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Frequently Asked Questions

You might be thinking, what is AIF & PMS Experts? We are multi-asset alternative investments and PMS focussed platform. We offer an extensive range of products and services for wealth creation, especially for the HNI and Ultra HNI audience.

To sign-in, do the following steps:

  • Go to the www.aifpms.com homepage
  • Scroll over the Products & Services Tab
  • Click on PMS Comparison
  • Go to Sign up here
  • Enter your basic details like your name, email address and mobile number
  • Enter the OTP and set the password

Thus, you have registered and now, you can login to your account anytime, anywhere with your user-id and password. 

Login at www.aifpms.com is simple and involves just two steps: 

  • Either you can go to the sign-up section, click on Login
  • You can use your mobile number to get an OTP 

Or

  • Click on the Home button
  • Go to Login and enter your user name and password

If you forget your password, you can go to the same login link and click on forgot password. 

Next, you need to enter your User ID or PAN and your registered email address.

After submitting these, you will receive your password at your registered email address. 

Our advice is to change your password after this step.

You can access around 300 PMS and Alternative Investment products through our portal. Apart from this, we have various unlisted and structured products. Category I, II and III AIFs are available through our portal. For PMS, we have Large-cap, Mid & Small Cap, Multicap and Advisory Portfolio PMS in our portal. 

In terms of services, we offer PMS Comparison, Portfolio Analysis, Reports and Smart Screener.

Here’s what the deliverables of your portfolio review include: 

  • A detailed technical report 
  • A recommendations report
  • FAQ resolution on our recommendations
  • A detailed query resolution session
  • A strategic action plan 
  • Partially pre-filled forms (wherever necessary)

All these deliverables will be explicitly walked through in one-on-one meeting. 

No, we do not have any branches. Our registered address is
Office no B-47, 2nd floor,
Shreenath Plaza,
Dyneshwar Paduka Chowk,
Off Fergusson college road,
Shivaji Nagar, Pune,
Maharashtra, India,
Pin – 411005

Smart Screener is a portfolio analytics tool that can help you set and examine measurable short-term and long-term goals. 

With Smart Screener, you can review all your personal equity holdings to an interactive, secure and transparent platform. This can help you think beyond the numbers and grasp beyond your reach in investing.

Ask the expert is a knowledge-sharing platform developed by AIF & PMS experts. It included YouTube videos and more mediums to translate expert thoughts on market cycles into actionable learnings on investment. 

Fees and Pricing of our services are available on request. To know about the charges of our services, please
Reach us at
[email protected]
www.aifpms.com
9881156123
02040068995

Clients can transact through cash or hand over an existing stocks, bonds or mutual funds portfolio to a Portfolio Manager that can be restructured to suit his profile. Call us to know more.

PMS investment solutions cater to the HNI and the Ultra-HNI segment of clients. These clients can be Individuals or Institutional entities. There is mostly a minimum ticket size for these investments which is higher than other financial instruments.

The asset classes for these investments can be debt, equity, fixed income and more. Most PMS solutions are personalised and customised as per the preference of niche investors.

High Net Worth Individuals (HNIs) who plan to expand their portfolio and/or are looking for diversification can consider investing in Alternative Investments or AIFs. The return potential is very high, along with a matching risk profile. AIFs invest in securities that go beyond traditional investments such as stocks, bonds, mutual funds, and more, paving the way for investors to expose themselves to alternative securities.

The tax liability of a PMS investor would remain the same as if the investor is accessing the capital market directly. However, the investor should consult his tax advisor for the same. The Portfolio Manager ideally provides audited statements of accounts at the end of the financial year to aid the investor in assessing his/ her tax liabilities.

A PMS investor’s tax liability would remain the same as if the investor is directly accessing the capital market. However, the investor is advised to consult a tax advisor for the same. The Portfolio Manager ideally provides an audited statement of accounts at the end of the financial year to help the investor assess his/ her tax liabilities.

We provide consolidated account performance statements and detailed reports that include a folding statement and a capital gain/loss statement.

At AIF & PMS Experts, we ensure that we organize appointments/meetings/calls with the fund management/Investment advisory team to discuss portfolio spread and returns or any other concerns you may have regarding your portfolio.

All categories of AIFs (except angel fund) can have a max of 1000 investors. Angel Fund can have max 49 angel investors.
Also, AIF cannot make a public appeal to investors to subscribe to its units and raise funds only through the memorandum’s private issuance and other means.

Category, I & II AIFs, are generally closed-ended with a minimum tenure of 3 years, but the Category III AIFs have an option to be either open-ended or closed-ended in nature.

Any HNI or Ultra HNI investor residing in India or abroad can invest in AIF, provided they have the required funds for investment, and is willing to bet on the unlisted and illiquid securities. To know more please connect with us.

The Portfolio Management Services is open for all Indian nationals, resident or otherwise.NRIs will have to open a PIS Account as required under the RBI guideline to invest in the PMS scheme.