PMS & AIF for High-Conviction Wealth Creation
Institutional-grade strategies designed for HNIs seeking concentrated exposure, differentiated opportunities, and long-term alpha.
₹50L+ Entry
HNI Focus
Concentrated Bets
High Alpha Approach
Alt Opportunities
Beyond Mutual Funds
Invest Beyond Traditional Portfolios
Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are designed for investors who seek higher conviction, sharper portfolio positioning, and access to opportunities not available in standard market products.
These strategies focus on concentrated portfolios, active risk management, and differentiated themes across listed and unlisted spaces.
- Customised portfolio strategy
- Concentrated high-conviction ideas
- Active drawdown management
- Access to pre-IPO & thematic opportunities
The Alpha Engine
A disciplined 3-stage framework for high-conviction portfolio construction and risk control.
Opportunity Mapping
Sector screening using earnings visibility, capital flows, and macro positioning.
High-Conviction Allocation
Concentrated exposure to best risk–reward ideas with scalable growth potential.
Dynamic Risk Control
Cash modulation, drawdown thresholds, and valuation-based rebalancing.
Risk–Return Positioning
Strategic positioning across concentration, liquidity, and investment horizon.
PMS focuses on liquid high-conviction equities, while AIF unlocks access to differentiated and less correlated opportunities.
- ₹50L+ Allocation Per Strategy
- 3–5+ Year Investment Horizon
- Comfortable with Concentrated Portfolios
- Seeking Differentiated Alpha
- Beyond Traditional MF Allocations
Minimum Allocation: ₹50L
Suggested Horizon: 5+ Years
Strategy Type: Concentrated
- Short-term traders
- Low volatility seekers
- Index-only investors
Our PMS & AIF Investment Approach
A disciplined, mandate-driven process focused on high-conviction allocation, risk control, and long-term alpha generation.
Goal definition
Define return expectations, drawdown tolerance, and liquidity needs.
Multiple strategies
Map investor profile to PMS or AIF category and theme.
Strategy
Phased deployment with valuation discipline.
Risk control
Continuous review, rebalancing, and risk control.
Frequently Asked Questions
What is the minimum investment for PMS and AIF?
Typically ₹50 lakh per strategy as per regulatory guidelines.
How are PMS portfolios different from mutual funds?
PMS offers direct ownership, concentration, and customisation.
Are AIF investments liquid?
Most AIFs have defined lock-in periods and are suited for long-term allocation.
What kind of returns can be expected?
Returns depend on market cycles and strategy; focus is on long-term alpha generation.
Is this suitable for first-time equity investors?
These strategies are designed for experienced investors with higher risk tolerance.
Access Institutional-Grade Investment Strategies
Build a high-conviction portfolio with PMS & AIF aligned to your long-term wealth goals.