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Markets Opportunities, Themes and Way Forward | Samit Vartak | SageOne Investment Managers
Speaker:
Samit Vartak, Founding Partner & CIO, SageOne Investment Managers
Host:
Kamal Manocha, Founder & CEO, PMS AIF WORLD
Date:
October 04th, 2024 @ 04:00 PM - 05:00 PM IST
While you watch this video, do remember, this is intended and aimed towards informed investing. None of the data points or claims shared be construed as a recommendation or investment advice. Needless to say, that past performance may or may not be sustained in the future.
PMS AIF WORLD (www.pmsaifworld.com) is a performance-focused, analysis-driven, data-backed new-age investment services firm. We offer informed investing experience to our clients and provide the best quality investment products that are managed by experienced money managers. We select products with our proprietary 5-P analysis, that is across - people, philosophy, portfolio, performance, price. The objective of doing this analysis is to determine three important attributes about each investment product, i.e. quality, risk, and consistency. In short, we strive to deliver HIGH PERFORMANCE INVESTING.
Speak to our Experts (click and book your appointment): www.pmsaifworld.com/book-a-call/
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#SageOneInvestmentManagers #SamitVartak #PMSAIFWorld #PMS #AIF #PMSAIF
Risk Disclaimer:
Investments are subject to market risks. Please read all Scheme Information Documents (SID) /Key Information Memorandum (KIM), addendum issued from time to time, and other related documents carefully before investing. This video covers opinions as shared in a webinar, for general information & educational purpose and should not be construed as any kind of Advice or Recommendation. Past performance is not indicative of future returns.
Переглядів: 9 883

