Exclusive Alternative Investment Funds and Portfolio Management Services for High Net-Worth Individuals.
For High Net-Worth Individuals (HNIs) and Ultra-HNIs, standard mutual funds often do not provide the necessary agility or targeted exposure required to generate significant alpha.
Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS) are sophisticated investment vehicles regulated by SEBI, designed specifically for investors seeking aggressive growth, exclusive opportunities, or highly customized portfolio management. Note: The minimum ticket size for a PMS is ₹50 Lakhs, and for an AIF is ₹1 Crore.
Unlike a mutual fund where you simply own units of a massive pool, a PMS offers a customized, concentrated portfolio of stocks held directly in your own Demat account. This offers complete transparency and immense flexibility.
AIFs pool capital from sophisticated investors to invest in asset classes that are out of bounds for traditional retail investors. They are categorized into three distinct buckets:
Invests in start-ups, early-stage ventures, SMEs, and infrastructure. Includes Venture Capital Funds and Angel Funds. Highly illiquid but offers the potential for massive, multi-bagger returns.
Includes Private Equity (PE) funds and Debt funds. These funds invest primarily in unlisted companies or provide structured debt financing, bypassing public market volatility.
Hedge funds and complex trading strategies. These funds employ leverage, short-selling, and derivatives to generate absolute returns regardless of market direction.
Book a private consultation to discuss exclusive PMS and AIF opportunities available through our institutional partners.
