Alternative Investment Funds (AIF) are privately pooled investment vehicles that collect funds from sophisticated investors to invest in assets beyond traditional stocks and bonds. They encompass a range of strategies, including private equity, hedge funds, and real estate investments.
Diverse Investment Strategies: Access to non-traditional asset classes and investment approaches.
Flexibility : Fund managers have the discretion to invest across various asset types and strategies.
Regulatory Oversight: In India, AIFs are regulated by the Securities and Exchange Board of India (SEBI), ensuring a structured framework.
Portfolio Diversification: Investing in alternative assets can reduce overall portfolio risk.
Access to Exclusive Opportunities: Investors can participate in ventures not available through traditional investment routes.
Potential for Enhanced Returns: Alternative assets may offer higher returns compared to conventional investments.
Fund Manager Track Record
Deployment Strategy
Portfolio Efficiency
Investment Team Stability
Corporate Governance
Five-Point Output Reporting Kit
Monthly ‘Know Your Market (KYM)’ Report
Quarterly Quality Assurance Report
Portfolio Deviation Report (if any)
Quarterly Portfolio Key Changes Report
Peer Performance Reporting
| PMS/AIF | PMS Aggregators | BeyondMF | What We Offer |
|---|---|---|---|
| Aggregated Index of all PMS/AIFs in the country | Y | N | Limited number of carefully curated high-quality products. |
| Past-performance driven fund suggestions | Y | N | Potential to deliver sustainable risk-adjusted returns in the future. |
| Holistic and Client-centric Assessment | N | Y | Investor’s overall financial health is taken into account. |
| Focus on Investor Risk Appetite | N | Y | Product alignment with Risk appetite and Risk capacity of the investor. |