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Experience a new level of investment confidence with the best PMS & AIF Experts India. Our rigorous process selects the best quality PMS and AIF products along with Gift City Funds customized to your specific financial objectives. By focusing on long-term performance and risk management, we build diversified portfolios that stand the test of time
A pooled investment vehicle that raises money from domestic and foreign experienced investors, according to a specific strategy.
Customized portfolio management for high-net-worth individuals seeking personalized wealth solutions.
Investment vehicles focusing on global markets, providing diversification by investing in foreign equities and assets.
Why AIF-PMS Experts?
Choosing AIF-PMS Experts means embracing a proven framework that defies market unpredictability. The bouquets of AIF-PMS funds are tailored for various risk appetites; our unified approach caters to aggressive, moderate, and conservative investors but is driven by one solid process. With belief in our time-tested process, success becomes a shared journey.
500
satisfied investors
500+
Crores invested
10
Countries investors have trusted us
15,000+
investors use our
tools before investing
01
Confident investing starts with our customized 3Is selection process.
02
Experience reliable performance in any market climate.
03
Tailored investments for maximum returns.
04
Take control of your investments with real-time insights.
Our Process
Discover the power of our 3Is investment process. We build robust portfolios by carefully evaluating Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.
The 3I Framework
Investment Manager
Style
Investment Portfolio
Quality
Investment Performance Consistency
Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.
Focus on strong fundamentals, rigorous risk management, and high-quality assets to ensure stable, long-term returns.
Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.
Testimonials
Unlike traditional AIF and PMS funds, our proprietary investment process has earned the trust of more than 500 investors. By prioritizing transparency and effectiveness, we've built a strong foundation of confidence.
"I am familiar with Mr. Vikas from his previous job. He loves to read and I was impressed by how he stands by his investing process. I also admire how he always puts his client's goals first."
MR. BIPINCHANDRA DUGAM, Pune
Verified Investor
"At first, I wasn't sure about working together, but after talking a lot, I saw they have a careful way of picking the best portfolio manager and their plans using something called 3Is."
MS. AVINASH BHANDARI, Ahmedabad
Verified Investor
"We've been working with Mr. Vikas and his team right from the start. They're really professional and know a lot about what they do. They trust their investing process more than anything else"
MR. MITHUN SUCHAK, Tanzania
Verified Investor
Unlock Your Investment Potential
Being the best PMS & AIF platform, we help our investors achieve their financial aspirations through tailored investment strategies. Our expertise in Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), and Gift City Funds ensures that each investment is optimized for growth and stability.
PROBLEM
Frequently Changing Relationship Manager
SOLUTION
Fixed Relationship
Manager
Tired of repeating your investment goals? Enjoy seamless guidance with a dedicated relationship manager who truly understands you.
PROBLEM
Limited Portfolio Manager
Choices
SOLUTION
Availability of Multiple Deserving Portfolio Managers Under One Roof
Don't settle for limited options. Access a diverse pool of expert portfolio managers, ensuring your investment strategy is always optimized.
PROBLEM
Biased Approach
SOLUTION
Data-Driven Unbiased
Allocation
Say goodbye to biased recommendations. Benefit from data-driven decisions for optimal investment allocations.
PROBLEM
Irregular Profit Booking
SOLUTION
Regular Profit Booking
Tired of inconsistent returns? Our strategic profit booking ensures steady
growth.
PROBLEM
Inadequate Servicing
/Updates
SOLUTION
Quarterly Portfolio Review
Left in the dark about your portfolio's performance? We provide thorough portfolio reviews every quarter, keeping you informed and confident in your investments.
PROBLEM
Lack of Market Insightsc
SOLUTION
Direct Fund Manager Interaction for Market Overview
Missing out on crucial market trends? Engage directly with our fund managers for real-time market insights and strategies.
PROBLEM
Limited Investment Opportunities
SOLUTION
Exclusive Opportunities in CAT I and CAT II Investments for
Existing Clients
Feeling restricted by your current options? Enjoy exclusive investment opportunities in CAT I and CAT II funds, specially curated for our valued clients.
PROBLEM
Superficial Research
SOLUTION
In-Depth Institutional Research
Worried about shallow analyses? Benefit from our comprehensive institutional research, ensuring you make well-informed investment choices.
