PMS
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Benefits of PMS
- Stock selection is based on high level of investment expertise and research.
- PMS normally has a concentrated portfolio of 15-20 stocks.
- A concentrated portfolio increases the potential of higher returns.
- Clients receive regular reporting and personal service.
- PMS are transparent in terms of expenses they charge.
Alternative Investment Fund (AIF)
In AIF schemes, pooled Investments made in venture capital, private equity, hedge funds, long short strategies etc. are called alternative investments. In other words, an investment not made in conventional investment avenues such as stocks, bonds, real estate etc. may be considered as alternative investments.
Alternative Investment Funds (AIFs) are defined in Regulation 2(1) (b) of SEBI (Alternative Investment Funds) Regulations, 2012. It refers to any privately pooled investment fund, in the form of a trust or a company or a body corporate or a Limited Liability Partnership (LLP).
As per SEBI, AIFs are classified in three broad categories. Category I & II AIF are close ended & the tenure of the scheme is minimum three years. Whereas Category III AIF can be open ended or close ended.
- Stock selection is based on high level of investment expertise and research.
- PMS normally has a concentrated portfolio of 15-20 stocks.
- A concentrated portfolio increases the potential of higher returns.
- Clients receive regular reporting and personal service.
- PMS are transparent in terms of expenses they charge.
- Alternative Investment Funds such as hedge funds or funds which trade with a view to make short term returns or such other funds for which no specific incentives or concessions are given by the government or any other Regulator.
- Hedge Fund
- Private Investment in Public Equities (PIPE) Fund