PMS & AIF
Professionally managed, concentrated portfolios and alternative funds for high-net-worth investors seeking alpha with discipline.
Overview
For investors with larger portfolios, Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) offer professionally managed, higher-conviction strategies. We help you evaluate managers, understand mandates and fees, and select solutions that complement your core portfolio.
At a glance
- Discretionary PMS
- Category I, II & III AIFs
- Transparent reporting
Key benefits
Access to curated PMS and AIF strategies for HNIs
Dedicated, professional portfolio management
Transparent reporting and performance tracking
Diversification beyond traditional mutual funds
Got questions? We have answers
What is PMS?
Portfolio Management Services are professionally managed, higher-conviction portfolios for larger investors, with transparent, holding-level reporting.
What is an AIF?
Alternative Investment Funds are pooled vehicles (Category I, II and III) offering strategies beyond traditional mutual funds, for qualifying investors.
Who should consider PMS or AIF?
Typically HNIs with larger portfolios seeking diversification and professional, concentrated management.
What is the minimum investment?
PMS in India generally requires a minimum of ₹50 lakh; AIF minimums are usually ₹1 crore. We confirm the specifics for each product.
Book your Free Financial Review
Spend 30 minutes with Gaurav Soni to 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
Get started in 30 seconds
Tap below, share a few details, and Gaurav Soni's team will call you back within one working day. No cost, no obligation.