Portfolio Management Services (PMS) & Alternative Investment Funds (AIF)

PMS is a professionally managed investment portfolio tailored to an investor's financial goals, risk appetite, and market preferences. It offers personalized asset allocation strategies managed by experts.

AIFs are privately pooled investment funds that invest in diverse asset classes beyond traditional equity and debt markets. These funds cater to high-net-worth individuals and institutional investors looking for alternative investment opportunities.

Types of PMS & AIF

Portfolio Management Services (PMS)

  • Discretionary PMS: The portfolio manager makes investment decisions on behalf of the investor based on market trends and research.
  • Non-Discretionary PMS: The investor retains control over investment decisions, while the portfolio manager provides recommendations.
  • Advisory PMS: The portfolio manager suggests investment strategies, but the final decision lies with the investor.

Alternative Investment Funds (AIF)

  • Category I AIF: Includes investments in start-ups, venture capital, social ventures, and small and medium enterprises (SMEs).
  • Category II AIF: Comprises private equity funds, debt funds, and funds that do not fall under Category I or III.
  • Category III AIF: Focuses on hedge funds and trading strategies that aim for short-term gains through complex market strategies.

Features of PMS & AIF

  • Professional Management: Experienced fund managers make data-driven investment decisions.
  • Customized Strategies: Tailored investment approaches based on financial objectives and risk tolerance.
  • Diversified Portfolio: Exposure to multiple asset classes, reducing market volatility risks.
  • Regulated Framework: Operates under regulatory guidelines to ensure transparency and investor protection.
  • Higher Returns Potential: Designed for investors seeking long-term wealth creation through structured investments.

PMS and AIF provide an opportunity to invest with expert guidance and structured financial strategies. With Alpha Moneyplant Finserv, you get access to professionally managed investments that align with your financial goals.

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