Access to Ideas Beyond Traditional Portfolios.
Alternative Investment Funds (AIFs) are where serious, forward-looking capital goes when it wants diversification, differentiated return profiles, and access to private market or long–short opportunities. At Prowealth, we don’t pitch AIFs as “fancy products” — we position them as portfolio enhancers designed to complement your core holdings and improve the risk–reward equation over time.
Whether it is Category I (VC, infra, impact), Category II (PE, credit, special situations) or Category III (long–short, quant, market-neutral) — we help you identify, evaluate, and participate in strategies that actually fit your goals, liquidity profile, and tax posture.
Our View on AIFs
AIFs are powerful — but only when:
- the structure is understood,
- the manager has a repeatable edge, and
- the allocation is right-sized within the total portfolio.
That’s why Prowealth’s AIF advisory is process-led, not product-led. We do not promote every fund that launches — we shortlist only those that meet our tests on manager capability, strategy transparency, downside protection, and exit visibility.
What We Solve For
- Access to institutional-grade opportunities usually not available in mutual funds or vanilla PMS
- Uncorrelated/low-correlation return streams to balance listed-equity volatility
- Thematic, sectoral, or private-market exposure (real estate credit, pre-IPO, venture, consumption, data, infra)
- Wealth preservation + yield through structured credit / high-quality debt AIFs
- Tactical / market-neutral strategies through Cat III long–short AIFs
Prowealth AIF Framework
We study:
- pedigree of sponsor / AMC
- strategy team & CIO track record
- past fund cycles (deployed → monitored → exited)
- alignment of interest (skin in the game, fee structure, hurdle, waterfall)
- governance, valuation, reporting quality
Not every AIF is for every investor. We match AIFs to:
- ticket size & commitment style
- holding period (3–7 yrs vs 12–18 months credit-style)
- liquidity tolerance
- return expectations (IRR vs cashflow vs participation)
- taxation
We simplify the heavy part — documentation, risk disclosures, product understanding, and onboarding through the right SEBI-compliant channel.
We don’t disappear after subscription. We:
- track fund level updates / capital calls / distributions
- interpret quarterly commentary for clients
- evaluate follow-on opportunities
- monitor portfolio overlap with other products
- highlight early-exit / rollover / re-allocation opportunities
In short: we don’t just “place” AIFs — we stay with them for you.
Who Should Consider AIFs
- HNI / UHNI / Family Office investors looking to go beyond listed markets
- Investors willing to accept lower liquidity for potentially superior or differentiated outcomes
- Professionals / business families who want institutional-quality diligence before committing capital
- NRIs looking for India-growth, private-market or credit-linked opportunities
- Clients with sizeable PMS / MF exposure who now need return diversification
AIF Categories We Work With
Category I
- VC / early-growth funds
- Infrastructure / SME / impact strategies
- Focus: development, long-term value creation
Category II
- Private equity / growth capital
- Credit / real-estate credit / performing credit
- Special situation / structured products
- Focus: risk-managed, cashflow-oriented, visibility on exit
Category III
- Long–short equity, market-neutral, quant
- Hedged strategies to reduce index volatility
- Focus: generate returns across market cycles
We evaluate each AIF category differently — a credit AIF cannot be evaluated with the same lens as a VC AIF. Our scoring model reflects that.
Our AIF Selection Lens
When we evaluate an AIF for you, we look at:
- Strategy clarity – what is the repeatable source of return?
- Risk construction – leverage, underlying asset quality, concentration
- Exit visibility – especially for PE / real estate / special situations
- Fee & waterfall – are we aligned with the manager?
- Sponsor strength – will the platform stand through a downcycle?
- Reporting & transparency – will you get meaningful updates?
- Portfolio overlap – does it actually diversify your existing holdings?
This is what positions Prowealth as an advisor and gatekeeper, not a distributor.
Your Journey with Prowealth
We handhold our clients through every stage of their PMS experience:
- Discovery Call – Understand your objectives — growth, yield, access, diversification.
- Risk & Liquidity Mapping – What part of your wealth can be locked in? For how long?
- Shortlist & Explainer – We send you 2–3 curated AIF options with plain-English notes.
- Discussion with Our Product Desk – We walk you through strategy, risks, and realistic outcome bands.
- Onboarding & Documentation – Execution through SEBI-compliant route with proper disclosures.
- Ongoing Investor Updates – We receive manager notes → we interpret → we send you an actionable update.
- Review / Exit / Re-deploy – At maturity or distribution, we help re-align to your current portfolio plan.
Why AIFs Through Prowealth
- Unbiased selection – we don’t push every fund on the street
- 360° view of your wealth – we ensure AIFs don’t break liquidity or tax planning
- Access to marquee platforms – top brokers, wealth platforms, and fund houses
- Handholding for families – we explain to decision-makers, not just to the main investor
- Integrated reporting – AIF becomes part of your overall portfolio review (not separate)
Looking to add high-quality AIFs to your portfolio — but with clarity, not clutter?
Let Prowealth curate 2–3 AIFs that actually suit your risk, horizon, and legacy plans.
Speak to Prowealth’s Product Desk