Alternative Investment Funds
Alternative Investment Funds (AIF)
Category I, II and III alternatives evaluated for their fit within a diversified private wealth portfolio.
Alternatives can add differentiated return streams to a large portfolio when used with care. We assess each AIF opportunity on strategy, structure, liquidity, taxation and fit — and integrate only those that make sense for your overall plan.
What we do for you
- Category I, II and III AIFs from SEBI-registered fund managers
- Screening on strategy, structure, lock-ins, fees and taxation
- Consideration of portfolio fit, liquidity and concentration
- Documentation guidance and consolidated performance reporting
- Ongoing dialogue with fund managers and independent review
How we work
- 01Evaluate suitability and risk appetite
- 02Shortlist AIFs aligned to strategic asset allocation
- 03Guide compliant onboarding and documentation
- 04Track drawdowns, distributions and NAV updates
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Take control of your financial health
A single conversation is often the difference between drifting and deciding.
Speak with Ronojit for an unhurried discovery call. No obligation — only clarity on what a considered plan could look like for you and your family.