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Invest confidently with handpicked opportunities tailored to your goals through our meticulous 3Is selection process.
Experience stable returns with our measurable consistency score, showcasing reliability across various market conditions.
Invest confidently with handpicked opportunities tailored to your goals through our meticulous 3Is selection process.
Elevate your investment journey with a seamless, digitalized experience offering convenience, accessibility, and real-time insights.
The imperative of a robust investment process.
The Imperative of a Robust Investment Process
Guiding you in your first step to choose the best equity investment avenue
| Alternative Investment Funds (AIF) | Portfolio Management Services (PMS) | Mutual Funds (MF) | ||
|---|---|---|---|---|
| Suitable | AIFs provide flexibility and diverse investment objectives, making them suitable for those open to longer lock-in periods and seeking a comprehensive investment approach | PMS is designed for those seeking personalized services and substantial returns, making it an ideal choice for discerning high-net-worth individuals. | MFs suit investors desiring risk reduction through pooled investments, prioritizing inclusivity over exclusivity in their approach. | |
| Investment Objective | AIFs offer versatility, addressing various goals like high returns, capital preservation, or diversification | PMS aims at delivering high returns for HNIs and institutions | MFs, meanwhile, focus on achieving long-term growth and income. | |
| Investment Strategies | AIF managers adopt strategies aligned with the fund's objectives | Portfolio managers employ diverse strategies to cater to clients' specific needs | MF managers tailor their approaches to meet the investors' requirements. | |
| Minimum Investment Amount | Rs. 1 Crore | Rs. 50 lacs | Rs. 500 with monthly SIP | |
| Fees | AIFs have a 2% management fee and a 20% profit-sharing model | PMS charges 1-3% management fees and profit-sharing fees | MFs follow SEBI-regulated expense ratios ranging from 1% to 2.25% | |
| Liquidity | AIFs may have lock-in periods and limited liquidity options | PMS provides direct ownership with relatively less liquidity | MFs offer high liquidity. | |
| Know More | Know More | Know More |
Precision in product selection through a process-driven approach.
Navigating volatile markets with 3Is for growth and fund selection
Navigating volatile markets with 3Is for growth and fund selection
| Product | 1M | 3M | 6M | 1Y | 2Y | 3Y | 5Y | 10Y | Since Inc. |
|---|---|---|---|---|---|---|---|---|---|
| Green Lantern Capital Growth Fund | 5.59 | 20.63 | 51.74 | 84.74 | 46.04 | 59.06 | 35.04 | 0.0 | 23.79 |
| Aurum Small Cap Opportunities | 1.49 | 10.22 | 29.40 | 60.08 | 26.14 | 38.49 | 27.56 | 28.24 | 29.86 |
| Roha Emerging Champions Portfolio | 1.46 | 11.03 | 26.33 | 54.97 | 23.17 | 42.64 | 0.0 | 0.0 | 44.78 |
| ICICI Prudential PMS PIPE Strategy | 5.5 | 11.8 | 29.0 | 54.8 | 36.5 | 40.5 | 0.0 | 0.0 | 33.1 |
| Abakkus Emerging Opportunities Approach | 3.5 | 9.3 | 28.0 | 52.4 | 20.6 | 38.0 | 0.0 | 0.0 | 40.5 |
Curated products tailored for your investment goals
Frequently asked questions of AIF and PMS
What are AIF funds?
An Alternative Investment Fund (AIF) is a private investment pool in India, collecting funds from sophisticated investors globally or domestically. Unlike Mutual Funds, AIFs operate under a defined investment policy, focusing on unconventional investments like venture capital, private equity, and hedge funds.
Who can invest in Alternative Investment Funds?
All Indians, including NRIs, PIOs, and OCIs, can invest in AIFs, provided they meet qualifying requirements such as a minimum capital of Rs20 crore for each program. Investors must make a minimum investment of Rs1 crore or Rs25 lakh in the case of AIF employees, directors, and fund managers.
How can I invest in AIFs?
Risk-taking investors desiring diversification can invest in SEBI-registered AIFs. Joining our platform will guide you through the entire investment process, ensuring a seamless experience.
Can Alternative Investment Funds give loans?
AIFs are privately pooled investment vehicles where funds are not used to give loans, distinguishing them from traditional lending structures.
What is not included in AIFs?
Alternative investments cover financial assets outside conventional categories like stocks, bonds, and cash.
What is Portfolio Management Services (PMS)?
Portfolio Management Services (PMS) is an investment service tailored for high-net-worth individuals (HNIs), offering a professionally managed portfolio consisting of stocks, fixed income, debt, cash, and structured products. With PMS, you own individual securities, providing the freedom to customize your portfolio according to your specific needs and objectives.
Is Portfolio Management a good service?
Absolutely. PMS is a highly customized solution designed for HNIs, offering greater flexibility and potentially higher returns. If you have a substantial amount to invest, PMS can be a beneficial service, especially when seeking the best PMS service in India.
What is the difference between mutual fund and portfolio management?
While mutual funds cater to a diverse group of investors, PMS is often reserved for high-net-worth individuals. Mutual funds are strictly regulated by SEBI, providing transparency, whereas PMS offers a more personalized approach.
How much does a portfolio manager charge?
Portfolio managers typically charge a fixed fee of 1.5% of the capital invested. Additionally, if the investor gains 10% or more on the invested amount, a 20% profit share is applicable.
Are PMS risky?
Yes, all investments carry some level of risk. The degree of risk varies based on the chosen assets. Small and mid-sized businesses, for example, pose higher risks compared to larger enterprises.
