Alternate Investments

Beyond the traditional investment avenue such as mutual funds and bonds, customers have an option to invest in exotic investment options such as Portfolio Management Services (PMS) and Alternate Investment Fund (AIF).

Portfolio Management Services or PMS

PMS is a tailored investment portfolio of equity or debt asset class with objective of generating relatively better return than the traditional investment options.

In PMS, the investor owns the underlying asset, unlike in mutual funds, where they own units representing the stock. Since experienced portfolio managers handle your investments, all you need to do is review the transactions periodically and get performance updates. Besides, fund managers receive flexibility in selecting stocks, sectoral allocation, and maintaining cash position.

Alternative Investment Funds or AIF

AIFs are pooled investments for investing in hedge funds, venture capital, futures, and private equity. Based on their investment strategies, AIFs, are classified into three categories.