PMS / AIF
For Those Who Aim Beyond Ordinary Returns
Access exclusive wealth products built for High-Net-Worth Investors (HNIs). We guide NRIs and overseas investors into SEBI-regulated PMS and AIF schemes, navigating eligibility rules, minimum ticket sizes, and country-specific restrictions. We act as your bridge to India’s most sophisticated investment opportunities.
Why Invest in PMS & AIF Through Us
Beyond Ordinary Returns
Access concentrated, high-conviction strategies designed for long-term alpha.
Regulated & Compliant
SEBI-regulated structures with FEMA, taxation, and documentation guidance.
Curated Managers
Access reputed PMS and AIF managers across equity, credit, PE, and long-short.
NRI & Global Friendly
Structures aligned to NRI, FPI, IFSC, and treaty-based investing routes.
Tailored Structuring
We work with you on ticket size, repatriation needs, and jurisdiction constraints.
End-to-End Support
From eligibility checks to onboarding, reporting, and exits — we support the full journey.
Investment Structures & Eligibility
NRI / OCI / PIO
ELIGIBILITY
Permitted under FEMA Schedule 4; investment via NRE/NRO bank accounts.
ACCOUNT TYPE
PMS: NRO (Non-Repatriable); AIF: NRE/NRO as per scheme.
PRODUCT ACCESS
SEBI-registered PMS and AIF Category I, II, III (based on AMC policy).
TAXATION
Capital gains taxable in India; TDS applicable with DTAA relief.
REPATRIATION
PMS – Non-repatriable (NRO); AIF – Scheme dependent / IFSC repatriable.
IDEAL FOR
HNI NRIs/OCIs seeking actively managed, high-growth portfolios.
Foreign Nationals
ELIGIBILITY
Investment allowed via SEBI-registered FPI/FVCI or IFSC AIF structures.
ACCOUNT TYPE
FPI / FVCI / IFSC-based Category I–III AIF account.
PRODUCT ACCESS
IFSC or SEBI-approved AIFs (private equity, venture, long-short).
TAXATION
Tax under FPI/FVCI or IFSC norms; treaty benefits may apply.
REPATRIATION
Fully repatriable via IFSC or FPI accounts.
IDEAL FOR
Global investors & institutions seeking alternative India exposure.
Resident Indians
ELIGIBILITY
Permitted under SEBI PMS and AIF regulations.
ACCOUNT TYPE
Resident individual or corporate PMS/AIF account.
PRODUCT ACCESS
All SEBI-registered PMS and AIF schemes (Cat I, II, III).
TAXATION
As per domestic capital gains; pass-through for AIF Cat I/II.
REPATRIATION
Not applicable.
IDEAL FOR
HNIs & professionals seeking long-term alpha and diversification.
OCB / Foreign Companies
ELIGIBILITY
Permitted via FDI / FVCI / IFSC corporate participation.
ACCOUNT TYPE
Institutional PMS / AIF account (corporate or trust format).
PRODUCT ACCESS
IFSC or SEBI-regulated AIF Category I–III investments.
TAXATION
Corporate or IFSC-specific tax regime.
REPATRIATION
As per FEMA/IFSC or AIF fund repatriation terms.
IDEAL FOR
Family offices, investment firms, and offshore corporates.
Schedule a discussion with our wealth specialist to explore curated PMS & AIF opportunities suited to your risk profile, jurisdiction, and long-term goals.
Book a Meeting