top of page
freepik__three-generation-indian-family-sitting-together-in__8603.jpg

Alternate & Premium Investment Access

For eligible investors: PMS, AIFs, private credit, and structured products through SEBI-registered partners.

Service Overview 

For eligible investors, we facilitate access to premium investment opportunities through SEBI-registered PMS and AIF providers. These products are suitable for sophisticated investors with higher risk appetite and 

minimum investment thresholds. 


What We Offer 

PMS (Portfolio Management Services) Through SEBI-Registered PMs: Professional portfolio management with customised investment strategies managed by SEBI-registered Portfolio Managers. Suitable 

for investors with ₹50 lakhs+ corpus seeking active management and personalised strategies


AIF Categories (For Eligible Investors): Access to Category I (venture capital, infrastructure funds), Category II (private equity, debt funds), and Category III (hedge funds, PIPE funds) through SEBI-registered AIFs. Minimum investments typically ₹1 crore+


Private Credit Opportunities: Structured debt opportunities, invoice discounting, and private credit products 

for investors seeking fixed-income alternatives with higher yields than traditional bonds. 


Market-Linked Debentures: Principal-protected and non-protected structured products that offer exposure to equity markets with defined maturity and payout structures


Important Disclaimer 

These products are meant for eligible investors only as per SEBI regulations. They carry higher risk, lower liquidity, and require longer investment horizons. We facilitate connections with SEBI-registered providers 

without making performance commitments


Key Benefits 

  • Access to institutional-grade investment opportunities 

  • Diversification beyond traditional mutual funds and stocks 

  • Professional management by SEBI-registered entities 

  • Potential for higher returns (with commensurate higher risk) 

  • Structured execution through regulated channels 


Who This is For 

  • High-net-worth individuals meeting SEBI eligibility criteria 

  • Sophisticated investors with ₹50 lakhs+ investable surplus 

  • Those seeking alternatives to traditional investments 

  • Investors comfortable with higher risk and longer lock-ins 

Explore Premium Access (For Eligible Investors)

Explore our Services

Investment Distribution & Execution Support

Go

Portfolio Review & Structuring Support

Go

NRI Investment Support – India Desk

Go

Retirement Readiness & Wealth Structuring

Go

Risk Protection Solutions

Go

Family Wealth Organisation & Continuity

Go

Get in touch

Lets find out a suitable time to connect to overview your portfolio requirement.

bottom of page