Insights & Ideas

AND Fintech Blog

Actionable insights on wealth creation, mutual funds, retirement planning and more — written for the discerning Indian investor.

PMS

PMS Exit Strategy: When to Redeem, How Exit Loads Work, and Tax-Loss Harvesting SLUG: pms-exit-strategy-redemption-tax-loss-harvesting

Every PMS guide tells you how to invest. Nobody covers how to leave. Here's the exit playbook: when to redeem, how exit ...

#PMS #exitstrategy #redemption
Dwipa Shah
18 Aug 2026
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PMS

How to Evaluate a PMS Fund Manager - 7 Questions Beyond the Returns Sheet

A PMS returns sheet tells you past numbers. It doesn't tell you whether the manager will repeat them. Here are 7 questio...

#PMS #fundmanager #PMSevaluation
Dwipa Shah
18 Aug 2026
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PMS

PMS for NRIs: Which Countries Are Eligible, and What Changes After Budget 2026? SLUG: pms-nri-eligible-countries-budget-2026

Not every NRI can invest in PMS in India without restrictions. Here's a country-by-country breakdown of eligibility rule...

#PMS #NRI #eligiblecountries
Dwipa Shah
18 Aug 2026
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PMS

The Real Cost of PMS: A Rs 1 Crore Fee Simulation Over 5 Years SLUG: pms-fees-simulation-1-crore-5-years

What do PMS fees actually cost over 5 years on a Rs 1 Crore investment? We run the numbers - fixed fee, performance fee ...

#PMS #fees #fixedfee
Dwipa Shah
17 Aug 2026
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PMS

What Happens Inside Your Demat When You Invest in PMS - A Transaction-Level Walkthrough

Every PMS guide says "stocks are held in your demat." But what does that actually look like? Here's a transaction-level ...

#PMS #demataccount #PMStransactions
Dwipa Shah
17 Aug 2026
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PMS

Beta, Standard Deviation and Maximum Drawdown - 3 Risk Numbers Every PMS Investor Should Know

Your PMS report shows Beta 1.3, Std Dev 18% and Max Drawdown -22%. Should you worry? Here's what each risk metric means,...

#PMS #beta #standarddeviation
Dwipa Shah
17 Aug 2026
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PMS

PMS Tax Filing Guide 2026: Schedule CG, Advance Tax and What Your CA Needs From You

Your PMS generated 47 buy-sell transactions this year. How do you file them? Here's the practical tax filing guide: whic...

#PMS #taxfiling #ScheduleCG
Dwipa Shah
17 Aug 2026
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PMS

Large Cap vs Mid Cap vs Small Cap vs Flexi Cap PMS - How to Pick the Right Category

400+ PMS strategies in India fall into distinct market-cap categories - each with different return profiles, volatility,...

#PMS #largecapPMS #midcapPMS
Dwipa Shah
14 Aug 2026
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PMS

PMS vs AIF - Which One Should a Rs 1 Crore+ Investor Choose?

PMS gives you direct stock ownership. AIF gives you access to private markets. With Rs 1 Crore+ to deploy, which structu...

#PMS #AIF #PMSvsAIF
Dwipa Shah
14 Aug 2026
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PMS

Sharpe Ratio, Sortino Ratio and Jensen's Alpha - What They Mean for Your PMS

Three numbers that separate lucky fund managers from skilled ones. Here's what Sharpe Ratio, Sortino Ratio and Jensen's ...

#PMS #SharpeRatio #SortinoRatio
Dwipa Shah
14 Aug 2026
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PMS

How NRIs Can Invest in PMS in India - Process, Documents, Taxation and Repatriation

A step-by-step guide for NRIs looking to invest in Portfolio Management Services in India - covering account setup, FEMA...

#PMS #NRI #NRIinvestmentIndia
Dwipa Shah
14 Aug 2026
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PMS

5 Questions to Ask Before Signing a PMS Agreement

Before investing in a PMS, ask five important questions: who manages the strategy and for how long, whether the investme...