Відео

Markets & Way Forward | Anup Maheshwari, 360 ONE Asset | PMS AIF WORLD
Переглядів 2,2 тис.21 день тому
Speaker: Anup Maheshwari, Co-founder & CIO, 360 ONE Asset Host: Kamal Manocha, Founder & CEO, PMS AIF WORLD Date: September 20th, 2024 @ 04:00 PM - 05:00 PM IST While you watch this video, do remember, this is intended and aimed towards informed investing. None of the data points or claims shared be construed as a recommendation or investment advice. Needless to say, that past performance may o...
How are Real Estate Funds better than Fixed Income investment alternatives? PMS AIF WORLD, ICICI Pru
Переглядів 1,1 тис.21 день тому
Speaker: Vishal Gupta - Principal of Investments at ICICI Prudential AMC Host: PMS AIF WORLD Date: August 24th, 2024 PMS AIF WORLD hosted an INVESTMENTS related meet at DLF, The Crest, Delhi. Let's delve into an interesting area of fixed income investments: How Do Funds That Lend to Real Estate Turn Out to Be Preferred Fixed Income Investment Alternatives? In a market where investors often seek...
How is investing in private & unlisted equity emerging as a class to enhance returns? PMS AIF WORLD
Переглядів 1,4 тис.Місяць тому
Speaker: Umesh Agrawal, SEVP & Fund Manager, 360 One Asset Host: PMS AIF WORLD Date: August 24th, 2024 PMS AIF WORLD hosted an INVESTMENTS related meet at DLF, The Crest, Delhi. Here's a talk on an investment avenue that has gained significant traction in recent years & the topic for the session is: How is Investing in Private Equity & Unlisted Equity Emerging as a Class to Enhance Returns? Wit...
PMS AIF WORLD | Alpha Investments | Delhi Investor Meet
Переглядів 507Місяць тому
Host: PMS AIF WORLD Date: August 24th, 2024 PMS AIF WORLD hosted an INVESTMENTS related meet at DLF, The Crest, Delhi. Mr. Kamal Manocha is the Founder & CEO of PMS AIF WORLD. He is responsible for driving the overall business across both wealth management as well as content management. Over past 5 years, PMS AIF WORLD has conceptualised various innovations under his capable thought leadership....
Quanti-FI: Unlock the Power of Quant and Fundamental Expertise | ICICI Prudential AMC
Переглядів 1 тис.Місяць тому
Speaker: Sandip Santdasani, Fund Manager - AIF, ICICI Prudential AMC Host: Kamal Manocha, Founder & CEO, PMS AIF WORLD Date: September 06th, 2024 @ 04:00 PM - 05:00 PM IST While you watch this video, do remember, this is intended and aimed towards informed investing. None of the data points or claims shared be construed as a recommendation or investment advice. Needless to say, that past perfor...
How is Quant Investing generating highest returns in the Stock Market? | INVASSET | PMS AIF WORLD
Переглядів 7 тис.Місяць тому
Speakers: Anirudh Garg, Partner & Fund Manager, INVASSEST LLP Kamal Manocha, Founder & CEO, PMS AIF WORLD Host: PMS AIF WORLD Date: August 24th, 2024 PMS AIF WORLD hosted an INVESTMENTS related meet at DLF, The Crest, Delhi. This is a fireside chat that promises to dive deep into a topic that’s making waves in the Indian stock market: How is Quant Investing Generating the Highest Returns in the...
Arun Subrahmanyam's view on doubling money every few years & what the future holds | PMS AIF WORLD
Переглядів 10 тис.Місяць тому
Speaker: Arun Subrahmanyam, Founder & Managing Partner, Ampersand Capital Host: PMS AIF WORLD Date: August 24th, 2024 PMS AIF WORLD hosted an INVESTMENTS related meet at DLF, The Crest, Delhi. This is a topic that touches on the core of wealth creation through listed equities-a subject that has intrigued investors for decades: ‘How do Listed Equities Portfolios in India Manage to Double Money E...
How is India set to regain its lost glory? Viksit Bharat | Vikas Khemani, Carnelian | PMS AIF WORLD
Переглядів 11 тис.Місяць тому
Speaker: Vikas Khemani, Founder & Fund Manager, Carnelian Asset Management & Advisors Pvt Ltd Host: PMS AIF WORLD Date: August 24th, 2024 PMS AIF WORLD hosted an INVESTMENTS related meet at DLF, The Crest, Delhi. India today is a country which is at the cusp of a transformative chapter; one that is poised to shape the next 20-25 years and beyond. Keeping this in mind, this session addresses the...
Can Abakkus' Alpha Guidance Really Predict MARKET Trends?
Переглядів 1,7 тис.Місяць тому
Speaker: Aman Chowhan, Senior Fund Manager, Abakkus Asset Managers LLP Host: Kamal Manocha, Founder & CEO, PMS AIF WORLD Date: August 19th, 2024 @ 04:00 PM - 05:00 PM IST While you watch this video, do remember, this is intended and aimed towards informed investing. None of the data points or claims shared be construed as a recommendation or investment advice. Needless to say, that past perform...
Art & Science of spotting multi-baggers amongst mid to late-stage unlisted businesses | Abakkus
Переглядів 1,7 тис.Місяць тому
Speaker: Ankit Aggarwal, Fund Manager - Private Equity, Abakkus Asset Managers LLP Host: Kamal Manocha, Founder & CEO, PMS AIF WORLD Date: August 19th, 2024 @ 04:00 PM - 05:00 PM IST While you watch this video, do remember, this is intended and aimed towards informed investing. None of the data points or claims shared be construed as a recommendation or investment advice. Needless to say, that ...
