Listen to this article Quick Summary What Works What Doesn’t One of the longest live track records in the PMS space — running continuously since October 2011, through multiple full market cycles Recent trailing returns have gone nearly flat: just 0.73% over 1 year and 4.55% over 2 years Technically ahead of its benchmark on […]
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Agreya Multi-Asset Enhancer PMS Review: Performance, Fees & Is It Worth the Cost?
Listen to this article Quick Summary What Works What Doesn’t Genuinely distinctive mandate — mostly non-equity instruments with a tactical call-option overlay for equity upside, rather than a plain-vanilla equity book 3-year net return (10.34%) and 1-year net return (7.41%) both trail the regular-plan active Multi Asset Allocation mutual fund category average Strong since-inception track […]
ASK Investment Managers Lighthouse Portfolio PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Zero exit load in every year — genuinely rare in the PMS industry 1-year return of -5.33% trails both its benchmark and the active flexi cap category average by wide margins Backed by ASK Investment Managers — the country’s largest discretionary equity PMS house Top […]
Himalaya Investment Advisors (EverFlow Partners) EverFlow India Opportunities PMS Review: Performance, Fees & Should You Stay Invested?
Listen to this article Quick Summary What Works What Doesn’t Beats its own benchmark (S&P BSE 500 TRI) across every disclosed trailing period, including a resilient 6-month stretch when the benchmark was negative Portfolio is 77.78% small cap and 0% mid cap — a barbell, not the balanced “Multi Cap & Flexi Cap” mix the […]
PNB MetLife Dhan Suraksha Yojna (micro): Good or Bad? A Detailed Review
Listen to this article Can the PNB MetLife Dhan Suraksha Yojna truly provide meaningful financial protection at an affordable cost, or are its benefits too limited to meet your family’s needs? Does the PNB MetLife Dhan Suraksha Yojna offer the right balance between affordability and life protection, or are there better insurance options available? Is […]
PNB MetLife Smart Goal Ensuring Multiplier Plan: Good or Bad? A Detailed ULIP Review
Listen to this article Can the PNB MetLife Smart Goal Ensuring Multiplier Plan truly help you achieve your long-term financial goals, or is it just another insurance plan with limited wealth-creation potential? Does the PNB MetLife Smart Goal Ensuring Multiplier Plan offer the right combination of financial protection and savings, or are there better alternatives […]
