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Blogs
09 May 2024
How has SEBI eased digital onboarding for PMS investors?
The Indian market regulatory, SEBI (Securities and Exchange Board of India) has recently released a circular (May 2024) to portfolio managers to facilitate ease in the digital onboarding process for clients and enhance transparency through additional disclosures. The changes shall be applicable from October 1, 2024.
Read More07 May 2024
What can investors learn from the legendary investor Warren Buffet? 3 key Takeaways
Warren Buffett's recent shareholder letter and Berkshire Hathaway’s annual meeting offered valuable insights for investors. He emphasises long-term investing and focusing on a company's fundamentals, viewing market dips as buying opportunities. Additionally, diversification across asset classes is a key principle in his investment philosophy, reminding investors to spread their risk.
Read More30 Apr 2024
Why invest in PMS? Top 5 reasons
Portfolio management services (PMS) are gaining popularity among wealthy Indians due to their attractive returns and personalised service. Unlike mutual funds, PMS has a higher minimum investment and caters to a more exclusive clientele. PMS firms typically employ fund managers who design portfolios tailored to investors' needs.
Read MoreRegistered Investors
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Media Coverage
Over 75 per cent of PMS funds deliver excess returns than mutual funds Report
Published on 03-02-2024
View Full StoryMore PMS schemes outperform benchmarks than mutual funds PMS Bazaar
Published on 18-02-2024
View Full StoryPMS Tracker 22 PMS schemes gave double-digit returns last month
Published on 13-02-2024
View Full StoryOver 75 per cent of PMS funds outperform mutual funds in 10-year period
Published on 03-02-2024
View Full Story