PMS & AIF
PMS
- Minimum investment required – 50 lakhs
- Professionally managed to meet specific investment objectives
- Regulated by SEBI
- When you invest in a PMS you own the security. This is different from investing in mutual funds where the investor owns the units not the security.
- Created for sophisticated investors
- For PMS we are currently working with Purnartha, Alchemy, Motilal Oswal, Roha Asset managers and Marcellus.
AIF
- Minimum investment -1 Cr
- Potential to outperform markets
- Professionally managed portfolio
- No need to open a demat account
- Portfolio created for sophisticated investors’
- Investors are not affected by the redemption of other investors
- Access to top investing talent
- Requires the manager to have a continued interest in the fund
- Makes use of complex trading strategies such as derivatives but with high risk comes high return
- With around 500 AIF structures in India, we at Swan Invest work with a few who have been able to gain our trust with their performance and their approach towards investing in general
- We are currently working with Old bridge capital, Roha Asset Managers, Motilal oswal and Alchemy