#PMS #SEBI #PMSData It has been a long battle by @MoneylifeIndia . Yet there is much more needed to be done for investors, especially on PMS data. Today, many investors don't know that PMS performance can be compared. But yes, you can. Here is a link to compare performances of PMS schemes from different portfolio managers apmiindia.org/apmi/welcomeia… @suchetadalal @Moneylifers @yogtoday

#PMS #SEBI #PMSData SEBI finally put out PMS performance data, but even that was done grudgingly and in a very difficult to access manner. For example, in October 2016, SEBI’s website shows that Anvil Wealth Management generated a return of 138% in one month. The data also shows highly erratic returns – after showing returns of 113% to 130% for every month between May 2016 to November 2016, the return suddenly dips to 0% in December 2016 and shoots up to 126% in January 2017 and drops to 0% again in February 2017. How does one make sense of this? Main issue was SEBI’s website provided no details about how these returns were calculated and whether they are gross or net returns. Many Glaring Errors in SEBI PMS Data; Misleads Investors moneylife.in/article/many-gl… @suchetadalal @Moneylifers @yogtoday

#PMS #SEBI #PMSData Why is it so hard for SEBI officials to understand that investor can make an informed choice only by comparing the performance of different portfolio managers? Probably because SEBI either does not engage with investors directly or does so selectively. One can see how varied the performance of portfolio mangers can be in our analysis of 26 PMS companies. PMS Performance: The Good, the Average and the Ugly moneylife.in/article/pms-per… @suchetadalal @Moneylifers @yogtoday

#PMS #SEBI #PMSData Finally, SEBI woke up, but in anger. SEBI's AM in the Investment Management Dept wrote to us defending SEBI’s position on niggardly disclosure and claiming that it was doing plenty for investors. Seriously? moneylife.in/article/sebis-w… @suchetadalal @Moneylifers @yogtoday

#PMS #SEBI #PMSData #SEBI did not follow the CIC order in spirit. We did more work. We struggled to compile the information that was available. We filed another RTI seeking data on a compact disk, as if it is parting with state secrets. SEBI refused. We then conducted a survey to get reactions from #PMS investors and compiled it all in our cover story. "Portfolio Management Schemes: Will Your Portfolio Blow Up?" moneylife.in/article/portfol… @suchetadalal @Moneylifers @yogtoday

#PMS #SEBI #PMSData @SEBI_India which swears by a ‘disclosure’-based regime, thwarted our attempt to collect PMS data at every turn. We filed an RTI request, which was turned down. We appealed to the CIC, who ordered SEBI to put PMS information in the public domain. moneylife.in/article/power-o… @suchetadalal @Moneylifers @yogtoday

#PMS #SEBI #PMSData Next was a doctor couple whose nest egg halved in PMS. moneylife.in/article/bad-exp… @suchetadalal @Moneylifers @yogtoday

#PMS #SEBI #PMSData Did you know, before @MoneylifeIndia wrote several articles, filed RTIs, the data on @PMS was not available in public domain? A thread... Well, it started in 2011, Moneylife battled the regulator to get information on the performance of PMS, when we found one investor lost a whopping Rs1 crore in a single action of gross mis-selling! moneylife.in/article/sordid-… @suchetadalal @Moneylifers @yogtoday

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