Why India’s Richest Investors Don’t Buy Mutual Funds! | PMS & AIF EXPLAINED ft.Manish Sonthalia

Video Description

Want to know how India's top investors manage their wealth? This episode of Paisa Vaisa with Manish Sonthalia (CIO, Emkay Investment Managers) breaks down the rise of PMS (Portfolio Management Services) & AIFs (Alternative Investment Funds). 🔍 Key Topics Discussed: ✔️ The evolution of PMS & AIFs – why HNIs prefer them over mutual funds ✔️ How PMS is different from mutual funds & why it’s for sophisticated investors ✔️ Why IT, Pharma, and Banking are the next big investment bets ✔️ What the market correction means & how to position your portfolio ✔️ How to choose the right PMS fund manager and avoid common investor mistakes 💡 If you’re an investor, fund manager, or just curious about how India’s wealthy invest, this episode is a must-watch! 🔔 Subscribe for more insights on investing, finance, and wealth management! Get in touch with our host Anupam Gupta on social media: Twitter: ( https://twitter.com/b50 ) Instagram: ( https://www.instagram.com/b_50/ ) LinkedIn: (https://www.linkedin.com/in/anupam9gupta/ )                         You can listen to this show and other awesome shows on the IVM Podcasts website at https://www.ivmpodcasts.com/ You can watch the full video episodes of PaisaVaisapodcast on the YouTube channel. Do follow IVM Podcasts on social media. We are @ivmpodcasts on Facebook, Twitter, & Instagram 0:00 - Introduction – "Why India’s Wealthiest Investors Don’t Buy Mutual Funds!" 1:04 Meet the Expert – "Manish Sonthalia: 20+ Years in PMS & AIFs" 1:35 What is PMS & AIF ? – "The Investing Secret of HNIs & UHNIs" 3:35 Why PMS Over Mutual Funds? – "Customization, Control & Transparency" 4:30 AIF vs PMS vs Mutual Funds – "Which Investment is Right for You?" 5:11 PMS Growth Story in India – "From ₹3 Lakh Crores to ₹11.5 Lakh Crores!" 7:52 Why AIFs Are Exploding in Popularity – "The Rise of Private Equity & Hedge Funds" 12:45 How PMS will evolve in future ? 16:54 PMS Vs Mutual funds Vs AIF 21:30 Money Flow in PMS industry & Growth rate 23:21 Stock Market Outlook for 2024-25 – "Where Will Markets Go Next?" 29:40 Budget 2025 : what is government's Focus on ? 32:35 Best Investment Themes Right Now – "IT, Pharma, Banks – What’s Hot?" 35:50 Large Cap vs Small Cap vs Mid Cap – "Where Should You Put Your Money?" 38:25 AI in Finance Industry 40:50 Picking the Right PMS – "The 3 Questions Every Investor MUST Ask!" 42:30 How PMS Fund Managers Think – "It’s Not Just About Returns!" 44:44 Book Recommendations