PMS & AIF

We work with carefully selected partners to distribute their PMS and AIF products to investors.

ValueQuest Investment Advisors Pvt. Ltd. **
Quest4Value Investment Managers LLP **

PMS Schemes:

  • Valuequest Growth
  • Valuequest Platinium

AIF Schemes:

  • VQ Faster Cap Fund II (AIF Cat III)
  • ValueQuest India Inflexion Fund (AIF Cat III)
  • ValueQuest Tristar Fund (AIF Cat II)
  • ValueQuest S.C.L.A.E II (AIF Cat II)
  • ValueQuest India G.I.F.T. Fund (Domicile GIFT International Financial Services Centre (GIFT IFSC), India) (AIF Cat III)
Carnelian Asset Management & Advisors Pvt Ltd. **

PMS Schemes:

  • Carnelian Capital Compounder Strategy
  • Carnelian Shift Strategy

  • AIF Scheme:

    • Carnelian Bharat Amritkaal Fund 2 (AIF Cat III)
    • Carnelian Bharat Amritkaal Fund (AIF Cat III)
    • Carnelian India Amritkaal Fund (Domicile GIFT International Financial Services Centre (GIFT IFSC), India) (AIF Cat III)
Unifi Capital Private Limited. **

PMS Schemes:

  • Blended Rangoli
  • BCAD: 2 - Breakout 20
InCred Asset Management Private Limited

PMS Schemes:

  • InCred Healthcare Portfolio
  • InCred MultiCap Portfolio
  • InCred Small & MidCap Portfolio
Abakkus Asset Manager Pvt. Ltd.

PMS Schemes:

  • Abakkus Emerging Opportunities Approach
  • Abakkus Diversified Alpha Approach
  • Abakkus All Cap Approach

  • AIF Scheme:

    • Abakkus Flexi Edge Fund - 1 (AIF Cat III)
    • Abakkus Growth Fund (AIF Cat III)

Portfolio Management Services [PMS] offer customized investment solutions to investors to help them attain their financial goals. PMS’s design investment portfolios based on differentiated investment approach and Asset Class. These are suitable for High Net Worth and Ultra High Net Worth clients.

Portfolio managers are registered and regulated under SEBI (Portfolio Managers) Regulations, 2020. According to SEBI guidelines, portfolio management services (PMS) can be offered only by SEBI registered entities.

Alternative Investment Fund [AIF] is an advance and sophisticated form of privately pooled investment vehicle. These are suitable for High Net Worth and Ultra High Net Worth clients. These funds have a much greater liberty of investing in multiple asset class [ both private, public investments, derivatives, etc.] based on defined investment policy.

The target audience in these are sophisticated investors who understand the risk, complexity and distinction of multiple investment assets, which are included in their portfolio.

** All Logos, Brands, Icon and Trademarks including the company name referenced here by URL FINANCE remain the property of their respective owners.

** Investors are informed to understand the PMS Schemes and AIF Investments carefully, study the offer and disclosure document including PPM and consult their financial advisor before acting on it.

** These above products are not available for USA and Canada Investors and selected International Investors. The applicability of availability of these products need to be discussed with each individual investor and then confirmed.