• Home
  • About Us
    • Investment Philosophy
    • Team
  • Investment Services
    • PMS
    • AIF
  • Capital Services
  • Login / Register
    • Client Login
    • Database Access
  • About Us
    • Investment Philosophy
    • Team
  • Investment Services
    • PMSs
    • AIFs
    • Mutual Funds
  • Capital Services
  • Login / Register
    • Client Login
    • Database Access
Book A Call
  • About Us
    • Investment Philosophy
    • Team
  • Investment Services
    • PMSs
    • AIFs
    • Mutual Funds
  • Capital Services
  • Login / Register
    • Client Login
    • Database Access
Book A Call
Articles

Investing in Best PMSs in India

By hpadm 

PMS AIF World was set up in 2019 with an aim of informed investing experience for savvy investors. Kamal Manocha, the founder of PMS AIF World, had previously worked for a decade with Citibank, Delhi. He was unsatisfied with the way banks and private wealth management firms were operating as these firms were relying primarily on relationship traits as a mechanism to acquire clients and were focussed on selling a few branded products only, especially in the space of PMS and AIFs; with low knowledge in this area, as there was no way to compare and analyze these products. But PMS AIF World is transforming this space with the power of data, analysis, audio-video content, articles, interviews, educative webinars with an aim of offering the best quality products which follow a simple approach to wealth creation along with simplistic content & analysis for an informed investing experience. We are very selective in our approach, and analyze PMS AIF products across 5 Ps – People, Philosophy, Performance, Portfolio, Price.

At PMS AIF World, all PMS AIF Products are listed with all possible information and data for investors to understand & compare these products from the lens of risks as well as returns.

A unique proprietary framework has been founded by PMS AIF World whereby 3 important attributes i.e. Quality (Q), Risk(R), and Consistency(C) are presented for more than 150 portfolio management services by covering 9 factors like Standard deviation, Beta, Sharpe, Alpha, Consistency Ratio, and so on. Many investors as well as the industry are using this proprietary framework to learn, compare, and select the best PMS products in India.

Here is the link to Register and access our QRC Database.

RISK DISCLAIMER: Investments are subject to market-related risks. This write up is meant for general information purposes and not to be construed as any recommendation or advice. The investor must make their own analysis and decision depending upon risk appetite. Only those investors who have an aptitude and attitude to risk should consider the space of Alternates (PMS & AIFs). Past Performance may or may not be sustained in the future and should not be used as a basis for comparison with other investments. Please read the disclosure documents carefully before investing. PMS & AIF products are market-linked and do not offer any guaranteed/assured returns. These are riskier investments, with a risk to principal amount as well. Thus, investors must make informed decisions. It is necessary to deep dive not only into the performance, but also into people, philosophy, portfolio, and price, before investing. We, at PMS AIF World do such a detailed 5 P analysis.


Leave A Reply Cancel reply

Your email address will not be published. Required fields are marked *

*

*


Client Stories

Designing better experiences is a journey.

  • Just the Right kind of Advisory

    What makes me recommend Hewepro CAPITAL is that now I have access to all on my financial investments across products at one glance. Sensible investments, unbiased product selection, flawless technology, customized hand-holding. All this for a fair fee that is not correlated to portfolio value is just the right kind of advisory model that I was looking for.
    Shantanu Kumar, Gurgaon
  • Cost Advantage

    I have been investing in mutual funds through a bank, and then when I discovered the cost advantage of direct investing, I started dealing with online platforms that provide direct mutual funds. I also dealt with asset management companies directly. But, in all experiences, I saw huge gaps and/or conflicts of interest. While banks were always keen to just sell a product for a commission, online platforms were not capable to understand my risk preferences and were not actively involved to review portfolio-level performance. They were claiming artificial intelligence, but actually were lacking even in common sense! AMCs have a limitation of bias towards their own products. Hewepro CAPITAL addressed all these issue. They provided flat fee, no product bias, advise objectively basis client risk and product risk-adjusted performance. Their approach is right and is the way to go for this industry. I have recommended this to my colleagues and will happily recommend to all.
    Yogesh Manocha, Delhi
  • Perceptive and Right

