Read the latest pieces from ithoughtPMS...
Behind The Scenes: How We Review PMS Portfolios Every Month
Anita opened her mailbox: there it was her monthly PMS report. She opened the attachment, scrolled down to the performance...
Read More
ithought PMS factsheet- February 2026
As we close February 2026, global markets continued to remain sensitive to geopolitical developments, including the ongoing war and broader...
Read More
How Long Should You Stay Invested in a PMS?
Markets today offer many opportunities, but they also come with uncertainty. This makes one question very important for investors: how...
Read More
Union Budget 2026: How PMS Managers Reposition Their Portfolios
The Union Budget 2026, presented by Finance Minister Nirmala Sitharaman on February 1, 2026, emphasizes infrastructure-led growth, manufacturing revival, MSME...
Read More
ithought PMS factsheet- December 2025
December 2025 marked a reflective pause for markets after a year of ups and downs, allowing fundamentally strong portfolios to...
Read More
Ithought PMS- The 2025 Journey
2025 reminded investors of something timeless– process, discipline, and patience matter far more than any headline or market mood. Through...
Read More
Can PMS Truly Outperform the Markets?
In a market environment that feels both opportunity-rich and uncertain, investors are asking sharper questions than ever before. One of...
Read More
Riding the Cycles: Why Flexi Cap Funds Make Sense When Market Leadership Keeps Changing
A look at the calendar‑year performance grid for the last decade shows that the three market‑cap buckets keep shuffling positions...
Read More
Why your portfolio should be ready for the new growing India?
Over the last few years, India has quietly transformed from being an emerging economy to a confident, fast-growing one. The...
Read More