Question 1

What is an Alternative Investment Fund (AIF)?

Accepted Answer

A privately pooled investment vehicle established under SEBI (Alternative Investment Funds) Regulations, 2012.
Invests in assets beyond traditional mutual fund structures.
Generally available to eligible investors meeting regulatory investment criteria.

Question 2

Categories of AIFs in India

Accepted Answer

Category I — Venture Capital, SME, Infrastructure, Social Venture Funds
Category II — Private Equity, Debt Funds, Real Estate Funds
Category III — Hedge Funds, Long-Short Strategies, Complex Trading Strategies
Each category operates under SEBI-prescribed framework and disclosure norms.

Question 3

Core Characteristics of AIFs

Accepted Answer

Higher minimum investment thresholds (as per SEBI regulations)
Limited number of investors
Defined tenure (often closed-ended)
Investment through private placement
Professional fund management under regulatory oversight

Question 4

Key Considerations of AIFs

Accepted Answer

Investments may carry higher risk compared to traditional products
Lower liquidity compared to open-ended mutual funds
Returns are not guaranteed
Fees and performance charges may apply
Suitable for investors with higher risk tolerance

Question 5

Who Typically Considers AIFs?

Accepted Answer

High-Net-Worth Individuals (HNIs)
Institutional investors
Investors seeking exposure beyond traditional asset classes
Those comfortable with longer investment horizons

Question 6

Important Considerations for AIF

Accepted Answer

Investments are subject to market risks.
Liquidity may be restricted based on fund structure.
Minimum investment criteria apply.
Regulatory disclosures and documentation must be reviewed carefully.
No assurance or guarantee of returns is provided.

➡️ Alternative Investment Funds are subject to market risks and regulatory eligibility criteria. Please read all offering documents carefully before investing. Past performance is not indicative of future results.

Question 7

Is an Alternative Investment Fund Right for You?

Accepted Answer

⬇️ Follow the flow

1️⃣ Are you an eligible investor under regulatory norms?
Meet minimum investment thresholds
Comfortable with private placement structure

2️⃣ What is your investment objective?
Exposure beyond traditional mutual funds
Strategic allocation within a defined mandate
Participation in alternative asset strategies

3️⃣ Are you comfortable with longer investment horizons?
Able to remain invested for defined tenure
Understand liquidity may be restricted

4️⃣ How do you view risk?
Comfortable with higher market and strategy-specific risks
Understand that returns are not guaranteed

5️⃣ Do you prefer mandate-based professional management?
Structured allocation under defined strategy
Regulatory disclosures and periodic reporting
Suitability-driven participation

➡️ AIF structures may be considered

Alternative Investment Funds are subject to market risks and regulatory eligibility criteria. Please read all offering documents carefully before investing. Past performance is not indicative of future results.

Question 8

Our Approach

Accepted Answer

Suitability-first evaluation. Mandate clarity. Regulation-aligned participation.

A structured and simple approach is followed to bring clarity to Alternative Investment Funds.
Access is provided to select AIF opportunities, along with clear and easy-to-understand information on structure, features, tenure, and associated risks.
Services include onboarding coordination, documentation, and transaction-related processes, along with ongoing service-related requirements such as statements and updates.
A measured and long-term approach is encouraged, considering the nature and structure of such investments.

Disclosure :
Alternative Investment Funds are subject to market and other risks. Investments are governed by the respective fund documents. No guarantees or assurances are provided.

Disclaimer :
Please read all offer documents and related materials carefully before investing.

AIF & SIF