AIF and PMS

AIF and PMS are professionally managed investment products tailored for individuals with high investment capacity. PMS offers customised portfolio management in equity or debt, while AIFs are pooled investment vehicles regulated to invest in diversified asset classes like unlisted equity, private debt, infrastructure, and more. These are suitable for experienced investors looking for strategic wealth creation.

Types of AIF & PMS
Portfolio Management Services (PMS)

• Discretionary PMS : The portfolio manager makes all investment decisions on behalf of the client.
• Non-Discretionary PMS : Investment decisions are taken with the client’s approval.
• Advisory PMS : The manager offers investment advice, while the client retains decision-making authority.

Alternative Investment Funds (AIF)

• Category I AIF : Invests in start-ups, social ventures, SMEs, infrastructure, and other socially impactful areas.
• Category II AIF : Includes private equity funds, debt funds, and other funds not under Category I or III.
• Category III AIF : Employs diverse or complex strategies, including trading in listed/unlisted derivatives.

Key Features

• Customised Portfolio : Designed to match individual financial goals and risk profiles.
• Expert Management : Access to experienced fund managers with deep market understanding.
• Diversified Investments : Exposure to listed and unlisted equity, debt, and alternative assets.
• High Transparency : Regular reporting and updates for portfolio performance.
• Regulatory Oversight : Structured as per SEBI guidelines for investor protection.
• Long-Term Focus : Aimed at wealth preservation and consistent growth over time.

AIF and PMS provide a smart edge to investors looking for tailored wealth management beyond traditional products. With Bhargava Capital, benefit from professionally curated strategies in equity and debt designed to grow and protect your wealth.