Month: July 2017

PMS/Adviser/AIF Cat 3 vs Mutual Funds - Few important points to consider

PMS vs MF - Some points (Please note that by PMS I mean PMS as well as AIF and SEBI registered investment advisors here) Since PMS is lightly regulated, it is possible to create a portfolio highly different from benchmark and hence deliver an alpha…


How to assess the performance of a PMS/SEBI registered Adviser - Points to be absolutely sure of before investing

Part 1 - Why PMS/Advisory data is misleading so very often Since a lot of you might be looking at various PMS funds/advisory firms performance data, let me explain to you all what does the performance data signifies and hence why in many ways it is…