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PMS

Portfolio Management
services and Alternative
Investment Fund

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What Are PMS & AIF?
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Portfolio Management Services (PMS)

PMS are professionally managed investment portfolios tailored to suit your specific financial goals, risk appetite, and wealth objectives. Ideal for HNIs looking for direct equity exposure, asset class diversification, and active management.

 

Alternative Investment Funds (AIF)

AIFs offer non-traditional investment strategies across private equity, venture capital, real estate, hedge funds, and structured credit. Ideal for sophisticated investors seeking high-growth, differentiated opportunities.

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Our Services Include:
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PMS & AIF Product Selection
  • We evaluate your financial goals and risk profile
  • We assess your complete financial journey
  • We connect you with SEBI-registered PMS & AIF providers
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Risk Profiling & Asset Allocation

No two investors are the same. We conduct a thorough risk profiling process and design a custom allocation strategy across:

  • Equity
  • Debt
  • Hybrid models
  • Alternative asset classes
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Performance Monitoring & Reporting
  • Monthly and quarterly reviews
  • Portfolio rebalancing strategies
  • Benchmark comparisons and growth tracking
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Regulatory Compliance & Onboarding Support
  • Investor KYC & eligibility checks
  • Documentation & fund account setup
  • Guidance on AIF categories and PMS mandates
Why Choose Excellent Financial?
37+ Years of Financial
Advisory Experience
Backed by decades of experience, we’ve helped thousands of investors grow, preserve, and transition their wealth across generations — with integrity at the core of every recommendation.
Access to Top PMS &
AIF Managers in India
We collaborate with India's most respected, SEBI-registered portfolio managers and AIF sponsors. You gain access to exclusive, professionally managed strategies across equity, debt, and alternates.
Ethical, Unbiased
Recommendations
We do not promote any single product or fund house. Our advice is 100% client-first — designed around your financial vision, not commissions.
End-to-End Support —
From Selection to Exit
From identifying the right strategy and onboarding, to portfolio reviews, taxation guidance, and timely exits — we manage everything so you can invest stress-free.
Dedicated Relationship
Manager
Enjoy personalized attention and consistent updates from your assigned wealth advisor — someone who understands your goals, monitors your performance, and is always just a call away.
Tailored Solutions for
Serious Wealth Creation
Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are designed for investors seeking customized, high-value investment strategies. As per SEBI regulations, these options have minimum investment thresholds to ensure suitability and sustainability.
Book a Consultation
💼 PMS – Minimum
Investment: ₹50 Lakhs

Gain access to actively managed equity or hybrid portfolios designed for long-term growth. Ideal for investors looking for transparency, control, and direct ownership of securities.

🧠 AIF – Minimum
Investment: ₹1 Crore

Diversify into sophisticated asset classes like private equity, real estate, venture capital, or structured credit through regulated and professionally managed funds.

Frequently Asked Questions

PMS is a customized and actively managed investment portfolio, managed by professional portfolio managers. It typically includes listed stocks, debt, or a mix of both. It is suitable for HNIs seeking higher returns with direct equity exposure.

  • PMS: ₹50 lakhs (as per SEBI guidelines)
  • AIF: ₹1 crore minimum (₹1.5 crore for non-individuals like trusts)

These products are suited for investors with higher risk appetite and long-term outlook.

AIFs are privately pooled investment vehicles. They come in 3 categories:

  • Category I: Start-ups, early-stage ventures (Govt encouraged)
  • Category II: Private equity funds, debt funds
  • Category III: Hedge funds or funds using complex strategies

They’re ideal for portfolio diversification beyond mutual funds and FDs.

Investors who:

  • ✅ Have surplus capital (₹50L+)
  • ✅ Are already investing in mutual funds
  • ✅ Want customized portfolios or niche asset class exposure
  • ✅ Understand the risk-reward profile of non-retail products

AspectPMSMutual Fund
CustomizationHighLow
Minimum Investment₹50L₹500
OwnershipDirect (in your name)Units of fund
FeesFixed + PerformanceExpense ratio
ReportingDetailed, personalizedStandard NAV-based

Yes. Both PMS and AIFs are SEBI-regulated. The regulations are stricter compared to mutual funds due to higher investment size and complexity.

No. Like mutual funds, returns are market-linked and depend on the fund manager’s strategy. We only recommend PMS/AIFs after a detailed risk suitability and goal match.

  • PMS: You pay capital gains tax directly (like in stock investing).
  • AIF Category I & II: Pass-through structure—investor pays tax.
  • AIF Category III: Taxed at fund level (similar to corporate tax).
    We help clients with detailed tax reports for easy filing.

Yes, most PMS and AIFs allow NRI participation under portfolio investment scheme (PIS) or NRE/NRO accounts. We help NRIs with onboarding, compliance, and repatriation process.

We evaluate options based on:

  • 🔹 Past performance
  • 🔹 Fund manager pedigree
  • 🔹 Risk strategy
  • 🔹 Liquidity & lock-in
  • 🔹 Fee structure

As a distributor, we help you compare top-performing PMS/AIFs in the market with unbiased insights.