PMS Bazaar (PMS & AIF)
PMS Bazaar (PMS & AIF)
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Will the market rally continue? PMS Fund Manager Aniruddha from 36 years old Research House answers
Here is the 2nd episode of our exclusive portfolio Manager Interview series featuring expert Portfolio manager - Aniruddha Sarkar, Quest Investment Advisors.
In this captivating interview, he delves into various topics including - the driving forces behind market continuity, top sector rotation strategies, essential factors for investors to consider when entering and exiting the market, Exclusive insights on Quest portfolio construction style, key considerations for stock selection, a detailed performance analysis of the small & mid-cap segments and many more...
Don't miss out on this compelling discussion packed with valuable insights!
About the Speaker:
Mr. Aniruddha Sarkar has been the CIO and Portfolio Manager at Quest Investment Advisors since Feb ‘20. He brings with him over 17 years of experience in the capital markets with diverse roles managing money for investors across PMS, AIF, and Advisory business.
He has an eye for sector themes and has been instrumental in catching many themes early on in their lifecycle over the years. Before joining Quest, he was with IIFL group companies for over 11 years.
At IIFL AMC in his last role, he was the Portfolio Manager for IIFL Multicap PMS since its inception in 2014 where he had generated industry-leading performance over the 5 years till Dec 2019 and the same was also recognized in Industry awards in 2019. He holds a Bachelor’s degree in Commerce and an MBA in Finance..
𝐖𝐚𝐧𝐭 𝐭𝐨 𝐠𝐞𝐭 𝐫𝐞𝐠𝐮𝐥𝐚𝐫 𝐮𝐩𝐝𝐚𝐭𝐞𝐬?
𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐰𝐞𝐛𝐬𝐢𝐭𝐞: pmsbazaar.com/Home/Login
With this subscription, you will also 𝐠𝐞𝐭 𝐚𝐜𝐜𝐞𝐬𝐬 𝐭𝐨 𝐨𝐮𝐫 𝐞𝐱𝐭𝐞𝐧𝐬𝐢𝐯𝐞 𝐝𝐚𝐭𝐚 𝐚𝐧𝐝 𝐚𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 covering 400+ 𝐏𝐌𝐒 𝐬𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 and 100+ 𝐀𝐈𝐅 𝐟𝐮𝐧𝐝𝐬.
𝐃𝐨 𝐟𝐨𝐥𝐥𝐨𝐰 𝐮𝐬 𝐨𝐧 𝐨𝐮𝐫 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚 𝐩𝐚𝐠𝐞𝐬:
𝐋𝐢𝐧𝐤𝐞𝐝𝐈𝐧: www.linkedin.com/company/pmsbazaar/
𝐓𝐰𝐢𝐭𝐭𝐞𝐫: PmsBazaar
𝐅𝐚𝐜𝐞𝐛𝐨𝐨𝐤: pmsbazaar/
𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦: pms_bazaar
#sectoranalysis #sectorrotation #portfoliomanagementservices #investingthemes #investmentcycles #pmsbazaar #investmentanalysis #strategicinvestment #indianeconomy #financialplanning #marketoutlook #smallcapanalysis #midcapanalysis
Music Disclaimer:
Music from #Uppbeat (free for Creators!): uppbeat.io/t/pecan-pie/team-morale
License code: FEOXMJZQRTKJAGYN
𝐃𝐢𝐬𝐜𝐥𝐚𝐢𝐦𝐞𝐫: PMS Bazaar provides these webinar videos to give investment insights and exposure to Alternate investment products. The views expressed by our guests are their own, and their product presentations featured in this video do not imply an endorsement of those products or their AMC. Views and Opinions expressed by our Hosts do not necessarily reflect the views of PMS Bazaar.
มุมมอง: 16

