Portfolio Management Services (PMS) offer customized investment solutions where a professional fund manager manages an investor's portfolio. It is ideal for investors seeking personalized strategies aligned with their financial goals, risk tolerance, and investment horizon. PMS allows investors to own individual securities in their portfolio while benefiting from professional management.
Types of PMS:
- Discretionary PMS: The fund manager independently makes investment decisions on behalf of the client.
- Non-Discretionary PMS: The investor actively participates in decision-making, and the manager executes investments after client approval.
- Advisory PMS: The manager provides research-based advice and recommendations, while the investor retains full control over execution.
Features of PMS:
- Customized Portfolios: Tailored to individual goals and risk profiles.
- Direct Ownership: Investors hold the underlying securities in their portfolio.
- Transparent Reporting: Regular updates and clear performance reporting.
- Active & Professional Management: Continuous monitoring and strategic adjustments.
- Minimum Investment: ₹50 lakh
Let us be your partner in securing your financial future. Embrace our Portfolio Management Services and take the first step towards your financial goals.
Alternative Investment Funds (AIFs) are privately pooled investment vehicles that collect funds from sophisticated investors and invest according to a defined strategy. AIFs provide access to alternative asset classes such as private equity, real estate, venture capital, hedge funds, and infrastructure - offering diversification beyond traditional markets.
Types of AIF:
- Category I AIF: Invests in start-ups, early-stage ventures, social ventures, and SMEs.
- Category II AIF: Includes private equity funds, debt funds, and other funds.
- Category III AIF: Employs complex trading strategies, including derivatives, to generate short-term gains.
Features of AIF:
- SEBI Regulated: Ensures compliance and investor protection.
- Diversification: Access to high-growth and less correlated asset classes.
- Professional Management: Managed by seasoned domain experts.
- Minimum Investment: ₹1 crore
With Alternate Investments, you can broaden your investment horizons and aim for greater financial growth. Start your journey today to achieve your wealth goals.
Specialised Investment Fund (SIF) is a SEBI-regulated pooled investment scheme introduced to bridge the gap between mutual funds and Portfolio Management Services (PMS).
Types of SIF:
1. Equity-Oriented Strategies
- Equity Long-Short Fund: Invests a minimum of 80% in equities, taking both long and short positions.
- Equity Ex-Top 100 Long-Short Fund: Avoids the top 100 companies by market capitalisation to generate alpha.
- Sector Rotation Long-Short Fund: Focuses on a maximum of four sectors, taking long and short bets within them.
2. Debt-Oriented Strategies
- Debt Long-Short Fund: Invests in fixed-income securities while using derivatives for hedging or enhancing returns.
- Sectoral Debt Long-Short Fund: Invests across at least two sectors, allowing tactical debt positioning.
3. Hybrid Strategies
- Active Asset Allocator: Dynamically allocates between equities, debt, commodities, and REITs/InvITs.
- Hybrid Long-Short: Combines a minimum of 25% equity and 25% debt along with long/short strategies.
Key Features:
- Minimum Investment: ₹10 lakh
- Derivatives Exposure: Up to 25% of net assets.
- Defined Return Profiles: Comes with structured risk controls.
- SEBI Regulated: Ensures compliance and investor protection.