PMS-AIF
Alternative Investment Funds (AIFs) refer to pooled investment vehicles that collect money from investors to invest in non-traditional assets.
How it works
Why Choose Our PMS- AIF?
Proven track record of delivering consistent returns.
Sophisticated analytics to make well-informed decisions.
Focus on aligning portfolios with individual client needs.
No hidden charges; clear and straightforward pricing.
Portfolio Management Services Considerations
PMS normally has a much higher minimum amount than mutual funds. The minimum investment threshold is at times very high, meaning only HNWIs have access mainly.
Descriptions
Portfolio management is the art and science of selecting and overseeing a group of investments that meet the long-term financial objectives and risk tolerance of a client, a company, or an institution.
Portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full spectrum of investments. The choices involve trade-offs, from debt versus equity to domestic versus international and growth versus safety.
Professional licensed portfolio managers work on behalf of clients, while individuals may choose to build and manage their own portfolios. In either case, the portfolio manager’s ultimate goal is to maximize the investments’ expected return within an appropriate level of risk exposure.
Portfolio Management Services Advantages
Here are some advantages of PMS usage, especially for HNWIs, who may be looking for a customized approach:
- Tailor-made
- Diversification
- Active Management
- Regular Reporting
Free estimate
Benefits
Benefits of Alternative Investment Funds
AIFs represent a sophisticated investment option for those looking to diversify their portfolios, access niche markets, and achieve superior returns.
Access to assets not correlated with traditional stock or bond markets.
Offers opportunities for enhanced returns through specialized strategies.
Entry into private equity, startups, and unlisted assets typically unavailable to retail investors.
Managed by experienced fund managers with expertise in niche markets
Alternative Investment Funds (AIFs)
Alternative Investment Funds (AIFs) refer to pooled investment vehicles that collect money from investors to invest in non-traditional assets. These funds provide sophisticated investment strategies and access to unique markets, catering primarily to high-net-worth individuals (HNWIs), institutions, or investors seeking diversification and potentially higher returns.
Featured Questions
Frequently Ask Questions
A Portfolio Management Service (PMS) is a professional service offered by SEBI-registered portfolio managers to manage investments in equities, debt, and other securities on behalf of investors. PMS offers customized investment strategies tailored to your financial goals and risk appetite.
An Alternative Investment Fund (AIF) is a privately pooled investment vehicle that collects funds from investors to invest according to a defined investment policy. AIFs invest in assets beyond traditional instruments such as equities or bonds—like real estate, private equity, venture capital, or hedge funds.
Ownership: In PMS, investors directly own the underlying securities, whereas mutual fund investors own units of a pooled fund.
Customization: PMS portfolios are personalized; mutual funds are standardized.
Minimum Investment: PMS requires ₹50 lakh (as per SEBI norms), while mutual funds have much lower entry thresholds.
Transparency: PMS offers greater portfolio-level transparency and control.
PMS: Minimum investment is ₹50 lakh.
AIF: Minimum investment is ₹1 crore (as per SEBI regulations).
Both PMS and AIF are ideal for high-net-worth individuals (HNIs), family offices, corporates, and institutional investors looking for diversified and actively managed investment opportunities.