AIFs provide access to private equity, venture capital, real estate funds, and hedge fund strategies. Designed for HNIs and family offices seeking alpha beyond traditional markets.
AIFs allow investment in unlisted companies, private credit deals, and real estate development projects that are not accessible through public markets.
Top-performing Cat II and Cat III AIFs have generated 18–25% returns — significantly above public market benchmarks — though with higher risk and illiquidity.
All AIFs are registered with SEBI under the AIF Regulations 2012. Quarterly investor reporting, independent custodian, and audited accounts are mandatory.
Unlike mutual funds, AIF fund managers run concentrated strategies with fewer holdings and higher conviction. You invest alongside institutional investors.
Category I includes VCFs and infrastructure funds. Category II covers PE and debt funds. Category III includes hedge funds and complex strategies. Each serves a different purpose in a portfolio.
Category II AIF income is taxed at the investor level — pass-through taxation. This can be more efficient than corporate-level taxation in certain portfolio structures.
AIFs are suitable for sophisticated investors with significant investable surplus and a long investment horizon.
Complete SEBI-mandated KYC, FATCA declaration, and AML process. This is done once and covers all AIF investments going forward.
We share the placement memorandum and investment strategy document for your review. Our advisor explains the fund structure, fee model, and risk factors in plain language.
Sign the subscription agreement and transfer the minimum investment amount to the fund's designated escrow account. RTGS / NEFT transfer — no cash.
Receive quarterly portfolio statements, NAV updates, and capital call notices if applicable. Exit happens at the end of the fund tenure or through secondary market if available.
AIF advisory for HNI and family offices. Access top-tier fund managers through our institutional network.