PROBLEM
Generic Investment Plans
SOLUTION
Curated Portfolios to Match Your Investment Goals
Tired of one-size-fits-all solutions? Our portfolios are meticulously curated to align with your specific investment goals and risk appetite.
PROBLEM
Fragmented Portfolio
Analysis
SOLUTION
Comprehensive 360 Portfolio Research
Comprehensive 360 Portfolio Research Frustrated with incomplete portfolio reviews? We offer a holistic 360-degree analysis of your portfolio, ensuring all aspects of your investments are optimized.
PROBLEM
Frequently Changing Relationship Manager
SOLUTION
Fixed Relationship
Manager
Tired of repeating your investment goals? Enjoy seamless guidance with a dedicated relationship manager who truly understands you.
PROBLEM
Limited Portfolio Manager
Choices
SOLUTION
Availability of Multiple Deserving Portfolio Managers Under One Roof
Don't settle for limited options. Access a diverse pool of expert portfolio managers, ensuring your investment strategy is always optimized.
PROBLEM
Biased Approach
SOLUTION
Data-Driven Unbiased
Allocation
Say goodbye to biased recommendations. Benefit from data-driven decisions for optimal investment allocations.
PROBLEM
Irregular Profit Booking
SOLUTION
Regular Profit Booking
Tired of inconsistent returns? Our strategic profit booking ensures steady
growth.
PROBLEM
Inadequate Servicing
/Updates
SOLUTION
Quarterly Portfolio Review
Left in the dark about your portfolio's performance? We provide thorough portfolio reviews every quarter, keeping you informed and confident in your investments.
PROBLEM
Lack of Market Insightsc
SOLUTION
Direct Fund Manager Interaction for Market Overview
Missing out on crucial market trends? Engage directly with our fund managers for real-time market insights and strategies.
PROBLEM
Limited Investment Opportunities
SOLUTION
Exclusive Opportunities in CAT I and CAT II Investments for
Existing Clients
Feeling restricted by your current options? Enjoy exclusive investment opportunities in CAT I and CAT II funds, specially curated for our valued clients.
PROBLEM
Superficial Research
SOLUTION
In-Depth Institutional Research
Worried about shallow analyses? Benefit from our comprehensive institutional research, ensuring you make well-informed investment choices.
PROBLEM
Generic Investment Plans
SOLUTION
Curated Portfolios to Match Your Investment Goals
Tired of one-size-fits-all solutions? Our portfolios are meticulously curated to align with your specific investment goals and risk appetite.
PROBLEM
Fragmented Portfolio
Analysis
SOLUTION
Comprehensive 360 Portfolio Research
Comprehensive 360 Portfolio Research Frustrated with incomplete portfolio reviews? We offer a holistic 360-degree analysis of your portfolio, ensuring all aspects of your investments are optimized.
Investment Potential
Unlock the power of smart investing with diversified strategies. With proven methods that balance risk and reward, you can achieve stability and growth across all market conditions.
Difference Between AIF,PMS and MF
When you venture into the dynamic realm of equity investments, it's crucial to thoughtfully navigate the diverse avenues at your disposal. This thorough analysis is tailored to unravel the distinctive features of PMS, AIFs, and MFs, providing a guiding light specifically designed for individuals like yourself. Our goal is to empower you with the insights needed for well-informed investment choices, ensuring your journey into the world of equity investments is both enlightening and rewarding.
| 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 Strategy | AIF managers adopt strategies aligned with the fund's objectives | Portfolio managers employ diverse strategies to cater to client's specific needs. | MF managers tailor their approaches to meet the investor's requirements. |
| Minimum Investment Strategy | 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. |
| AIF | PMS | MF |
Top Performing AIF-PMS Funds
As the best PMS AIF Service Provider in India, we streamline the process by carefully selecting top-performing funds that align with your investment objectives. Our proficient team diligently analyzes thousands of options to curate a portfolio of exceptional products, saving you time and effort.
AIF and PMS Frequently Asked Questions
Explore our FAQ section to find answers to the most common queries investors have about Portfolio Management Services and Alternative Investment Funds.
Wisdom Hub
Unsure about PMS and AIF? Our FAQ section covers the most common questions investors like you have.
Reports and Information
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