PMS /AIF – Incube Capital

PMS /AIF

What is PMS?

Portfolio Management Services (PMS) is a specialized service offered by professional portfolio managers, where your funds are invested based on your financial goals, risk tolerance, and time horizon. Unlike mutual funds, PMS is more personalized and aims to deliver customized solutions tailored to your specific needs.

How PMS Works:

Personalized Investment Strategy: A professional manager crafts an investment strategy based on your unique profile and objectives.
Active Management: Portfolio managers continuously monitor the markets and adjust the portfolio to capitalize on emerging opportunities and mitigate risks.
Higher Minimum Investment: PMS typically requires a higher minimum investment, making it suitable for high-net-worth individuals (HNIs) looking for tailored wealth management.
Transparency: You receive detailed reports on your portfolio's performance, so you’re always in the loop.

What is an AIF?

An Alternative Investment Fund (AIF) refers to a category of investment funds that pool capital from accredited investors to invest in ventures that do not fall under traditional investment options like stocks, bonds, or mutual funds. AIFs typically target higher-risk, higher-return ventures and include investments in private equity, hedge funds, real estate, commodities, and more.

AIFs are regulated by the Securities and Exchange Board of India (SEBI) and are typically available to high-net-worth individuals (HNIs) and institutional investors who seek to diversify their portfolios into non-traditional assets.

How AIF Works:

Pooling Funds: AIFs collect capital from investors and then use these funds to make investments in unique, high-growth sectors.
Higher Risk, Higher Return: AIFs target asset classes with the potential for significant returns, but they also carry higher risks compared to traditional investments.
Experienced Fund Managers: The funds are managed by seasoned professionals who carefully select investments based on market research and expert analysis.
Long-Term Focus: AIFs often focus on long-term investments with a commitment to creating wealth over an extended period.

For any kind of information, please do contact us.

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IncubateCap Technologies Pvt. Ltd., holding ARN-184026, is a registered Mutual Fund Distributor with AMFI. The company is also registered with the Association of Portfolio Managers in India (APMI) under APRN-APRN02024 for the distribution of Portfolio Management Services (PMS) products. Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.