Introduction
The Managed Portfolio category includes a diverse range of investment options tailored to suit varying risk appetites and financial goals. These portfolios are professionally managed, providing a structured and strategic approach to wealth building. Let’s explore the key components of Managed Portfolios, including AIF, PMS, and MFs & ETFs.
1. AIF (Alternative Investment Funds)
AIFs offer a specialized investment avenue catering to high-net-worth individuals and institutional investors. They are categorized as:
Unlisted:
- Mid-stage Private Equity Funds
- Late-stage Private Equity Funds
- Early-stage Private Equity Funds
Listed:
- Long Only Funds
- Long Short Funds
Yield Based:
- Venture Debt
- Rental Yield
- Infrastructure
Special Situations:
Investments in unique opportunities arising from market or company-specific scenarios.
2. PMS (Portfolio Management Services)
PMS provides customized portfolio solutions for affluent investors seeking professional management. Categories include:
- PMS – Equity: Focuses on stock market investments for long-term growth.
- PMS – Debt: Emphasizes fixed-income instruments for stability and regular returns.
- PMS – Multi Asset: A balanced approach combining equity, debt, and other asset classes.
3. MFs & ETFs (Mutual Funds & Exchange-Traded Funds)
Mutual Funds and ETFs provide diversified investment options that are accessible and cost-effective. These funds are ideal for individual investors aiming to spread risk across various sectors and asset classes.