For investors with the ticket size and the appetite, Portfolio Management Services and Alternative Investment Funds open doors mutual funds cannot. We help you tell when the structure justifies the complexity — and when it does not.
Meeting the PMS minimum for the first time and uncertain whether to step up. We help you stress-test whether the incremental fees earn their keep.
Liquid core is in place; you are exploring private credit or long-short strategies as a satellite. We filter, diligence, and monitor.
Already invested across four or five PMS strategies. We provide consolidated reporting and an unvarnished view on overlap and under-performance.
Salary savings, RSUs, and a maturing portfolio have crossed the PMS threshold. You want a structure that matches your seriousness about wealth — rigorous, documented, and managed by people who explain every decision.
We test whether PMS/AIF is genuinely needed, or whether MF achieves the same objective with less cost and more liquidity.
Team stability, process repeatability, compliance record, and honest down-cycle behaviour — all examined before a cheque is written.
Monthly factsheets are read, quarterly calls are attended, and concerns are raised with you before they become problems.
When a manager's strategy genuinely cannot be replicated in MF form — typically concentrated equity, thematic satellites, or tax-optimised custom portfolios. For a diversified equity allocation, MF usually wins on cost, liquidity, and tax efficiency.
PMS usually charges a fixed management fee (1.5–2.5%) plus, for some, a performance fee above a hurdle. AIFs layer a management fee, a performance fee, and sometimes a setup load. We present the all-in expense ratio in writing before you commit.
In PMS, assets sit in your own demat account in your name, with the manager holding only trading authority. AIFs are pooled vehicles with SEBI-registered trustees and a regulated custodian.
PMS minimum is ₹50 lakh as per SEBI. AIFs typically require ₹1 crore minimum investment. We only recommend these when the ticket is a reasonable share of portfolio, not a stretch.
A thirty-minute discovery call — no obligation, no product pitch.
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