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PMS & AIF Distribution with Anupam Wealth

For investors seeking customized wealth management and beyond-mutual-fund opportunities, Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) have emerged as powerful tools. At Anupam Wealth, we partner with multiple leading AMCs to offer unbiased guidance, helping you choose the right PMS or AIF based on your risk tolerance, return expectations, and investment horizon.

Portfolio Management Services (PMS)

What is PMS?

Portfolio Management Services (PMS) provide investors with personalized portfolios of stocks, bonds, and other securities managed by professional portfolio managers. Unlike mutual funds, PMS offers more flexibility, transparency, and customization.

Who Should Consider PMS?

HNIs and Ultra HNIs seeking a customized portfolio beyond mutual funds.
Investors with ₹50 lakhs or more to allocate in equities or structured strategies.
Individuals looking for direct ownership of securities instead of pooled units.
Those who want professional expertise and active management of their portfolio.

Why Choose PMS Through Anupam Wealth?

Unbiased Guidance
We partner with multiple AMCs, ensuring no single-product push.
Tailored Recommendations
Based on your goals: wealth creation, preservation, or income generation.
Performance Insights
We track fund manager history, investment style, and consistency.
Transparency
Direct ownership of underlying securities in your account.

Alternative Investment Funds (AIFs)

What are AIFs?

Alternative Investment Funds (AIFs) pool money from investors to invest in unique, non-traditional opportunities such as startups, private equity, unlisted equities, debt strategies, real estate, or hybrid models. They are regulated under SEBI guidelines and are available only to accredited investors (minimum ticket size: ₹1 crore).

Types of AIFs

Category I
Investments in startups, SMEs, social ventures, infrastructure.
Category II
Private equity, debt funds, unlisted companies, hybrid strategies.
Category III
Hedge funds, long-short strategies, and high-risk, high-return products.

Who Should Consider AIFs?

  • Investors looking to diversify beyond equities and mutual funds.
  • Those seeking exposure to private markets (startups, unlisted companies, real estate).
  • HNIs aiming for higher returns in exchange for longer lock-in periods and risk appetite.
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Why Choose AIFs Through Anupam Wealth?

Wide AMC Network
Access to multiple AIF products across strategies.
Customized Guidance
Selection based on risk profile, return expectations, and duration.
Unbiased Approach
We evaluate products objectively, with no bias toward any single AMC.
In-depth Research
We analyze fund mandates, track records, and risk-return profiles.

PMS vs AIF – Which Is Right for You?

  • PMS: Ideal if you want a customized, equity-focused portfolio with direct stock ownership.
  • AIF: Suitable if you want access to unique, non-traditional investment opportunities like startups, real estate, or private equity. At Anupam Wealth, we help you decide which option aligns better with your wealth creation strategy.
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Start Your PMS & AIF Journey with Confidence

Choosing the right PMS or AIF requires more than just chasing returns—it requires clarity, research, and alignment with your life goals. At Anupam Wealth, we stand by your side to ensure your investments are diversified, future-ready, and managed by the best minds in the industry.

Connect with us today to explore the best PMS and AIF options for your wealth journey.

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