Curated opportunities across asset classes, aligned to your goals, risk and investment horizon.
Challenges Today, Better Solutions Tomorrow
Investing is easy. Building and managing the right portfolio isn’t.
Hover over Tap a problem to see how we solve it
The problem
Dozens of PMS strategies and investment products can make it difficult to know what actually fits your portfolio.
How we solve it
We narrow 500+ strategies down to a focused shortlist evaluated against your goals — so you compare what fits, not everything on offer.
The problem
Overconcentration across asset classes can increase risk and limit portfolio resilience.
How we solve it
Your portfolio is spread across asset classes and strategies, with a defined role for every allocation — so no single bet drives the outcome.
The problem
Without a structured risk assessment, portfolios may not remain aligned with changing market conditions.
How we solve it
We map your risk capacity and tolerance first, then assess each strategy’s drawdowns, concentration and liquidity against it.
The problem
Individual investors often lack the depth of research, analysis and insights available to institutions.
How we solve it
Strategy, manager, process and structure are evaluated in depth — the kind of due diligence usually reserved for institutions.
The problem
Without regular reviews, portfolios can drift from their intended allocation — or lead to unnecessary over-monitoring.
How we solve it
Periodic portfolio reviews keep allocations aligned with your plan — measured check-ins instead of drift or constant tinkering.
The problem
Emotional investing can lead to buying at market highs, selling low, and missing long-term opportunities.
How we solve it
A disciplined, long-horizon approach helps you stay invested through market cycles instead of reacting to the noise.
Our Solution
Personalized investment solutions designed around your goals, risk appetite, liquidity needs and investment horizon.
What We Offer
From portfolio construction to ongoing management, we provide end-to-end support across your investment journey.
Highly customised portfolios built around your financial goals, risk profile and investment horizon.
A disciplined allocation across asset classes to balance growth, diversification and risk.
Investment solutions designed around the unique requirements of NRI investors.
Regularly realign your portfolio as markets, valuations and your objectives evolve.
Portfolio construction driven by your risk capacity and tolerance — not just return expectations.
Our Approach
From understanding you to continuously adapting your portfolio.
01
We assess your financial objectives, investment horizon, liquidity requirements and risk appetite.
02
We evaluate opportunities across multiple asset classes and strategies rather than limiting you to a single investment category.
03
We bring selected opportunities together into a portfolio designed around your individual requirements.
04
As markets, opportunities and your circumstances change, the portfolio can be reviewed and adjusted accordingly.
Access, diversification and professional evaluation come together
in a strategy built around your financial objectives.
Spread exposure across asset classes, strategies and market opportunities — rather than relying on a single source of returns.
Discover select AIFs, PMS, Debt, PE/VC, Pre-IPO and alternative opportunities through a carefully evaluated investment universe.
Your portfolio is built around you — your goals, risk appetite, liquidity requirements and investment horizon.
Opportunities are assessed across factors such as strategy, risk, structure, liquidity and suitability before being considered for your portfolio.
We don’t look at investments in isolation. Every allocation is considered in the context of your overall portfolio and its intended role.
YOUR
PORTFOLIO
A Broader Universe.
A Smarter Strategy.
Because diversification isn’t about owning more investments.
It’s about owning the right investments for the right reasons.
Markets don’t move in a straight line. Equities can experience sharp corrections, interest rates change, liquidity conditions tighten and entire sectors move through different cycles.
That’s why we don’t believe your entire portfolio should depend on one market, one asset class or one investment strategy.
We look across a broader opportunity set to build a well-diversified portfolio,
with each investment playing a role in your overall strategy.
Access to differentiated investment strategies.
Professionally managed public-market exposure.
Long-term exposure to private businesses and growth opportunities.
Potential income and capital-stability component.
Potential access to companies before public listing.
Additional diversification opportunities where suitable.
YOUR
PORTFOLIO
A more resilient
tomorrow.
PMS · Private Equity & VC · AIFs
Aim for long-term wealth creation.
Debt
Potential income and capital preservation.
AIFs · Other Alternatives
Broader exposure across strategies and return drivers.
Pre-IPO · Private Markets
Access to emerging opportunities.
WHO IS IT BUILT FOR?
Whether you’re entering PMS for the first time, managing significant wealth,
or moving beyond traditional investments, your portfolio should evolve with you.
