Long Alpha Performance Deep Dive: 2024
The year 2024 proved to be eventful for both the financial markets and Estee’s PMS – Long Alpha. We started the year with a bang, delivering approximately 10% return in January, significantly outperforming the BSE 500’s 2% return. Retail investor participation was remarkable, and the year seemed promising until challenges arose in October due to…
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Vivek Sharma
Advantages of Portfolio Management Services
Equity market is a growth oriented investment asset. There are multiple ways to invest in equity markets in India. Broadly there are 4 categories. Index Funds/ETFs Mutual Funds Model Portfolio of stocks from RIAs like Estee PMS In this article we will compare Portfolio Management Schemes (PMS) to Mutual Funds and see who and why…
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Vivek Sharma
Best portfolio management services in India
Portfolio management service – often referred as PMS – can be availed by anyone who can invest a minimum of INR 50 Lakhs. There are two types of portfolio management services: discretionary and non-discretionary portfolio services. In discretionary PMS, portfolio managers take investment decisions on behalf of their clients. Portfolio managers manage funds independently. In…
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