India's Most Trusted PMS & AIF Platform

Best Portfolio Management & Alternative Investment Services In India

Compare 400+ PMS and 100+ AIFs strategies. Backed by IIM Ahmedabad's QRC framework. ₹2,200 Cr AUM across 800+ HNI & UHNWI clients.

₹2,200Cr
Assets Under Advisory
800+
HNIs & NRIs Served
400+
PMS & AIFs Listed

The PMS market is
crowded. Most choices
destroy wealth.

400+ PMS strategies exist in India. Most investors pick based on past 1-year returns alone — and end up in funds that got lucky, not skilled. Our QRC framework (developed with IIM Ahmedabad) separates alpha from noise.

We analyse risk-adjusted returns, volatility, consistency, and benchmark outperformance across every listed PMS — so you don't have to.

Top 5 performing PMS
strategies

Data as of 31 May 2026
Source: SEBI-registered disclosures
Company Name Scheme Name Category AUM (in Rs. Cr) 1Y 3Y 5Y SI Return
Green Lantern Capital LLP Growth Fund Small & Mid Cap ₹1,548.24 12.94% 40.58% 38.31% 23.48%
Carnelian Asset Management and Advisors Pvt Ltd Shift Strategy Small & Mid Cap ₹5,049.10 9.67% 26.18% 24.59% 31.03%
Wallfort PMS and Advisory Services LLP Diversified Fund Small & Mid Cap ₹449.18 14.64% 40.86% 30.27% 22.38%
Stallion Asset Pvt Ltd Core Fund Multi Cap & Flexi Cap ₹6,991.67 12.32% 37.58% 25.06% 27.14%
Sameeksha Capital Pvt Ltd Equity Fund Multi Cap & Flexi Cap ₹1,197.51 2.01% 21.77% 18.77% 20.19%

Top Performing Alternative
Investment Funds in India

Category III AIF — Long Only Equity
Fund House Strategy Name AUM 1Y 2Y 3Y 5Y Since Inception (CAGR) Inception
A9 Finsight Pvt Ltd Finavenue Growth Fund ₹483+ Cr -1.28% 20.33% - - 43.77% Jul 2023
Aequitas Investment Advisors Equity Scheme I 1.62% 3.38% 22.52% 33.26% 21.78% Mar 2019

*Returns as per fund factsheets / SEBI disclosures. Data as of April 2026. Past performance is not indicative of future returns.

Category II AIF — Pre-IPO / Special Situations
Fund House Strategy AUM / Raised MOIC DPI XIRR / IRR Unicorns / Listings Vintage
India Inflection Opportunity Trust Bharat Value Fund (Series I–III) ~$1 Billion AUE 2.8x I · 1.5x II · 1.6x III 0.93x I . II & III: In Process > 25% XIRR 5 liquidity events Apr 2022
Artha Venture Fund AVF – 1 Multi-fund 5.19x 0.17x 54.26% XIRR 5 Unicorns · 27 Exits        2019

Starting with ₹50 Lakhs

New to high-performance
investing? Start with PMS.

Individually managed equity portfolios. Direct demat ownership. Full fee transparency. QRC-rated fund managers who've beaten Nifty 500 over 5 years.

Book A Call

Investing ₹1 Crore or more?

Unlock institutional-grade
strategies with AIFs.

Access private credit, special situations, long-short equity, and pre-IPO opportunities — strategies unavailable in PMS or mutual funds.

Cat II — Private Credit Cat III — Long-Short Special Situations Pre-IPO Debt Strategies
Talk to an AIF Specialist

Common questions about AIFs

An Alternative Investment Fund (AIF) is a privately pooled investment vehicle regulated by SEBI under the AIF Regulations, 2012. Unlike PMS where you own stocks directly in your demat account, in an AIF your capital is pooled with other investors and managed through a trust or LLP structure. AIFs can invest in a much wider universe — private equity, pre-IPO deals, real estate, hedge strategies, structured credit, and more — that are not available in PMS or mutual funds. Minimum investment is ₹1 Crore vs ₹50 Lakhs for PMS.
Category II AIFs include private equity funds, debt funds, and special situations funds. They do not use leverage and are typically unlisted. Returns come from capital appreciation or structured interest. Ideal for investors seeking diversification beyond listed equities with a 3–5 year horizon.

