Product
Suite
1
Mutual Funds (MFs)
Mutual Funds pool money from multiple investors to invest in diversified portfolios of equities, debt, or hybrid instruments. Managed by professional fund managers, MFs offer an accessible, regulated, and tax-efficient way for individuals and corporates to participate in capital markets. With options like SIPs (Systematic Investment Plans) and a wide range of fund types, mutual funds cater to both conservative and aggressive investors.
2
Portfolio Management Services (PMS)
Portfolio Management Services are tailored investment solutions for high-net-worth individuals (HNIs), offering personalized strategies based on specific risk-return profiles. PMS investments are typically more concentrated than mutual funds and managed by experienced portfolio managers. They offer greater flexibility, transparency, and the potential for higher returns, albeit with higher minimum investment thresholds and associated risks.
3
Alternative Investment Funds (AIFs)
Alternative Investment Funds are privately pooled investment vehicles that invest in assets beyond traditional equities and debt. Categorized into Category I, II, and III, AIFs include investments in private equity, venture capital, hedge funds, and real estate. Aimed at sophisticated investors, AIFs offer portfolio diversification and access to niche investment opportunities with higher risk-return potential.
4
Fixed Income Products
Fixed income products include instruments like government bonds, corporate bonds, non-convertible debentures (NCDs), fixed deposits (FDs), and debt mutual funds. These products provide regular income with relatively lower risk and are ideal for conservative investors seeking capital preservation and predictable returns. They also play a crucial role in portfolio diversification and risk management.
5
Specialized Investment Funds (SIFs)
Specialized Investment Funds are tailored investment structures that cater to specific asset classes, sectors or investment themes. These may include ESG funds, infrastructure funds, or sector-focused vehicles. SIFs are designed for informed investors seeking exposure to targeted opportunities with expert fund management, often involving bespoke strategies aligned with long-term objectives.