Alternate Investment Products
Empowering Your Wealth with Specialized Solutions
Alternate Investment Products
Empowering Your Wealth with Specialized Solutions
Alternate Investment Products
Alternative Investment Products are tailored investment solutions that focus on non-traditional assets such as private equity, real estate, and commodities. These products are designed to meet the specific needs of investors by offering concentrated portfolios with defined objectives, providing a more customized investment experience.
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FAQs
1. Who is an ideal PMS investor?
The specialised investment solutions provided by Portfolio Managers typically cater to high net-worth clients. These clients can be individuals or Institutional entities who require a dedicated investment management service.
The PMS platform is ideal for investors who:
Ø Seek to invest in asset classes like equity, fixed income, structured products etc.
Ø Value a highly personalised investment management solution.
Ø Are discerning and appreciate a high level of client service.
Ø Require investment advice for long-term wealth creation.
2. What are the benefits of PMS?
Ø Professional Management
Ø Regular Monitoring
Ø Risk Management
Ø Flexibility
Ø Transparency
3. What is the minimum investment in PMS?
As per SEBI norms, the minimum investment in a PMS is ₹50 lakhs.
4. What are the modes through which I can make investments in PMS?
Apart from fund transfer, the investor can also provide securities, subject to minimum investment amount prescribed by SEBI, to a Portfolio Manager. However, the Portfolio Manager may at its own sole discretion manage/administer the said securities in line with respective strategy’s investment approach.
5. What is the tax treatment in PMS investment?
The tax liability of a PMS investor would remain the same as if the investor is accessing the capital market directly. However, the investor should consult his tax advisor for the same. The Portfolio Manager provides audited statement of accounts for each financial year to aid the investor in assessing his/her tax liabilities.
1. What is an Alternative Investment Fund (AIF)?
Alternative Investment Funds (AIFs) are unique investment vehicles that are privately pooled and invested in alternative asset classes such as venture capital, private equity, hedge funds, commodities, real estate, and derivatives. These are distinctly different from other investment options like mutual funds, fixed deposits, equities, etc.
2. How are they different from Mutual Funds?
Unlike mutual funds, which are widely available to any investor, AIFs cater to a more exclusive clientele, typically high-net-worth individuals (HNIs). AIFs offer exposure to alternative asset classes, providing investment opportunities beyond traditional stocks and bonds. They offer access to unique investment opportunities that are unavailable to the general public.
3. Who is an ideal AIF investor?
The specialized investment solutions provided by Alternative Investment Funds (AIFs) typically cater to a niche segment of ultra-high-net-worth clients. These clients may be individuals or institutional entities requiring dedicated investment management services.
4. What is the tax treatment of AIF investments?
Each category of AIF is a different investment vehicle and is therefore taxed differently. However, investors should consult their tax advisors for specific advice.
5. Who regulates Alternative Investment Funds in India?
The Securities and Exchange Board of India (SEBI) is the regulator of Alternative Investment Funds (AIFs) in India.
