Specialised & alternatives
PMS and AIFs for larger, concentrated portfolios
Portfolio Management Services (PMS) hold a focused portfolio of stocks directly in your own demat account, managed by a SEBI-registered portfolio manager. Alternative Investment Funds (AIFs) open up private equity, pre-IPO and other unlisted opportunities.
As an APMI-registered PMS distributor, we help you compare managers, understand fee structures and decide whether a PMS or AIF fits alongside the rest of your portfolio. AIFs are distributed on a third-party referral basis.
Who it suits
- HNIs and family offices with ₹50 lakh or more for PMS
- Accredited investors with ₹1 crore or more for AIFs
- Investors who want direct stock ownership and a concentrated approach
How we work on it
- 01
Portfolio fit
Where PMS or AIF sits in your overall allocation, and how much belongs there.
- 02
Compare managers
Strategy, track record over full cycles, fees and how each manager handles drawdowns.
- 03
Onboarding
Account opening and documentation with the portfolio manager or AIF.
- 04
Ongoing review
Periodic reviews of performance and whether the manager is sticking to the stated strategy.
Who manages my money in a PMS?
A SEBI-registered portfolio manager. The stocks are held in your own demat account, so you can see every holding.
How are PMS fees charged?
Usually a fixed management fee, a profit-share above a hurdle, or a mix. We walk you through each manager’s fee structure before you invest.
Other services
All services- Core investingMutual fund portfolios
- Specialised & alternativesSpecialised Investment Funds (SIF)
- Fixed income & treasuryCorporate FDs & secured NCDs
- Fixed income & treasuryCorporate treasury
- Global & NRINRI & OCI investing
- Global & NRIGlobal equities via GIFT City
- Protection & legacyInsurance planning
- Protection & legacySuccession & estate planning