Big Alpha Comes from Process, Not Luck! In this insightful conversation, Vijay Bharadia, CIO & Managing Partner at Wallfort PMS, shares the investment philosophy behind the fund’s strong performance, highlighting the importance of the 4P strategy, tracking company earnings, and investing with a long-term perspective. Watch the full Video: youtube.com/watch?v=yni6T5WL… #fundmanager #wallfortpms #interview #investment #finances #wealthcreation #portfoliomanagement #pmsbazaar

“Portfolio earnings growth for our strategy has been >20% CAGR since inception (July’24), and the 2-year return is negative given the market environment,” Said Mr. Bhargav Buddhadev In the latest PMS Bazaar Fund Manager Brief, gain insights from the Executive Director of Ambit Asset Management on micro-cap opportunities, Q2 FY27 performance, valuation opportunities in microcaps & More. Read NOW: resources.pmsbazaar.com/fund… #fundmanager #fundmanagerinsights #finance #investments #microcaps #valuation #portfolio #pmsbazaar

Market Crash or Business Problem? Here's How to Tell! In this insightful conversation, Vijay Bharadia, CIO & Managing Partner at Wallfort PMS, shares his perspective on Warren Buffett’s principle of the Circle of Competence and explains why understanding a business is crucial for distinguishing between temporary market corrections and fundamental business problems. Watch the full Video: youtube.com/watch?v=yni6T5WL… #wallfortpms #finances #investments #wealthcreation #interview #pmsbazaar

MF PMS Explained: Why Wealth Management Matters More Than Products! 🚀 Choosing the right investments is just the beginning. Effective portfolio management and disciplined decision-making are equally important for achieving better investment outcomes. In this insightful conversation, Sandeep Jethwani, Co-founder of Dezerv and Vice Chairman – APMI, shares his perspective on how MF PMS can bridge the gap between investment access and effective wealth management. Watch the full conversation: youtube.com/watch?v=-OfNO1Ia… #mfpms #pms #finances #investments #wealthmanagement #Dezerv #webinar #pmsbazaar

Micro-Caps & Small Caps: The Next Big Opportunity? India’s long-term growth story presents opportunities for investors, but identifying quality businesses, strong promoters, and companies with long-term potential is key. In this insightful conversation, Vijay Bharadia, CIO & Managing Partner at Wallfort PMS, shares why time in the market matters more than timing the market and why patience is essential for long-term investing. Watch the full Video: youtube.com/watch?v=yni6T5WL… #wallfort #smallcaps #microcaps #finances #investments #investmentopportunity #pmsbazaar

✨ Proud to Welcome Our Gold Sponsor for PMS & AIF 9.0! ✨ We’re proud to have IIFL Capital Services Limited as the Gold Sponsor of PMS & AIF 9.0, taking place on 17 November 2026, from 9:30 AM to 5:00 PM at Taj Santacruz, Mumbai, bringing together leading voices and key players from India’s alternative investment ecosystem. Get ready for a power-packed day featuring: 🔹 Expert insights & industry perspectives 🔹 Innovative investment strategies 🔹 Emerging opportunities across alternative investments 🔹 Meaningful conversations & high-value networking 🔹 And much more! 💰 Actual Price: ₹8,899 🎟️ Early Bird Price: ₹6,599 (promo code PMSAIF9) ⏳ Hurry! Use promo code PMSAIF9 and save ₹2,300! Early Bird tickets are limited—secure your seat before the offer ends. 👉 Book Your Seat: pmsbazaar.com/Events/PMS-AIF… Don’t miss out! Book your seat now before the Early Bird Offer ends! #pmsaif9 #pmsaifsummit #mumbaievents #finances #investments #goldsponsor #pmsbazaar

📊 September 2026 PMS Performance Highlights 🏆 436 of 578 PMS strategies beat the BSE 500 TRI in September 2026, showing resilience amid challenging market conditions. 📉 The NIFTY 50 TRI declined 6.03%, while the S&P BSE 500 TRI fell 5.57% during the month. 📈 The Top 10 PMS strategies recorded an average return of 4.87%, highlighting their strong performance amid a market downturn. 📲 Want to see the full PMS performance and strategy-wise returns? Join our WhatsApp channel and check out the file for complete details: whatsapp.com/channel/0029Vaa… 🔍 Explore 500+ PMS strategies, detailed performance dashboards, and research insights at 👉 pmsbazaar.com 📚 Stay tuned for our monthly PMS analysis, covering category-wise performance, benchmark comparisons, and key trends shaping the PMS industry. #pms #pmsreturns #monthlyreturns #top10pms #pmsperformers #investments #alternativeinvestment #finance #pmsbazaar

