Sir PMS may generate higher return but imposes multiple charges from investors due to which an investor may receive very less return in hand as compare to MF. For example, If PMS and MF both generates 24% yearly return, then PMS investors may receive less than 18% in hand due to multiple PMS fee. Let's suppose any good mutual fund gives 24% return and PMS generates 30% but after reducing all PMS charges, say 30% of profit and other fee, investors will get (70% of 30% profit) i.e. 21%. Sir, to understand long term impact, plz make a dedicated video comparing long term return say 20 years, of what an investor will get in hand after reducing all charge while investing in PMS and MF. 🙏
First of all, thankyou so much for your valuable video...very easy to understand...I really wish to see the upcoming video on AIF vs MF vs PMS.. pls release it soon sir...
Very useful information..I was in dilemma for PMS vs MF... thank you very much for presenting pros n cons of PMS.. Please also present the comparison between PMS vs MF vs Small case..thanks
Your can even customize your mutual fund with different fund fund to suit your need and also mutual fund might have more pressure to do well than pms as they have to compet other amu
Good information..however, how is it that PMS is giving higher rates of return, when they invest in the same equity/debt markets as MF..i always fear, that when something is good, it's too good to be true
Ye dekhke dimag hil gaya ... Concentrate hoke bhi kya fayda jab long term me return hi na de... Good information sir Comparison video plz banaye... Motivation milega mf ke liye
Sir one question how does a portfolio manager distribute stocks in pms , example some client has given 1 crore another client 2 crore how does one buy stocks and distribute it among clients
After taking management freand performance fee why do the pms want profit sharing!! It's pure greed by the pms managers. Moreover the age old concent of the safety of sip goes for a toss! Please give your views Sir ji.
Sir, At 4 mins 10 seconds, you say , humko 50lac maintain krna hain....,, Is it complesory? bcz As per my knowledge aesa jaruri nahi hain. Kindly clearify.
I have been advised to create a PMS with HDFC, the bank provides this as an additional service at no cost(through my personal banker) and has a dedicated team to cater to a niche customer base. Please advise if I can go ahead? and would this be better than investing in multiple mutual funds? Do note: The bank isn't charging for this service
I was about to invest in PMS but after evaluating PMS vs MF, I actually don’t see any reason to invest in a PMS especially if they haven’t really created alpha against benchmark index. People just do it perhaps because they are bored but any sane person will really stick to MFs for long run
Nice Video. One point that will be helpful to understand in MF vs PMS is downside protection. If you can share some stats on this it will be helpful. Most of the investors in PMS might have opted it for capital protection rather than higher returns, so any numbers around that will be good to see. Thanks for all the informative unbiased videos :)
So if i understand you correctly, PMS has higher corpus requirement, higher cost, higher concentration and lower returns (similar returns in smallcap). Why then would one want to invest in PMS??
Nice video. However, investors need not top-up if the portfolio degrows to less than 50 lacs via stock price correction. Withdrawals can't be made to make the portfolio value below 50 lacs though.
Nice explanation 😮. PMS are not beating some MF returns. I feel PMS are useful to only fund managers who can charge hefty fee like 2.5% + profit sharing 😮.
Great information as always. Thank you 🙏
Sir, their discussion is like your class only :) crisp and informative
Best educator.
Very good comparison between PMS vs Mutual Funds.. Also please try to make a detailed video comparing PMS, AIF and Mutual Funds..
Very nice video, simple and powerful want video on AIF, Mf and PMS
Thanks for the informative video
Superb explanation!
Very informative video/ Thks a lot Sir.
Yes sir we need more videos on pms , mutual funds and aif
Sir PMS may generate higher return but imposes multiple charges from investors due to which an investor may receive very less return in hand as compare to MF. For example, If PMS and MF both generates 24% yearly return, then PMS investors may receive less than 18% in hand due to multiple PMS fee. Let's suppose any good mutual fund gives 24% return and PMS generates 30% but after reducing all PMS charges, say 30% of profit and other fee, investors will get (70% of 30% profit) i.e. 21%.
Sir, to understand long term impact, plz make a dedicated video comparing long term return say 20 years, of what an investor will get in hand after reducing all charge while investing in PMS and MF. 🙏
Good convinced
Very good comparison 👌👌
First of all, thankyou so much for your valuable video...very easy to understand...I really wish to see the upcoming video on AIF vs MF vs PMS.. pls release it soon sir...
Thanks Gaurav sir for valuable information
Best Informative video
Valuable and Informative, Good Luck 👍🏻
Great video❤
Very nice video Sir jee . Thanks 🙏 🙏
Pms/aif/ mf comparison will help us. Further would like to elaborate top 5 pms logic.
Nice explanation
Please make the next comparison video soon, looking forward to it
Very useful information..I was in dilemma for PMS vs MF... thank you very much for presenting pros n cons of PMS.. Please also present the comparison between PMS vs MF vs Small case..thanks
Vs ETFs as well.
Thank you Gaurav, I think you should start a mini type of PMS for people who have 10 lakh
SEBI does not allow less than 50L in a pms. They already run advisory portfolios for a fee
@@anjalg1 what it means?
@@nirat1409 it means that to enroll in a PMS one needs to have 50 lakhs as a minimum requirement,so one cannot start PMS with 10lakhs
Sebi heard u
Simple and clearly explained. Thank you
Well explained!
Your can even customize your mutual fund with different fund fund to suit your need and also mutual fund might have more pressure to do well than pms as they have to compet other amu
Well explained.
