Advisory Portfolio

AIF

AIFs

AIFs combine the operational ease of Mutual Funds with Flexibility of PMS making it a perfect blend geared for optimum performance for a stipulated investment objective

Category II AIF

Category III AIF

Large Cap PMS

Large Cap PMS primarily invests in Top 100 listed companies. They have moderate Risk and moderate return potential. This is meant for investors seeking less volatile return and looking for invest for 3-5 years as a time horizon

Mid & Small Cap PMS

Mid and Small Cap PMS invests in smaller companies which have higher risks but also very high return potential as well. This is ideal for investors seeking highest possible returns with a time horizon of 7+ years

Multi Cap PMS

Multi Cap PMS are market cap agnostic. They have higher risk and higher return potential as well. This is ideal for investors seeking for higher returns with a time horizon of 5-7 years.

Others

PMS

Portfolio

Structured Products

These products are designed for investors looking for higher returns but at the same time do not want to lose fixed returns upon maturity.

EDELWEISS Pure Yield Ideas

EDELWEISS Pure Yield Ideas

PMS, Structured Products

EDELWEISS TWIN WIN

EDELWEISS TWIN WIN

AIF, AIFs, Category III AIF, Structured Products

Emkay 12 Fund

Emkay 12 Fund

Large Cap PMS, PMS

ICICI Prudential PMS PIPE Strategy

ICICI Prudential PMS PIPE Strategy

Mid & Small Cap PMS, PMS, Portfolio

ICICI Prudential PMS Core Strategies PMS

ICICI Prudential PMS Core Strategies PMS

Large Cap PMS, Multi Cap PMS, PMS, Portfolio

360 ONE Equity Multicap PMS

360 ONE Equity Multicap PMS

Multi Cap PMS, PMS, Portfolio

Pace Tresor Flexi

Pace Tresor Flexi

Multi Cap PMS, PMS

Pace Tresor Prive

Pace Tresor Prive

Multi Cap PMS, PMS

ITI Long Short Equity Fund

ITI Long Short Equity Fund

Advisory Portfolio, AIF, AIFs

Lakewater PMS

Lakewater PMS

Multi Cap PMS, PMS

MOTILAL OSWAL Focused Midcap Strategy PMS

MOTILAL OSWAL Focused Midcap Strategy PMS

Mid & Small Cap PMS, PMS, Portfolio

PGIM India PMS

PGIM India PMS

Multi Cap PMS, PMS

Do Not Simply Invest, Make Informed Decisions

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