Free flow discussion on Equity Markets ahead | Quest Investment Advisors | PMS AIF WORLD
Переглядів 1,1 тис.2 місяці тому
Speaker: Anirudhha Sarkar, CIO & Portfolio Manager, Quest Investment Advisors Host: Kamal Manocha, Founder & CEO, PMS AIF WORLD Date: August 02nd, 2024 @ 04:00 PM - 05:00 PM IST While you watch this video, do remember, this is intended and aimed towards informed investing. None of the data points or claims shared be construed as a recommendation or investment advice. Needless to say, that past ...
Interpreting Budget 2024 for the Economy & Equities ahead with | Ampersand Capital | PMS AIF WORLD
Переглядів 6832 місяці тому
Speaker: Arun Subrahmanyam, Founder & Managing Partner, Ampersand Capital Host: Kamal Manocha, Founder & CEO, PMS AIF WORLD Date: July 26th, 2024 @ 02:00 PM - 03:00 PM IST While you watch this video, do remember, this is intended and aimed towards informed investing. None of the data points or claims shared be construed as a recommendation or investment advice. Needless to say, that past perfor...
Interpreting the short term underperformance of Sameeksha PMS and Future guidance with, Bhavin Shah
Переглядів 1,5 тис.2 місяці тому
Speaker: Bhavin Shah, Founder, Sameeksha Capital Host: Kamal Manocha, Founder & CEO, PMS AIF WORLD Date: July 19th, 2024 @ 04:00 PM - 05:00 PM IST While you watch this video, do remember, this is intended and aimed towards informed investing. None of the data points or claims shared be construed as a recommendation or investment advice. Needless to say, that past performance may or may not be s...
Is it time to recall the 4 most dangerous words in investing - “This Time it's Different?”
Переглядів 11 тис.3 місяці тому
Speaker: Samir Arora, Founder, Helios Capital Host: Kamal Manocha, Founder & CEO, PMS AIF WORLD Date: July 5th, 2024 @ 04:00 PM - 05:00 PM IST While you watch this video, do remember, this is intended and aimed towards informed investing. None of the data points or claims shared be construed as a recommendation or investment advice. Needless to say, that past performance may or may not be susta...
Presentation by the CIO of India's 1st Fund focused on generating returns through Equity Rentals
Переглядів 1,6 тис.3 місяці тому
Presentation by the CIO of India's 1st Fund focused on generating returns through Equity Rentals
Projecting the way forward for Indian Equities | PMS AIF WORLD
Переглядів 2,2 тис.4 місяці тому
Projecting the way forward for Indian Equities | PMS AIF WORLD
Navigating Expensive Markets: A Quantitative Approach to Value, Growth, Quality & Safety
Переглядів 1,3 тис.4 місяці тому
Navigating Expensive Markets: A Quantitative Approach to Value, Growth, Quality & Safety
Guidance & Way forward on Marcellus CCP | PMS AIF WORLD
Переглядів 5 тис.4 місяці тому
Guidance & Way forward on Marcellus CCP | PMS AIF WORLD
Old Age Businesses - Dying or Worth Investing?
Переглядів 1,3 тис.4 місяці тому
Old Age Businesses - Dying or Worth Investing?
What is the Wright way forward to steer the portfolio from here onwards? | Wright Research
Переглядів 1,4 тис.5 місяців тому
What is the Wright way forward to steer the portfolio from here onwards? | Wright Research
Value Proposition of Private Credit: A Closer Look | Modulus Alternatives Investment Managers
Переглядів 6705 місяців тому
Value Proposition of Private Credit: A Closer Look | Modulus Alternatives Investment Managers
5 reasons why Quality and Growth or ASK Portfolio will do well in FY25 | Nimesh Mehta
Переглядів 2,7 тис.5 місяців тому
5 reasons why Quality and Growth or ASK Portfolio will do well in FY25 | Nimesh Mehta
Is this really a breakout time for Indian equities or market is being too optimistic?
Переглядів 6 тис.6 місяців тому
Is this really a breakout time for Indian equities or market is being too optimistic?
Focus on Growth, irrespective of Market Cap | Ampersand Capital | PMS AIF WORLD
Переглядів 1,7 тис.6 місяців тому
Focus on Growth, irrespective of Market Cap | Ampersand Capital | PMS AIF WORLD
Finding opportunities in saturated markets: Invest Differently | Green Portfolio x PMS AIF WORLD
Переглядів 1,3 тис.6 місяців тому
Finding opportunities in saturated markets: Invest Differently | Green Portfolio x PMS AIF WORLD
Smart Money Manager Awards 2024 | PMS & AIF AWARDS | PMS AIF WORLD x IIM-Ahmedabad
Переглядів 8766 місяців тому
Smart Money Manager Awards 2024 | PMS & AIF AWARDS | PMS AIF WORLD x IIM-Ahmedabad
Trend has changed | Equity Markets | Anand Shah - ICICI Prudential AMC | PMS AIF WORLD
Переглядів 2,6 тис.7 місяців тому
Trend has changed | Equity Markets | Anand Shah - ICICI Prudential AMC | PMS AIF WORLD
Are we heading towards a Bubble OR is this the beginning of a Mega Bull Run? | PMS AIF WORLD
Переглядів 1,5 тис.7 місяців тому
Are we heading towards a Bubble OR is this the beginning of a Mega Bull Run? | PMS AIF WORLD
Private capital boom: Prime time for high-return smart lending by credit funds? | PMS AIF WORLD
Переглядів 3877 місяців тому
Private capital boom: Prime time for high-return smart lending by credit funds? | PMS AIF WORLD

