Portfolio Management Services are provided by wealth management companies for high-net-worth individuals looking to take on additional risks and generate better returns than the market. The SEBI-mandated minimum investment requirement for these services is 50 lakhs. Under PMS, a portfolio manager acts on behalf of the investor and invests capital in listed securities such as stocks, fixed-income securities, and other structured products with the aim of generating high returns. These are personalized services where investors can track their portfolio, its performance, risk exposure, and so on. It is a great way for HNIs to generate alpha returns on their capital, in the long run, using the expertise of professional money managers.
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Alternative Investment Funds (AIF) pool money from sophisticated private investors. Funds collected are invested according to the investment policy of the AIF.
The Securities and Exchange Board of India’s mutual fund regulations doesn’t govern AIFs. However, AIF in India has its regulation, Regulation 2 (1) (b) of the Regulation Act,
2012 of SEBI. An AIF in India can be established as a company, Limited Liability Partnership (LLP), corporate body, or trust.
Alternative Investment Funds (AIFs) focus on non-traditional assets, such as private equity, venture capital, hedge funds, and angel funds.
The Securities and Exchange Board of India categorizes AIFs into three groups: Category I, Category II, and Category III, each with distinct investment types.
AIFs generally require higher minimum investments and fees compared to conventional investments, and they tend to be illiquid, as they are accessible to limited investors.
Additionally, AIFs have lower transaction costs and offer less public information and advertising opportunities.
Before discussing the taxation rules on AIFs, it is imperative you know the factors impacting it. There are two of them:
Both AIFs and PMS are great investment options for HNIs to diversify their portfolios and earn higher long-term returns on their capital, albeit at higher risk. As a part of our offering, we provide access to various AIFs and PMS avenues. We believe a careful allocation in them by investors can expand the horizon and provide the right diversification and reduce volatility. We have tie-ups with various product developers suited to the investor's needs.
Invest Now!While AIF gives the investor an avenue to pool in funds with the flexibility to invest in derivatives, listed & unlisted equity shares, real estate, hedge funds, etc.; PMS permits the investor to actively monitor its personalized portfolio to track developments and maximize returns.
Since both AIFs and PMS are high-risk, high-reward instruments, it is crucial to have an excellent management team. If you wish to invest in AIFs or PMS, get exceptional financial guidance and nurture your wealth by becoming a smart investor with us.
If you are looking to invest in any category of Alternate Investment Fund and Is Portfolio Management , you will need professional help. Reach out to KS Finoleg Services and allow us to curate financial solutions around AIFs and PMS that maximize your personal or business wealth.
Get to know more!Enjoy a straightforward and efficient investment experience with minimal paperwork and quick execution.
Benefit from personalized portfolio management solutions designed to align with your financial goals and risk tolerance.
Receive guidance from experienced professionals who provide valuable market insights and strategic recommendations to optimize your investment portfolio.
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