Top PMS for Indian Investors: Performance Insights March 2025

With the increase of wealth of upper middle class and rich population of India, PMS (Portfolio Management Service) has become a preferred investment avenue to get high returns through stock market investing even without much knowledge of stock market investment. The minimum investment amount of 50 Lakhs have become much more affordable to many retailContinueContinue reading “Top PMS for Indian Investors: Performance Insights March 2025”

Investment Strategies for Different Networth Classes

Mutual Funds are very tax efficient Retail Investment product. It provides options to invest in multiple asset classes like Debt/Bonds(similar to FD), Equity (Stocks) as well as Commodities (Gold/Silver). This industry has evolved in past two decades and has products suitable for every type of investors (Any age group : Young/Middle Age/Retirees; Any risk appetiteContinueContinue reading “Investment Strategies for Different Networth Classes”

Smallcase vs Mutual Funds and PMS: What Investors Need to Know

Smallcase, launched in 2016, offers retail investors a way to build direct stock portfolios with professional advice at a low fixed cost. It contrasts with Mutual Funds, which manage investments without investor intervention, and PMS, aimed at HNIs with direct execution by managers. While Smallcase suits active investors, practical returns can be lower due to fees and execution delays.