Investing in Portfolio Management Services (PMS) for Family Offices: Pros, Cons, and Selection Criteria

Investing in Portfolio Management Services (PMS) can significantly benefit family offices by offering customized investment strategies, professional management, and access to exclusive opportunities. PMS provides tailored solutions that align with the unique financial goals and risk tolerance of family offices, ensuring flexibility and control over investments. However, it's crucial to consider potential drawbacks such as high costs, liquidity constraints, and performance volatility. When selecting a PMS provider, family offices should evaluate factors like investment philosophy, fee structure, manager expertise, transparency, and risk management. By making informed decisions, family offices can leverage PMS to enhance their investment outcomes and secure their wealth for future generations.

Media Coverage: How Budgets Affect Markets

Capitalmind PMS Surpasses ₹2,000 Crore in AUM demonstrating exceptional market performance

Capitalmind Financial Services Pvt. Ltd., a SEBI-registered portfolio manager, has surpassed ₹2,000 crore in assets under management (AUM) in just 6.5 years. The firm's quant-driven Adaptive Momentum strategy and fundamentally oriented Surge India strategy have delivered impressive annual returns of 30.2% and 24.2% respectively over the past five years, outperforming major market indices. Serving over 1,200 clients across 170+ Indian cities, Capitalmind combines data-driven strategies with qualitative research to consistently deliver market-beating returns. The company offers both active and passive investment options, including a recently launched quantitative AIF, and has applied for a mutual fund license to expand its retail investor reach.

Economic Times Interview: 5 Megatrends in the Surge India Portfolio

Star PMS fund manager Deepak Shenoy says he is investing in 5 strong megatrends in his Surge India Portfolio - manufacturing, energy independence, consumption, financialization of savings and infra growth.

How to invest a lumpsum amount?

Investing a lump sum amount can be a challenging yet rewarding task. Whether your windfall comes from an ESOP buyback, inheritance, or property sale, understanding the tax implications, setting up an emergency fund, paying off high-interest debt, and making informed investment decisions are crucial steps. This guide provides a structured approach to investing a lump sum effectively, covering tax strategies, investment diversification, retirement planning, and the benefits of charitable donations. Learn how Capitalmind PMS can help you balance immediate needs with long-term goals to secure your financial future.

The Advantages for Accredited Investors in India

Accredited investors in India enjoy exclusive financial opportunities and favourable terms that set them apart from non-accredited investors. By meeting specific SEBI criteria, these investors gain access to private placements, hedge funds, and alternative investments. Capitalmind PMS offers tailored portfolios and the unique advantage of investing with less than ₹50 lakh. Discover the benefits, requirements, and processes to become an accredited investor in India and unlock advanced investment strategies for long-term wealth creation.

Investment Options for HUFs: Comparing Mutual Funds and PMS

Investment Options for HUFs: Mutual Funds vs. Portfolio Management Services (PMS) Hindu Undivided Families (HUFs) have unique investment needs and can benefit from the right investment options. Mutual Funds and Portfolio Management Services (PMS) are two popular choices for HUFs looking to grow their wealth. Mutual Funds offer diversification, professional management, and liquidity, making them accessible to HUFs with lower investment amounts. PMS, on the other hand, provides customized portfolios, direct ownership, and potentially higher returns, suitable for HUFs with larger investment capacities. When comparing Mutual Funds and PMS, HUFs should consider factors such as investment amount, management control, costs, transparency, and risk-return profile to make an informed decision aligned with their financial goals and risk appetite. By understanding the strengths and weaknesses of each option, HUFs can optimize their investments and secure their financial future.

Comprehensive Guide to Choosing the Best Portfolio Management Service (PMS) in India

Choosing the best Portfolio Management Service (PMS) in India requires a comprehensive evaluation of both objective and qualitative criteria. This guide provides a step-by-step comprehensive framework of Level 1 and Level 2 criteria to help investors select the right PMS aligned with their financial goals, risk tolerance, and investment philosophy. By considering factors such as SEBI registration, performance track record, risk management, and client service, investors can make informed decisions and enhance their wealth creation journey.

Looking for the best PMS for your investments? Find Capitalmind PMS Strategies and Performance here

Capitalmind PMS, one of the best portfolio management services in India, offers SEBI-registered investment solutions with three active equity portfolios: Surge India, Adaptive Momentum, and Resilient. With a trusted track record and over ₹1,550 crores under management, Capitalmind helps clients build long-term wealth through customized investment strategies tailored to their risk profile and financial goals. Explore Capitalmind PMS latest performance since inception here and get your customised strategy consultation.

What Are Portfolio Management Services (PMS)? A Guide for Investors in India

Portfolio Management Services (PMS) offer a personalised and professional approach to investment management for high-net-worth individuals in India. PMS provides tailored investment strategies, direct ownership of securities, and the potential for higher returns compared to standardised investment options like mutual funds. Understanding the types of PMS, such as discretionary, non-discretionary, and advisory, along with their benefits and drawbacks, can help investors make informed decisions. When considering PMS, it's essential to evaluate factors such as minimum investment requirements, fees, risk exposure, and liquidity. While PMS is suitable for investors seeking customised strategies and professional management, it may not be the right choice for everyone. Consulting with a financial advisor can help determine if Portfolio Management Services align with your financial goals and risk tolerance.