Access Strategies That Go

Beyond Traditional Investments.

Access Strategies That Go

Beyond Traditional Investments.

Because sophisticated wealth deserves a sophisticated strategy. The right PMS or AIF for every goal, every stage, and every aspiration that goes beyond the conventional.

Let's Get You Started

What are PMS & AIF?

What are

PMS & AIF?

Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are sophisticated investment solutions for HNIs and ultra-HNIs. PMS offers direct ownership of a customised stock portfolio; AIFs are pooled vehicles investing in alternatives like private equity, venture capital, and real estate. Both are regulated by SEBI. Payal Edge matches the right PMS or AIF strategy to your financial profile, risk appetite, and long-term wealth objectives.

Why PMS & AIF?

Personalised Portfolio Management

Unlike mutual funds, PMS offers more specific portfolio built around your specific financial goals and risk appetite.

Personalised Portfolio Management

Unlike mutual funds, PMS offers more specific portfolio built around your specific financial goals and risk appetite.

High-conviction Strategies

Concentrated, research-driven investment approaches designed to deliver superior risk-adjusted returns over the long term.

High-conviction Strategies

Concentrated, research-driven investment approaches designed to deliver superior risk-adjusted returns over the long term.

Direct Ownership

In PMS, you directly own the underlying securities — giving you full transparency and control over your investments.

Direct Ownership

In PMS, you directly own the underlying securities — giving you full transparency and control over your investments.

Access to Exclusive Opportunities

AIFs open doors to asset classes like private equity, venture capital, and real estate that are typically unavailable to retail investors.

Access to Exclusive Opportunities

AIFs open doors to asset classes like private equity, venture capital, and real estate that are typically unavailable to retail investors.

Professional Expertise

Managed by experienced portfolio managers and fund houses with deep market knowledge and rigorous research capabilities.

Professional Expertise

Managed by experienced portfolio managers and fund houses with deep market knowledge and rigorous research capabilities.

Tax Efficiency & Flexibility

PMS investments are subject to applicable capital gains tax and other prevailing tax laws based on the underlying securities and holding period.

Tax Efficiency & Flexibility

PMS investments are subject to applicable capital gains tax and other prevailing tax laws based on the underlying securities and holding period.

Alternative Investment Fund Categories

SEBI-Defined AIF Categories

Category I AIF

Category I

AIF

Category II AIF

Category III AIF

Venture Capital Funds (VCF)

Private Equity (PE) Funds

Hedge Funds

Angel Funds

Debt Funds

Private Investment in Public Equity (PIPE) Funds

SME Funds

Funds for Distressed Assets.

Arbitrage Funds.

Social Venture Funds

Real Estate Funds

Our Approach
How we help you invest

Understanding Your Wealth Profile

We understand your net worth, investment experience, liquidity requirements, risk tolerance, and long-term wealth objectives to help you explore Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) that align with your investment preferences.

Matching the Right Strategy

We shortlist PMS and AIF options aligned to your specific needs — equity-focused growth, alternative asset exposure, capital preservation, or diversified wealth creation.

End-to-end Onboarding & Setup

Complete assistance with documentation, due diligence, agreement execution, and investment activation - all handled seamlessly by our team.

Continuous Monitoring & Reporting

Regular performance reviews, portfolio rebalancing insights, and strategic guidance to ensure your PMS or AIF investments stay aligned with your evolving wealth goals.