Alternative Investments
PMS and AIF under one roof — professionally managed, concentrated portfolios and alternative funds for HNIs seeking alpha with discipline.
Overview
Alternative Investments bring together two solutions for investors with larger portfolios — Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). Both offer professionally managed, higher-conviction strategies that go beyond traditional mutual funds. We help you evaluate managers, understand mandates and fees, and select the right mix to complement your core portfolio.
At a glance
- Discretionary PMS
- Category I, II & III AIFs
- HNI diversification
Key benefits
PMS & AIF strategies curated for HNIs, in one place
Dedicated, professional and discretionary portfolio management
Access to Category I, II & III AIFs beyond listed markets
Transparent reporting, with clear fee and risk disclosure
PMS & AIF, explained
Alternative Investments cover the strategies that sit beyond mutual funds. The two main routes for Indian investors are Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) — here's how each works.
Portfolio Management Services
PMS
PMS gives you a professionally managed portfolio of stocks (or bonds) held directly in your own demat account. It's higher-conviction and more concentrated than a mutual fund, with a dedicated manager and full transparency on every holding.
- Securities held in your own name / demat account
- Concentrated, high-conviction strategies
- Discretionary or non-discretionary mandates
- Typical minimum investment: ₹50 lakh
Alternative Investment Funds
AIF
AIFs are pooled, SEBI-registered funds (Category I, II and III) that invest beyond listed equity and debt — into private equity, credit, structured strategies and more. They open up return streams that traditional funds simply can't access.
- Access to private equity, credit & structured strategies
- Category I, II & III funds for different goals
- Diversification beyond listed markets
- Typical minimum investment: ₹1 crore
Both PMS and AIF are meant for HNIs who understand the added risk. We help you decide whether — and how much — belongs alongside your core portfolio.
Book your Free Financial Review
Spend 30 minutes with Anuj Arorato understand where you stand and what your money could do for you. One click and your request reaches our team — we'll call you back within a working day.
- A clear picture of your current finances
- Goal-based recommendations you can act on
- Zero pressure — advice first, products later
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