The 97th Edition of the PMS Bazaar Monthly Newsletter is now live! Discover key insights into global economic developments, India’s growth outlook, and recent equity market movements amid changing market conditions. This edition features Spark Asia Impact Managers, highlighting its investment philosophy, stock selection process, portfolio construction, and risk management approach. Also, explore our exclusive interview with Amresh Kumar, Partner – Fund Management, Spark Asia Impact Managers, discussing market cycles, cash allocation, large-cap vs. mid- and small-cap opportunities, and emerging themes in India’s investment landscape. Read NOW: resources.pmsbazaar.com/news…? #newsletter #interview #smallcap #largecap #investments #finance #investmentopportunity #pmsbazaar

“ Several new profit pools are accelerating, such as semiconductors, niche manufacturing, CDMO, battery, aerospace, defence, specialty chemicals, the AI stack,” Said Mr. Raghav Mittal In the latest PMS Bazaar Fund Manager Brief, get insights from the Founder & CIO of Dhamma Capital, India on India's microcap opportunities, the next wave of multibaggers, emerging growth sectors & more.. Read NOW: resources.pmsbazaar.com/fund…? #fundmanager #fundmanagerbrief #sectors #finance #investments #pmsbazaar

Pre-IPO vs Listed: Where Lies the Next Alpha Opportunity? | Exclusive Webinar on 16 October! Join us for an insightful webinar with Mr. Radha Raman Agarwal, MD & CEO at Swyom Advisors Limited, as he shares his perspective on the evolving landscape of listed and Pre-IPO investing. Topic: Listed vs Pre-IPO: Two Markets, One Goal — Finding Alpha Date & Time: 16 Oct (Friday) at 4:30 PM IST Register NOW: pmsbazaar.com/Webinar/Regist… Key topics covered: 🔹 How is the Pre-IPO market evolving? 🔹 What is the risk-reward equation in Pre-IPO investing? 🔹 Where Does the Alpha Opportunity Lie Between Listed and Unlisted Markets? 🔹 Why are CAT III AIFs gaining investor attention? 🔹 Small & Midcaps vs Large Caps: Where is the opportunity? 🔹 & More Don’t miss this opportunity! #webinar #preipo #finance #investments #investmentopportunity #smallcap #midcaps #pmsbazaar

✅ In a recent PMS Bazaar webinar, Sandeep Tyagi, Founder and CEO & Shubham Goyal, Director, Strategy (Principal Officer & Fund Manager – I-Alpha), Estee Advisors, shared insights on how market-neutral arbitrage strategies can help navigate uncertain market conditions, capture pricing inefficiencies, and add stability to client portfolios. Here is a quick recap of the webinar 👇 Want to know more? 👉 Check out the session recording: youtube.com/watch?v=E7EqYAZs… #webinar #finance #investments #portfolios #esteeadvisors #wealthcreation #investmentopportunities #pmsbazaar

Vivriti Asset Management Completes Vintage II Fund Exits, Returns ₹3,400 Crore to Investors Across Two Vintages Vivriti Asset Management (VAM), a private credit-focused investment manager, has announced the successful completion and exit of its Vintage II funds within their stipulated fund life, achieving their investment objectives. Read More: pmsbazaar.com/News/Vivriti-A… #news #finance #newsalert #investments #newsupdate #pmsbazaar

What Makes Micro-Cap Investing So Challenging? In this conversation, Vijay Bharadia, CIO & Managing Partner at Wallfort PMS, explains why investing in small- and micro-cap companies requires deeper due diligence and careful fund manager selection. Watch the full Video: youtube.com/watch?v=yni6T5WL… #microcap #smallcap #fundmanger #investing #finance #investments #investmentopportunity #wallfortpms #pmsbazaar

✨ Proud to Welcome Our Platinum Sponsor for PMS & AIF 9.0! ✨ PMS Bazaar is proud to welcome Dezerv Investments Private Limited as the Platinum Sponsor of PMS & AIF 9.0 — India’s Biggest Alternative Investment Summit! 🏆 📅 17 November 2026 📍 Taj Santacruz, Mumbai ⏰ 9:30 AM – 5:00 PM Get ready for a power-packed day featuring: Expert insights & industry perspectives, Innovative investment strategies, emerging opportunities across alternatives, Meaningful conversations & high-value networking & more. 💰 Actual Price: ₹8,899 🎟️ Early Bird Price: ₹6,599 (promo code PMSAIF9) ⏳ Hurry! Use promo code PMSAIF9 and save ₹2,300! Early Bird tickets are limited—secure your seat before the offer ends. 👉 Book Your Seat: pmsbazaar.com/Events/PMS-AIF… Don’t miss out! Book your seat now before the Early Bird Offer ends! #pmsaif9 #financeevent #platinumsponsor #alternativeinvestments #finance #investment #mumbaievents #pmsbazaar

