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.
Alternative Investment Funds (AIFs) are privately pooled investment vehicles established in India, designed to collect funds from specific investors according to a predefined investment policy.
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.
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.
AIFs are privately pooled investment vehicles where funds are not used to give loans, distinguishing them from traditional lending structures.
AIFs carry higher volatility and risk compared to traditional assets like equities and bonds. Their complexity and limited liquidity contribute to their unique risk profile.
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.
Professional fund managers in PMS have historically generated better returns than direct equities and mutual funds over longer tenures.
A PMS investor's tax burden aligns with direct capital market access. Consultation with a tax expert is advised, and at the end of the financial year, the Portfolio Manager issues an audited statement to assist in determining tax responsibilities.
A portfolio manager is a professional responsible for making investment decisions, managing portfolios, and trading on behalf of individuals or institutions.
PMS or Portfolio Management Service, is a professional service where qualified portfolio managers manage equity portfolios on behalf of clients, providing a personalized approach.