Portfolio Management & Alternative Investment Solutions

Tailored investment strategies designed for high-net-worth individuals and institutions seeking superior risk-adjusted returns with professional management.

Exclusive Investment Solutions

Our Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) offer sophisticated investment strategies tailored to meet the unique needs of high-net-worth individuals and institutional investors.

Portfolio Management Services

Professionally managed investment portfolios tailored to your financial goals with active management and personalized strategies.
Equity Debt Multi-Asset
Min. Investment ₹50 Lakhs
Time Horizon 3-5 Years

Alternative Investment Funds

Sophisticated investment vehicles providing access to private equity, venture capital, real estate, and other alternative assets.
Equity Debt Multi-Asset
Min. Investment ₹1 Crore
Time Horizon 5-7 Years

Why Choose Our PMS & AIF Solutions

Discover the advantages of our professionally managed investment solutions designed to help you achieve your financial goals.
Expert Management

Access to seasoned investment professionals with proven track records across market cycles.

Tailored Strategies

Customized investment approaches aligned with your risk profile and financial objectives.

Superior Returns

Strategies designed to outperform benchmarks and generate alpha over the long term.

Meet Our Investment Team

Our experienced team of investment professionals brings decades of expertise across various market cycles and asset classes.

Rajiv Sharma

Chief Investment Officer

Over 22 years of experience in equity markets with expertise in identifying structural growth opportunities.

Priya Mehta

Head of Alternative Investments

15+ years specializing in private equity and alternative asset classes with strong track record in deal sourcing.

Vikram Patel

Senior Portfolio Manager

18 years of experience in multi-asset strategies with focus on risk-adjusted returns across market cycles.

What Our Clients Say

Hear from investors who have entrusted their capital with our investment solutions.

"The Equity Advantage Strategy has consistently outperformed my expectations. The team's research-driven approach and transparent communication have made this one of my best investment decisions in the last decade."

Anil Kapoor

Anil Kapoor

Entrepreneur, Mumbai

"As a busy professional, I needed an investment solution that required minimal oversight while delivering strong returns. The Multi-Asset PMS has provided exactly that, with excellent risk management during volatile periods."

Dr. Meera Reddy

Dr. Meera Reddy

Surgeon, Bangalore

Why Choose Our PMS & AIF Solutions

Discover the advantages of our professionally managed investment solutions designed to help you achieve your financial goals.
Non-Convertible Debentures (NCDs) are fixed-income instruments that cannot be converted into equity shares of the issuing company. They offer a fixed rate of interest and are redeemed at face value upon maturity. NCDs are typically issued by companies to raise medium to long-term capital.
Credit ratings indicate the issuer’s ability to meet financial obligations. Higher-rated bonds (AAA, AA) have lower default risk but typically offer lower interest rates. Lower-rated bonds carry higher risk but offer higher returns as compensation. Investors should choose bonds based on their risk tolerance and investment goals.
Secured bonds are backed by specific assets of the issuer that can be claimed by bondholders if the issuer defaults. Unsecured bonds (debentures) are not backed by any collateral and rely solely on the issuer’s creditworthiness. Secured bonds generally offer lower interest rates due to their lower risk profile compared to unsecured bonds.
Interest income from bonds is taxable as “Income from Other Sources” at the investor’s applicable income tax slab rate. Tax Deducted at Source (TDS) is applicable at 10% if the interest exceeds ₹5,000 in a financial year. Some bonds like tax-free bonds issued by government entities offer tax exemption on interest income under Section 10(15) of the Income Tax Act.
Yes, most listed bonds can be sold in the secondary market before maturity. However, liquidity may vary, and you might sell at a premium or discount to the face value depending on prevailing interest rates and the issuer’s credit profile. Some bonds have lock-in periods during which they cannot be sold. Always check the bond’s terms before investing.

Ready to Elevate Your Investment Strategy?

Schedule a consultation with our investment experts to discuss how our PMS and AIF solutions can help you achieve your financial goals.

 

Scroll to Top
Open chat
Hello
Can we help you?