“ Healthcare (specifically Pharmaceutical CDMO) and Capital Goods are the two sectors where India’s relevance on the global stage is increasing,” Said Ms. Harini Dedhia In the latest PMS Bazaar Fund Manager Brief, get insights from the Fund Manager at Tamohara Investment Managers Pvt. Ltd. on second-order effects, pre-mortem risk management, portfolio construction, and conviction in Healthcare, Capital Goods & Financial Services, and more. Read NOW: resources.pmsbazaar.com/fund…? #fundmanager #portfolio #riskmanagement #wealthcreation #finance #investment #investmentopportunnities #pmsbazaar

Large-Cap Alpha: What’s Changed, and What’s Next? Find Out This Friday at 4:30 PM. Register Now! Join us for an insightful webinar with Mr. Naveen Chandramohan, Founder and Fund Manager at Itus Capital , as he shares his perspective on the changing landscape of large-cap investing. Topic: Is Large-Cap Alpha Changing? What Does It Mean for Investors? Date & Time: This Friday (09 Oct) at 4:30 PM Register NOW: pmsbazaar.com/Webinar/Regist… Key topics covered: 🔹 Where are we in the market cycle today? 🔹 What has changed over the last few years? 🔹 Is large-cap alpha dead? 🔹 How should portfolios be constructed today? 🔹 How should portfolios be positioned for the next phase? 🔹 & More Don’t miss out! Register now to explore the evolving dynamics of large-cap investing. #webinar #registernow #largecap #finance #investment #investing #alpha #portfoliomanagement #wealthcreation #pmsbazaar

🏆 Multi Cap & Flexi Cap PMS: Which Strategy Delivered the Highest Return? | Top 5 Performers Multi Cap & Flexi Cap PMS strategies recorded an average return of 2.98%, outperforming both the BSE 500 TRI (-0.09%) and Nifty 50 TRI (-1.14%) during the month. Explore the Top 5 Multi Cap & Flexi Cap PMS performers, with the leading strategy delivering a 14.73% return! Discover the strategies that led the category and how they performed against key market benchmarks. 📖 Read the full blog now: pmsbazaar.com/Blogs/PMS-Perf… #pms #pmsreturns #finance #investments #wealthcreation #portfoliomanagement #pmsstrategies #top5

🏆 Small Cap PMS: Which Strategy Delivered the Highest Return? | Top 5 Performers Small Cap PMS strategies recorded an average return of 4.09%, outperforming both the BSE 500 TRI (-0.09%) and Nifty 50 TRI (-1.14%) during the month. Explore the Top 5 Small Cap PMS performers, with the leading strategy delivering a 13.08% return! 📊 Top 5 Performers: 🥇 India Rising SME Stars – Hem Securities: 13.08% 🥈 Smart Alpha Micro and Small Cap – Alchemy Capital Management: 10.46% 🥉 Rising Stars – Sundaram Alternate Assets: 7.03% 4️⃣ Super Value Aggressive – Right Horizons: 6.78% 5️⃣ Rising Star Opportunity – Valentis Advisors: 6.75%| Discover the strategies that led the category and how they performed against key market benchmarks. 📖 Read the full blog now: pmsbazaar.com/Blogs/PMS-Perf… #smallcap #pmsreturns #investmentopportunities #investments #top5pms #pmsperformance #pmsbazaar

🏆 Small & Mid Cap PMS: Who Delivered the Highest Return? | Top 5 Performers Small & Mid Cap PMS strategies recorded an average return of 3.36%, outperforming both the S&P BSE 500 TRI (-0.09%) and Nifty 50 TRI (-1.14%) during the month. Explore the Top 5 Small & Mid Cap PMS performers, with the leading strategy delivering a 9.87% return! Discover the strategies that led the category and how they performed against key market benchmarks. 📖 Read the full blog now: pmsbazaar.com/Blogs/PMS-Perf… #pms #pmsreturns #top5 #pmsstrategies #pmsperformers #finance #investments #pmsbazaar

SEBI Introduces PRIM Route for Portfolio Managers to Invest in Mutual Funds SEBI has introduced the Portfolio Managers Route for Investing in Mutual Fund Units (PRIM), allowing portfolio managers to invest clients’ funds in direct plans of mutual funds, including ETFs, Index Funds and Specialised Investment Funds (SIFs) offered by Indian AMCs. Read More: pmsbazaar.com/News/pmsbazaar… #news #finance #sebi #portfoliomanagers #investments #pmsbazaar