    They have everything in place. Years of experience, disciplined approach to investing, Robust technology platform, Amazing reporting system. All this for a few lacs on my portfolio is what I was looking for. I recommend Hewepro CAPITAL to all investors looking for perceptive and right investment services.
    Lokesh Mahajan, Delhi
  • Responsive, Sensible and Focused

    If you want to know anything about investing, Hewepro CAPITAL is the way to go. Flat fees, responsive staff, direct investments, online tracking, one click transactions and sensible advice make this an easy decision. I can clearly see the difference between their advice and the biased advice I get from banks and other distributors. I’m very happy with their service. I can focus on my work because I know they are focused on theirs.
    Anubhav Rohatgi, Gurgaon
  • Just the Right kind of Advisory

    What makes me recommend Hewepro CAPITAL is that now I have access to all on my financial investments across products at one glance. Sensible investments, unbiased product selection, flawless technology, customized hand-holding. All this for a fair fee that is not correlated to portfolio value is just the right kind of advisory model that I was looking for.
    Shantanu Kumar, Gurgaon
  • Rare Combination of Intent, Knowledge and Discipline

    The intent of an advisor matters the most. After having dealt with banks and other distributors for years, I find Hewepro CAPITAL different and a rare combination of right intent, advisory know-how, and disciplined approach to investing. All this along with consolidation of my investments at one place and flat fee model adds immense value to my investment portfolio. I happily recommend their service.
    Surinder Popli, Delhi
  • Discipline and Integrity

    Disciplined approach with solid integrity focused on Wealth Management and responsible advisory.
    R K Aggarwal, Delhi
  • Class Apart

    We have worked with largest MNC bank, Indian private bank. Hewepro CAPITAL is class apart; truly client-focused. Team of people with amazing integrity and values. They have sound understanding of the advisory industry, products, and are going to create a special market for themselves as there is a huge need for honest, ethical and sound investment advisory.
    Raman John Kapur, Landour
  • Refreshing departure from the stereotypical pattern

    I have never had a satisfactory experience in the past with financial advisors from big institutions . Their emphasis was to off-load products attractive to their interests even though they were not conducive to the client’s portfolio. Hewepro CAPITAL provides a refreshing departure from the stereotypical pattern. They study your needs and jointly develop a portfolio to meet your long-term aspirations. The products are well researched, service is provided for the transactions to happen in the e-mode. Their website provides comprehensive information not only on the portfolio status, but of dividends, short and long-term gains, tax implications and history of transactions. This is the kind of service I have been looking for – expert advice and service available all the time without having to worry about timelines. It is nice to have one place to come to, without being intimidated by relationship managers from larger institutions. This is what financial advisors should be.
    Satish Bhatia, Gurgaon
0 +
Clients Served
0 Cr+
AUM
0 +
Countries
0 +
Cities

WE ARE WITH YOU AT EVERY STEP OF YOUR FINANCIAL JOURNEY

GET IN TOUCH WITH US
Whatsapp Envelope Phone-alt
ABOUT OUR COMPANY

Hewepro stands for Health, Wealth, and Prosperity. Thus, we offer comprehensive Investment & Capital services, with an endeavor and promise to smoothen your Wealth Creation journey. Over 5+ years, we have been managing 500+ UHNI & NRI families, across 1000 Cr+ assets. We offer responsible, long term investment service Invest with us in the best quality products and make informed investment decisions.

Hewepro Capital 

Part of 69, 2nd Floor, Karuna Kunj Sector-03, Dwarka, Delhi -110078

Linkedin Youtube Twitter Facebook Instagram

© 2024 Hewepro Capital. All Rights Reserved

  • Terms and Conditions
  • Disclaimer

Book A Call

This will close in 0 seconds