PMS & AIF
Understanding PMS & AIF
Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are sophisticated investment vehicles reserved for high-net-worth individuals. They offer concentrated, actively managed portfolios — but come with higher minimums, complexity, and risk than mutual funds.
Understanding the difference between PMS and AIF categories, minimum investment thresholds, and how they are regulated by SEBI is essential before considering these options. Here, we break down what they are and what you need to know.
What You Need to Know About PMS / AIF
Tailored Portfolios
Understand how PMS managers build portfolios specific to your goals and risk appetite.
Active Management
Learn how PMS managers use research to actively buy and sell on your behalf.
Concentration Risk
Fewer holdings means higher returns potential — but also higher risk. Know the trade-off.
High Minimums
PMS typically requires ₹25 lakh+ minimum. Understand the commitment before you consider it.
Ready to Learn About PMS & AIF?
We help you understand the structure, risk profile, and minimums before you consider these options.
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