Alternate Investments

Beyond the traditional investment avenue such as mutual funds and bonds, customers have an option to invest in exotic investment options such as Portfolio Management Services (PMS) and Alternate Investment Fund (AIF).

Portfolio Management Services or PMS

PMS is a tailored investment portfolio of equity or debt asset class with objective of generating relatively better return than the traditional investment options.

In PMS, the investor owns the underlying asset, unlike in mutual funds, where they own units representing the stock. Since experienced portfolio managers handle your investments, all you need to do is review the transactions periodically and get performance updates. Besides, fund managers receive flexibility in selecting stocks, sectoral allocation, and maintaining cash position.

Alternative Investment Funds or AIF

AIFs are pooled investments for investing in hedge funds, venture capital, futures, and private equity. Based on their investment strategies, AIFs, are classified into three categories.

Category I

These funds are invested in small businesses, start-ups, social ventures, early-stage ventures, angel funds, etc., with superior growth potential.

Category II

This category includes investments in Private Equity (PE) funds, fund of funds, and debt instruments.

Category III

This AIF aims at generating short-term returns by employing diverse and complex trading strategies. Category-III funds can include hedge funds and Private Investment in Public Equity (PIPE) Funds.

Please click Interested button below to give us your details, we will get in touch with you to initiate the investment process with the help of our partners. Please note that the minimum investment amount for a PMS is Rs. 50 Lakhs and for an AIF is Rs. 1 Crore.

Our Alternate Product Partners

  • Motilal Oswal
  • ICICI Prudential Portfolio Management Services
  • Marcellus Investment Managers
  • O3 Securities Private Limited

“Good Ethics is Good Business”

At Epsilon, we believe that we should let you dream – leave the tension of how you will plan finance for those dreams to us. We are here to help you and guide you, every step of the way. By always doing the right thing. By gauging your risk profile, investment horizon and recommending products accordingly. By doing what is best for you to achieve your goals.

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Unit No. 101, 1st Floor, Simba Towers, CTS no. 67-A/1, Goregaon, Mumbai - 400063

ARN- 243441
Epsilon CIN No: U67190MH2022PTC377576
MultiArk CIN No: U67100MH2022PTC377409
IRDAI Registration Number: CA0866
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