Go beyond
stocks and bonds.

Alternative Investment Funds open the door to private equity, private credit and other advanced strategies, once reserved for large, experienced investors.

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What Is An AIF (Alternative Investment Fund)?

An AIF is a privately pooled, SEBI-regulated investment vehicle that invests using strategies beyond ordinary shares and bonds. It is built for diversification, and for investors who understand, and are comfortable with, a higher level of risk and complexity.

The Three Categories

SEBI classifies AIFs into three categories

Category I

Invests in start-ups, SMEs, social ventures and infrastructure projects at an early stage.

#Startups#SME#Infrastructure

Category II

Private equity, private credit and debt funds that do not use leverage beyond permitted limits.

#PrivateEquity#PrivateCredit

Category III

Advanced strategies, including long-short equity, derivatives and arbitrage, for shorter-term opportunities.

#LongShort#Hedge

How Advents Wealth Helps

We help you find the right AIF for your corpus and your goals

We understand your goals, risk appetite and investment horizon

We shortlist AIF managers with a good track record and philosophy

We explain the strategy, fees, lock-in period and risks in plain language

We monitor performance and keep you informed

We stay with you until exit, not just at entry

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We understand your goals, risk appetite and investment horizon

We shortlist AIF managers with a good track record and philosophy

We explain the strategy, fees, lock-in period and risks in plain language

We monitor performance and keep you informed

We stay with you until exit, not just at entry

Who AIF Is For

An AIF may be right for you if

Who AIF is for?

1₹1 crore+ to deploy

2Next-level diversification

3Beyond listed markets

4Experienced investor

5Longer lock-ins OK

You have ₹1 crore or more ready to deploy

You want the next level of diversification

You want exposure beyond listed shares and bonds

You are an experienced or HNI investor

You are comfortable with higher risk and longer lock-in periods

AIF vs PMS

Both for larger portfolios, structured differently

	PMS	AIF
Minimum investment	₹50 lakh	₹1 crore
Asset classes	Listed equities, debt	Private equity, private credit, infra, hedge strategies
Liquidity	Relatively liquid	Lower, lock-in periods apply
Structure	Individual portfolio in your demat	Pooled fund
Regulation	SEBI PMS Regulations	SEBI AIF Regulations, 2012
Best suited for	HNI investors	HNI and ultra-HNI investors

FAQs

Your questions, answered

1. What is the minimum investment for an AIF?

SEBI mandates a minimum investment of ₹1 crore for most investors, across all three categories.

2. How long is my money locked in?

It depends on the fund and category. Many Category I and II funds have lock-ins of several years. We explain this clearly before you decide.

3. Is an AIF risky?

It can carry more risk and less liquidity than a mutual fund. That is why suitability comes first.

4. Are AIFs regulated?

Yes. AIFs are registered with and regulated by SEBI.

5. How is it different from PMS?

Both are for larger portfolios, but they are structured differently. We will explain which suits your goals.

6. Can I invest in an AIF as an NRI?

In many cases, yes, subject to the fund’s terms and applicable rules. We will check this for you.

Ready To Go Beyond Conventional Investing?

Talk to our team. We will assess your portfolio, understand your goals and show you the AIF options that make sense for your corpus.

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AIF investments carry higher risk and may have lock-in periods. Read all offer documents carefully.

Go beyond stocks and bonds.