The PMS market is booming as more investors seek personalized investment strategies. High-net-worth individuals want better risk management and transparency. New regulations and technology are boosting confidence and accessibility. The post-pandemic recovery is also shaping the market, creating new opportunities and challenges. This makes PMS an essential part of today’s financial landscape. Now let's take a look at the top 10 performing Portfolio Management Service providers.
Choosing the right Portfolio Management Service (PMS) can significantly impact your investment returns and financial growth. Here's a brief overview of the top 10 Portfolio Management Service providers in 2024 listed above:
1. 360 One PMS
360 One is an India focused, global asset management company, established by Karan Bhagat in 2006.
They have more than US$ 56.3 billion assets under management and help around 7,200 HNI and ultra-HNI families.
Their investment philosophy is based on a hybrid, data-driven and high-conviction strategy. Portfolios are shaped based on individual preferences in risk-taking, value creation, and ethical investing. Their research & investments employ a top-down approach to identify select sectors with the best prospects while simultaneously picking stocks within these sectors based on a bottom-up, fundamentals-based approach.
2. Abakkus Asset Manager
Abakkus is an alpha focused asset management firm set-up by Mr. Sunil Singhania in 2018 managing over INR 26,500 crores (USD 3.19 billion) in listed Indian equities
The Abakkus Fund adheres to a basic but effective investment strategy aimed at long-term wealth creation. This strategy prioritizes selecting companies that show promising growth opportunities, practice ethical governance, and possess enduring competitive edges.
3. Value Quest Investment Advisors
Founded in 2010, ValueQuest is a SEBI-registered company with a strong focus on the equity markets. Its founders, Ravi Dharamshi and Sameer Shah, have more than two decades of equity experience.
The portfolio management service provider manages an AUM of approximately Rs.12,995.29 crores(as on 31 May 2024), catering to around 1,411 clients.
The Portfolio Manager's investment philosophy underlines maximizing the risk adjusted returns depending on the client's risk tolerance. In order to achieve the same, a disciplined investment approach, with adequate risk controls, has been adopted.
4. Aequitas Investments
Aequitas was founded in 2012 by Siddhartha Bhaiya, having 10 years+ experience in the AMC Industry prior to starting Aequitas.
With a total AUM worth close to INR 33 billion, the PMS house caters to over 136 clients.
They invest in quality companies with a focus on small and Mid cap growth companies with strong and consistent cash flow generation.
5. SageOne Investment Managers
Mr. Samit Vartak co-founded SageOne Investment Managers LLP (previously known as SageOne Investment Advisors LLP) in 2012.
SageOne PMS has around Rs. 4,299.4 assets under management and helping around 859 clients.
The investment objective of SageOne PMS is to achieve capital appreciation through investing primarily into small and mid-cap listed companies in India. They look for businesses with long-term competitive advantage, in a stable industry, that has a huge and growing market for its products/services.
6. Equirus Wealth
Ajay Garg founded Equirus Capital in July 2007, initially focusing on M&A and Private Equity advisory. With a view to broad base its service offerings, Equirus launched Portfolio Management Services in October 2016.
SageOne PMS has around $1000+MN assets under management and catering around 150,000+ clients.
Equirus PMS Investment philosophy is based on the synergies of value and quality. They invest in relatively undiscovered businesses with long growth potential.
7. ICICI PMS
Established by Nimesh Shah in 1995, ICICI has 28 years of experience delivering top-notch investment management services across the country.
The company’s diversified strategies attracted over 15,578 clients to manage their investments, and it’s been managing funds worth 16,902 crores INR of happy investors nationwide.
The investment objective of ICICI PMS is to deliver Capital appreciation over a long term by investing in equities, based on low volatility and high alpha factors by following Nifty Alpha Low Volatility(ALV) 30 Index.
8. Motilal Oswal PMS
Incorporated in 1987 by Ramdeo Agarwal and Motilal Oswal, the PMS house has an impressive experience of 36 years in the stock market.
As of June FY24, the AUM of PMS stands at ₹13.74 lakh crore with 42000+ investors.
Motilal Oswal offers a wide range of products that the fund managers can use to diversify your portfolio. This helps in risk mitigation and optimization of returns.
9. Unifi Capital
Mr. Sarath Reddy along with a highly experienced team of professionals founded Unifi Capital in 2001.
Unifi Capital has around Rs. 26,000 cr of Assets under management and are serving around 5000+ families.
Unifi is essentially a value investor in growth businesses, place Value first but always also demand growth potential in a business portfolio holds. Unifi believes that an attractive price combined with growth is often the best catalyst for stock performance, particularly in mid and small firms.
10. ASK Investment Managers
Set-up by Mr. Asit Koticha and Mr. Sameer Koticha in the year 1984, ASK Group offers research-based Investment advisory.
ASK Investment Managers has around Rs. 34,000 Cr+ assets under management and catering to around 20,000+ clients.
ASKIM investment philosophy revolves around two key aspects: Endeavour to preserve capital and
generate long term returns. ASKIM endeavors at all times to preserve and then grow the portfolio.
Conclusion
Choosing the appropriate Portfolio Management Service (PMS) is essential for the successful attainment of your financial objectives. Before choosing a PMS, conduct thorough research, understand your risk tolerance, and consider consulting a financial advisor to make an informed decision. With the right PMS, you can achieve a well-managed and diversified portfolio, setting the stage for long-term financial success.
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Disclaimer: The report only represents the personal opinions and views of the author. No part of the report should be considered a recommendation for buying/selling any stock. Thus, the report & references mentioned are only for the information of the readers about the industry stated.
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