Author: carepmsblog

PMS firms woo clients as a hike in investment threshold looms Portfolio Management Service (PMS) firms are going all out to pull in clients before the new year when the minimum investment threshold is expected to double. Currently, an investor must put up at least Rs 25 lakh to be eligible for PMS schemes, which…

Keep monitoringBuy and Hold? or Buy and Forget? Let’s start with a famous saying “You Should Never Outsource Your Eyes” We now produce an illustrative conversation between a client and a portfolio Manager: Portfolio Manager: Our investment philosophy which says ‘Buy and Hold’, to further clarify the concept internally we think it should be ‘Buy…

Market Overview – September 2019 Quarter Global Economy: The world economy is afflicted by weak sentiment, trade-related disruptions, and rising downside risks to growth. Central banks leaning towards lower rates reflects growing pessimism on the growth front. The calm that characterised global financial markets in the beginning of 2019 has been dispelled since May, with…

Mindset to invest in equityWant to make a quick buck? – Equity may not be the right place Confused…..Let us explain A group of people had together decided to put money in a single stock based on some so-called ‘hot tips’. They were assured that the stock price will double in few months. What an…

Article in PMS & AIF Special Edition Magazine We are witnessing a transition of investment from traditional assets to more financial assets. This trend has begun quite a long ago but the impetus has been more so in last few years on various steps on financial inclusion and awareness. There are still 126 lakh crores…

Interview by Investment Director Mr. Amit Doshi in Moneycontrol. In the current environment investing in selective big names is because investors are “running for safety” and not for returns, something that should change once the overall sentiment improves, Amit Doshi, Investment Director at Care PMS, said in an interview to Moneycontrol’s Kshitij Anand. Click here to read…

Recent Coverage of Care PMS Strategy in Economic Times CARE PMS’s smallcap scheme Growth Plus Value (up 16.58 per cent), Unifi Capital’s Hold Co Fund (up 12.80 per cent) and Marcellus’ Rs 456 crore largecap scheme Consistent Compounders (up 11.40 per cent) emerged top performers of the month. Emkay Investment Managers’ Emkay Lead PMS, Sundaram…

Recent Coverage of Care PMS Strategy in Moneycontrol Care PMS with an AUM of Rs 247 crore in the smallcap category topped the charts with returns of 16.58 percent, data from PMSBazaar.com showed. CARE PMS – Growth Value Plus scheme is a smallcap strategy that aims at creating wealth through long term investment in equity…

Ownership – most important consideration for investing Let us re-phrase the title at the very beginning — Ownership is the most important factor, it is the ONLY thing you should have in your mind before, at the time and after investing. In fact, we believe that this is the only criteria why anyone has ever…

Lured by lower prices? Will you buy shares because it is cheaper than its peers? A question that fundamentalists come across quite often. Why not buy the cheaper one of the lot? We fall prey to the lure of lower prices with a bias towards a company whose price quoting on the exchange than its…