AIF/PMS





Alternative Investment Funds (AIF )

Alternative Investment Funds (AIF) are privately pooled investment vehicles that collect funds from investors and invest them in specialized strategies beydod traditional mutual funds.

AIFs typically invest in opportunities such as private equity, venture capital, infrastructure, hedge strategies, and structured investments.

These funds are regulated in India by the Securities and Exchange Board of India (SEBI) and are generally desigend for sophisticated investors seeking diversification beyond conventional markets.

Key Features of AIF:

  • Access to aliternative investment strategies

  • Professional fund management

  • Active portfolio marikoring and rebalancing

  • Exposure to private markets and specialized assets

  • Long-term capital appreciation potential

Difference Between PMS and AIF

Aspect PMS AIF
Structure Individually managed portfolio Pooled investment fund
Ownership Securities held directly in investor’s name Units of the fund are allotted to investors
Investment Strategy Customized for each investor Common strategy for all investors in the fund
Portfolio Control Portfolio tailored to client preferences Managed collectively according to fund mandate
Investment Exposure Mainly listed equities and securities Private equity, venture capital, hedge strategies, and alternative assets

Both PMS and AIF are

Advanced investment avenues designed for investors who seek

Professional Management, ensuring your

investments are in expert hands.

Structured Investment Strategies tailored

to long-term financial goals.

Long-Term Wealth Creation beyond

traditional investment products.

With PMS and AIF, you gain access to customized, diversified, and growth-oriented investment solutions for a stronger financial future.

PMS & AIF

Advanced investment solutions designed for investors seeking customized portfolio management and access to sophisticated investment strategies.

PMS

PMS

Portfolio Management Services

AIF

AIF

Alternative Investment Funds

Portfolio Management Services (PMS)

Portfolio Management Services (PMS) provide customized investment management where a professional portfolio manager actively manages a portfolio of securities on behalf of the investor.

Under PMS, investments are made directly in the client's name, and the portfolio is tailored according to the investor's financial goals, risk profile, and investment horizon. The portfolio manager continuously monitors and adjusts the portfolio to respond to market opportunities and risks.

PMS is generally suitable for investors looking for personalized strategies, concentrated portfolios, and active management.

Key Features of AIF:

  • Individually managed portfolios

  • Direct ownership of stocks and securities

  • Customized investment strategy

  • Active portfolio monitoring and rebalancing

  • Transparent reporting of holdings and performance