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  • Paterson PMS

Top 10 Best-Performing PMS in May 2024

Navigating the stock market can be complex and time-consuming, especially for those without the expertise or resources to manage their investments effectively.


This is where Portfolio Management Services (PMS) come in, offering a bespoke investment solution tailored to high-net-worth individuals seeking personalised attention and professional management.


PMS provides a dedicated portfolio manager who designs and manages a customised investment portfolio based on your financial goals, risk tolerance, and investment horizon.


Here are the ones that have captured attention and gained traction in the category of Mid and Small Cap PMS’s in May 2024!


Top 10 Best-Performing PMS In May 2024

PMS

1 Month Returns

1 Year Returns

Incred Asset Management- Small and Mid Cap

20%

50%

Green Lantern Capital LLP- Growth Fund

18%

128%

Swill Investment Managers- Target Return Investment Fund

15%

N/A

Money Grow Asset Private Limited- Small Midcap

15%

N/A

QED Capital Advisors LLP- Alphabets

14%

59%

Care Portfolio Mangers Pvt Ltd- Growth Plus Value

11%

55%

Roha Asset Managers LLP- Emerging Champions Portfolio

11%

80%

Electrum Portfolio Mangers Pvt Ltd- Laureate Portfolio

11%

61%

Badjate Stock Shares Pvt Ltd- Aggressive

10%

85%

Composite Investments Pvt Ltd- Emerging Star Fund

10%

43%

Why PMS?

  • Personalised Investment Strategies: Tailored plans to meet your specific goals and risk tolerance

  • Professional Management: Managed by experienced portfolio managers with deep market knowledge

  • Customised Portfolios: Built to align with your investment objectives

  • Direct Ownership of Securities: Own individual securities for greater transparency and control

  • Flexibility and Control: Influence investment decisions and strategy adjustments

  • Tax Efficiency: Structured to take advantage of tax-saving opportunities

  • Transparency and Reporting: Regular, detailed reports on performance and holdings

  • Diversification: Investments spread across various sectors and asset classes

  • Dedicated Support: Access to personalized service and support

  • Potential for Higher Returns: Active management aiming for higher returns compared to traditional investments


Investing in a PMS provides a personalised, professionally managed approach to growing your wealth. With tailored strategies, expert oversight, and the potential for higher returns, PMS offers a sophisticated solution for achieving your financial goals.


Make sure, other than performance, you are also keeping a check on the portfolio management company, its portfolio managers, systems and processes and customer service to get a wholesome experience.

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