AIF & PMS Investment Services

Alternate Investment Fund (AIF) and Portfolio Management Services (PMS) are designed for discerning investors seeking personalized strategies, professional fund management, and sustainable long-term wealth creation.

Understanding AIF & PMS

AIF (Alternative Investment Fund) refers to privately pooled investment vehicles that invest in alternatives like private equity, venture capital, hedge funds, real estate, etc. These funds are ideal for High-Net-Worth Individuals (HNIs) looking to diversify beyond stocks and mutual funds.

PMS (Portfolio Management Services) offers customized investment solutions, where a portfolio manager actively manages your assets in line with your financial goals and risk appetite. This service provides more control, flexibility, and transparency than traditional mutual funds.

Why Do You Need AIF or PMS Services?

Commonly Used Terms in AIF & PMS

Fund Manager

An expert responsible for managing and making investment decisions for your portfolio or fund.

Discretionary PMS

A type of PMS where the fund manager has full authority to make investment decisions on your behalf.

Non-Discretionary PMS

Here, the fund manager provides suggestions, but you make the final investment decisions.

CAT I, II, III AIF

Different categories of AIFs based on risk and investment strategy — Category I (low risk), Category II (moderate), and Category III (high-risk, high-reward strategies).

Minimum Investment

PMS requires a minimum investment of ₹50 Lakhs, while AIF typically starts at ₹1 Crore, as per SEBI guidelines.

NAV (Net Asset Value)

The value of your portfolio or fund on a specific date.

Invest Smart, Invest Strategically

Unlock elite investment opportunities with expert-managed AIFs and PMS — ideal for wealth preservation, portfolio diversification, and long-term growth.

Benefits of AIF & PMS

Tailored Investment Strategies

Get a portfolio designed around your financial goals, risk appetite, and preferences.

Expert-Led Fund Management

Access top-tier fund managers who use data-driven and research-backed approaches.

Transparency and Control

Track your investments with detailed reports, full disclosure, and complete control.

Diversification Beyond Traditional Assets

Invest in unique instruments like private equity, real estate, and structured products.

Long-Term Wealth Creation

Strategically designed for capital appreciation, legacy planning, and wealth preservation.

Our Principles as a distributor of AIF/PMS

Want to invest in the stock market but not sure where to begin? Our stock broking solutions make it easy. We simplify and safeguard the entire process for you, from buying and selling shares to effortless expert guidance.

Transparency

Clear communication on fees, risks, and returns for every investment.

Client-First Philosophy

Every portfolio is structured to reflect your personal goals and preferences.

SEBI Compliance

All offerings adhere to SEBI regulations to ensure credibility and legality.

Data Privacy & Security

We safeguard your information and investments with bank-grade security.

Recognition & Awards

Frequently Asked Questions

PMS is a professional investment service whereby experts handle your portfolio and offer customized strategies for enhanced returns.

Offering higher growth potential, AIFs are privately pooled funds that invest in non-traditional assets like private equity, venture capital, or hedge funds.

Investors in high-net-worth individuals seeking customized investment plans, expert management, and diversification beyond stocks and mutual funds.

SEBI demands a minimum of ₹50 Lakhs for PMS and ₹1 Crore for AIFs.

PMS provides bespoke portfolios, more openness, and direct security ownership, unlike mutual funds.