Portfolio Management Services (PMS)
Portfolio Management Services (PMS) offer a highly personalized investment approach where your portfolio is managed individually by expert portfolio managers. Unlike mutual funds, PMS provides customized investment strategies tailored specifically to your financial goals, risk tolerance, and preferences. Whether you seek aggressive growth, capital preservation, or income generation, PMS allows for direct ownership of securities and greater flexibility in asset selection. This hands-on, client-centric management helps optimize returns and manage risks in a way that fits your unique profile. At Mudaksh Wealth , we work closely with you to design and monitor your PMS portfolio, ensuring it evolves with your life’s changing needs while seeking maximum value creation.
Why PMS?
- Personalized Portfolio
- Active Management by Experts
- Higher Return Potential
- Transparency & Control
- Customized Risk Management
- Direct Ownership of Securities
- Tax Efficiency
- Diversification Across Strategies
- Suitable for HNIs & Long-Term Goals
Who Should Invest in PMS?
- Net-Worth Individuals (HNIs)
- Have Moderate to High Risk Appetite
- Seek Personalized Portfolio Management
- Aim for Long-Term Wealth Creation
- Want Premium Advisory & Relationship Management
- Minimum Investment Amount Rs. 50.0 Lacs
Alternative Investment Funds (AIF)
Alternative Investment Funds (AIFs) are pooled investment vehicles that invest in asset classes beyond traditional stocks and bonds, such as private equity, real estate, hedge funds, commodities, and infrastructure. AIFs provide access to unique investment opportunities with potential for higher returns and diversification benefits, often less correlated to public markets. They are suitable for investors looking to diversify their portfolio with specialized strategies and longer investment horizons. Our role at Mudaksh Wealth is to help you identify the right AIFs aligned with your wealth creation goals and risk appetite, guiding you through the complexities and advantages of these sophisticated products to unlock new
Differences between AIF and Mutual Fund
Feature | Mutual Fund (MF) | Alternative Investment Fund (AIF) |
|---|---|---|
Investor Eligibility | Open to retail investors, As low as ₹100–₹5,000 | Typically HNIs and institutions (Minimum ₹1 crore investment) |
Investment Strategy | Invests in listed equities, debt, or hybrid instruments | Can invest in unlisted shares, startups, real estate, private equity, hedge funds, etc. |
Structure | Open-ended or closed-ended schemes | Closed-ended structures (3 categories: I, II, III) some open ended as well |
Liquidity | High – easy redemption in open-ended funds | Low – funds are locked-in for a fixed tenure (usually 3–5 years) |
Risk Level | Generally moderate | Higher risk, higher return potential depending on the category |
Returns | Market-linked, usually benchmark-driven | Can generate alpha through high-conviction, non-traditional strategies |
Taxation | Pass-through for certain types; taxed at investor level | Category-wise taxation (Category I & II – pass-through; Category III – taxed at fund level) |
Categories | Equity, Debt, Hybrid, etc. | Category I (startups, infra), II (P/E, debt), III (hedge funds, trading strategies) |
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