We work with carefully selected partners to distribute their PMS and AIF products to investors.
ValueQuest Investment Advisors Pvt. Ltd. **
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PMS Schemes:
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Carnelian Asset Advisors Pvt. Ltd. **
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PMS Schemes:
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Unifi Capital Private Limited. **
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PMS Schemes:
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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 Individual Instruments, study the offer and disclosure document and consult their financial advisor before acting on it.