PMS & AIF

Exclusive Strategies for Wealth Acceleration

Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are sophisticated investment vehicles designed for high-net-worth individuals (HNIs) seeking higher returns through actively managed strategies.

At BHAVA MANTRA WEALTH, we partner with top fund managers and institutions to offer personalized investment portfolios, thematic strategies, and access to exclusive opportunities across asset classes.

PMS & AIF Offerings

Equity PMS

Actively managed equity portfolios targeting long-term capital growth.

Debt PMS

Customized debt-oriented portfolios with lower risk and steady returns.

Category II AIF

Private equity, debt funds, and structured credit strategies for HNIs.

Thematic Funds

Focused exposure to sectors like infrastructure, technology, and ESG.

Discretionary & Non-Discretionary PMS

Choose between full control or advisor-managed models.

Key Benefits

Superior Returns

Targeted alpha generation through professional fund management.

Diversification

Broader exposure across multiple sectors and asset classes.

Wealth Preservation

Strategies designed to protect and grow long-term wealth.

Custom Portfolios

Tailor-made strategies based on your goals and risk appetite.

Transparency & Reporting

Detailed performance tracking and regular portfolio insights.

Invest with Confidence

Speak to our experts and unlock premium PMS & AIF solutions tailored to your financial vision.

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