Blog & Investor Resources

With ₹50 Lakhs as the minimum, PMS is often misunderstood as a 'premium mutual fund'. The structural, tax, and strategy differences are far more significant than most investors realise.

SEBI has three categories of Alternative Investment Funds, each with very different risk profiles, lock-ins, and investor types. Most investors confuse them. Here is a clear breakdown.

For NRIs in Dubai, Singapore, the UK or USA, investing in Indian PMS involves FEMA compliance, NRE/NRO account choices, and DTAA considerations. A practical guide from our advisors.

Loss aversion. Recency bias. Herding behaviour. These are not abstract concepts — they are documented reasons why most investors consistently underperform. And they are fixable.

Beyond the 3-year return chart, what makes a PMS fund manager worth trusting with your capital? Our evaluation framework distilled into the 10 most important questions.

A PMS that returned 45% last year might be carrying enormous concentration risk that the next correction will expose. How to look beyond headline returns and evaluate what matters.

Many investors hesitate because they don't know what working with a PMS distributor actually looks like. Here is our complete process, step by step, with no surprises.

PMS taxation is complex — gains are taxed at the security level, not the portfolio level. This has important implications for your effective tax rate. A complete guide with examples.

A real account (anonymised) of a client who faced a 28% drawdown in his first year of PMS investing. What he felt, what we discussed, why he stayed, and what happened next.

For MFDs, IFAs, and financial advisors looking to add PMS and AIF to their practice, partnering with a specialist distributor offers compliance cover, product expertise, and better outcomes.