Access Elite Wealth Strategies with GarudVista's PMS & AIF Distribution
GarudVista connects HNIs, Family Offices, and Corporates with top-tier PMS & AIFs, delivering sophisticated wealth strategies from India’s leading fund houses.
Enter the Top 1% Club!Inside the Wealth Playbook of the Top 1%
Strategic investment planning with PMS/AIF is vital for maximizing returns, diversifying portfolios, and achieving long-term financial goals.
Access to Accelerated Wealth Growth
Gain entry to expert-managed portfolios designed for superior, risk-adjusted returns and long-term capital appreciation.
Enhanced Diversification & Risk Mitigation
Access diverse asset classes and sophisticated strategies through top fund managers, reducing portfolio volatility.
Expert Fund Selection & Advisory
Benefit from our unbiased research and personalized recommendations to choose the right PMS/AIF for your goals.
🌟 Why Clients Trust GarudVista for Investments
We’ve earned the trust of 300+ HNIs, Family Offices, and Corporates by offering transparent guidance, diverse choices from multiple fund houses, and end-to-end support in wealth management.
Unbiased Fund Selection
Personalized guidance from seasoned investment professionals who help you choose optimal PMS/AIF strategies from a wide array of fund houses—without bias.
Tailored Solutions for All
Whether you’re an HNI, a family office, or a corporate—we align you with investment strategies that fit your unique risk appetite and financial objectives.
Seamless Onboarding & Support
Our dedicated team ensures clear, timely performance reports and ongoing support, from initial application to post-investment queries.
Understanding PMS & AIF
Portfolio Management Services (PMS)
- Nature: Individualized portfolio of direct securities.
- Minimum Investment: ₹50 Lakhs.
- Regulation: SEBI (PMS) Regulations, 2020.
- Ownership: Securities held directly in investor's Demat account.
- Investment Scope: Primarily listed equities, debt, and other listed instruments.
- Liquidity: Generally higher, as individual securities can be bought/sold.
- Taxation: Capital gains/losses apply directly to the investor.
Alternative Investment Funds (AIF)
- Nature: Privately pooled investment vehicle.
- Minimum Investment: ₹1 Crore.
- Regulation: SEBI (AIF) Regulations, 2012.
- Ownership: Investor holds units in the fund, not direct securities.
- Investment Scope: Wider, including unlisted equities, private debt, real estate, hedge funds.
- Liquidity: Generally lower, with lock-in periods and specific exit windows.
- Taxation: Taxed at the fund level or investor level depending on AIF category.
Understanding Account Eligibility for PMS & AIF
Ensure seamless investment by using the correct account type. Explore the list of permitted accounts for PMS and AIF transactions under Indian regulations.
Eligible Account Types for PMS & AIF Investments:
- Resident Individuals:Savings Account
- NRIs/OCIs:NRO Account (Non-Repatriable) only.
- HUFs: HUF Savings or HUF Current Account.
- Private Ltd/LLP/Public Companies: Registered Current Account in entity’s name.
- Trusts & Foundations:Registered Trust Bank Account.
- Family Offices / Corporates:Designated Current or Investment Account.
- AIF Investors: Distressed Assets, Pre-IPO Opportunities.
- Global Funds: Only INR-based investments via approved Indian bank accounts; no foreign currency allowed.
🔒 Compliance Reminder:PMS & AIF investments must be made in Indian Rupees (INR) only. NRE accounts are not accepted. All accounts must be KYC compliant as per SEBI regulations.
Smart Investment Solutions with PMS & AIF
GarudVista provides HNIs, Family Offices, and Corporates with exclusive access to India’s top PMS and AIFs, offering tailored strategies for long-term wealth growth across market cycles.
Portfolio Management Services (PMS)
- Tailored Equity & Multi-Asset Strategies for High-Conviction Growth
- Top-Tier Expertise:Access discretionary and non-discretionary strategies managed by India’s leading portfolio managers.
- Balanced Allocation:Invest in debt and multi-asset PMS for steady growth and capital stability.
- High-Growth Themes:Capture returns from sectoral and thematic PMS aligned with market trends.
- Tailored Portfolios:Get bespoke solutions aligned with your goals, risk profile, and wealth objectives.
- Aligned Incentives:Transparent fee structures with performance-linked components for better value.
Alternative Investment Funds (AIF)
- Exclusivity. Access. Alpha.
- Broad Market Access: Choose from Category I, II, and III AIFs including VC, PE, Real Estate, and Long-Short Funds.
- Special Opportunity Funds:Invest in distressed assets, credit strategies, and contrarian themes.
- Private Equity Edge:Participate in pre-IPO and unlisted equity rounds with high upside potential.
- Institutional Strategies:Unlock high-conviction ideas not available in listed markets..
- Expertly Managed:Managed by SEBI-registered professionals and marquee fund houses with strong track records.
Our Diverse PMS & AIF Offerings
GarudVista provides access to a wide range of PMS and AIF products from various fund houses, tailored to your unique investment goals.
Equity PMS
Access actively managed portfolios focused on high-growth Indian equities.
Debt PMS
Connect with strategically managed fixed-income portfolios for stable returns.
Multi-Asset PMS
Explore diversified portfolios across equities, debt, and other asset classes.
Venture Capital AIF
Gain access to early-stage, high-potential startups for exponential growth.
Real Estate AIF
Connect with curated real estate projects and property development opportunities.
Hedge Funds AIF
Access sophisticated strategies for absolute returns in varying market conditions.
Thematic PMS
Focus on specific themes or sectors poised for long-term growth through expert managers.
Private Equity AIF
Invest in mature, unlisted companies with strong growth potential via select funds.
