PMS / AIF
For Those Who Aim Beyond Ordinary Returns
Access Exclusive Wealth Products built for High-Net-Worth Investors. We guide NRIs and Overseas Investors into SEBI-Regulated PMS and AIF Schemes, navigating Eligibility Rules, Minimum Ticket Sizes, and Country-Specific Restrictions. Your bridge to India’s Most Sophisticated Investment Opportunities.
Why Plan Through Us
Structures & Eligibility
NRI / OCI / PIO
Eligibility
Permitted under FEMA Schedule 4; investment via NRE/NRO bank accounts
Account Type
NRO (Non-Repatriable) for PMS / NRE/NRO for AIF (as per scheme)
Product Access
SEBI-registered PMS and AIF Category I, II, III (based on AMC policy)
Taxation
Capital gains taxable in India; TDS applicable with DTAA relief
Repatriation
PMS – Non-repatriable (NRO); AIF – Scheme dependent / IFSC repatriable
Ideal For
HNI NRIs/OCIs seeking actively managed, high-growth portfolios
Foreign Nationals
Eligibility
Investment allowed via SEBI-registered FPI/FVCI or IFSC AIF structures
Account Type
FPI / FVCI / IFSC-based Category I–III AIF account
Product Access
IFSC or SEBI-approved AIFs (private equity, venture, long-short)
Taxation
Tax under FPI/FVCI or IFSC norms; treaty benefits may apply
Repatriation
Fully repatriable via IFSC or FPI accounts
Ideal For
Global investors & institutions seeking alternative India exposure
Resident Indians
Eligibility
Permitted under SEBI PMS and AIF regulations
Account Type
Resident individual or corporate PMS/AIF account
Product Access
All SEBI-registered PMS and AIF schemes (Cat I, II, III)
Taxation
As per domestic capital gains; pass-through treatment for AIF Cat I/II
Repatriation
Not applicable
Ideal For
HNIs & professionals seeking long-term alpha and diversification
OCB / Foreign Companies
Eligibility
Permitted via FDI / FVCI / IFSC corporate participation
Account Type
Institutional PMS / AIF account (corporate or trust format)
Product Access
IFSC or SEBI-regulated AIF Category I–III investments
Taxation
Corporate or IFSC-specific tax regime
Repatriation
As per FEMA/IFSC or AIF fund repatriation terms
Ideal For
Family offices, investment firms, and offshore corporates
Get a personalized NRI Trading and Demat setup from account activation to your first investment – guided by our expert team and trusted partners. Stay compliant, secure, and confident while investing in India.
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