Professionally managed portfolios.
Access curated PMS strategies and Category I/II/III AIFs for sophisticated, long-term wealth goals.
For sophisticated investors
Institutional-grade strategies with a dedicated relationship desk.
Curated PMS strategies
Discretionary portfolios managed by experienced managers, tailored to your mandate.
Category I / II / III AIFs
Access alternative funds spanning private equity, debt and long-short strategies.
Dedicated relationship desk
A relationship manager to guide onboarding, reporting and reviews.
PMS / AIF — frequently asked questions
What is the minimum investment for PMS?
As per SEBI regulations, the minimum investment in PMS is ₹50 lakh. AIF minimums are typically ₹1 crore. *Minimums are set by the regulator/manager.
Who should consider PMS or AIF?
They suit HNIs and sophisticated investors seeking professionally managed, concentrated or alternative strategies, with a longer horizon and higher risk appetite.
How do I get started?
Speak to our relationship desk via Contact — we will help you evaluate strategies, complete onboarding and set up reporting.