Like in the MF space, there are popular names like ICICI, PPFAS, HDFC etc. I want to know some names in the PMS space. I plan to invest, but will do my own due diligence. Thanks,
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Hi,
PMS is more difficult to shortlist than a Mutual fund because of less data (Most HNI never discuss their investments).
I used Growfolio wealth advisor for a couple of PMS investments, they have curated 8-10 PMS strategies. Maybe talk to them and see.
My personal favourite was stallion core strategy, but now they take a minimum investment of 5 crore only.
Can find the list here. There are a few aggregator platforms that list out PMS, but you can also see regular reporting here - SEBI | Portfolio Manager Monthly Report.
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Check out https://pmsbazaar.com/ for comparison
I would suggest to get into PMS/AIF space only after you have 5 crore financial networth.
Sometimes good mutual funds outperform these PMS products too. My personal opinion.