วีดีโอ

How these PMS Fund Managers delivered over 250% absolute returns in the last 5 years
มุมมอง 1K7 ชั่วโมงที่ผ่านมา
Here is an insightful panel discussion with Top PMS Fund Managers, diving deep into their investment process, entry & exit strategies, market outlook, and a lot more. This session was recorded at our PMS Bazaar Conclave 2024: Delhi edition. This event brought together top PMS & AIF Fund Managers and experts to discuss the latest trends and opportunities in alternative investments. The conclave ...
Strategies for market-beating returns from seasoned Fund Manager managing FPI Money | Rushabh Sheth
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Watch Mr. Rushabh Sheth of Karma Capital Advisors share his insights on Early Cycle Investing and why investors should be cautious of the cash flow and not just invest based on narratives in the current market condition. This session was recorded at our PMS Bazaar Conclave 2024: Delhi edition. This event brought together top PMS & AIF Fund Managers and experts to discuss the latest trends and o...
Decoding AIFs: Real Estate, Health Care & Structural finance | Panel Discussion
มุมมอง 1647 ชั่วโมงที่ผ่านมา
Here is an insightful panel discussion on the role of alternative investments in enhancing portfolio diversification, featuring Expert AIF Fund Managers as panelists. This session was recorded at our PMS Bazaar Conclave 2024: Delhi edition. This event brought together top PMS & AIF Fund Managers and experts to discuss the latest trends and opportunities in alternative investments. The conclave ...
How to identify Multi-bagger stocks in the current market? Listen from Market Expert Anil Rego
มุมมอง 5767 ชั่วโมงที่ผ่านมา
Watch the pioneer in contrarian investing Mr. Anil Rego share his process of identifying multi-bagger investments and present insightful case studies at our PMS Bazaar Conclave 2024: Delhi Edition. About the Speaker: Mr. Anil Rego, Managing Director & CIO, Right Horizons PMS Mr. Anil Rego is an esteemed Investment Professional, Entrepreneur, and Author. With over three decades of experience, An...
Is it the Right time to invest in the Market? ICICI Pru PMS Fund Manager Decodes 3Es of Investment
มุมมอง 2997 ชั่วโมงที่ผ่านมา
Watch Geetika Gupta, Senior Fund Manager from ICICI Prudential Alternate Investments (@iciciprualternateinvestments) decode 3Es of Equity Investment - Economy, Earnings, and Emotions. This data-packed informative presentation dissects the Growth of the Indian Economy, Changing trends in Company Earnings, and the role of emotion in equity investing. This session was recorded at our PMS Bazaar Co...
Fund Manager Pioneer in Sector Rotation Reveals His Techniques | Aniruddha Sarkar | Quest PMS
มุมมอง 8957 ชั่วโมงที่ผ่านมา
Watch Expert Fund Manager Aniruddha Sarkar from Quest Investment Advisors share his insights on Sector rotation and why it is important in the current investment landscape. In this presentation, Aniruddha Sarkar first briefed on how both value and growth stocks have performed in the Indian market and why it is necessary to capture both. He then presented about the importance of sector rotation ...
Top Performing PMS Strategies Aug 2024 | PMS Bazaar Updates
มุมมอง 1.7Kวันที่ผ่านมา
While 54% of 425 PMSes within the PMS Bazaar universe outperformed Nifty 50 TRI, the diversity in the Top 10 PMS Performance is a key point to note. It is an indication that different PMS approaches perform well in different market conditions, considering how volatile Aug was. Stay tuned for more informative videos on PMS & AIF products... 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐠𝐞𝐭 𝐫𝐞𝐠𝐮𝐥𝐚𝐫 𝐮𝐩𝐝𝐚𝐭𝐞𝐬? Then, 𝐬𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐭𝐨 𝐮𝐬 𝐨𝐧 𝐨...
Fund Manager Decodes Commercial Real Estate Investing in India | Rohit Rathi | ICICI Prudential AMC
มุมมอง 40614 วันที่ผ่านมา
Watch Rohit Rathi, Principal- Investments, ICICI Prudential AMC, decode commercial real estate investing at our exclusive webinar. 𝐊𝐞𝐲 𝐭𝐨𝐩𝐢𝐜𝐬 𝐜𝐨𝐯𝐞𝐫𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐬𝐞𝐬𝐬𝐢𝐨𝐧: 1. How Commercial Real Estate deliver consistent, inflation-adjusted returns, even during market volatility? 2. The rising demand for office, industrial, and warehousing spaces, fueling long-term growth in the CRE market. 3. How p...
How to find multi-baggers with Small & Mid cap valuations? | Fund Manager Interview | Arpit Shah
มุมมอง 1.3K14 วันที่ผ่านมา
Presenting you the 1st episode of our exclusive Fund Manager Interview series featuring expert fund manager - Arpit Shah, Care PMS. In this interview, Arpit Shah delved into various topics including - Looking beyond Large Caps to capture the next growth story, sector rotation analysis in small, mid & large cap markets, debunking myths about small, mid & small cap categories, points to keep in m...
Fund Manager Reveals His Portfolio Construction Strategy & more | Arun Subrahmanyam | Ampersand
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Fund Manager Reveals His Portfolio Construction Strategy & more | Arun Subrahmanyam | Ampersand
Decoding Small & Mid Caps, Global Equities, & Quant Investments Strategies with Fund Managers
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Multi-bagger Stock Selection Case Studies: How to Create Sustainable Alpha? | Anil Rego
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Multi-bagger Stock Selection Case Studies: How to Create Sustainable Alpha? | Anil Rego
How to diversify through AIFs? Real Estate, Private Equity, Private Credit
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How to diversify through AIFs? Real Estate, Private Equity, Private Credit
Data indicates a change in Market Trend - Fund Manager’s Complete Analysis | Sandip Santdasani
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Data indicates a change in Market Trend - Fund Manager’s Complete Analysis | Sandip Santdasani
When to Enter & Exit a Sector? Fund Manager Reveals His Strategy | Aniruddha Sarkar
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When to Enter & Exit a Sector? Fund Manager Reveals His Strategy | Aniruddha Sarkar
Small Cap PMSes led the run in July 2024 - PMS Performance Analysis | PMS Bazaar Updates
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Small Cap PMSes led the run in July 2024 - PMS Performance Analysis | PMS Bazaar Updates
How to identify Small & Mid Cap Stocks - Fund Manager explain his strategy | Balaji Vaidyanath
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How to identify Small & Mid Cap Stocks - Fund Manager explain his strategy | Balaji Vaidyanath
Is 15-17% IRR possible in Indian Real Estate Investments? Expert Analysis | #realestate #investment
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Rajiv Bajaj on how to plan retirement & find purpose with Ikigai | #ikigai #wealthmanagement
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What are the Top Sector Picks for the Current Market? - Analysis by Fund Manager Aniruddha Sarkar
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Coffee Can Investing : Is it time for quality as an investment style to generate alpha? #investing
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Identifying Emerging Trends in Equity Investing: A Thematic Approach | Sandip Bansal | ASK
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Where to invest now? Navigating Indian Equities after Elections | Mr. Arun Subrahmanyam | Ampersand
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ความคิดเห็น

