PMS, AIF,

IAP & Smallcases

Portfolio Management Services (PMS)

A personalized investment management service where a portfolio manager manages individual portfolios tailored to specific investor needs. It includes investments in stocks, bonds, and other securities.

The minimum investment required for PMS is typically around ₹50 lakhs as capped by SEBI.

PMS offers relatively higher liquidity than AIFs, as investors can access their investments more readily, depending on market conditions.
PMS is essential as it provides personalized investment strategies, professional management, and tailored asset allocation, helping investors achieve their financial goals while navigating complex market dynamics effectively.

Alternative Investment Funds (AIF)

AIFs are pooled investment vehicles that collect funds from sophisticated investors to invest in non-traditional assets such as private equity, real estate, and hedge funds.

The minimum investment for AIFs generally starts at ₹1 crore as capped by SEBI.

AIFs tend to be less liquid than PMS, often involving longer lock-in periods and limited exit opportunities.

IAP (Intelligent Advisory Portfolios)

A technology-driven investment platform that offers personalized investment solutions tailored to individual investor needs and risk tolerance. Using advanced algorithms and data analysis, IAP constructs diversified portfolios of stocks, bonds, and other asset classes.

IAP aims to simplify investing and help individuals achieve their financial goals through a data-driven and personalized approach.
Investors are assessed to understand their risk appetite and investment goals.

Portfolio customization: IAP creates portfolios that align with individual risk profiles and objectives. Regular rebalancing: Portfolios are periodically rebalanced to maintain optimal asset allocation. Transparent reporting: Investors receive regular updates on portfolio performance and market conditions. Access to financial advisors: IAP provides access to financial advisors for personalized support and guidance.

What is Smallcase?

Smallcase Portfolios are pre-curated baskets of stocks that follow a specific theme or strategy.

They offer a convenient way to invest in a diversified portfolio without having to select individual stocks.

Theme-based portfolios are designed around specific investment strategies or approaches, such as "Dividend Stars," "Tech Titans," or "Emerging India."

Curated by experts RIA: Investment professionals carefully select the stocks and add them to portfolios. Smallcases provide instant diversification across multiple stocks, reducing risk.

The managers periodically rebalance small cases to maintain the desired asset allocation. By investing in a small case, you can benefit from the expertise of investment professionals and gain exposure to a diversified portfolio of stocks aligned with your investment goals.