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

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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.

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