Explore
PMS & AIFs.
Unlock the potential of your investments with Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) which offer access to specialized investment strategies, typically suited for investors with higher risk appetite and larger investment sizes.
PMS Min. Ticket
₹50 Lakhs
AIF Min. Ticket
₹1 Crore
Regulation
SEBI Registered
Ideal Horizon
5+ Years
PMS: Concentrated, Professional Management.
PMS offers a dedicated portfolio manager who constructs and manages a concentrated portfolio of securities (typically 15–30 stocks or bonds) tailored to a stated investment objective. Unlike mutual funds, PMS portfolios are held in your own demat account, offering greater transparency and customization.
SEBI Mandated Minimum
₹50,00,000
Types of PMS Strategies
Equity PMS
Concentrated equity portfolios managed with a long-term, research-driven approach. Strategies may include large-cap focused, mid/small-cap growth, or multi-cap flexibility, depending on the fund manager's philosophy and your risk appetite.
Debt / Fixed Income PMS
Professionally managed bond and fixed-income portfolios for investors seeking regular income with relatively lower volatility than equity. Suitable for conservative investors meeting the ₹50L minimum threshold.
Multi-Asset / Hybrid PMS
A blended approach combining equity, debt, and alternative instruments within a single managed portfolio, allowing the fund manager to dynamically allocate across asset classes based on market conditions.
AIF: Beyond Traditional Markets.
AIFs are privately pooled investment vehicles regulated by SEBI that invest in non-traditional asset classes or employ complex strategies not typically available through mutual funds. They are suited for sophisticated investors who understand the distinct risk profiles and illiquidity inherent in alternative investments.
SEBI Mandated Minimum
₹1,00,00,000
AIF Categories (SEBI Classification)
Category I AIFs
Invest in start-ups, early-stage ventures, social ventures, SMEs, infrastructure, and other sectors or areas that the government or regulators consider socially or economically desirable. Includes Venture Capital Funds, Angel Funds, and Infrastructure Funds.
Category II AIFs
Includes Private Equity Funds, Debt Funds, Fund of Funds, and other AIFs that do not fall under Category I or III. These typically invest in a mix of equity and debt instruments of unlisted or listed companies, with a defined investment strategy and tenure.
Category III AIFs
Employ diverse or complex trading strategies, including use of leverage (through investment in listed or unlisted derivatives). These include hedge funds, PIPE funds, and other strategies that carry significantly higher risk and are suited only for very high-risk-tolerance investors.
Who Should Consider PMS & AIF?
These structures are not for everyone. They are best suited for investors who meet specific criteria.
High-Net-Worth Individuals
Investors meeting SEBI's minimum ticket size who seek concentrated, actively managed portfolios beyond mutual fund structures.
Long-Term Horizon (5+ Yrs)
Investors who can lock in capital for extended periods, especially in AIFs where liquidity is limited and exit loads may apply.
Risk-Aware Investors
Those who understand concentrated portfolios, illiquidity risk, and the possibility of capital loss, and are comfortable with these trade-offs.
Market Reality & Compliance
PMS and AIF are subject to distinct risk profiles and eligibility criteria as prescribed by SEBI. Investments in PMS are subject to market risks, and concentrated portfolios can experience higher volatility than diversified mutual funds. AIFs, particularly Category II and III, may involve illiquidity, leverage, and complex structures. Past performance of any PMS or AIF scheme is not indicative of future results. Please review the scheme information memorandum, placement memorandum, and all offer documents carefully before investing. Investment Ideas facilitates introductions to SEBI-registered PMS providers and AIF managers; all final investment decisions are made at your own discretion and risk.
Explore Institutional-Grade Strategies
If you meet the eligibility criteria and are looking for concentrated, actively managed portfolios or alternative strategies, our team can help you evaluate SEBI-registered PMS and AIF options aligned with your goals.
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