PMS · AIF · Advisory
Access institutional-grade investment strategies.
Curated portfolio solutions for HNI & sophisticated investors — built and monitored by SEBI-registered partners, accessed through Aaman Finserv as your relationship advisor.
Portfolio Management Services
PMS — direct, customised equity ownership
Discretionary portfolios built and managed by SEBI-registered Portfolio Managers, with stocks held directly in your demat — full transparency and tax efficiency.
- — Direct equity portfolio in your demat
- — Customised investment strategies
- — Minimum ticket size ₹50 lakhs (per SEBI)
- — Active management & periodic reviews
Alternative Investment Funds
AIF — beyond traditional asset classes
Privately-pooled vehicles regulated by SEBI, offering exposure to strategies typically unavailable in mutual funds — for sophisticated, long-horizon investors.
- — Category I, II & III AIF access
- — Private equity, venture & hedge strategies
- — Long-horizon, lower-liquidity profile
- — Minimum investment ₹1 crore (per SEBI)
Why These Vehicles
Built for investors who have outgrown the average product shelf.
Market-linked return potential
Professional fund management
True portfolio diversification
Access to exclusive strategies
Our Partnerships
Backed by SEBI-registered managers and global capital partners.
We offer PMS, AIF and advisory services through our association with FundsIndia (a subsidiary of WestBridge Capital, with assets exceeding $7 billion globally), Omniscience Capital Advisors and Wealth India Financial Services — all SEBI registered.
smallcase Portfolios
- — Strategy-based equity portfolios
- — Minimum ₹1.5 lakhs
- — Direct stock ownership
- — Periodic rebalancing
- — Theme & sector strategies
FundsIndia Stable Growth 25
- — Diversified equity and REIT portfolio
- — Minimum ₹5 lakhs
- — Long-term stable growth strategy
- — Research-backed by MSCI selection
- — Periodic review & rebalancing
- — Direct stock ownership
Our Process
From your goals to a structured allocation, in five steps.
Goal understanding
Risk profiling
Strategy selection
Execution
Monitoring
Frequently Asked
Questions investors ask before they begin.
What is the minimum investment?+
PMS typically requires ₹50 lakhs (as per SEBI rules). AIF entry is ₹1 crore+. Curated advisory portfolios via smallcase start from ₹1.5 lakhs, and FundsIndia Stable Growth 25 starts from ₹5 lakhs.
Are returns guaranteed?+
No. PMS, AIF and stock-basket investments are market-linked and carry market risk. Past performance is not indicative of future results. Read all scheme/PPM documents carefully.
How is PMS different from a Mutual Fund or AIF?+
Mutual funds are pooled, regulated for retail; PMS gives direct, customised stock ownership for HNI investors; AIF is a privately-pooled vehicle for sophisticated investors with strategies (private equity, hedge, etc.) typically unavailable elsewhere.
How liquid are these investments?+
Mutual funds and stock baskets are generally liquid (T+1 to T+3). PMS liquidity varies by manager. AIF Category I/II investments are typically illiquid and have multi-year horizons.
Schedule a Consultation
Curated portfolio recommendations, tailored to you.
Share a few details and a senior advisor will reach out with a tailored shortlist of strategies aligned to your investment range and goals.
Phone: +91 97699 90325
PMS Disclaimer
Portfolio Management Services (PMS) are offered and managed by SEBI-registered Portfolio Managers. Aaman Finserv only facilitates access to such services and does not manage client portfolios or provide discretionary/non-discretionary portfolio management services. All investment decisions, portfolio construction, and execution are undertaken by the respective PMS provider. Clients are advised to carefully review the PMS agreement, disclosure documents, and risk factors before investing.
AIF Disclaimer
Alternative Investment Funds (AIFs) are regulated by SEBI and are subject to higher risk, lower liquidity, and longer investment horizons. Aaman Finserv acts only as a distributor/facilitator and does not manage or control any AIF schemes. Investments in AIFs should be made only after carefully reviewing the Private Placement Memorandum (PPM) and understanding the associated risks.
Investment Advisory Disclaimer
Aaman Finserv does not provide investment advisory services as defined under SEBI (Investment Advisers) Regulations, 2013. Where applicable, advisory services and model portfolios are provided by SEBI-registered entities such as Omniscience Capital Advisors Private Limited (SEBI Registration No: INA000007623 – RIA & INH000020077 – RA) and Wealth India Financial Services Pvt Ltd (WIFSPL — INH000015570).