My PMS Fund Details: Where Did I Invest & Why? 1 Month Performance Update! PMS vs Mutual Fund vs SIF

I share details of my PMS fund. The performance after 1 month.
Why did I choose this PMS Fund.
What were my criteria and what are my expectations.

DISCLAIMER: This video is not an investment recommendation. Its purpose is not to promote or demote any company or investment. Its purpose to share personal experience in unbiased form so other fellow investors can learn & take better informed decision for themselves. I am not a registered financial professional. For any investment advise, please take help from a registered Financial Professional.

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[subharanshurath]

Thank you for sharing your PMS journey so far. But there are other quant based PMSs like Capitalmind PMS, Valtrust PMS etc. having good track record with better fee structure. Why these are not shortlisted in your list? Happy to here from you.

[mksindsg]

Thanks for the video. I have also shortlisted seers. Can you share your views on choosing wright rather than seers. Pls share if you found any red flags.

[sadhanasaha]

Sir, your view in race energy.pls reply

[maverick]

Please share their fees structure also, would be helpful for others. Thanks

[duvvapranay]

PMS is low risk or high risk as compared to hybrid mutual funds such as balanced advantage fund, equity savings fund?

If iam ok with 12% per annum returns with low risk, which option is better to choose? Pms or mutual funds advised by expert?

[ashutosht]

And what's the fees or commission ? Yours is 50% equity it seems. So whats the mix of stocks like Small/Mid/large and do they diversify in other markets like US ?

[avinashpoojari]

Can you share an update on the portfolio...as of 15th January 2025.

[yusufazaz]

How is the onboarding process. I am thinking of joining them but i am not sure the person talking to me in genuine or not. Where do you transfer the funds and how is it tracked