Learn About PMS
Educational resources to help you make informed investment decisions. From basics to advanced analysis.
Guides & Education
What is PMS?
Complete guide to Portfolio Management Services - how they work, who they're for, and how they differ from mutual funds.
PMS vs Mutual Funds
A detailed comparison of PMS and mutual funds covering fees, transparency, customization, and performance expectations.
How to Evaluate a PMS
Key metrics and qualitative factors to assess before investing in any PMS scheme - from Sharpe ratio to manager track record.
Understanding PMS Fees
Breakdown of management fees, performance fees, exit loads, and how fee structures impact your long-term returns.
Risk Metrics Explained
Learn about Sharpe ratio, max drawdown, standard deviation, and other metrics that help assess PMS risk.
SEBI Regulations for PMS
Overview of SEBI guidelines governing PMS - minimum investment, compliance requirements, and investor protections.
Manager Insights
Why We're Bullish on India's Digital Economy in 2026
The convergence of UPI, digital lending, and SaaS is creating a trillion-dollar opportunity...
By Rakesh Mehta · 5 min read
Finding Value in Overlooked PSU Banks
Our recent additions to the PSU banking space reflect improving asset quality metrics...
By Priya Sharma · 4 min read
January 2026 Momentum Signal Review
Strong breadth improvement across mid-caps. Our signals show rotation from defensives to cyclicals...
By Arun Kapoor · 6 min read
Navigating Rate Cut Expectations: Our Multi-Asset View
With RBI likely to cut rates, we are adjusting our fixed income allocation to capture duration gains...
By Vikram Singh · 5 min read
Three Hidden Small-Cap Gems for Q1 2026
Our latest additions include a niche chemical player, a specialty hospital chain, and a B2B SaaS company...
By Neha Gupta · 7 min read
AI Adoption in Indian IT Services: The Next Growth Wave
Large IT firms are rapidly building AI capabilities. Revenue mix is shifting towards high-margin AI consulting...
By Sanjay Patel · 6 min read