There are many differences between PMS and AIFs in terms of the role they play in a client's portfolio, often with no overlap. Even as Mutual Fund (MF) investments are a great avenue for retail ...

The PMS and AIF industry has grown rapidly over the past few years, despite higher expenses compared with mutual funds, as high-ticket investors prefer the comfort of having more direct access to ...

Unlike mutual funds, which pool resources from multiple investors for diversified portfolios, or PMS, which offers personalised portfolios, Sebi’s new asset class allows for innovative ...

Investing in a mutual fund vs investing in a PMS is like getting operated under anesthesia vs. getting operated while seeing the whole procedure live on camera: Aashish Somaiyaa, CEO, White Oak ...

PMS products are also relatively liquid, though with more constraints compared to mutual funds. AIFs, depending on the strategy, may have multi-year lock-ins and limited exit windows.

Mutual funds vs PMS: In portfolio management service, the fund manger would charge around 2 to 2.5 per cent of the transaction value, which is applicable on both buy and sell of the stock (HT_PRINT) ...

Dilshad Billimoria, Board Member, Association of Registered Investment Advisors (ARIA) explains in a BT exclusive which option out of Mutual Funds and PMS might suit you better.

PMS vs Mutual Funds: What’s the difference after SEBI’s rule changes on portfolio services PMS is usually offered as an investment solution to high net worth investors.

What are the new SEBI rules for AIF? Azeez: The direct alternative plan for mutual funds was started in 2013. Now, the benefit should also be available to AIFs. There are three types of AIFs. Category ...

You can start investing in mutual funds with as little as INR 500, but to invest in a PMS, you need INR 50 lakhs. This ensures that only those who can tolerate PMS-related high risk enter the fray.