Explore investments in high-conviction curated ideas, which have the potential to generate higher returns. This tailor-made professional investment service is best suited for HNIs and UHNIs already exposed to direct equity and mutual fund investing.

Key

Benefits
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Customized Strategies

Benefit from bespoke investment strategies that align with your specific financial objectives and risk tolerance. PMS strategies can be customized based on an individual's investor preference.

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Direct Ownership

Enjoy the empowerment and control that comes with direct ownership of securities and assets within your portfolio. With PMS, there's no pooling of assets, giving you a transparent view of your investments.

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High conviction ideas

Opportunities to invest in curated, concentrated baskets of high conviction ideas. These strategies are relatively more sophisticated and have relatively less regulatory oversight in terms of security level and sector level exposures.

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High Performance Potential

Unlock the potential for superior returns through specialized investment strategies and diligent portfolio management.

Multi-channel Strategies across

Asset Classes

Leverage our expertise in equity-focused strategies, including growth-oriented, value-based, and sector-specific approaches.
High-yield structured debt opportunities to enhance portfolio returns through satellite allocation.
Opportunities to invest across commercial real estate, residential real estate, and warehousing space.
Investments targeting unique opportunities such as distressed assets or special market niches.
Long short investment strategies that aim to generate absolute returns across market cycles.

The

Tru Advantage

In-house fund screening model

Proprietary fund evaluation model that does a deep dive into the performance, attributes, and portfolio analysis.

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Niche strategies

Access to unique and niche strategies.

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Performance Monitoring

Regular performance updates, detailed portfolio reviews, and benchmark comparisons.

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Transparency and Compliance

Highest standards of transparency and compliance, providing clear reporting and adherence to regulatory guidelines.

Frequently Asked

Questions

Alternative Investment Funds (AIF) is a pooled investment vehicle for investing in a broader spectrum of products like listed equities, private equity, real estate, hedge / long-short strategies, etc.
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  • Category I – Fund that invests in start-ups, social ventures, infrastructure, SMEs, or any other sector that government or regulators consider as socially or economically desirable. They are often considered socially viable or economically desirable for the government or regulators.

  • Category II – Funds that cannot be classified as Cat I & Cat III AIFs. These funds do not take leverage unless it is to meet day-to-day operational requirements as permitted by the regulator. Typically, Private Equity funds, Real estate funds are categorized as Cat II AIFs.
  • Category III – Funds that undertake diverse or complex trading strategies including investment in listed or unlisted securities / derivatives. These funds can take leverage. Long-only funds, Hedge funds/long-short funds are registered as Category III AIFs.
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PMS or Portfolio Management Services is a customized investment avenue for High Net Worth and Ultra High Net Worth clients. Unlike mutual funds and AIFs, there is no pooling of funds in PMS, each investor's portfolio is treated separately and the securities are held in investor's demat.
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PMS/AIF strategies are actively managed by experienced portfolio managers who employ rigorous monitoring and risk management practices. This includes continuous assessment of market conditions, portfolio rebalancing, and adjustments to optimize performance and mitigate risks.
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Returns from PMS/AIF investments can vary depending on market conditions, investment strategies employed, and the performance of underlying assets. Investors can typically expect potential for higher returns compared to traditional investment avenues, balanced with corresponding risk levels.
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