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Alternate Investment Fund

Explore diverse investment horizons with AIFs

Alternative Investment Funds are tailor-made investment vehicles designed to take you beyond the confines of traditional assets like stocks and bonds. AIFs offer a path to alternative asset classes or strategies, aiming to provide investors with diversification, potential for higher returns, and distinct risk profiles. These avenues are reserved for individuals seeking to transcend the boundaries of conventional investments.

Decoding AIFs

Alternative Investment Funds are tailor-made investment vehicles designed to take you beyond the confines of traditional assets like stocks and bonds. AIFs offer a path to alternative asset classes or strategies, aiming to provide investors with diversification, potential for higher returns, and distinct risk profiles. These avenues are reserved for individuals seeking to transcend the boundaries of conventional investments.

Diverse AIF options for you

There are a number of AIFs that exist, and a team of highly experienced Alternative Investment Fund Managers at Kunvarji Wealth helps you make the best of all of them.

Hedge Funds: These funds combine investor capital and diverse strategies like long/short equity, global macro, event-driven, or relative value to generate positive returns, regardless of market conditions. Hedge funds often offer unique opportunities, though they might have higher fees and less regulation compared to traditional funds.

Private Equity Funds: Invest in privately held companies with the goal of obtaining a significant ownership stake. These funds aim to enhance company performance, selling their stake for future profits. Private equity funds require a longer investment horizon and might involve more active management.

Venture Capital Funds: Focus on early-stage or high-growth companies with immense potential. Venture capital funds provide capital and expertise to aid growth, especially in innovative startups. While they carry higher risk, they also offer the chance for substantial returns.

Real Estate Funds: Invest in various real estate properties, including residential, commercial, and industrial. These funds offer real estate exposure without direct ownership, generating income through rental yields and capital appreciation.

Commodity Funds: Invest in physical commodities like gold, oil, and agricultural products. These funds offer exposure to commodity price movements and might use derivatives like futures contracts for risk management.

Delving into AIF Categories

We offer an array of AIF categories, each catering to unique investment preferences:
Parameter  Category 1  Category 2  Category 3 
Scope / Investment Avenues  Ventures or start-ups, social ventures, SME infrastructure, or other sectors   Private equity funds, debt funds, and other funds and investments that are not classified as Category 1 or 3.  Diverse or complex trading strategies; may use leverage or derivatives for investments 
Examples  VC funds, SME Funds, Social Venture Funds, Infra Funds, Angel Funds  PE Funds, Debt Funds, RE Funds, Fund of Funds,   Hedge Funds, Long / Short Funds, Equity and/or C&C Funds 
Minimum Investment  Depends on AIF   INR 1 Cr  INR 1 Cr 

AIFs vs. Portfolio Management Services (PMS): Unveiling the Distinctions

Parameter  PMS  AIF 
Definition  Pooled capital from multiple investors get invested in alternative asset class/strategies  Invested in direct equities  
Structure  As Trusts and/or Limited Liability Partnerships (LLPs)  Discretionary or Non-discretionary direct investment in listed stocks 
Min Investment  INR 50 Lakhs  INR 1 Cr 

Unlock the Potential of AIFs with Kunvarji Wealth Solutions

At Kunvarji Wealth Solutions, we believe in offering more than just investments. We offer insights, expertise, and personalized solutions that align with your financial aspirations. Our commitment to excellence, combined with a legacy of over 60 years, sets us apart as your trusted partner on your investment journey.

Ready to Elevate Your Investment Portfolio?

Discover the world of AIFs – click here to register and open an account. Our dedicated Relationship Managers are poised to guide you towards a future of financial excellence. Experience investment beyond the ordinary with Kunvarji Wealth Solutions.
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