Paisa Vaisa with Anupam Gupta Is PMS & AIF the future of smart investing? | ft. Manish Sonthalia of Emkay
Feb 24, 2025
In this engaging discussion, Manish Sonthalia, CIO at MK Investment Managers and an expert in Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs), reveals why PMS is gaining traction among high-net-worth individuals. He compares PMS and AIFs to traditional mutual funds and shares insights on the post-pandemic economic landscape. Manish emphasizes the potential of mid and small-cap investments and the role of AI in shaping future strategies, providing listeners with essential tips for smart investing.
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PMS Evolution
- PMS addresses the needs of HNIs & UHNIs who want customized portfolios.
- It has evolved from a niche product to a significant part of the investment landscape.
Fund Manager Transition
- Many seasoned fund managers have transitioned from mutual funds to PMS, increasing competition.
- A fund's success ultimately depends on the fund manager's skill, regardless of the investment vehicle.
Client Conversation Evolution
- Client conversations have evolved due to increased financial literacy among HNIs and UHNIs.
- There's a growing interest in unlisted equities and pre-IPO investments among UHNIs.
