐖: https://lnkd.in/ggZKB4r & Join us on Dec 19, 2024 (Thursday) at 04:30 PM #wealthmanagement #investment #alternatesuniverse #webinar #prudent #pmsbazaar R Pallavarajan | Hameed Rahman | Daniel GM

This promises to be quite interesting ! Please do register and tune in on Thursday next at 4.30 pm ! Sanjay Shah Prudent Corporate Advisory Services Ltd. Sundaram Alternates PMS Bazaar Arjun G. Nagarajan

𝐇𝐞𝐫𝐞 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐭𝐨𝐩 10 𝐏𝐌𝐒𝐞𝐬 𝐛𝐚𝐬𝐞𝐝 𝐨𝐧 1 𝐲𝐞𝐚𝐫 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 (𝐚𝐬 𝐨𝐟 30 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 2024): Incred Focused Healthcare Portfolio of InCred Asset Management & Alternative Investments Core Fund of Stallion Asset Diversified Fund of Wallfort PMS & Advisory Services LLP Alpha Fund of InvestSavvy Portfolio Management LLP The Impact ESG Fund of Green Portfolio Healthcare Portfolio of InCred Asset Management & Alternative Investments Growth Fund of Green Lantern Capital LLP IME Digital Disruption of Valcreate Investment Managers Profit Mantra of Turtle Wealth Multi of Quest Investment Advisors Pvt Ltd 𝐓𝐨 𝐥𝐞𝐚𝐫𝐧 𝐦𝐨𝐫𝐞 𝐚𝐛𝐨𝐮𝐭 𝐭𝐡𝐞𝐬𝐞 𝐏𝐌𝐒 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐩𝐩𝐫𝐨𝐚𝐜𝐡𝐞𝐬, 𝐯𝐢𝐬𝐢𝐭: https://pmsbazaar.com/ With PMS Bazaar, you get in-depth insights into these products, including – portfolio composition, top holdings, top sectors, portfolio characteristics, fee structure, and more. So, what catches your eye in these top-performing PMSes? Are you surprised by any of these rankings? Drop your thoughts in the comments below! #portfoliomanagement #alternativeinvestments #top10pms #pmsbazaar Bhupinder Singh | Aditya Sood | Aditya Khemka | Amit Jeswani, CFA, CMT | Rohit Jeswani | Behzad Kalantary | Kaushal Kedia | Vijay Bharadia | Ashish Goel | Divam Sharma | Anuj Jain | Sreeram Ramdas, CFA | Nilesh Doshi | Abhishek Bhardwaj | Pradeep Gokhale | Ashi Anand | Rajesh Pherwani | Rohan Mehta | Hardik Gandhi | Vibhati Arya | Aniruddha Sarkar | Rajkumar Singhal | Bharat Sheth R Pallavarajan | Daniel GM | Hameed Rahman

In November's volatile market, 𝐓𝐡𝐞𝐦𝐚𝐭𝐢𝐜 𝐏𝐌𝐒𝐞𝐬 𝐨𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐞𝐝 𝐛𝐞𝐧𝐜𝐡𝐦𝐚𝐫𝐤 𝐢𝐧𝐝𝐢𝐜𝐞𝐬, with an average return of 1.82% compared to NIFTY 50 TRI's -0.26% and BSE 500 TRI's 0.06%. Reflecting on this trend, the top 10 PMSes for November feature 3 Thematic Funds.   𝐇𝐞𝐫𝐞 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐭𝐨𝐩 10 𝐏𝐌𝐒𝐞𝐬 𝐟𝐨𝐫 𝐍𝐨𝐯𝐞𝐦𝐛𝐞𝐫 2024: IME Digital Disruption of Valcreate Investment Managers Fusion Opportunity of Narnolia Financial Services (Narnolia Group of Companies) Incred Focused Healthcare Portfolio of InCred Asset Management & Alternative Investments India Long Term Fund of Thinqwise Wealth Managers LLP Healthcare Portfolio of InCred Asset Management & Alternative Investments Super Value Aggressive of Right Horizons (Right Horizons Financial Services Pvt Ltd) Special Situations of CapGrow Capital Advisors LLP Shift Strategy of Carnelian Asset Management and Advisors Pvt Ltd India Contra Equity Fund, of Wallfort PMS & Advisory Services LLP Perennial of Right Horizons (Right Horizons Financial Services Pvt Ltd)   Stay tuned for our detailed performance report, presenting a category-wise performance analysis for November 2024.   #portfoliomanagement #alternativeinvestment #november #top10pms #pmsbazaar Ashi Anand | Rajesh Pherwani | Ameet S Kishorpuria | Yogesh K Parassrampuria | Bhupinder Singh | Aditya Sood | Aditya Khemka | Sahil Doshi | Drashti Nandu Shah | Anil Rego | C S Raju | Prabhat Ranjan, CFA | Vikas Khemani | Manoj Bahety | Swati Khemani R Pallavarajan | Hameed Rahman | Daniel GM

