Portfolio Management Services (PMS)

• Portfolio management services (PMS) is a customized solution for high net-worth individuals (HNIs), it offers greater flexibility with an investor’s money.
• Portfolio Management Service (PMS) uses a separate bank account and Demat account for each client.
• Each Clients account will be kept separate and operated according to his/her investment mandate in a Discretionary PMS or Non-Discretionary PMS Mandate.
• Minimum Investment of Rs 50 Lakhs as per SEBI Requirements.

Alternative Investment Funds (AIF)

• Alternative Investment Fund or AIF means any fund established or incorporated in India which is a privately pooled investment vehicle which collects funds from sophisticated investors, whether Indian or foreign, for investing it in accordance with a defined investment policy for the benefit of its investors.
• AIF can be classified into 3 Categories:
  • Category I AIF (Start-up or Early Stage Ventures or Social ventures or SMEs or Infrastructure)
  • Category II AIF (Real estate funds, Private equity funds (PE funds) , Funds for distressed assets)
  • Category III AIF (Hedge funds, Long Only AIF, Long Short AIF, etc)
• Minimum Investment of Rs 1 Crores as per SEBI Requirements.