КОМЕНТАРІ

  • @vapiwalaco.8412
    @vapiwalaco.8412 6 днів тому

    NICE

  • @akhilesh5027
    @akhilesh5027 7 днів тому

    I respect Samit but why is he using RE as % to GDP of China.. everyone accepts Chinese RE is a bubble. Using it as a data point is ridiculous.

  • @rickfool1452
    @rickfool1452 7 днів тому

    Ro:th.s-ch/ild ka chamcha

  • @sanjaydongre7802
    @sanjaydongre7802 7 днів тому

    Most genuine honest fund manager. Has consistently created high alpha over a decade. Returns with average CAGR exceeding 25% over decade. He is always concerned about protection and appreciation of customers funds. 🎉

    • @Arihant997
      @Arihant997 7 днів тому

      Does he work with Rs 50 lakhs or Rs 2 crores or more

  • @forzamilan2011
    @forzamilan2011 7 днів тому

    Great context Sir! Please interview Anand Shah from ICICI Pru Alternatives on the Contra PMS as of October 2024… Thanks.

  • @siddarthmohta8504
    @siddarthmohta8504 8 днів тому

    Sir kindly share performance of his funds for the last 1/3/5 yrs

  • @paragawaken
    @paragawaken 8 днів тому

    What is the CAGR of sage one core portfolio pms for last 5 years.can anyone suggest

  • @sanjaykale6235
    @sanjaykale6235 8 днів тому

    Great ..SV BACK AGAIN..sumeet nagar of malabar is good

  • @suntoryToki
    @suntoryToki 16 днів тому

    Aryaman turned out to be a fraud. I invested in their LRD NCD attic Series and lost money , they are not disbursing and are not even lifting phones.. Please avoid bringing such shady people on your channel.

  • @kalyanarja666
    @kalyanarja666 21 день тому

    Can you let us know which ICICI fund speaker is talking here ?

  • @manojkumartibrewal4558
    @manojkumartibrewal4558 28 днів тому

    Excellent exploration and discussion-

  • @gyanprakashgoyal913
    @gyanprakashgoyal913 Місяць тому

    Very informative and valuable advice. Many thanks for sharing the investment opportunities.

  • @pralaysangma8019
    @pralaysangma8019 Місяць тому

    more than economist he is sounding like a BJP spokesperson, his memory seemed to have got erased more than 10 years due to his brain limit, and forgot everything including his existence. LOL.

  • @pralaysangma8019
    @pralaysangma8019 Місяць тому

    Either these gentlemen forgot the HOW part in "How is Quant Investing generating highest returns" video or the person who have updated the video did not paid for his job. LOL.

  • @RakeshSharma-ji4rf
    @RakeshSharma-ji4rf Місяць тому

    Very nice conversation Pearls of wisdom

  • @siddarthmohta8504
    @siddarthmohta8504 Місяць тому

    Excellent

  • @abhishekbanerjee633
    @abhishekbanerjee633 Місяць тому

    Crap videos Unsubbed

  • @janardhanbhat4451
    @janardhanbhat4451 Місяць тому

    Good for nothing

  • @vigneshlakshminarayanan8966
    @vigneshlakshminarayanan8966 Місяць тому

    why does he look like that scared cat meme!

  • @sourabhbhattacharya3411
    @sourabhbhattacharya3411 Місяць тому

    How???

  • @mem1001953
    @mem1001953 Місяць тому

    Wishful thinking is different. Akbar's Hindustan had 25 percent share of global GDP. Study your history well.

    • @prabhumaddy9156
      @prabhumaddy9156 Місяць тому

      There was never an Akbar's Hindustan..at least post with an original user ID

    • @mem1001953
      @mem1001953 27 днів тому

      @@prabhumaddy9156 ok. I won't waste my time teaching history. Google if you can.

  • @veera5684
    @veera5684 Місяць тому

    Waste of time …

  • @shrikantbapat9109
    @shrikantbapat9109 Місяць тому

    Sir, As per icicimf fund manager If the portfolio is rebalanced every year just to avoid STCG , then it would definitely attract more opportunity cost. Then the benefits of quant investing are not fully realised. These are actually my opinion I may be wrong Request kamal sir, to place an appropriate reply 😊

  • @sanjaykale6235
    @sanjaykale6235 Місяць тому

    I like kamal words...differencail webinar and thought leader

  • @RgGh-qo4dj
    @RgGh-qo4dj Місяць тому

    No substance in the first 15mins .. waste of time

  • @englishlearner3179
    @englishlearner3179 Місяць тому

    I don't find anything usefull here sorry

  • @whiteroommenace
    @whiteroommenace Місяць тому

    In Lando maclaren have a 1-2yr opportinity for championship just like ricciarrdo/massa(pre accident)/montoya .... But with piastri they have a potential vettel/lewis/verstappen.

