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PMS / AIF

Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are specialized investment solutions designed for individuals who seek personalized strategies and exposure to diverse opportunities. In India, as wealth levels rise and investors look beyond traditional options, PMS and AIF have gained prominence for their ability to deliver tailored approaches and access to unique asset classes. These services are typically structured for investors with higher capital to allocate, offering a professional and disciplined way of managing wealth.

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PMS focuses on creating customized portfolios based on an investor’s preferences, risk tolerance, and objectives. Unlike pooled vehicles, each portfolio in PMS is separately managed, providing greater flexibility and transparency. Investors can benefit from active management, stock selection, and timely decisions taken by experienced managers. PMS is especially attractive for those who want a focused approach to equities or a blend of strategies that align with their individual requirements.

On the other hand, AIFs provide access to a wider range of opportunities that are not always available through conventional investment routes. These include private equity, venture capital, hedge funds, infrastructure funds, and structured credit. AIFs are regulated by SEBI and classified into different categories depending on the strategy they follow. For Indian investors seeking to diversify beyond listed markets, AIFs offer exposure to high-growth potential sectors and innovative businesses, often with a longer-term horizon.

With strong regulatory oversight, increasing transparency, and growing participation from both domestic and global investors, PMS and AIF are becoming integral parts of India’s wealth management ecosystem. They combine expertise, innovation, and personalized service, enabling investors to go beyond traditional methods and participate in dynamic opportunities. For those seeking advanced strategies and a professional edge, PMS and AIF represent a powerful way to align wealth with future aspirations.

Key Points of PMS / AIF