Alternative Investment Funds (AIF) — Institutional Alpha
Alternative Investment Funds (AIFs) are privately pooled investment vehicles established in India under SEBI (Alternative Investment Funds) Regulations, 2012.
AIFs are designed for sophisticated high-net-worth individuals and institutional investors seeking exposure beyond traditional public equities and bonds, participating in unlisted private equity, venture debt, real estate, and long-short hedging strategies.
Private Market Access & High-Alpha Strategies
By investing in private equity, pre-IPO opportunities, and specialized credit, AIFs allow sophisticated investors to participate in value creation long before companies hit public stock exchanges.
Regulatory & Suitability Standards
Full transparency on commitment periods, capital drawdown schedules, fund lifecycle, and accredited investor eligibility.
- Category I, II & III SEBI-regulated fund structures
- Statutory ₹1 Crore minimum ticket size per investor
- Strict accredited investor verification & suitability assessment
- Tax pass-through benefits on Category I & II income streams
Key Strategies & Asset Classes
Category I AIF — Venture Capital & Social Ventures
Funds that invest in start-ups, early-stage ventures, social enterprises, SMEs, and infrastructure projects with high growth potential.
Category II AIF — Private Equity & Debt Funds
Real estate funds, private equity funds, and structured private credit funds that do not undertake leverage except to meet day-to-day operational requirements.
Category III AIF — Hedge & Long-Short Funds
Funds that employ diverse or complex trading strategies and may employ leverage, including investments in listed/unlisted derivatives and long-short equity strategies.
Pre-IPO & Growth Capital Funds
Structured vehicles providing late-stage growth capital to mature private enterprises preparing for Initial Public Offerings (IPOs).
Our Solutions & Your Benefits
From your initial consultation to ongoing portfolio tracking, our investment approach is built around your individual financial goals.
Non-Correlated Alpha
Diversify away from volatile public stock index swings with institutional private market assets.
Early-Stage & Private Equity
Participate in unlisted high-growth disruptors and pre-IPO enterprises.
Structured Downside Protection
Private credit and long-short strategies prioritize capital preservation and stable cash flows.
Tax Pass-Through Benefits
Category I & II AIFs enjoy tax pass-through status where earnings are taxed directly in the hands of the investor.
How We Work With You
A transparent, disciplined roadmap — understanding your needs completely before recommending any financial product.
Accredited Investor Verification & Risk Profiling Assessment
Private Placement Memorandum (PPM) & Contribution Agreement Due Diligence
Execution of KYC, Bank Mandate, and Initial Capital Drawdown
Quarterly Trustee Reporting, Valuation Statements & Annual K-1 Tax Pass-Through Schedules
Frequently Asked Questions
Quick answers about Alternative Investment Fund (AIF).
AIFs are high-risk, illiquid investment vehicles meant for sophisticated investors only. Minimum statutory investment is ₹1 Crore. Read the Private Placement Memorandum (PPM) carefully before investing.