PMS
Our Collaborations
Portfolio Management Services (PMS)
Definition
PMS refers to professional management of investments tailored to meet specific financial goals of an individual investor or a group of investors.
Customization
Offers personalized investment strategies based on the client's risk tolerance and objectives.
Minimum Investment
Typically requires a higher minimum investment than mutual funds, often starting at ₹50 lakh or more.
Regulation
Managed by SEBI-registered portfolio managers.
Direct Ownership
Investors own the underlying securities directly, rather than shares of a fund.
Alternative Investment Funds (AIF)
AIF (Alternative Investment Fund) refers to funds that invest in non-traditional assets such as private equity, hedge funds, real estate, and commodities. They aim for diversification and higher yields beyond conventional investments.
Definition
AIF refers to any fund established or organized in India, which are not covered under the existing regulations governing mutual funds, and may include hedge funds, private equity funds, venture capital funds, etc.
Category I
• Infrastructure Fund
• Venture Capital Fund
• Angel Fund
• Social Venture Fund
Category II
• Private Equity Fund
• Real Estate Fund
• Debt Fund
• Fund of Funds
Category III
• Hedge Fund
• PIPE Fund
Minimum Investment
Usually requires a high minimum investment, starting at ₹1 crore.
Regulated by SEBI
AIFs are also regulated by the Securities and Exchange Board of India (SEBI).