Explore Investment Options Beyond the Basics
Investors with different financial goals may consider a range of investment approaches. Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) are options with distinct structures, eligibility requirements, risks, and investment strategies.
Strategic Wealth helps you understand these options and assess whether they align with your financial circumstances and investment objectives.
Explore Investment Options
What Are PMS and AIFs?
Portfolio management services in India allow eligible investors to access portfolios managed by professional portfolio managers under a defined investment mandate. PMS offerings may differ in strategy, asset allocation, charges, and risk.
When exploring portfolio management services in India, it is important to understand the investment approach, the manager’s responsibilities, applicable fees, and the possibility of losses.
AIFs are privately pooled investment vehicles established under the applicable SEBI framework. If you are researching what is AIF investment, it refers to investing through an Alternative Investment Fund, which may follow strategies involving assets or opportunities beyond conventional mutual fund structures.
Understanding the Differences
The key question is not simply what an AIF investment is, but whether a particular fund suits your goals, investment horizon, liquidity needs, and ability to bear risk.
PMS and AIFs are not interchangeable. Their structures, minimum investment requirements, liquidity provisions, reporting, and regulatory conditions can differ. Understanding these differences is essential before making a decision.
How Strategic Wealth Helps
Our approach to portfolio management services in India focuses on helping you understand the available options and the factors that influence suitability.
- Clarify your investment objectives and time horizon.
- Understand the structure and strategy of different offerings.
- Review fees, liquidity terms, and associated risks.
- Consider how an investment fits with your overall portfolio.
- Identify questions to discuss with the relevant provider.
We can also explain what is AIF investment and the considerations involved in evaluating different fund structures.
Discuss Your Investment Goals
PMS and AIF investments can involve significant risk, limited liquidity, and the possibility of capital loss. Eligibility, minimum investment requirements, fees, and other conditions vary. Review applicable documents and disclosures before investing.
Work Process
A Clearer Approach To Your Financial Journey.
Step 1
Listen
Every client comes with a different financial story. We begin by understanding your circumstances, concerns, and aspirations.
Step 2
Strategize
We help you explore financial solutions that align with your objectives, investment horizon, and risk profile.
Step 3
Implement
Once you are comfortable with the approach, we help you move forward with the relevant solutions.
