Third Party PMS

Third Party PMS

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.

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