Wealth Forum Tv

How should HNIs choose the right PMS?Anil Sarin, Edelweiss AMC,

Share this Video :
More From :wealth insights
Key Take-Aways
  • Compared to MFs which have daily NAV and independent data resources available about fund performance, PMS suffers from some opacity in terms of data.

  • Because of strict regulations, these are audited and so numbers can be trusted. When a product is in nascent stage, there will be opacity but over time, there will be more data available.

  • It is important to ask advisor and fund manager to ask for data and make comparisons. Also see the profile of the fund manager to understand their strategy and conviction.

  • MFs is a product meant for the masses wheras the PMS may not be suitable for everyone. So role of advisor is key in determining if a PMS is suited for the investor's style and needs.

Submit Your Comments
(Type INV if you are an investor)

"We trust that you will avoid using harsh language and will refrain from making unsubstantiated allegations against individuals and firms. Your constructive feedback and opinions are very valuable to all of us in the industry. "

Copyright 2017   All Rights Reserved.Wealth Forum Ezine