At FUTURE WEALTH, we offer advanced investment solutions such as PMS (Portfolio Management Services), AIF (Alternative Investment Funds), and SIF (Structured Investment Funds) designed for high-net-worth individuals (HNIs) seeking customized strategies and superior returns beyond traditional financial instruments.
PMS provides personalized portfolio management by experienced fund managers who tailor investments in equities or fixed income based on your goals and risk profile. With a minimum investment of ₹50 lakhs, PMS offers transparency, flexibility, and direct ownership of securities in your portfolio, allowing better control and tax efficiency.
AIFs pool investor capital into alternative avenues like private equity, venture capital, real estate, and hedge funds. Regulated by SEBI, AIFs are categorized into:
Category I: Invests in start-ups, SMEs, and socially beneficial sectors.
Category II: Focuses on private equity and debt funds.
Category III: Employs complex strategies like derivatives and hedge funds.
The minimum investment for AIFs is ₹1 crore, and they are ideal for investors seeking diversification, innovation, and long-term capital growth.
SIFs are specially designed investment structures that offer a defined return profile by combining multiple asset classes and derivative strategies. These funds are ideal for investors who seek specific risk-reward outcomes, downside protection, and structured payoffs.
All three solutions are curated to provide sophisticated, strategic, and long-term wealth creation. At FUTURE WEALTH, our expert advisors help you navigate and select the right mix of PMS, AIF, and SIF products aligned with your financial aspirations.
PMS offers tailored portfolio management for high-net-worth individuals.
AIF pools funds into alternative assets like private equity or hedge funds.
SIF structures investments to deliver specific risk-return outcomes.
These products are ideal for high-net-worth investors seeking customized, professionally managed, or alternative investments beyond traditional mutual funds and equities.
PMS: ₹50 lakhs
AIF Category I & II: ₹1 crore
SIF: Varies based on the structure and offering, typically ₹25 lakhs or more
Yes, all these products are regulated by SEBI (Securities and Exchange Board of India) to ensure transparency, governance, and investor protection.
These are market-linked investments and carry risks like market volatility, liquidity issues, and fund manager performance. Proper due diligence and expert guidance are essential.