PMS/AIF
Advanced investment solutions designed for investors seeking customized portfolio management and access to sophisticated investment strategies.
Portfolio Management Services
Alternative Investment Funds
PMS (Portfolio Management Services) offers a personalized investment approach tailored to your financial goals and risk profile.
Investments are made directly in your Demat account, ensuring full ownership and transparency.
Portfolios are actively managed by experienced professionals aiming for superior risk- adjusted returns.
PMS follows a focused strategy with high-conviction investments for long-term wealth creation.
It provides flexibility to customize and rebalance portfolios based on market conditions. PMS is ideal for HNI investors seeking disciplined, strategic, and actively managed investments.
Personalized Investment Strategy: PMS portfolios are custom-built based on your risk profile, goals, and time horizon, unlike one-size mutual funds.
Direct Ownership of Stocks: You own the stocks directly in your Demat account, giving full transparency and control over your investments.
High-Quality Portfolio Management:Managed by experienced fund managers with deep market expertise, focused on generating superior risk-adjusted returns.
Concentrated High-Conviction Portfolio: PMS typically invests in focused, high-quality ideas, aiming for better long-term wealth creation.
Flexibility & Customization: Ability to modify, exit, or tailor investments based on changing market conditions or personal preferences.
Transparency & Detailed Reporting: Investors receive regular updates, performance reports, and complete portfolio visibility.
AIF (Alternative Investment Funds) offer access to exclusive investment opportunities beyond traditional markets, including private equity, startups, and real estate.
They are designed for investors seeking higher growth potential through strategic and thematic investments.
AIFs help diversify portfolios by including assets that are not directly linked to stock market movements.
These funds are managed by experienced professionals with specialized expertise in niche sectors.
They typically follow a long-term investment approach focused on value creation and capital appreciation.
AIFs are best suited for HNI investors with a higher risk appetite looking for differentiated investment avenues.
Access to Exclusive Opportunities: AIFs invest in private equity, startups, real estate, and unlisted businesses not available through traditional investment routes.
Potential for Higher Returns: Designed to capture high-growth opportunities, especially in emerging sectors and pre-IPO companies.
Diversification Beyond Traditional Assets:Helps reduce overall portfolio risk by adding non-market-linked or low-correlated investments.
Professional Fund Management: Managed by specialized fund managers with deep domain expertise in niche investment areas.
Structured & Thematic Investing: AIFs often follow focused strategies like venture capital, distressed assets, or sector-specific themes.
Suitable for HNI & Sophisticated Investors: Tailored for investors who seek long-term wealth creation with a higher risk appetite and strategic allocation.
| Aspect | PMS | AIF |
|---|---|---|
| Structure | Individually managed portfolio | Pooled investment fund |
| Ownership | Securities held directly in investor’s name | Units of the fund are allotted to investors |
| Investment Strategy | Customized for each investor | Common strategy for all investors in the fund |
| Portfolio Control | Portfolio tailored to client preferences | Managed collectively according to fund mandate |
| Investment Exposure | Mainly listed equities and securities | Private equity, venture capital, hedge strategies, and alternative assets |
Advanced investment avenues designed for investors who seek
investments are in expert hands.
to long-term financial goals.
traditional investment products.
Disclaimer - Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are subject to market risks and are suitable for investors with a higher risk appetite. Returns are not guaranteed and may vary based on market conditions. PMS/AIF products are regulated by SEBI. CapGro Globalx acts as a facilitator/distributor and does not provide any assured returns.
Regulatory Disclosures & Registrations: SEBI Registration No. - INZ000158836 | AMFI Registered Mutual Fund Distributor ARN-362348 (Validity till: 21-JAN-2029).
Exchange Affiliations: NSE Registration Code: CM-AP0297611593 (Capital Market) / FO-AP0297611593 (Futures & Options) | BSE Registration Code: AP01044601177877.
Disclaimer : Investments in the securities market are subject to market risks. Read all scheme and transaction-related documents carefully before investing. Brokerage/Distribution services are offered through CAPGRO GLOBALX PVT LTD Registration granted by SEBI and certification from AMFI/NISM in no way guarantee the performance of the intermediary or provide any assurance of regular or guaranteed returns to investors.
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