Distressed Assets AIF
Discover opportunities in undervalued or turnaround situations through specialized funds.
Global Multi-Asset PMS
Diversify across international markets and asset classes with global fund managers.
Long-Short AIF
Access strategies designed to generate returns in both rising and falling markets.
Pre-IPO Funds AIF
Invest in companies before their public listing for potential high returns through exclusive funds.
For inquiries & assistance, 24/7 chat support at your service
Tailored Investment Solutions for Every Segment
GarudVista provides access to specialized PMS and AIF solutions from various fund houses, designed for HNIs, Family Offices, and Corporates, ensuring comprehensive wealth growth.
High Net-Worth Individuals (HNIs)
- Access Customized Equity & Debt PMS.
- Connect to Category II & III AIFs.
- Strategies for wealth preservation and growth.
Family Offices & UHNIs
- Bespoke Multi-Generational Wealth Management solutions.
- Exclusive access to Category I & II AIFs (Venture, PE, Real Estate).
- Advisory on succession planning and philanthropic investments.
Corporate & Institutional Clients
- Treasury Management solutions via Debt PMS.
- Strategic investments in AIFs for long-term capital deployment.
- Guidance on employee wealth management programs.
Non-Resident Indians (NRIs)
- Facilitate Repatriable & Non-Repatriable Investment Solutions.
- PMS & AIF options compliant with FEMA regulations.
- Global diversification strategies for NRI portfolios.
Startups & Founders
- Access Pre-IPO investment opportunities through AIFs.
- Wealth management for ESOPs and liquidity events.
- Advisory on venture debt and growth capital.
Trusts & Endowments
- Long-term capital preservation and income generation strategies.
- Investments in socially responsible AIFs.
- Compliance and regulatory advisory for trusts.
Understanding Your Investment Choices
Explore the breadth of PMS and AIF offerings available through GarudVista and find the perfect fit for your wealth creation journey.
Detailed Investment Insights:
- Equity PMS: Large Cap, Mid Cap, Small Cap, Multi-Cap, Thematic.
- Debt PMS: Corporate Bonds, Government Securities, Credit Opportunities.
- Multi-Asset PMS: Equity, Debt, Gold, International Equities.
- Category I AIFs: Venture Capital, SME Funds, Infrastructure Funds.
- Category II AIFs: Private Equity, Real Estate, Debt Funds.
- Category III AIFs: Hedge Funds, Long-Short, Multi-Strategy Funds.
- Special Situations: Distressed Assets, Pre-IPO Opportunities.
- Global Funds: International Equity AIFs, Global Macro Strategies.
Why Should You Invest
In PMS & AIF?
Step into the next level of wealth creation with personalized, high-performance strategies.Ideal for HNIs, Family Offices & Corporates seeking alpha beyond traditional investments.
2.7 Lakh+
HNIs Already Invested in PMS & AIFs
12.4 Lakh Cr+
Combined PMS & AIF Industry AUM (July 2024)
1,500+
SEBI-Registered PMS & AIF Strategies
₹50L/₹1Cr
Minimum Investment for PMS / AIF Respectively
18–25% CAGR
Top PMS Returns Over Long-Term Horizons
2.5x Growth Expected
Industry Set to Reach ₹28 Lakh Cr by 2030
Built for Wealth Creation
Start Your PMS/AIF Journey TodayOur Seamless Investment Process
Experience a seamless journey towards comprehensive wealth management and optimized portfolio growth with GarudVista, your trusted PMS & AIF distributor.
Goal Setting & Analysis
Schedule a confidential session to define your financial goals and risk appetite.
Fund House Selection
Our experts identify and recommend PMS/AIF products from leading fund houses that align with your objectives.
Facilitated Onboarding
We guide you through the documentation and application process with your chosen fund house, ensuring a hassle-free experience.
Ongoing Support & Review
Benefit from dedicated assistance for performance tracking, regular updates, and ongoing advisory support.
Frequently Asked Questions about PMS & AIF Distribution
Common questions regarding Portfolio Management Services and Alternative Investment Funds, simplified and answered by your distributor.
What is GarudVista's role in PMS and AIF investments?
GarudVista acts as a distributor, connecting investors with suitable PMS and AIF products offered by various SEBI-registered fund houses. We provide unbiased advice, help you compare options, and facilitate the entire investment process.
Who is eligible to invest in PMS and AIF through GarudVista?
Both PMS and AIF are primarily for High Net-Worth Individuals (HNIs), Family Offices, and institutional investors. The minimum investment for PMS is typically ₹50 Lakhs, and for AIFs, it's ₹1 Crore, as per SEBI regulations set by the respective fund houses.
How are fees structured when investing through a distributor like GarudVista?
The fees (management fees, performance fees, etc.) are charged by the respective PMS/AIF fund houses as per their offer documents. GarudVista's advisory services are typically compensated through a commission from the fund house, which does not add to your direct investment cost.
Can NRIs invest in Indian PMS and AIF through GarudVista?
Yes, NRIs can invest in Indian PMS and AIFs, subject to FEMA regulations and specific guidelines. GarudVista assists NRIs with understanding these regulations and facilitates the entire compliance and onboarding process with the chosen fund house.
How does GarudVista help me choose the right investment strategy?
GarudVista connects you with expert investment advisors who assess your financial goals, risk tolerance, and investment horizon. We then conduct thorough due diligence on various PMS and AIF strategies from leading fund houses, providing unbiased recommendations and guiding you through the entire investment process, from selection to onboarding.
Unlock Exclusive Investment Opportunities
Connect with GarudVista's wealth management specialists for personalized advice on PMS and AIF, designed to accelerate your financial growth.
Get a Free Investment Consultation