₹50L – ₹1Cr
For investors exploring PMS for the first time and looking for a structured approach to portfolio construction.
₹2Cr – ₹10Cr
For investors seeking greater diversification, curated opportunities and a more structured approach to managing wealth.
₹10Cr+
For investors with complex portfolios who require greater customization, diversification and portfolio-level oversight.
For NRIs looking to access Indian investment opportunities through a portfolio aligned with their goals, risk and liquidity needs.
For investors moving beyond traditional investments and looking to diversify across PMS, AIFs, Debt, Private Markets and other opportunities.
We don’t believe in one-size-fits-all portfolios. The right strategy depends on where you are, what you’re building toward and what your wealth needs to achieve.
A CONVERSATION TODAY.
A STRONGER TOMORROW.
IN THEIR OWN WORDS
Our clients arrived comparing, questioning and reading the fine print.
Here is what changed once they did.
500+
Strategies tracked monthly
Zero
Commission bias
APMI
Registered · APRN04329
I had been in a PMS for four years and had never once seen a full fee breakdown. They walked me through every line — including the ones that earned them less. That single conversation is why I moved the mandate.
They told me PMS was not right for me yet. Nobody selling something has ever said that to me. I came back eighteen months later, when it was.
The GIFT City route was explained in dollars, end to end, with my DTAA position mapped before I committed anything.
Every recommendation arrived with the factsheet attached. I could go and check the claim myself. That is rarer than it should be.
We interviewed four firms. This was the only team that asked about our liquidity needs before anyone mentioned a product.
They mapped what I already held first, and told me which parts to simply leave alone. Only then did they suggest anything new.
The quarterly review actually happens, with someone who remembers what we discussed last time. After thirty years in banking, I notice that.
No obligation, no product deck and no follow-up you did not ask for. Bring your current portfolio and the questions nobody has answered properly yet.
Strictly confidential · Zero sales pressure
CLEAR ANSWERS
Straight answers on minimums, custody, fees and tax — written the way we would explain them across a table, not the way a brochure would.
Ask our APMI-registered team directly. No obligation, and no follow-up you did not ask for.
SEBI strictly mandates ₹50 Lakh minimum ticket size for Portfolio Management Services (PMS), ₹1.0 Crore for Alternative Investment Funds (Cat I & II), and ₹1.0 Crore for Category III Hedge Funds. For GIFT City USD funds, the entry point typically begins at $150,000 USD. If you have not yet reached the ₹50L threshold, we happily review your existing mutual funds and equity portfolio at no charge until you cross the mark.
Portfolio Management Services (PMS), Alternative Investment Funds across Category I, II and III, debt strategies, private equity and venture capital, pre-IPO opportunities, and GIFT City USD structures. Which of these are actually appropriate for you depends on your ticket size, tax residency, liquidity needs and horizon — and we will say plainly when a category does not suit your situation rather than fitting you into it.
Never. The Demat and bank custody accounts are opened entirely in your own name with SEBI-registered institutional custodians (such as HDFC Bank, ICICI Bank, or Orbis). Your capital moves directly between your bank and the designated AMC escrow. IndiaHedgeFunds functions purely as an APMI-registered strategic research and advisory partner.
We earn an ongoing annual trail commission of approximately 0.75% per year, paid directly by the Asset Management Company (AMC) out of their normal management fee. We take ₹0 upfront commission. You do not pay a single extra rupee for coming through us versus going directly to the AMC. Furthermore, our trail on every shortlisted fund is disclosed to you before you invest.
In a Mutual Fund, portfolio churn is tax-exempt at the fund level; you only pay capital gains when you redeem units. In a PMS, because you own the underlying shares directly in your demat, every buy/sell trade executed by the fund manager triggers STCG (20%) or LTCG (12.5%). In a Category III AIF, the fund itself pays tax at the maximum marginal rate (MMR) or specific pass-through rates, making filing effortless for the investor.
Investing via GIFT-IFSC allows Non-Resident Indians and global entities to invest directly in US Dollars with zero Indian capital gains tax under special IFSC tax exemptions. Capital can be repatriated out in USD instantly without waiting for 15CA/15CB tax clearances or facing currency conversion depreciation.
Yes — this is where most of our conversations begin. We start by mapping what you already hold: strategy overlap, the real fee load including any hurdle rate or catch-up clause, and how each holding has behaved against its own benchmark. Frequently the recommendation is to leave a large part of the portfolio exactly where it is. You are under no obligation to move anything in order to work with us.
