EQUITY/SHARE INVESTMENTS
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Equity and Shares: How We Help Grow Your Funds
We help you unlock the growth potential of equities through careful stock selection, portfolio diversification, and ongoing market guidance. Our team ensures your investments align with your goals—whether retirement savings or long-term wealth creation—by building tailored portfolios that balance risk and return.
PMS (Portfolio Management Services)
- PMS is a personalized investment service where professional portfolio managers create and manage a custom equity or hybrid portfolio based on your financial goals, risk appetite, and investment horizon. It offers transparency, regular reporting, and access to expert fund managers.
- Ideal for HNIs who want a tailored investment experience and hands-on management.
- Minimum Investment: ₹50 Lakhs
IAP (Intelligent Advisory Portfolio)
- IAP is a smart investment solution that mirrors the strategy of PMS but with a lower entry barrier. It uses advanced research, dynamic asset allocation, and disciplined rebalancing to optimize returns. IAP combines personalized advisory with the flexibility of a smaller ticket size, making professional wealth management more accessible.
- Perfect for emerging investors seeking a data-driven and actively managed portfolio.
- Minimum Investment: ₹2.5 Lakhs
AIF (Alternative Investment Fund)
- AIFs are privately pooled investment vehicles designed for sophisticated investors. They invest in non-traditional asset classes like private equity, venture capital, hedge funds, structured credit, and real assets.
- These funds aim to deliver higher returns through innovative strategies but come with longer lock-in periods and higher risk-reward potential.
- Minimum Investment: ₹1 Crore
- Ideal For: Investors looking for diversification beyond mutual funds and stock markets.
Unlisted Shares
- Unlisted shares are equity investments in companies that are not yet publicly traded. These can include startups or pre-IPO companies with high growth potential. Investing in unlisted shares offers early-stage access to businesses that may become tomorrow's market leaders.
- While they carry higher risk and lower liquidity, the potential upside can be substantial if chosen wisely.
- Minimum Investment: ₹3 Lakhs
- Best Suited For: Investors with a higher risk appetite and a long-term view