Access India's best equity products — PMS, AIF, and Mutual Funds — expertly curated and managed to grow your wealth over the long term.
Portfolio Management Services (PMS) offer a professionally managed, direct equity portfolio customised to your risk profile and investment objectives. You own the underlying stocks directly in your Demat account.
AIFs are privately pooled vehicles that invest in a range of alternative strategies — from long-short equity to private credit and venture capital. They offer access to strategies unavailable in mutual funds.
Mutual Funds offer diversification, professional management, and liquidity starting from as little as ₹500 per month via SIP. We curate the best-in-class funds aligned to your goals.
Choose the right equity vehicle based on your investment size, goals, and risk tolerance.
| Parameter | PMS | AIF | Mutual Funds |
|---|---|---|---|
| Minimum Investment | ₹50 Lakhs | ₹1 Crore | ₹500 (SIP) |
| Ownership | Direct (Demat) | Pooled (Trust) | Pooled (Units) |
| Customisation | ✓ High | Medium | ✗ Low |
| Liquidity | Medium | ✗ Low (lock-in) | ✓ High |
| Regulatory | SEBI (PMS Reg.) | SEBI (AIF Reg.) | SEBI/AMFI |
| Tax Efficiency | Direct CG taxation | Pass-through | STCG/LTCG on units |
| Strategy Diversity | Equity focused | ✓ Very High | Medium |
| Best Suited For | HNIs seeking personalised equity | UHNIs seeking alternatives | All investors |
Our advisors will analyse your profile and recommend the optimal equity vehicle for your specific situation.
Expert financial advisory for individuals, families, and businesses across India. AMFI Registered · ARN: 82095
Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. The information provided on this website is for informational purposes only and should not be treated as investment guidance or a solicitation to invest. Past performance is not indicative of future results.
