Bespoke portfolios for serious wealth.
PMS / AIF
SEBI-regulated Portfolio Management Services and Alternative Investment Funds for HNI and UHNI investors.
PMS and AIFs are professionally managed investment vehicles designed for investors with higher ticket sizes and specific mandates. They offer concentrated, high-conviction strategies that go beyond the constraints of mutual funds.
How PMS and AIFs differ
- PMS: Individually held demat portfolio, min. ₹50 lakh investment.
- AIF Category I — venture, SME, infrastructure funds.
- AIF Category II — private equity, private credit, real estate.
- AIF Category III — long-short, market-neutral, quant strategies.
- Transparent reporting, but longer lock-ins and higher minimums.
For each strategy we onboard, we evaluate the manager's track record across cycles, the transparency of the process, the fee structure (fixed + performance), and the fit within your broader asset allocation. We are strategy-agnostic — we recommend only what makes sense for you.
For qualifying investors, this is where alpha is genuinely available — provided the strategy is chosen with rigor. Zenvest brings that rigor.