#MoneyArth

  ABOUT  Portfolio Management Services (PMS), service offered by the Portfolio Manager, is an investment portfolio in stocks, fixed income, debt, cash, structured products and other individual securities, managed by a professional money manager that can potentially be tailored to meet specific investment objectives. When you invest in PMS, you own individual securities unlike a mutual fund investor, who owns units of the fund. You have the freedom and flexibility to tailor your portfolio to address personal preferences and financial goals. Although portfolio managers may oversee hundreds of portfolios, your account may be unique. Discretionary :-Under these services, the choice as well as the timings of the investment decisions rest solely with the Portfolio Manager. Non Discretionary :- Under these services, the portfolio manager only suggests the investment ideas. The choice as well as the timings of the investment decisions rest solely with the Investor. However the executi...

ABOUT Alternative Investment Funds are an avenue to pool in funds for investing in private equity, real estate or hedge funds There are 3 categories of AIF’s : • Category I :- AIF are those funds that invest in start-ups or social venture funds, infrastructure funds, SME funds, and so on. The government or regulators consider this category of funds as socially viable or economically desirable. • Category II :-  Funds are those that do not leverage or borrow, other than to meet the day-to-day operational requirements. This category typically consists of Private Equity Funds and Debt funds. • Category III :- funds typically comprised of Hedge Funds that employ diverse or complex trading strategies. By investing in listed or unlisted derivatives, AIF managers try to employ leverage. AIFs provide HNIs opportunities to generate superior returns through customised investments. However, with lower regulatory control and interventions, AIFs carry more risks compared to MFs and othe...