For residents: PAN, Aadhaar, bank proof and standard KYC. A demat account is opened in your own name if you do not already hold one. For NRIs: passport, visa or OCI card, overseas address proof, NRE/NRO banking details and FATCA/CRS declarations. GIFT City structures follow the IFSCA onboarding process instead, and we walk you through it step by step.
An APMI-registered member of our team contacts you directly, typically within two business hours. The first conversation is diagnostic rather than a pitch — your objectives, existing holdings, liquidity needs and tax position. Only afterwards do we put forward a shortlist, each option accompanied by its factsheet and a written breakdown of every fee involved. There is no obligation at any stage.
INSIGHTS
Independent guides to PMS, AIFs and alternative investments — how they work, what they really cost, and how they’re taxed.
A Portfolio Management Service gives you a professionally managed portfolio of securities held in your own name. Here’s how it works, what it costs, how it’s taxed — and whether it suits you.
7 min readRead guide FoundationsAIFs open the door to private equity, venture capital, private credit and hedge-fund strategies. Here’s how the three categories work — and what to check before you commit capital.
6 min readRead guide FoundationsIndia has no separate “hedge fund” licence. The strategies investors associate with hedge funds are run through Category III AIFs — here’s what they do, how they’re taxed and what to look for.
5 min readRead guide CompareBoth are SEBI-regulated ways to get professional management. They differ in ownership, cost, tax and concentration — and those differences decide which one fits you.
5 min readRead guide Costs & TaxTwo portfolios with the same headline return can leave you with very different amounts after tax. Here’s how each structure is taxed — and how to compare them fairly.
5 min readRead guide NRI & GlobalNRIs have two routes into India’s PMS and AIF market: investing onshore through Indian accounts, or investing in US dollars through GIFT City. Each has different paperwork, tax and currency implications.
4 min readRead guideFEE TRANSPARENCY
About 0.75% a year, paid by the asset manager out of their own fee.
Nothing upfront, and nothing added to what you would have paid anyway.
This is the part most investors assume works the other way. It does not.
Same total either way. Proportions above are illustrative — the exact split differs by fund.
~0.75%
Paid directly by the asset manager, as trail only, for as long as you stay invested. No distributor cut, no backdoor kickback.
₹0
Nothing changes hands when you sign. We have no incentive to move your money between funds to harvest entry commissions.
Nil
The trail is the only money we make. No retainer, no platform charge, no onboarding fee and nothing to pay us on the way out.
Upfront commission
Traditional deskUp to 2%–3%, taken on day one
IndiaHedgeFunds₹0 — strictly zero
Total cost to you
Traditional deskThe AMC fee, plus commission on top
IndiaHedgeFundsThe AMC fee, unchanged
Product selection
Traditional deskIn-house funds and high-margin quotas
IndiaHedgeFundsIndependent, APMI-registered evaluation
Incentive to switch you
Traditional deskA fresh upfront on every new product
IndiaHedgeFundsTrail only — nothing gained from churn
Ongoing reviews
Traditional deskPrompted by the next product launch
IndiaHedgeFundsScheduled quarterly, regardless
| Criteria | Traditional wealth desk | IndiaHedgeFunds |
|---|---|---|
| Upfront commission | Up to 2%–3%, taken on day one | ₹0 — strictly zero |
| Total cost to you | The AMC fee, plus commission on top | The AMC fee, unchanged |
| Product selection | In-house funds and high-margin quotas | Independent, APMI-registered evaluation |
| Incentive to switch you | A fresh upfront on every new product | Trail only — nothing gained from churn |
| Ongoing reviews | Prompted by the next product launch | Scheduled quarterly, regardless |
Already invested elsewhere? Bring your statements and we will total up
what you are actually paying today — line by line, at no charge.
Zero commission bias · APMI registered · APRN04329
YOUR NEXT MOVE
The fee model. The fine print. The questions most of the industry would rather you didn’t ask. You’ve been through all of it — what’s left is a two-minute form and one honest conversation.
01Tell us where you are
Two minutes, right here on this page.
02We call you
An APMI-registered partner, within 2 business hours.
03You get a clear shortlist
Every fee disclosed before you invest.
Free checklist
The questions to ask before you sign — and the fine print most investors never think to check.
PDF · 5 pages · 31 questions · Free
