Introduction:
This Informative meeting was based on two important financial concepts- The Portfolio Management System (PMS) and the Alternative Investment Fund (AIF).
This event was a great opportunity to gain a clear understanding of how professional investment strategies can help grow and protect your wealth.
This fantastic event was led by our financial advisor Ms. Darshan Dholaria and our organizer the Red Envelope Investments organized the event.
Event Details:
Event was held on 4th June,2025 in Rajkot.
4th June starting on 3.30pm at ICICI PRUDENTIAL MUTUALFUND MADHAV ARCADE RAM KRISHNA NAGAR MAIN ROAD RAJKOT-360001.
Thank you for your prompt response. Your presence at this meeting is very much appreciated.
Rajkot, is Gujarat’s one of the fastest growing city, an emerging financial hub of Gujarat. As Rajkot continuous increasing economically, the demand for planned and expert wealth management solution like PMS (Portfolio Management Services) is growing rapidly.
Looking for best PMS in Rajkot? We have offers both like fundamental and technical analysis, we also provide company’s records.
What is PMS ?
PMS – Portfolio Management Services include personalized management, a service is portfolio manager handle equity or fixed income investment. PMS proposals high net worth people and amenities stockholders in Rajkot.
What is Portfolio Management System?
Portfolio Management System is the process of managing investments so that we achieve better financial outcomes.
Also these investments are lower risk than direct investments. Portfolio Management is a program in which you can prioritize your skills. The Main goal is to maintain business continuity and manage the change.
Portfolio Management requires clear long term planning and goals.
Also few factors are involved in Portfolio Management are risk, decision making and control.
In Portfolio Management we directly keep the individual securities.
Portfolio Management is managing simple process of managing different responses to a process.
A Portfolio Manager is a financial professional who is responsible for investment strategies related to market trends.
Key Benefits of Portfolio Management Services
Professional Management : Business owners and professional looking for capital gratitude.
Risk Management : Investor with a minimum investable surplus of Rs. 50 Lakhs or more.
Higher Flexibility & Transparency : Personalized asset allocation based on separate goals
Customized Investment Strategies : PMS allow you for customized investment portfolio based on client needs, risk, investment goals and time limit.
Why Choose PMS in Rajkot ?
Rajkot is growing business and real estate community is looking for smarter, long term investment options. For Rajkot’s HNIs and growth-focused investors, PMS is a smart, flexible, and personalized wealth-building solution that aligns with their aspirations, risk profile, and financial vision.
Who is PMS for?
- High Net-worth Individuals
- Institutional investors
- Risk Tackers
Objectives of Portfolio Management
There are so many Objectives in the market but we covered main objectives.
- Capital Appreciation
- Increase return on investment
- Reduce Risk
- Earning protector against market risks
The Fact that portfolio Management allows investors to develop the best investment plan that help to increase their incomes and risk-taking capabilities.
What is Investment fund?
Investment fund is a process of money collecting from multiple investors which is managed by professionals who generate returns.
Fund generates income through interest and capital gain. Also fund means collecting investments from several investors to make specific assets. Every investor keeps their ownership for their funds.
What is AIF ?
Alternative Investment Fund are privately joint investment vehicles that include funds, private equity, capital and structured products. Regulated by SEBI, AIFs are perfect for investors looking for to variety outside outmoded equity.
Key Features of AIFs:
Main Key Features is, like Private – Which refers about something small groups or individuals. And Pooled means those who have multiple individuals or entities
Second Feature is, Non Traditional Assets like a product which are not easily found like private equity and venture capital.
Third Feature is, who are higher risk takers, they called as a sophisticated investor.
Forth Feature is, AIFS provides highest returns than normal mutual funds
Fifth Feature is, AIFs are regulated by the Securities and Exchange Board of India (SEBI).
Who can Investment on AIF ?
Investing in AIF (Alternative Investment Fund) is not open for everyone, this is design for specially for HNIs Institutional Investor.
AIF is design for particular peoples, who is invest minimum 1 crore. Retails Investor cannot invest in Alternative Investment Fund those who don’t meet the 1 crore minimum. All Investor is compulsory fill the KYC, as per SEBI guidelines.
Benefits of Investment Funds
- Easy process for beginners
- Lower risks
- You can start with small amount
- Performance tracking
- Professional Fund Management
- High Return Potential
- Customized Investment Strategies
- Regulated by SEBI
- Tax Efficiency
- Diversification Beyond Traditional Assets
Types of AIF as per SEBI Guidelines:
Category I AIF : SMEs, Infrastructure, etc.
Category II AIF : Private Equity Funds, Debt Fund
Category III AIF : Hedge Funds.
Types of Investment fund
- Mutual funds Index funds
- Real Estate funds
- Global funds
- Exchange-traded funds
- Debt funds
- Index funds
- Equity funds and many more
The Goal is to grow wealth by diversifying risk and taking advantage of market opportunities.
Why Do People Use Investment Funds?
People are using Investment funds for create a strong financial portfolio like stocks, bonds and other securities. Many of investment funds provide high liquidities and build trust so that investors can get access of their money at all the time.
Advantage of Investment funds:
These are the advantages of Investing funds
- Flexible Investing
- Liquidity
- Tax benefits
- Small Investment
- Low cost
- Easy Investment
- Transparency
- Risk appetite
- Costs
- A diversified portfolio
Don’t Miss It!
Organized By : The Red Envelope Investments
Event On : 4th June, 2024 Wednesday
Time : 3:30pm to 4:30pm
Phone :+91 98252 16171
Financial Advisor : Ms Darshna Dholaria
ICICI Prudential Asset Management Company Limited
Address : Shop No 2 3 4 & 5 Madhav Arcade, Nr RMC Commissioner Bungalow, Ram Krishna Nagar Main Road, Rajkot – 360001
Conclusion:
This event held for empower you with knowledge, clarity and confident for managing your financial future.
