Blog — PMSInsights

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Independent research and comparison tools for India's Portfolio Management Services — no paid placements, ever.

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Disclaimer: Investment in capital markets are subject to market risks. Please read Investment Approach documents carefully before investing. Please note that the data and information shown on this site is an aggregation of data submitted to APMI by the Portfolio Managers in fulfilment of SEBI Circular.

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The Blog

Notes & analysis

Plain-spoken writing on Portfolio Management Services — how to read a factsheet, what the ratios really mean, and where the markets are headed. No jargon, no spin.

Notes & analysis

Returns Are Temporary. Skill & Process Matter More!

Recent writing

Creating a 25 Lakhs Mutual Fund Portfolio - PRIM Way !!

PMSInsights is 30% technology and 70% Engagement

Herfindahl Index: Is Your Client’s Portfolio Really Diversified?

Capture Ratio - Important tool to evaluate PMS beyond Return.

Your Portfolio vs Professionaly managed PMS - making the difference !!

Accredited Investor - The new BIG opportunity !!

Selecting PMS strategy is different from selecting a Mutual fund scheme !!

Why AUM Is Not the Right Way to Judge a PMS?

Invest When You Have Money. Redeem When You Need Money.

Why Professional Advice Matters for Long-Term Wealth Creation

Time Weighted Rate of Return (TWRR) - Simple and Easy !!

Invest in MF-PMS rather than invest in Direct MF

Why Comparing PMS with Mutual Funds or SIF Isn't Fair?

Understanding the Importance of Benchmark While Evaluating a PMS Investment

PMS is better than Direct Equity - Must read !!

Sharpe, Sortino, Information Ratio — which one matters?