PMS vs Mutual Funds: What Investors Must Know Before Investing?
Topics discussed
Sponsors: Accenture and Indeed
Teaser: PMS vs Mutual Fund Portfolio Concentration
Introduction and Guest Bio: Rajat Bijur
Marketing Practices and Selective Return Presentation
Understanding TWRR and Post-Fee Returns
Fee Structures: Management vs Performance Fees
PMS vs Mutual Funds: Concentration and AUM Limits
SIFs vs PMS: Risk, Derivatives, and Market Cycles
Sources of Alpha: Valuation and Value Investing
Evaluating Track Records in Bull vs Bear Markets
Case Study: Mirai Prime Picks Strategy
Investor Checklist: Fees, Hurdles, and Reporting
Closing Remarks and Risk Disclaimer
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