Strategic Portfolio Solutions
When your financial goals demand more than standard investments, we help you navigate smarter strategies through PMS and AIF. From focused equity portfolios to unique alternative investments, every solution is carefully chosen to match your aspirations, risk appetite, and long-term vision—backed by experienced professionals and clear guidance at every step.
Curated Investment Strategies We Offer
Gain access to a selection of premium investment solutions designed for long-term growth, diversification, and active wealth creation. Whether you’re aiming for market outperformance, exploring private equity opportunities, or investing through professionally curated equity portfolios—our range of offerings is built to suit your financial goals and risk profile.
From high-conviction strategies like PMS and AIF to smart, theme-based models like Smallcase and SIF, every option we offer is backed by due diligence, expert insights, and a deep understanding of market dynamics.
Smallcase Portfolios
We offer access to Smallcase portfolios—professionally curated baskets of stocks or ETFs built around specific themes, strategies, or sectors. These portfolios are managed by SEBI-registered experts and allow you to invest directly through your demat account with full transparency and control.
Whether you’re looking for long-term wealth creation, sectoral exposure, or smart beta strategies, Smallcases offer a structured, research-backed approach to equity investing—minus the hassle of individual stock selection.
Best Suited For: Investors who prefer goal-based or theme-driven portfolios with hands-on control
Minimum Investment: Starting from ₹5 Lakhs
Specialised Investment Funds (SIF)
We offer access to Specialised Investment Funds (SIFs)—professionally managed, theme-based investment strategies built for investors seeking curated opportunities beyond traditional products. These funds pool capital into focused portfolios across equities, debt instruments, or hybrid strategies, allowing investors to participate in high-conviction themes with disciplined risk management.
Designed for clients who want to build long-term wealth through structured and diversified exposure, SIFs combine the strength of professional management with the flexibility to align with specific financial goals.
Best Suited For: Investors looking for expert-managed, theme-driven portfolios with strategic growth potential
Minimum Investment: ₹10 Lakhs
Portfolio Management Services (PMS)
We offer access to Portfolio Management Services (PMS) for investors seeking personalised, actively managed equity or multi-asset portfolios. Each PMS strategy is designed and managed by seasoned portfolio managers who bring deep research, high-conviction ideas, and disciplined execution to your investments.
With direct ownership of securities and customised asset allocation, PMS is ideal for those looking to go beyond conventional mutual funds and aim for long-term wealth creation with greater portfolio control.
Best Suited For: HNIs seeking customised, professionally managed portfolios for long-term alpha generation
Minimum Investment: ₹50 Lakhs
Alternative Investment Fund (AIF)
We help clients invest in Alternative Investment Funds (AIFs)—private pooled vehicles that offer access to high-potential, non-traditional opportunities such as private equity, pre-IPO shares, structured debt, and special situation strategies. AIFs are regulated by SEBI and structured into Category I, II, and III depending on asset class and risk profile.
Ideal for portfolio diversification and long-term value creation, AIFs are suitable for sophisticated investors looking to explore advanced strategies beyond listed markets.
Best Suited For: HNIs and family offices seeking exclusive opportunities with higher risk-reward potential
Minimum Investment: ₹1 Crore
Let’s Build Your High-Growth Portfolio Together
Ready to take your investments to the next level? Whether you’re exploring PMS, AIF, Smallcase, or SIF, we help you choose the right strategy based on your financial goals, risk profile, and growth ambitions.
You don’t just invest — you partner with expertise.
