Over 275 investors
have invested in
our process
Over ₹475 crores
have been invested using
our process
Trusted by
investors across
6 countries
Over 15,000 investors
use our tools before
deciding to invest
Precision in Process
Consistency in Returns
Navigate volatile market with our investing process
Book a call with our experts
Why AIF&PMS Experts?
Process-driven returns
Invest with confidence in our proven process, as we meticulously follow a robust framework for selecting fund managers and portfolios of Alternative Investment Funds (AIF) and Portfolio Management Service (PMS) Funds. We refer to it as the 3Is of investing, where we add the third ‘I’ (eye) of scrutiny, focusing on Investment Manager Style, Investment Portfolio Quality, and Investment Performance Consistency.
Investment
Style
Clear, adaptable strategies aligned with investor goals, crucial for navigating market fluctuations and capitalizing on opportunities.
Investment
Quality
Get a modern PowerPoint Presentation that is beautifully designed. You can simply impress your audience and add a unique zing and appeal to your Presentations.
Investment
Performance
Emphasizing consistent, risk-adjusted returns, and effective drawdown management to achieve long-term growth while preserving capital.
Why We Stand As The Exclusive Choice
Rigorous Selection Process
Invest with confidence in handpicked opportunities perfectly aligned with your financial goals, thanks to our rigorous selection process, 3Is, ensuring only the most promising investments.
Consistency Score
Experience stability and reliability in your investments with a measurable consistency score that reflects our commitment to delivering consistent returns across various market conditions, testifying to our investing process, 3Is.
Portfolio Customization
Enjoy a tailored investment experience where your portfolio is customized to match your unique needs and objectives, ensuring a personalized approach that suits your financial journey.
Qualified Team with Wealth of Experience
Gain peace of mind knowing that a highly qualified team with a wealth of experience is dedicated to navigating the financial landscape on your behalf, ensuring your investments are in capable hands.
10,000+ Registered Users
Join a thriving community of over 10,000 registered users who have chosen us, providing you with confidence in the reliability and credibility of our services.
NRI Clients from 10 Different Countries
Tap into a global perspective and diverse financial insights as we cater to the investment needs of Non-Resident Indians from 10 different countries, offering a well-rounded approach to international investments.
Expertise in AIF & PMS
Join a thriving community of over 10,000 registered users who have chosen us, providing you with confidence in the reliability and credibility of our services.
Digitalized Investment Experience
Elevate your investment journey with a seamlessly digitalized experience that provides convenience, accessibility, and real-time insights. Enjoy the benefits of a user-friendly platform designed to enhance your overall satisfaction with hassle-free investing.
Top Performing
AIF & PMS Funds
* Top 5 PMS Performances based on last one year return as on June 2024.
Testimonials From Our Valued Investors
I am familiar with Mr. Vikas from his previous job. He loves to read and I was impressed by how he stands by his investing process. I also admire how he always puts his clients' goals first.
Mr. Bipinchandra Dugam
At first, I wasn't sure about working together, but after talking a lot, I saw they have a careful way of picking the best portfolio manager and their plans using something called 3Is.
Mr. Parwani
We've been working with Mr. Vikas and his team right from the start. They're really professional and know a lot about what they do. They trust their investing process more than anything else.
Mr. Vinod Shah
Media Coverage
We Elevate Financial Horizons For Elites
- Distinguished AIF/PMS platform in India, specializing in serving the needs of HNIs.
- Committed to delivering unparalleled financial solutions with unwavering dedication.
- Pride ourselves on extensive expertise in retail markets and steadfast integrity.
- Approach every client interaction with a client-centric ethos.
- Excellence is not just a goal but a standard in all our operations.
- Offer personalized investment strategies and diligent risk management.
- Deep understanding of market dynamics and proactive approach to opportunities.
- Strive to consistently exceed client expectations.
