Legacy of Wealth Since 2002
Alternative Investment Funds offer access to strategies and asset classes unavailable through standard mutual funds โ within a SEBI-regulated framework designed for investors ready for that level of complexity.
Schedule a Conversation โAn Alternative Investment Fund is a SEBI-registered, privately pooled investment vehicle that collects capital from sophisticated investors and deploys it according to a defined strategy. Unlike mutual funds, AIFs are not open to the general public and require a minimum investment of โน1 crore per investor.
SEBI classifies AIFs into three categories. Category I includes venture capital and infrastructure funds, often incentivised by government policy. Category II โ the most widely used โ covers private equity, real estate, and structured debt funds. Category III includes funds that employ complex trading strategies, including derivatives and long-short positions.
Each category carries its own risk profile, lock-in structure, and tax treatment. The decision to enter any AIF begins with a thorough understanding of what sits underneath it.
"Wealth at a certain scale requires a different kind of thinking. Not more risk โ but access to a different quality of opportunity, and the patience to let it mature." โ Vikalpa Finvest
Before we present any fund, we study the manager's track record, the underlying strategy, the liquidity terms, and how the investment sits within your broader estate and succession plan. We do not offer alternatives because they are fashionable. We offer them when they genuinely serve your family's long-term picture.
Many of our AIF clients are business families at a stage where capital preservation, diversification beyond their own industry, and structured succession matter as much as growth. That context shapes every conversation.
A considered conversation before a considered investment โ that's how we begin.