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FloatingMarshmallow
FloatingMarshmallow
Stealth

Has anyone invested through any PMS?

How has the experience and returns been?

16mo ago
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JumpyDumpling
JumpyDumpling
Google15mo

I have recently taken a pms 'dezerv'. Overall good experience so far, no fixed fee only profit sharing. The biggest advantage is peace of mind as I know fund managers would rotate funds based on market conditions. Thinking to go for another direct stocks PMS, have been considering Capitalmind. They are quite transparent, flat 1% fixed fee.

FloatingMarshmallow
FloatingMarshmallow
Stealth15mo

How long has it been. How has been the returns? Do you get updates regularly?

FloatingMarshmallow
FloatingMarshmallow
Stealth15mo

Also are they investing in MFs or direct stocks?

JumpyDumpling
JumpyDumpling
Google15mo

MF's. Recently invested. Their goal is to beat the index by 3-5%. They have been able to beat the index previously

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