Portfolio Management Services (PMS)
Portfolio Management Services (PMS) offer a bespoke, professionally managed investment solution tailored to meet the specific financial goals and risk appetite of high-net-worth individuals (HNIs). PMS employs a range of sophisticated investment strategies to capitalize on market-linked opportunities, providing direct exposure to a diversified portfolio of securities, including equities, fixed-income instruments, and structured products.
This investment vehicle is particularly suited for HNIs seeking personalized asset management and superior portfolio performance through expert decision-making and dynamic investment strategies.
EquityNest Asset Services partners with a wide network of renowned third-party PMS providers across India, including top Asset Management Companies (AMCs) and financial institutions. These partnerships allow us to offer a diverse range of PMS solutions, customized to suit varying client objectives and preferences.
Alternate Investment Funds (AIFs)
Alternate Investment Funds (AIFs) encompass a wide array of specialized investment options, such as real estate funds, private equity, hedge funds, venture capital, and advanced stock and bond strategies like long/short or arbitrage. AIFs provide access to non-traditional investment opportunities, offering broader portfolio diversification, risk mitigation, and the potential for higher returns compared to conventional investments.
As these investments tend to behave differently from traditional stock and bond markets, they can play a vital role in enhancing a portfolio’s performance and achieving long-term financial objectives.
EquityNest Asset Services is partnered with leading third-party AIF providers, enabling clients to explore high-return opportunities and diversify their investment portfolios effectively.
Fund of Funds (FoF)
A Fund of Funds (FoF) is a unique mutual fund structure designed to invest primarily in other mutual funds rather than individual securities like stocks or bonds. By pooling resources from multiple investors, FoFs strategically allocate assets across a variety of underlying mutual funds, covering different asset classes, sectors, and investment styles.
Managed by experienced Asset Management Companies (AMCs) and regulated by the Securities and Exchange Board of India (SEBI), FoFs provide a simplified and cost-efficient approach to achieving portfolio diversification and accessing a broader spectrum of investment opportunities.