  • @JoelLionelFernandes
    @JoelLionelFernandes 3 วันที่ผ่านมา

    Informative

  • @rakshikapathak9798
    @rakshikapathak9798 4 วันที่ผ่านมา

    Office yield optimiser by icici

  • @JoelLionelFernandes
    @JoelLionelFernandes 5 วันที่ผ่านมา

    Excellent Question about Tenure 5 to 10 years, However Arun was just straight and informed that wealth creation is a progress and takes time.

  • @sabsbecool1981
    @sabsbecool1981 6 วันที่ผ่านมา

    Can somebody share the link of the commercial RE funs?

  • @getbulalacao9076
    @getbulalacao9076 6 วันที่ผ่านมา

    I worked before in one of company of sp prowth partners in sri lanka, they didn't pay my salary for 1 year. All liers. They are just good in speaking.

  • @palanikumarmani6977
    @palanikumarmani6977 9 วันที่ผ่านมา

    Should change readers

  • @sunilwagh7098
    @sunilwagh7098 9 วันที่ผ่านมา

    Sound very low

  • @NiravyourTravellerBagpackers
    @NiravyourTravellerBagpackers 9 วันที่ผ่านมา

    Sound volume is low madam

  • @ajayajandra6774
    @ajayajandra6774 9 วันที่ผ่านมา

    Best Wishes Akshara Menon😊

  • @nishsriv001
    @nishsriv001 10 วันที่ผ่านมา

    Such dynamic adaptability and theme change based on data...but the more you change the more the investor is hit by capital gains tax which will pull down the returns...how will this be addressed?

  • @JoelLionelFernandes
    @JoelLionelFernandes 11 วันที่ผ่านมา

    Excellent

  • @ksmhmp
    @ksmhmp 12 วันที่ผ่านมา

    Nice to see Akshara congratulations

  • @VivekJainSahaj
    @VivekJainSahaj 12 วันที่ผ่านมา

    👌👌

  • @arunbabu7125
    @arunbabu7125 12 วันที่ผ่านมา

    Really nice very informative.

  • @ramjivenkatraman145
    @ramjivenkatraman145 12 วันที่ผ่านมา

    Nice informative interview. Well coordinated

  • @swapnaanantharaman2097
    @swapnaanantharaman2097 12 วันที่ผ่านมา

    Great interview, very informative!! 👏

  • @smangai9792
    @smangai9792 12 วันที่ผ่านมา

    Nice Interview and very informative. Congratulations Akshara, PMS Bazar and best wishes for your success.

  • @bhoopalgc9482
    @bhoopalgc9482 12 วันที่ผ่านมา

    Best wishes to Akshara🎉PMS bazar

  • @sanjaykale6235
    @sanjaykale6235 12 วันที่ผ่านมา

    Pallava rajan yange irka...gulf la poyacha???

  • @sunnymalhhotra999
    @sunnymalhhotra999 13 วันที่ผ่านมา

    Congratulations care pms team 👍🏻👍🏻

  • @atulshah2410
    @atulshah2410 14 วันที่ผ่านมา

    Good thinking for safe & groth of client fund,who faith in him.

