01
Mutual Funds
With 2,000+ schemes across 45+ AMCs, the sheer choice can feel overwhelming. We begin
with the big picture — macro trends, where we are in the market cycle, and which
investment styles suit the moment — then narrow the field to a shortlist of schemes.
Recommendations are matched to your stated goals and risk profile, whether growth,
income or goal-based, and reviewed with you regularly.
Mutual fund investments are subject to market risk, including possible loss of capital.
Please read the SID, SAI and KIM carefully before investing. Past performance is not
indicative of future returns and no returns are assured or guaranteed.
02
Specialized Investment Funds (SIF)
SIF is a newly introduced investment category in India, designed for investors who
want more flexibility than traditional mutual funds but do not need — or prefer not to
commit — the ₹50 lakh minimum required for Portfolio Management Services (PMS). It sits
between mutual funds and PMS: managed by a professional fund manager, it lets investors
participate in strategies across equity, debt and hybrid categories.
Minimum investment: ₹10 Lakhs
SIFs carry higher risk than traditional mutual funds and are subject to market
conditions. Suitability depends on your risk profile and objectives. Please read all
offer documents carefully before investing.
03
Alternative Investment Funds (AIF)
Access to private equity, venture capital, real estate and structured debt strategies,
for investors looking beyond traditional markets. Suited to a higher risk appetite and
longer horizons, AIFs call for careful assessment. We help you understand the structure
and the risks, and judge how each fits within your broader portfolio.
Minimum investment: ₹1 Crore
AIFs involve higher risk, limited liquidity and longer lock-in periods, and are intended
for eligible investors only. Suitability depends on your risk profile and objectives.
Please read all offer documents carefully before investing.
04
Bonds & Fixed Income
For investors seeking capital preservation and more predictable income, we assemble a
shortlist of fixed income options — assessed for credit quality, stability and fit with
your investment horizon. A steadier core alongside growth assets.
Fixed income investments are subject to credit, interest-rate and liquidity risks.
Returns are not guaranteed. Please read all product documents carefully before
investing.