Category III AIFs include hedge funds and long-short equity funds. They can use leverage and trade in listed or unlisted instruments. They aim for absolute returns irrespective of market direction. Suitable for sophisticated investors comfortable with active strategies. Our advisors will help you determine which fits your risk profile and tax situation.
AIFs have pass-through tax status for Category I and II — meaning gains and losses are taxed in the hands of the investor at applicable rates, not at the fund level. Category III AIFs are taxed at the fund level. This has significant implications for HNIs in higher tax brackets. We provide full tax structuring guidance before you invest and coordinate with your CA for optimal outcomes.
How it works

From inquiry to
invested in 4 steps

01
Share your goals

Fill the form above. Tell us your corpus, risk appetite, and investment horizon. Takes 60 seconds.

02
Get your strategy report

Our team runs your profile through QRC framework and shortlists the 3–5 best PMS strategies for you.

03
30-minute expert call

A Certified Investment Counsellor walks you through performance, fees, risks, and expected outcomes.

04
Invest with confidence

Complete onboarding digitally. Full transparency on every charge. Real-time portfolio tracking from day one.

Why PMS AIF World

Built on Research.
Focused on Returns.

IIM Ahmedabad QRC Framework

Our proprietary Quality, Risk & Consistency model scores every PMS on risk-adjusted returns, volatility, and benchmark outperformance — not just headline numbers.

400+ Strategies. Zero Bias.

We list and compare every SEBI-registered PMS. We don't push products with higher distributor commissions. Your portfolio comes first.

Full Fee Transparency

Management fees, profit-sharing, exit loads — we disclose everything upfront. No surprises when your statement arrives.

800+ HNIs Trust Us

UHNWIs, CXOs, NRIs, and family offices across 23 cities have built portfolios through PMS AIF World. ₹2,200 Cr under advisory.

NRI-Friendly Onboarding

Serving clients across 10+ countries. Full digital KYC, FEMA-compliant structures, and dedicated NRI portfolio guidance.

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Get Our Exclusive AIF Insights

Stay ahead with curated insights on top AIF strategies, private market opportunities, and emerging investment trends — delivered directly to your inbox.

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India’s Most Trusted and Best PMS & AIF Platform

Analytics Backed Quality Investing

Amit Idnani
Director Software & Services, ECOM Instruments GmbH
Nikunj Raval
Executive Director, JP Morgan Chase & Co.
Dhruva Phegade
Managing Director, (Deloitte – Offices of the US)
Common questions

Everything you need
to know before investing

What is the minimum amount to invest in PMS?
SEBI mandates a minimum investment of ₹50 Lakhs for Portfolio Management Services. Some PMS providers may set a higher minimum. We work with clients starting from ₹50 Lakhs up to multi-crore family office portfolios.
How is PMS different from mutual funds?
In PMS, you own the stocks directly in your own demat account. The fund manager makes buy/sell decisions on your behalf. Unlike mutual funds, there's no pooling — your portfolio is individually managed, which allows personalisation and direct ownership visibility.
What fees does a PMS charge?
PMS fees typically include: (1) Fixed management fee — 1% to 2% per annum on AUM, (2) Profit-sharing — typically charged on gains above a hurdle rate, (3) Exit load — some funds charge 1–3% if you exit within 1–3 years. We disclose the full fee structure before you commit.
Can NRIs invest in PMS in India?
Yes. NRIs can invest in PMS through NRE/NRO accounts under FEMA guidelines. We have a dedicated NRI onboarding process with full FEMA compliance, repatriation support, and tax advisory — serving clients in the US, UK, UAE, Singapore, and 7 other countries.
How do you select which PMS to recommend?
We use the QRC framework (Quality, Risk, Consistency) developed in collaboration with IIM Ahmedabad. We evaluate 3-year and 5-year rolling returns vs benchmark, volatility metrics, drawdown history, fund manager track record, and portfolio concentration — not just headline 1-year returns.
Is my investment safe? What are the risks?
PMS investments are market-linked investments. However, SEBI registration, direct demat ownership, and independent custodian arrangements help ensure transparency and safeguard your investments. We recommend a 3–5 year minimum horizon for PMS investments.