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PMS & AIF

Exclusive Investment Solutions for Sophisticated Investors

At Financial Investment Co., our PMS (Portfolio Management Services) and AIF (Alternative Investment Funds) are tailored for high-net-worth individuals (HNIs), institutional investors, and discerning clients seeking customized strategies and diversified asset classes. Backed by expert fund managers and a robust research framework, our aim is to deliver consistent, risk-adjusted returns aligned with your unique financial objectives.

Get Started with Our PMS & AIF Services

What We Offer

Key Highlights of Our PMS & AIF Offerings

Customized Portfolio Strategies

Tailored Investment Strategies with Custom Asset Allocation & Flexible Management Options.

Description

  • Each portfolio is designed around your risk appetite, return expectations, and liquidity needs.
  • Choose between concentrated equity strategies, diversified multi-asset approaches, or thematic plays.
  • Benefit from both discretionary (manager-driven) and non-discretionary (client-involved) models.

    • Expert Fund Management & Research

    Expert-Led Portfolio Management with Data-Driven Research & Market Insights.

    Description

  • Our portfolio managers bring years of industry experience and market insights.
  • Thorough research combining fundamental valuation techniques with advanced quantitative models.
  • Continuous monitoring of global economic indicators, sector trends, and corporate performance.

    • Institutional-Grade Governance & Transparency

    Strict Regulatory Compliance with Transparent Reporting & Independent Audits.

    Description

  • Adherence to all guidelines set by SEBI and other regulatory authorities.
  • Comprehensive statements detailing portfolio holdings, transaction history, and returns.
  • Third-party audits ensure accurate net asset values (NAV) and fair portfolio valuations.

    • Wide Range of Alternative Investments (AIF)

    Diversified Investment Categories with Venture, Private Equity & Hedge Funds.

    Description

  • Category I: Venture capital funds, social venture funds, and small & medium enterprise (SME) funds.
  • Category II: Private equity funds, debt funds, and fund-of-funds.
  • Category III: Hedge funds employing diverse strategies like long-short equity, arbitrage, and more.

    • Flexibility & Diversification

    Flexible Investment Structures with Global Exposure & Advanced Risk Management.

    Description

  • Choose between open-ended and close-ended structures, subject to your investment horizon.
  • Access international markets and alternative asset classes (real estate, infrastructure, etc.) through specialized funds.
  • Sophisticated hedging techniques to mitigate market volatility and downside risks.

    • Why Choose Financial Investment Co. for PMS & AIF?

    Deep Market Expertise & Trust

  • A history of delivering risk-adjusted returns for our clients.
  • We prioritize your objectives, offering tailored strategies and transparent processes.

    • Dedicated Relationship Management

  • A dedicated relationship manager to address queries, review performance, and refine strategies.
  • Regular updates, webinars, and research insights to keep you informed about portfolio developments.

    • Robust Risk Management Framework

  • Portfolios are rebalanced based on market conditions to maintain optimal risk levels.
  • Continuous oversight ensures adherence to regulatory norms and internal risk guidelines.

    • Innovative Strategies & Global Access

  • Leverage the latest portfolio analytics and real-time market tracking.
  • Diversify beyond local markets to capitalize on international trends and emerging opportunities.

    • Transparent Fee Structure

  • Aligns our success with yours by charging fees based on portfolio performance.
  • No hidden charges; upfront disclosure of management fees, performance fees, and exit costs.

    • How to Get Started with PMS & AIF

    1. Consultation & Profiling

    ○ Investor Profiling: Assess your financial goals, risk tolerance, and time horizon.
    ○ Strategy Selection: Choose from our curated strategies or request a custom approach aligned with your investment thesis.

    2. Documentation & Onboarding

    ○ Application & KYC: Submit your personal details, PAN, and address proof.
    ○ Investment Agreement: Review and sign the PMS/AIF agreement, outlining fees, terms, and conditions.

    3. Funding & Account Setup

    ○ Initial Corpus: Transfer the agreed-upon funds or securities to your dedicated PMS/AIF account.
    ○ Bank & Custody Arrangements: We coordinate with trusted custodians to ensure safe handling of your assets.

    4. Portfolio Construction & Monitoring

    ○ Allocation & Deployment: Our fund managers deploy capital into selected asset classes and securities.
    ○ Ongoing Review: Regularly track market changes and rebalance the portfolio to optimize returns.

    5. Performance Reporting & Reviews

    ○ Periodic Statements: Access detailed performance reports and valuation statements.
    ○ Strategic Adjustments: Schedule review meetings with our team to realign strategies as needed.

    Ready to Explore Advanced Investment Opportunities?

    Start PMS & AIF Today!

    Unlock the potential of bespoke portfolio management and alternative investment strategies with Financial Investment Co.. Our PMS & AIF solutions combine expertise, transparency, and flexibility to help you achieve long-term financial success.

    ● Phone: +91-9814054501
    ● Email: Info@kailashinvestment.com
    ● Visit: Kailash Investment Company ,  Batala – 143505 Punjab
    ● Apply Online: kailashinvestment.com

    Need More Information ?

    Explore FAQs

    Explore our FAQs below for a deeper understanding of the process, benefits, and important disclaimers.

    Customer Support

    Contact our customer support team for personalized assistance.

    Frequently Aksed Questions

    ● Minimum Investment: SEBI regulations often specify a minimum investment amount
    (e.g., INR 50 lakhs for PMS, INR 1 crore for most AIFs).
    ● Lock-In & Liquidity: Some PMS and AIF strategies come with lock-in periods.
    Ensure you’re comfortable with the investment horizon.
    ● Fee Structure: Understand management fees, performance fees, and other charges
    detailed in the investment agreement.

    ● Market & Liquidity Risk: The value of underlying assets can fluctuate, and certain
    investments may not be easily liquidated.
    ● Concentration Risk: Focused or thematic strategies may face higher volatility.
    ● Regulatory Risk: Changes in government policies or regulatory guidelines can
    impact performance.

    ● Category I & II: Returns typically come from capital gains or income distributions.
    Payouts follow the fund’s distribution policy.
    ● Category III: Returns are often realized through trading strategies, which may be
    more frequent or periodic, depending on the fund structure

    ● Yes. You’ll receive periodic statements (monthly or quarterly) detailing holdings,
    valuations, and performance. Online access or a dedicated client portal may also be
    provided for real-time tracking.

    ● Depends on the Terms: Some PMS allow partial redemptions subject to minimum
    balance requirements. AIF redemptions can be restricted by the fund’s structure and
    lock-in rules. Always review the offer document or agreement

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