Thank you so much Srikanth Subramanian , Co-Founder, Managing Director and CEO Ionic Wealth for gracing our show "The Alternates Universe" recently ! It was indeed a pleasure listening to your insights about the future of the wealth management industry, in our tete-a-tete today ! https://lnkd.in/dkwgkcyX Ionic Wealth Sundaram Alternates PMS Bazaar Hitungshu Debnath #TheAlternatesUniverse #WealthTech #Ceoinsights

Dive into the world of Estee Advisors, a  trailblazer that has been 𝐛𝐮𝐢𝐥𝐝𝐢𝐧𝐠 𝐀𝐥𝐠𝐨𝐫𝐢𝐭𝐡𝐦𝐢𝐜 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐩𝐫𝐨𝐝𝐮𝐜𝐭𝐬 𝐟𝐨𝐫 15+ 𝐲𝐞𝐚𝐫𝐬, with our 𝐄𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐍𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫. 𝐖𝐢𝐭𝐡 𝐨𝐮𝐫 75𝐭𝐡 𝐍𝐞𝐰𝐬𝐥𝐞𝐭𝐭𝐞𝐫 𝐄𝐝𝐢𝐭𝐢𝐨𝐧, 𝐝𝐞𝐞𝐩 𝐝𝐢𝐯𝐞 𝐢𝐧𝐭𝐨 -  - Estee's multi-factor portfolio construction methodology - Performance metrics that tell a compelling story - Estee’s Long Alpha PMS – Top Holdings, Sector & Market Cap Allocation, Risk Stats. & more... This edition also features excerpts from our latest interview with Mr. Vivek Sharma, Investment Head, Estee Advisors. 𝐑𝐞𝐚𝐝 𝐍𝐎𝐖: https://bit.ly/NLDec24 #newsletter #investment #investmentanalysis #alternativeinvestments #portfoliomanagementservices #pmsbazaar Sandeep (सन्दीप) Tyagi (त्यागी) | Gaurav Sahni | Rishabh Sinha | Shubham Goyal | Shalabh Rakyan | Gulaq R Pallavarajan | Hameed Rahman | Hameed Rahman

According to Mr. Pawan Bharaddia, 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐚𝐩𝐞𝐱 𝐢𝐬 𝐠𝐚𝐢𝐧𝐢𝐧𝐠 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦 𝐛𝐮𝐭 𝐰𝐢𝐭𝐡 𝐚 𝐜𝐫𝐮𝐜𝐢𝐚𝐥 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞 - this time, it is funded by internal accruals and equity, not debt. 𝐖𝐚𝐧𝐭 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐬𝐜𝐨𝐨𝐩? Dive into our Fund Manager Brief and unlock expert insights shared by the Co-Founder and CIO of Equitree Capital. Read NOW ↓ 𝐄𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐎𝐮𝐫 𝐈𝐧-𝐃𝐞𝐩𝐭𝐡 𝐈𝐧𝐭𝐞𝐫𝐯𝐢𝐞𝐰: * Emerging Trends in the Indian Market * Small & Mid-Cap Evolution in the Next 5 Years * US Import Tariffs: Market Implications * Impact of RBI’s recent economic projections on India’s GDP outlook & more… 𝐋𝐢𝐤𝐞 & 𝐒𝐡𝐚𝐫𝐞 𝐭𝐨 𝐬𝐩𝐫𝐞𝐚𝐝 𝐭𝐡𝐢𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐰𝐢𝐬𝐝𝐨𝐦 𝐰𝐢𝐭𝐡 𝐲𝐨𝐮𝐫 𝐧𝐞𝐭𝐰𝐨𝐫𝐤! #fundmanager #fundmanagerbrief #indianmarket #marketoutlook #smallcap #midcap #capex #investment #pmsbazaar R Pallavarajan | Daniel GM | Hameed Rahman

According to Mr. Pawan Bharaddia, 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐜𝐚𝐩𝐞𝐱 𝐢𝐬 𝐠𝐚𝐢𝐧𝐢𝐧𝐠 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦 𝐛𝐮𝐭 𝐰𝐢𝐭𝐡 𝐚 𝐜𝐫𝐮𝐜𝐢𝐚𝐥 𝐝𝐢𝐟𝐟𝐞𝐫𝐞𝐧𝐜𝐞 - this time, it is funded by internal accruals and equity, not debt. 𝐖𝐚𝐧𝐭 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐬𝐜𝐨𝐨𝐩? Dive into our latest 𝐅𝐮𝐧𝐝 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 𝐁𝐫𝐢𝐞𝐟 and unlock expert insights shared by the Co-Founder and CIO of Equitree Capital. Read NOW ↓ 𝐄𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬 𝐟𝐫𝐨𝐦 𝐎𝐮𝐫 𝐈𝐧𝐭𝐞𝐫𝐯𝐢𝐞𝐰: * Emerging Trends in the Indian Market * Small & Mid-Cap Evolution in the Next 5 Years * US Import Tariffs: Market Implications * Impact of RBI’s recent economic projections on India’s GDP outlook & more… Like & Share this post to spread this investment wisdom with your network! #fundmanager #fundmanagerbrief #indianmarket #marketoutlook #smallcap #midcap #capex #investment #pmsbazaar Sudhir Bharadia | Ssuneet Kabra R Pallavarajan | Daniel GM | Hameed Rahman