Where They Invest

Startups • SMEs • Infrastructure • Impact • Turnaround

Key Features

Benefits of Category I AIFs

Advantage Description
Access to Private Opportunities Exposure to early-stage startups, infrastructure & private companies not listed in public markets.
Alignment with India’s Growth Themes Supports priority sectors such as innovation, manufacturing, and infrastructure.
Tax Efficiency Pass-through taxation avoids double income tax.
Diversification Adds an alternative asset class beyond traditional equity and debt.
Long-Term Wealth Creation Potential for substantial appreciation through early-stage and growth-phase investments.

Risks & Considerations

Risk & Return Profile

Category I AIFs are high-risk, high-reward investments. Returns can be significant if portfolio companies succeed; however outcomes depend heavily on manager skill, diversification, and patience. Liquidity is limited until the fund’s term ends.

Risk Level

Return Potential

Ideal For

  • Investors with a long-term horizon (7–10+ years).
  • Those comfortable with risk and limited liquidity.
  • People who want to participate in India’s growth story—innovation, infrastructure & impact.

Examples

  • Funding an early-stage technology company developing a breakthrough product.
  • Investing in an SME expanding from one state to national operations.
  • Backing a solar energy project with long-term cash flows.
  • Supporting a social enterprise focused on rural healthcare or clean water.

Before You Invest

  • Understand the manager’s experience and track record.
  • Review the strategy and portfolio structure.
  • Check the fee structure, lock-in period, & performance hurdles.
  • Consult your tax and financial advisor to align with your goals.

Regulatory Framework

Speak with PMS AIF WORLD to discover curated managers, strategies, and a framework grounded in Quality, Risk, and Consistency.

Do Not Simply Invest, Make Informed Decisions

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