PMS represents a personalized approach to wealth management. Rather than following index-based strategies, we create customized portfolios that align with your specific financial goals, risk appetite, and time horizon.
Customized equity portfolios designed specifically for your goals and investment horizon.
Aligned to your goals, risk profile, and investment horizon with personalized recommendations.
Active investment approach driven by market analysis and macro economic trends.
Deep market intelligence and proprietary research capabilities.
Focused on where markets are heading — not driven by past performance charts.
Decisions based on valuations, sector cycles, and economic indicators.
Portfolio adjustments as market conditions evolve for optimal positioning.
Clear advisory support and regular performance reporting.
Focus on risk-adjusted returns, not just absolute returns.
₹50 Lakhs
Ideal for high-net-worth individuals seeking professional equity management with direct ownership of individual securities and customized portfolio structure.
Alternative Investment Funds offer investors exposure to investment strategies and asset classes beyond traditional equity and fixed income. AIFs provide opportunities for portfolio diversification and alpha generation through specialized investment approaches.
Investment products beyond traditional equity and fixed income securities.
Includes private credit, hedge strategies, structured equity, and other specialized approaches.
Built for diversification and alpha generation across your investment portfolio.
Thorough analysis of fund strategy and manager capability.
Selection based on economic cycles and thematic opportunities.
Allocation designed to complement your existing portfolios.
Unbiased advice — no product pushing, only what fits your needs.
Simplified explanation of complex strategies for better decision-making.
₹1.0 Crore
Designed for ultra-high-net-worth individuals and institutions seeking exposure to alternative strategies including private equity, hedge funds, structured products, and other specialized investment vehicles.
| Feature | Portfolio Management Services (PMS) | Alternative Investment Funds (AIF) |
|---|---|---|
| Asset Class | Primary focus on equities with customization options | Non-traditional assets, hedge strategies, private credit, etc. |
| Ownership | Direct ownership of individual securities in your name | Units in the pooled AIF fund |
| Management | Active, personalized management for individual client | Professional management with defined investment strategy |
| Flexibility | Highly customizable based on individual preferences | Standardized strategy across all investors |
| Minimum Investment | ₹50 Lakhs | ₹1.0 Crore |
| Liquidity | Generally higher liquidity with daily valuations | Lower liquidity with defined lock-in periods |
| Time Horizon | Medium to long-term (3-5 years) | Long-term (5+ years) |
| Best For | Investors seeking active equity management with customization | Investors seeking diversification beyond traditional assets |
Let our expert team help you choose the right investment solution. Whether it's PMS or AIF, we'll structure a personalized strategy aligned with your financial objectives.