PMS /AIF Distributor

Portfolio Management Services (PMS)

PMS is a personalized investment service offered by professional fund managers to high net-worth individuals (HNIs) or institutions. Unlike mutual funds, which pool money from many investors, PMS creates a customized portfolio of equities, bonds, derivatives, and other assets based on your specific goals, risk tolerance, and timeline. It’s regulated by SEBI and requires a minimum investment of ₹50 lakhs, making it suitable for sophisticated investors seeking active management and potential alpha (outperformance) over benchmarks.

Shapath Investment Partners is empanelled with a wide range of reputed third-party PMS providers across India, such as AMC’s and financial institutions which provide their specialized PMS offerings.

Alternate Investment Funds (AIF’s)

Alternative Investment Funds (AIFs) encompass a range of sophisticated investment options, including real estate, private equity, hedge funds, and venture capital, as well as stocks and bonds managed through advanced strategies like long/short or arbitrage. Unlike traditional investments, AIFs often exhibit unique performance characteristics, offering broader portfolio diversification, reduced risk, and the potential for enhanced long-term returns.

At Shapath Investment Partners, we partner with top-tier third-party AIF providers to empower investors with access to high-return opportunities. By incorporating AIFs into your portfolio, you can achieve greater diversification and position yourself for sustained financial success.

If you have any query, please do contact us