Products
Alternative Investment Products
Beyond traditional markets — access exclusive investment opportunities for sophisticated portfolios.
Portfolio Management Services (PMS)
Min: ₹50 LakhsProfessionally managed, individually customised stock portfolios. Each client has a unique portfolio managed by expert fund managers, unlike pooled mutual funds.
✓ HNIs seeking market-beating equity returns with transparency
Alternative Investment Funds (AIF)
Min: ₹1 CroreRegulated pooled investment vehicles in private equity, hedge funds, real estate funds, and infrastructure investments. Available in Category I, II, and III.
✓ Ultra-HNIs seeking private market exposure
GIFT IFSC Products
Min: VariesInvestment products domiciled in GIFT City (India's international financial hub) offering access to global markets, international bonds, and offshore funds.
✓ Investors seeking international diversification via India
Unlisted Shares / Pre-IPO
Min: ₹5–10 LakhsInvestment in unlisted company shares before they go public, offering potential for significant gains upon IPO listing.
✓ Risk-tolerant investors with long investment horizon
For Sophisticated Investors
Beyond Conventional Investments
Alternative investments can provide superior risk-adjusted returns and genuine diversification — but they require careful selection and expert guidance to navigate effectively.
- Access to investment strategies not available in regular mutual funds
- Potential for superior risk-adjusted returns over long periods
- Low correlation with traditional equity and debt markets
- Portfolio diversification beyond conventional asset classes
- Access to GIFT IFSC opportunities for global diversification
- Guidance on minimum investment requirements and lock-in periods
FAQs
Alternative Investment Questions
Who should consider alternative investments?
Investors with a net worth above ₹5 crore, a well-established core portfolio, and a long investment horizon (5+ years) who want to enhance diversification and returns.
Are PMS and AIF regulated?
Yes, both are regulated by SEBI. PMS managers require SEBI registration, and AIFs must be SEBI-registered. They must adhere to strict disclosure and conduct norms.
What is the lock-in period for these products?
PMS typically has 1–3 year lock-ins. AIFs can have 3–7+ year lock-ins depending on the fund strategy. Liquidity is lower than for mutual funds.