  • @yogitakadam10
    @yogitakadam10 15 วันที่ผ่านมา

    Good. ...congratulations care pms 🎉

  • @mohitmohania
    @mohitmohania 18 วันที่ผ่านมา

    Thanks ❤

  • @siddarthmohta8504
    @siddarthmohta8504 18 วันที่ผ่านมา

    Great questions.

  • @VijayaSrinivasan-ko7co
    @VijayaSrinivasan-ko7co 23 วันที่ผ่านมา

    Always You Put. Vote to Congress .You will tell the same thing After 1000 Years.Also.Keep it up.

  • @investinghindi5837
    @investinghindi5837 24 วันที่ผ่านมา

    Who is she??

    • @PMSBAZAAR
      @PMSBAZAAR 24 วันที่ผ่านมา

      Hi, She is Lakshmi Iyer, CEO of Investment & Strategy from Kotak Alternates Asset Managers. For more details, click the link and watch the full session mentioned in the description.

  • @Infoshareindia
    @Infoshareindia 25 วันที่ผ่านมา

    Oh. You have Marcellus also! One of the most Non performer amongst other really performing ones. Why you have invited Marcellus?

  • @sizuumalik5134
    @sizuumalik5134 หลายเดือนก่อน

    Legendary episode the way he explained everything in detail 🫡🫡🫡🫡🫡

  • @ShriChandra2022
    @ShriChandra2022 หลายเดือนก่อน

    good interview in terms of subject matter, but please check voice and clean it or use good quality mic.

  • @JoelLionelFernandes
    @JoelLionelFernandes หลายเดือนก่อน

    Interesting point

  • @MLMR17
    @MLMR17 หลายเดือนก่อน

    Nice. Explanation @pms bazar team we need more discussions like this

  • @mitulchauhan8687
    @mitulchauhan8687 หลายเดือนก่อน

    agree with your diversifiction concept....

  • @shubhamshah2793
    @shubhamshah2793 หลายเดือนก่อน

    I do not understand are there any fund who invest in real estate sector.I am not asking for the funds who invest in real estate stocks.

  • @MrSreenir
    @MrSreenir หลายเดือนก่อน

    What's the message?

  • @ddurai1976
    @ddurai1976 หลายเดือนก่อน

    Well articulated balaji..

  • @saurabhsharma127
    @saurabhsharma127 หลายเดือนก่อน

    Nice

  • @mohanradhakrishnan205
    @mohanradhakrishnan205 หลายเดือนก่อน

    Nicely briefed by the fund manager , Thank you

  • @vijetarvindpatil7579
    @vijetarvindpatil7579 หลายเดือนก่อน

    Comedian 😂

  • @arnabbhattacharya6579
    @arnabbhattacharya6579 หลายเดือนก่อน

    Every 6 months, find a new phrase like double engine compounding , south Indian prosperity, women richer than men etc and sell snake oil to the janta !😅

  • @PCX-N3H
    @PCX-N3H หลายเดือนก่อน

    i have been investing in GG6 small case and The Naked Trader Smallcase since December 23. GG6 has given only 15.83% returns whereas TNT has given 38% return in this period. GG6 is a paid smallcase and TNT is free. Moreover, GG6 has monthly rebalances whereas TNT has only quarterly rebalances. Needless to say, the performance of GG6 is very disappointing.

  • @MLMR17
    @MLMR17 หลายเดือนก่อน

    Can you share link of ppt if possible

  • @victorchatterjee9760
    @victorchatterjee9760 หลายเดือนก่อน

    , manage your own mutual fund, which could not beat even bench mark last 3year. Ruined retail money mirae asset large and mid cap fund....

  • @anoopbhakoo5353
    @anoopbhakoo5353 หลายเดือนก่อน

    I'm interested in investing in"New Asset Class"". Please advise??

  • @maddysydney
    @maddysydney 2 หลายเดือนก่อน

    Amazing insights from Mr.Bajaj. Having lived in Japan for 13 years and being familiar with many aspects of Japanese culture, I can appreciate the many elements being discussed

  • @rajireddy4570
    @rajireddy4570 2 หลายเดือนก่อน

    Excellent presentation 🎉

  • @rocking1313
    @rocking1313 2 หลายเดือนก่อน

    Longshot bias + Lindy Effect!

  • @vininitdgp
    @vininitdgp 2 หลายเดือนก่อน

    As you mentioned many positions, so just out of curiosity I hope the MLOps engineer is also there in the team.

  • @dipakmondal8224
    @dipakmondal8224 2 หลายเดือนก่อน

    Very valuable lesson thanks Rohan sir

  • @rocking1313
    @rocking1313 2 หลายเดือนก่อน

    v informative insights on PLI scheme and expected multiplier effect on economy ! Thanks Sandip !!!

  • @NaivedhShah20
    @NaivedhShah20 3 หลายเดือนก่อน

    Very insightful 👍