SEBI Regulated · AIF

Your Portfolio Deserves More Than Just Stocks and Mutual Funds

Access institutional-grade investment opportunities — private equity, debt strategies, and hedge fund approaches — through SEBI-regulated Alternative Investment Funds designed for sophisticated investors.

3AIF Categories

SEBIRegulated

₹1Cr+Min. Investment

ExpertAdvisory

Research-Backed Advice No Hidden Commissions Client Confidentiality SEBI Compliant Disclosure

🤔 Does this sound like you?

I have significant capital but my entire portfolio is in mutual funds and FDs — I need more.
I hear about private equity and hedge funds but thought those were only for institutions.
I'm looking for options that don't move in lockstep with the Nifty every day.
I want exposure to private businesses and start-up growth — not just listed companies.
I've maxed out regular investment options and need more sophisticated vehicles.
I want to diversify into alternative asset classes but don't know how.

What is AIF?

Understanding Alternative Investment Funds

Alternative Investment Funds (AIFs) are privately pooled investment vehicles, registered with SEBI, that collect funds from sophisticated investors for investing in line with a defined investment policy.

Category I

Social & Economic Impact

Funds with positive social or economic spillover

Category I AIFs invest in start-ups, early stage ventures, social ventures, SMEs, infrastructure, or other sectors which the government or regulators consider as socially or economically desirable.

Venture Capital Funds (VCFs)
SME Funds
Social Venture Funds
Infrastructure Funds

Category II

Private Equity & Debt

The most common AIF category

Category II AIFs include private equity funds, debt funds and funds of funds. These funds do not undertake leverage or borrowing except to meet day-to-day operational requirements.

Private Equity (PE) Funds
Real Estate Funds
Debt Funds
Distressed Asset Funds

Category III

Complex & High-Return Strategies

Employs diverse or complex trading strategies

Category III AIFs employ diverse or complex trading strategies including investment in listed or unlisted derivatives. These may use leverage and include hedge fund-like strategies.

Hedge Funds
Long-Short Equity Funds
Multi-Strategy Funds
Quant & Algo Funds

Why Consider AIFs

The Case for Alternative Investments

AIFs offer unique advantages that can meaningfully enhance a sophisticated investor's portfolio.

True Diversification

Access asset classes with low correlation to traditional equity and debt markets, reducing overall portfolio risk.

Higher Return Potential

PE and hedge fund strategies historically deliver superior risk-adjusted returns over traditional public market investing.

SEBI Regulated

All AIFs are registered and regulated by SEBI, ensuring transparency, accountability and investor protection.

Tax Efficiency

Category I & II AIFs qualify as pass-through vehicles for taxation, allowing investors to benefit from individual tax treatment.

Long-Term Horizon

Designed for patient capital — ideal for investors with a 3–7 year investment horizon looking to capture illiquidity premiums.

Professional Management

Funds are managed by experienced fund managers with deep sector expertise and institutional-grade processes.

Eligibility

Who Can Invest in AIFs?

Investor Requirements

AIFs are designed for sophisticated investors who can evaluate risk independently. SEBI mandates specific eligibility criteria.

1Minimum investment of ₹1 Crore per investor
2Indian residents, NRIs, and foreign nationals eligible
3HUFs, Trusts, Corporates and Firms can invest
4Maximum 1,000 investors per AIF scheme (except angel funds)
5Must have risk appetite aligned with the fund's strategy

Our Advisory Process

Investing in AIFs requires careful due diligence. We help you navigate the process step by step:

✓Initial consultation to understand your financial goals
✓Risk profiling and investment horizon assessment
✓AIF category selection based on your profile
✓Fund due diligence — manager track record, strategy, fees
✓Ongoing portfolio monitoring and reporting

ⓘ AIF investments are subject to market risk and are suitable only for sophisticated investors. Past performance does not guarantee future results. Please read all offer documents carefully.

Explore AIF Opportunities with Expert Guidance

Connect with our team on WhatsApp to discuss which AIF category suits your investment goals and risk appetite.

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Common Questions

Frequently Asked Questions

What is the minimum investment in an AIF?

SEBI mandates a minimum investment of ₹1 crore per investor per AIF scheme. This threshold exists because AIFs are designed for sophisticated investors who can independently evaluate investment risks.

Are AIFs safe? What regulatory oversight exists?

AIFs are registered with and regulated by SEBI under the AIF Regulations 2012. This provides a regulatory framework, mandatory disclosures, and investor protection — though AIF investments carry risk and are not capital-protected.

Can NRIs invest in Indian AIFs?

Yes. NRIs, OCIs, and foreign nationals can invest in Indian AIFs subject to applicable FEMA regulations and the specific AIF's offer documents. We can guide you through the specific requirements.

What is the typical lock-in period?

Category I and II AIFs typically lock in capital for 3–7 years — they are illiquid by design. Category III AIFs may offer more flexibility. You must plan for this illiquidity before committing capital.

How is AIF taxation different from mutual funds?

Category I and II AIFs are pass-through vehicles — income is taxed in investors' hands at their applicable rate. Category III AIFs are taxed at the fund level. This is a critical factor in evaluating net returns.

What's the difference between AIF and PMS?

Portfolio Management Services (PMS) manage your listed equity portfolio (min ₹50L). AIFs pool capital and invest across a broader range — unlisted securities, real estate, private credit. Both serve HNI investors but for different purposes.

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