#PMS #PortfolioManagementServices #howtochoosePMSIndia
Dwipa Shah
23 Jul 2026
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PMS

How to Read a PMS Dashboard Like a Professional

The blog explains a simple 5-step approach to compare PMS strategies professionally: choose the right category, review r...

#PMS #PortfolioManagementServices #HowtouseANDFintech
Dwipa Shah
23 Jul 2026
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PMS

Why We Track Alpha Across 1 and 5 Years - Not Last Year's Winners

The best PMS strategy isn't necessarily the one with the highest recent returns. Consistent Alpha across both 1-year and...

#PMS #PortfolioManagementServices #bestPMSinIndia
Dwipa Shah
23 Jul 2026
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PMS

What is Alpha? The Only Number That Tells You If a Fund Manager Adds Value

Alpha measures how much a PMS strategy outperforms its benchmark, making it one of the best indicators of a fund manager...

#PMS #PortfolioManagementServices #alphainPMSIndia
Dwipa Shah
23 Jul 2026
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PMS

PMS vs Mutual Fund vs AIF vs SIF - Which Structure Fits Which Stage

Mutual Funds, SIFs, PMS, and AIFs are designed for different investment stages and goals. Mutual funds are ideal for bui...

#PMS #PortfolioManagementServices #PMSvsothers
Dwipa Shah
23 Jul 2026
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PMS

Covered Calls: How PMS Generates Income From Stocks You Already Hold

Covered calls allow PMS managers to generate additional income by selling call options on stocks already held in the por...

#PMS #PortfolioManagementServices #coveredcallPMSIndia
Dwipa Shah
23 Jul 2026
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PMS

When Did You Last Check the Real Returns on Your Direct Equity Portfolio?

Many direct equity investors focus on absolute gains instead of annualised (CAGR/XIRR) returns, making it difficult to k...

#PMS #PortfolioManagementServices #PMSfodirectequityinvestors
Dwipa Shah
23 Jul 2026
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PMS

What Are Portfolio Management Services? India's ₹50 Lakh Question, Answered Simply

Portfolio Management Services (PMS) is a SEBI-regulated investment solution where a professional fund manager manages a ...

#PMS #PortfolioManagementServices #portfoliomanagementservicesinIndia
Dwipa Shah
23 Jul 2026
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PMS

₹50 Lakhs: Why SEBI Set the PMS Entry Bar Where It Did

SEBI's ₹50 lakh minimum for PMS is a regulatory safeguard, not just an investment requirement. PMS is best suited for ...

#PMS #PortfolioManagementServices #PMSminimuminvestment
Dwipa Shah
17 Jul 2026
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PMS

Discretionary vs Non-Discretionary PMS: Who Actually Controls Your Money

Discretionary PMS allows the portfolio manager to make investment decisions on your behalf, while non-discretionary PMS ...

#PMS #PortfolioManagementServices #discretionaryPMSIndia
Dwipa Shah
17 Jul 2026
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PMS

PMS Taxation Explained: What Every Direct Equity Investor Already Knows

PMS is taxed just like direct equity. Every buy and sell transaction in your portfolio can create a taxable event, with ...

#PMS #PMStaxIndia #PortfolioManagementServices
Dwipa Shah
17 Jul 2026
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PMS

The 10% Rule Mutual Funds Must Follow - And Why PMS Doesn't

Mutual funds are limited by SEBI to a maximum of 10% investment in a single stock, ensuring broad diversification. PMS h...

#PMS #PortfolioManagementServices #PMS tax India
Dwipa Shah
17 Jul 2026
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PMS

How PMS Fees Actually Work: Fixed, Variable, and High Watermark Explained

PMS fees typically include a fixed fee, a performance-based fee, or a combination of both. Key concepts like the hurdle ...

#PMS #PortfolioManagementServices #PMS fees India
Dwipa Shah
17 Jul 2026
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PMS

TWRR Decoded: What PMS Return Figures Include - And What They Don't

TWRR (Time-Weighted Rate of Return) is the SEBI - standard method for reporting PMS performance. It measures a manager's...

#PMS #PortfolioManagementServices #TWRR PMS India
Dwipa Shah
17 Jul 2026
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