  • @Hey-c2b7h
    @Hey-c2b7h Місяць тому

    Best talk ever. I always believed that lazy fund manager talks about valuation and Nifty at peak etc. but smart fund manager still keep making money even in crisis etc. as they can find opportunities. Key is to invest in the funds with low AUMs so they can churn money fast in and out. PMSs have this advantage.

  • @vikramsinghwal7020
    @vikramsinghwal7020 Місяць тому

    Latent view

  • @vikramsinghwal7020
    @vikramsinghwal7020 Місяць тому

    Danlaw technologies is the next kpit

  • @I_agree_with_you
    @I_agree_with_you Місяць тому

    Doesn't know what he is talking 😂

  • @ramireddy7338
    @ramireddy7338 Місяць тому

    There is no any objective content. You may take down this video for your Esteemed viewer's sake

    • @PPPhysiology
      @PPPhysiology Місяць тому

      These dinosaur ideas are good if you are a crorepati and want to double money in every 3-4 years.

  • @RanjanKumar-oo5te
    @RanjanKumar-oo5te Місяць тому

    Sir,better consider India's equity story from 1990.

  • @ParminderSingh-yp3us
    @ParminderSingh-yp3us Місяць тому

    Vikas ji is pro bjp i think

  • @arnabbhattacharya6579
    @arnabbhattacharya6579 Місяць тому

    Nice sir

  • @vking4535
    @vking4535 Місяць тому

    Kya chutiya bol raha hai ye? World class infrastructure? Our bridges collapse in 2 months, roads develop potholes in 6 months, airports collpse in 2-3 years! We only have world class corruption. India's GDP may improve but people would live a miserable life. Unless peoples standard of living improves GDP is not important. These Fund Managers just want to paint a rosy picture or else you will not invest in their funds. And if we don't invest how will they get their commission?

  • @sizuumalik5134
    @sizuumalik5134 Місяць тому

    successfully wasted 39:53mins

  • @sizuumalik5134
    @sizuumalik5134 Місяць тому

    bla bla bla B school kid not explaining the concept just reading out the notes

  • @narinderpalsingh5349
    @narinderpalsingh5349 Місяць тому

    Very valuable ❤❤❤ Respect and Love from Punjab ❤❤❤❤

  • @anandwal
    @anandwal Місяць тому

    Vikas sir Rocks

  • @Goldstar-89
    @Goldstar-89 Місяць тому

    Don't be pessimistic. Believe in India & its people, irrespective of Caste, Creed, Religion, diversity.

    • @vking4535
      @vking4535 Місяць тому

      Open your eyes and see the reality.

    • @66Dakshinian
      @66Dakshinian Місяць тому

      Oh Bhai, open your eyes😂

  • @mmpcse
    @mmpcse Місяць тому

    By Far the Best

  • @akashkumar3924
    @akashkumar3924 Місяць тому

    No need to feel proud of having young population because we have child producing machines in India and those produced kids are good for nothing rather than spreading nuisance and causing violence in the society. Young population is asset if they work in right direction but here we have doomed young population.

  • @Sheela9999
    @Sheela9999 Місяць тому

    Guys instead of marcellus ,go with bse small cap -- you will loose less and earn more

  • @Sheela9999
    @Sheela9999 Місяць тому

    Marcellus should refund fees along with penalty for loosing investor capital -- i invested 1 crore in RG and lost 30 lakhs in capital and 40 lakh returns = total 70 lakh fucked by marcellus -- they should be punished across all platforms by investor boycotting them

  • @Sheela9999
    @Sheela9999 Місяць тому

    What happens if banks dont get chep fd and capital is shifted to mutual funds ...so banking risk do exist

  • @Sheela9999
    @Sheela9999 Місяць тому

    This guys kills sohrab mukherjee any day ,sohrab is all gyan and performance bakwaas

  • @sanjaykale6235
    @sanjaykale6235 Місяць тому

    Kamal trying to blow holes in aman theiry like he wrung the neck of gubbi of marcellus

  • @paragawaken
    @paragawaken Місяць тому

    Pls invite saurabh Mukherjee. I want him to show how and why his pms has under performed.

  • @paragawaken
    @paragawaken Місяць тому

    Useless pms run by Marcellus.i don't understand what kind of philosophy they are obsessed with.