Portfolio Management Services (PMS)/Alternative Investment Fund (AIFs)

Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) represent sophisticated investment avenues, catering to high net-worth individuals seeking tailored investment strategies across diverse asset classes.

 

Our robust research aids our esteemed customers to choose from a wide array of PMS/AIF Strategies offered by various AMCs. Add to this, our well trained colleagues who help you in identifying your financial goals & suggest the right fit.

 

Disclaimer: HDFC Securities Limited is not registered with SEBI as a Portfolio Management Services (PMS) provider. The company’s role is restricted to distribution and referral of PMS/AIF services only.

Any disputes and grievances related to the distribution of PMS/AIF services cannot be raised against the HDFC Securities Limited and it needs to be raised with respective AMC for further resolution.

Benefits


Individual Investment plan
PMS presents plan as per individual income, budget, age and ability to undertake risks.

Minimizes Risk
Minimizes the risks involved in investing and also increases the chance of making profits.

Diversification
Diversification of portfolio for risk management

Higher Returns
PMS can be more aggressive with potential to generate higher returns

Leverage
Offers various themes which help leverage different economic situations

Fund Manager
High accountability of the Fund Manager
Book
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Suggested PMS/AIF

AIFs (Category III)

  • 3P India Equity Fund 1
  • Alchemy Leaders of Tomorrow Fund
  • ICICI Prudential Growth Leaders Fund - Series IV
  • Motilal Oswal Growth Anchors Fund - Series IV
  • Avendus Absolute Return Fund (Long-Short Fund)

 

AIFs (Category II)

  • HDFC AMC Select AIF FOF - I (PE/VC Fund)

 

PMS

  • Abakkus All Cap Approach PMS
  • Aditya Birla ISOP PMS
  • Carnelian Shift Strategy PMS
  • ENAM India Vision Strategy PMS
  • ICICI Prudential Contra Strategy PMS
  • Motilal Oswal Founders Strategy PMS
  • Spark India @ 75 Flexicap Strategy PMS
  • Unifi Blended Rangoli Fund PMS


Click here for more details on the above PMS/AIF