Very well narrated, thanks a lot Gaurav! Waiting for further comparison videos between AIF, ETF and PNS
Thanks alot😊
good video
Very informative video...
Sir pls make a video on AIF vs PMS vs MF
Thank you sir. It is a very informative video
Good information..however, how is it that PMS is giving higher rates of return, when they invest in the same equity/debt markets as MF..i always fear, that when something is good, it's too good to be true
First Comment! Very realistic, reasonable and simplistic information.
Yes get a video sir
Thank you gaurav sir
Yes required
Very clear information. Thank you.
Please make video on AIF, PMS & MF
Nice
Sir please explain what is the connection between pm and trader
Have u guys discontinued mutual fund monthly report that used to be part of fundometer
Video banao sir great job
Ye dekhke dimag hil gaya ...
Concentrate hoke bhi kya fayda jab long term me return hi na de...
Good information sir
Comparison video plz banaye...
Motivation milega mf ke liye
Yes please make it
is small case category,is same category of PMS or other category of PMS?
Thanku sir
Do they do hedging using Options in falling market?
can u explain entirely how a PMS company works. what is the role of brokers, custodians and PMS system. Like the entire function from scratch to end
Best top 5 PMS....??
🎉
THANK YOU
Sir one question how does a portfolio manager distribute stocks in pms , example some client has given 1 crore another client 2 crore how does one buy stocks and distribute it among clients
After taking management freand performance fee why do the pms want profit sharing!! It's pure greed by the pms managers. Moreover the age old concent of the safety of sip goes for a toss! Please give your views Sir ji.
Can PMS trade In F&O from their client's demat account?
Sir, kindly make a video on mf vs pms vs aif
Yes, Please create a VDO AIF vs PMS vs MF
Can PMS maintain cash position in the bear market to avoid Risk?
Sir, At 4 mins 10 seconds, you say , humko 50lac maintain krna hain....,, Is it complesory?
bcz As per my knowledge aesa jaruri nahi hain. Kindly clearify.
Once you put 50L, you don't need to maintain it if it goes below 50L.
Sir please tell us 10 best performing PMS in India.
Please make video on difference between PMS and MF and AIF
I have been advised to create a PMS with HDFC, the bank provides this as an additional service at no cost(through my personal banker) and has a dedicated team to cater to a niche customer base. Please advise if I can go ahead? and would this be better than investing in multiple mutual funds? Do note: The bank isn't charging for this service
thanks sir. pl make video
Please compare small case/ PMS/AIF
Please do one like this on AIF
I was about to invest in PMS but after evaluating PMS vs MF, I actually don’t see any reason to invest in a PMS especially if they haven’t really created alpha against benchmark index. People just do it perhaps because they are bored but any sane person will really stick to MFs for long run
Nice Video. One point that will be helpful to understand in MF vs PMS is downside protection. If you can share some stats on this it will be helpful. Most of the investors in PMS might have opted it for capital protection rather than higher returns, so any numbers around that will be good to see. Thanks for all the informative unbiased videos :)
Where do I get the disclosure of PMS funds?
Need more information on PMS Taxation and AIF taxation
Pms taxation is equity transaction. Ltcg/stcg
can you please share the PMS vs Mutual funds infographic which you have showcased in the video..
Needed
Kindly share details of video between PMS & AIF
So if i understand you correctly, PMS has higher corpus requirement, higher cost, higher concentration and lower returns (similar returns in smallcap).
Why then would one want to invest in PMS??
Ideally situated for HNI UHNI
want a three way comparison video.!!!
Hi sir muje PMS business start karna he please guide kardo
Thanks, could you pls make video on PMS vs MF vs Smallcase
Transparency continues to be an issue in PMS. Also Portfolio tracking is cumbersome, has anyone found a remedy for this?
Tŕhe 50 lakh thresehold of 50 L is only at entr4t level. If val falls below 50 L you do not have to top up.
Thankyou sir, how to connect with you🙏
47 comment..
Ek video jaror bnaye 3 funds ke comparison par.
Please do provide MF vs PMS
Please make 😊👍
What is the maximum investment in MF?
Please create a video on AIF vs PMS vs MF
आप एक सरल डेटा पेश करें और दिखाए कि औसतन mutual fund तथा pms के return का इतिहास कैसा रहा है औसतन.
but how can someone open a pms...processs? ......plzzz
About ops and NPS sir
We can use Smallcase if you don't have 50lakhs or.have 50 lakhs but need to take some money out
superb
50 lakh Rs laga ke kitna milega yearly monthly Kitna kama sakte hai
No ALFA , huge investment amount commitment like 50 lakh then why AUM of PMS is growing @ 30% CAGR
Nice video. However, investors need not top-up if the portfolio degrows to less than 50 lacs via stock price correction. Withdrawals can't be made to make the portfolio value below 50 lacs though.
Enam has the highest AUM in PMS in India and Unifi has an Aum of about 15,000 crores in their PMS...should have added to the list
Sir how to cleared NISM PMS EXAM
Who raised the limit from25 to 50?
SEBI
Hnis full form kya hai
High Networth Individuals.
Banao banao
Comparison wala video banao
Sir please make the video on hedge funds
Make it plz
put 10k more ads
Nice explanation 😮.
PMS are not beating some MF returns.
I feel PMS are useful to only fund managers who can charge hefty fee like 2.5% + profit sharing 😮.
What is the general average return one can expect from PMS ?
very elementry.... vague answer....
Very boring not engaging at all
Best educator.