PMS & Alternative Investments

Exclusive access to Portfolio Management Services, Alternative Investment Funds, REITs, structured products, and pre-IPO opportunities — for sophisticated investors seeking superior alpha.

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Beyond Mutual Funds — Premium Investment Access

For investors with higher risk appetite and larger investable surplus, PMS and Alternative Investments offer the potential for superior returns through concentrated, actively managed strategies that go beyond what standard mutual funds can offer.

We provide curated access to India's top PMS managers, Category I, II, and III AIFs, REITs, InvITs, structured products, and unlisted equity — with thorough due diligence and ongoing monitoring.

₹50L+

Min. PMS Entry

₹1Cr+

Min. AIF Entry

30+

PMS/AIF Partners

Investment Products We Offer

Portfolio Management Services (PMS)

Professionally managed, customized equity portfolios with minimum ₹50 lakh investment. Direct stock ownership with personalized strategy.

Alternative Investment Funds (AIF)

Category I (VC/PE), Category II (private equity, debt), and Category III (hedge funds) AIFs for sophisticated investors.

REITs & InvITs

Real Estate Investment Trusts and Infrastructure Investment Trusts for regular income and real asset exposure with liquidity.

Pre-IPO & Unlisted Equity

Early-stage investment in high-growth companies before their IPO — access to potential multi-bagger opportunities.

Structured Products

Capital-protected and yield-enhanced structured products linked to equity indices, commodities, or interest rates.

International Investments

Global diversification through US equities, international ETFs, and offshore funds under the LRS (Liberalised Remittance Scheme).

PMS vs Mutual Funds — Key Differences

Direct Stock Ownership

In PMS, stocks are held directly in your demat account — you own the shares, not units of a fund. Full transparency.

Concentrated Portfolio

PMS portfolios hold 15–25 high-conviction stocks vs 50–100 in mutual funds, enabling higher alpha generation.

Customization

PMS strategies can be customized to exclude certain sectors, stocks, or align with your specific investment philosophy.

Tax Efficiency

Direct stock ownership allows tax-loss harvesting and better control over capital gains realization timing.

Who Should Invest in PMS / AIF?

HNI Investors with ₹50L+ Surplus

Investors with significant investable surplus beyond their core mutual fund and insurance portfolio.

Long-Term Investors (5+ Years)

PMS and AIF strategies require a minimum 3–5 year horizon to deliver their full potential returns.

Investors Seeking Alpha

Those who want returns significantly above market benchmarks and are comfortable with higher volatility.

Business Owners & Promoters

Entrepreneurs looking to deploy business profits into professionally managed, high-return investment strategies.

Our PMS / AIF Advisory Process

Investor Profiling

Assess your risk appetite, investment horizon, liquidity needs, and return expectations for PMS/AIF suitability.

Manager Due Diligence

Rigorous evaluation of PMS/AIF managers on track record, strategy, team, risk management, and fee structure.

Strategy Selection

Recommend 1–3 PMS/AIF strategies that best match your goals — equity, debt, multi-asset, or sector-specific.

Onboarding & Documentation

Complete KYC, agreement signing, demat setup, and fund transfer with full regulatory compliance.

Portfolio Monitoring

Monthly portfolio statements, quarterly performance reviews, and benchmark comparison reports.

Strategy Review & Switching

Annual review of PMS/AIF performance with recommendations to continue, switch, or add new strategies.

Frequently Asked Questions

What is the minimum investment for PMS?

SEBI mandates a minimum investment of ₹50 lakh for Portfolio Management Services (PMS). For Alternative Investment Funds (AIF), the minimum is ₹1 crore. These are designed for high-net-worth investors seeking professional portfolio management.

How is PMS different from a mutual fund?

In PMS, stocks are held directly in your demat account with full transparency. Portfolios are concentrated (15–25 stocks) and can be customized. Mutual funds pool money from many investors and hold units. PMS offers more personalization but requires higher minimum investment.

What are the fees for PMS?

PMS fees typically include a fixed management fee (1–2.5% per annum) and/or a performance fee (10–20% of profits above a hurdle rate). We help you evaluate the total cost and ensure the fee structure is aligned with your interests.

Are PMS and AIF investments liquid?

PMS investments in listed equities are generally liquid, though a notice period of 30–90 days may apply. AIF investments are typically illiquid with lock-in periods of 3–7 years. We clearly explain liquidity terms before any investment.