Decoding – PMS VS AIF
PMS offers personalised, tax-efficient equity strategies with direct stock ownership and real-time transparency, positioned for goal-driven high-net-worth investors.
Key insights
- PMS and AIFs both serve high-net-worth investors but differ in structure, flexibility and approach.
- A PMS portfolio is managed separately and curated to the investor’s risk appetite, financial goals and market view.
- PMS offers complete transparency, investors can view holdings and track performance in real time.
- PMS provides direct stock ownership, better tax efficiency and greater control over investments.
- AIFs pool capital from multiple investors to invest in unlisted securities, real estate or hedge strategies, suited to diversification into non-traditional assets.
- For goal-driven, equity-focused investors who value personalisation and direct ownership, PMS is the smarter choice.
- Care PMS cites a track record of 21.7% CAGR over 14 years and 35% CAGR over the last five years.
Disclaimer. PMS investments are subject to market risks. Read all the risk factors and disclosures available on the website carefully before investing. This content is for information only and does not constitute a recommendation. Care Portfolio Managers Pvt. Ltd. · SEBI Regn. No. INP000004128.
More from Portfolio craft
Before we Invest
Not every researched company belongs in a portfolio. At Care PMS, disciplined investing also means knowing when to walk away by assessing balance sheet strength, growth visibility, management execution, capital allocation and cash flows.
Read the insight
Investment room – When a great stock gets expensive
A sharp stock rally does not always mean more upside remains. Episode 1 of Inside the Investment Room explores how investors can assess whether rising prices are supported by business execution or have moved ahead of future return potential.
Read the insight
Focused Portfolio Construction
How high-conviction portfolios are built through disciplined research and active monitoring, with transparency and personalisation.
Read the insightBegin your Care PMS journey.
Invest directly with a SEBI registered portfolio manager, as a resident or a non-resident investor. Contact us at connect@carepms.com and our team will guide you through every step.
- 01
Consultation
A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.
- 02
Documentation
A PMS bank account and demat account are opened in your name. You sign the PMS agreement and grant the Power of Attorney.
- 03
Portfolio activation
Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.