Discover Unique Insights & What to Look for in a PMS Provider/Scheme (in under 25 min)

PMS & AIF Strategies are sophisticated investment products that are targetted at High Net-Worth Individuals. There are a very large number of PMS & AIF strategies in the Indian markets, which makes it difficult for investors to identify the right AMC's & strategies to invest in. 

This course seeks to equip with you, with certain insider insights into how the industry functions, to help you better understand how to identify a high-quality vs low-quality PMS/AIF strategy to invest in. This includes

• Nuances of investment teams: why PMS-AIF can help you access some of the best quality fund managers, how to evaluate the likelihood of the fund management team remaining for the long-term 
• The value of investment strategies: Why it is what is done (versus what is said) that is important, the lack of differentiation versus the few that truly differentiate, the importance of areas of expertise, the issue around style drift & more
• The distribution game: and why you may not be provided the complete range of PMS options, leading to sub-optimal choices
• How do you identify a quality PMS Provider: the key areas to look for when evaluating a PMS provider/AMC
• How do you identify a quality PMS Scheme: the key areas to look for when evaluating a PMS scheme

Understand the nuances around investment teams, investment processes, the distribution game and other aspects that can help you identify the best PMS Providers & Schemes to invest in.

Further, discover the rating & selection criteria we use at IME Capital to identify the best investment options for investors.

All taught by our founder, Ashi Anand, as ex-PMS Fund Manager with over 16 years of insider experience in the industry.