PMS / AIF

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PMS / AIF

PMS stands for Portfolio Management Services, while AIF stands for Alternative Investment Fund. Both are investment avenues that cater to different types of investors and offer distinct investment strategies.

Portfolio Management Services (PMS)

PMS is a customized investment service provided by professional portfolio managers or investment firms to high-net-worth individuals (HNIs). In PMS, the portfolio manager manages a separate portfolio for each client based on their specific investment goals, risk tolerance, and financial objectives. The investments in a PMS are typically made in equities, debt, and other securities, and the portfolio manager actively manages the investments to achieve the client's financial objectives.

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Alternative Investment Fund (AIF)

AIF is a privately pooled investment fund that collects funds from accredited investors or high-net-worth individuals to invest in a variety of alternative assets beyond traditional investments like stocks and bonds. AIFs can invest in assets such as private equity, venture capital, real estate, hedge funds, and other non-traditional investments. These funds are subject to regulations and are managed by professional fund managers.

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In summary, PMS is a personalized investment service for HNIs with a focus on equities and debt, while AIF is a pooled investment fund that offers exposure to various alternative assets for accredited investors. Both PMS and AIF cater to sophisticated investors seeking different investment opportunities outside of conventional markets.

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments.

AMFI Registered Mutual Fund Distributor – ARN-156112 | Date of initial registration – 25-Apr-2024 | Current validity of ARN – 01-Jul-2027