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Alternate Investment Funds (AIFs) offer a customised pathway to wealth creation by combining expert fund management with innovative and diversified investment strategies, designed to align with your long-term financial goals.
Seasoned portfolio managers leverage their broad market expertise and analytical insights to strategically manage investments on your behalf, maximizing your potential returns.
PMS utilizes a tactical strategy that combines diversification and dynamic allocation to effectively manage risks and seize market opportunities.
We follow an approach of keeping 15–20 stocks in each PMS offering to avoid over diversification and enhance overall returns.
Investors can address their queries and gain market insights by connecting with the Fund Manager and team directly.
PMS investors can track their investments daily by having direct access to their holdings and the fund management team.
AIF, or Alternative Investment Fund, is an investment vehicle that allows investors to explore asset classes beyond traditional stocks and bonds. These funds pool capital from investors and deploy it across a variety of alternative assets, including private equity, real estate, hedge funds, structured debt, and more.
AIF investments are generally suitable for high-net-worth individuals (HNIs) and Ultra-high-net-worth individuals (UHNIs), due to regulatory requirements and a minimum investment limit of ₹1 crore.
An AIF alternative investment fund pools capital from investors to invest in alternative asset types such as private equity, real estate, debt funds, hedge funds, commodities, and structured debt.
When you invest in an AIF, professional fund managers follow a defined strategy to manage the pooled funds. The objective is to provide access to asset classes that are generally not available through traditional investment routes.
Looking to diversify beyond traditional equities and debt?
AIFs give HNIs access to exclusive opportunities across sectors and strategies via:
Category I and II AIFs enjoy pass-through taxation, with the exception of business income.
Income earned by the AIF fund is taxed directly in the hands of the investor based on their applicable tax slab rates.
Capital gains retain their nature as either short-term or long-term when passed on to investors.
Any business income is taxed at the AIF level at the maximum marginal rate.
Category III AIFs – Fund-Level Taxation
Category III AIFs do not have pass-through status.
Income is taxed at the fund level, and post-tax returns are then distributed to investors.
Taxability of the income earned by these AIFs depends on the fund’s legal structure, such as a trust, LLP, or company.
SEBI-Regulated: All AIF funds are registered and governed by the Securities and Exchange Board of India (SEBI) under AIF Regulations, 2012.
Category-Based Framework: AIFs are classified into Category I, II, and III, each possessing defined risk, leverage, and investment norms.
Strict Compliance Norms: Transparency is ensured through mandatory disclosures, audits, valuations, and periodic reporting.
Controlled Leverage: Depending on the specific AIF fund category, leverage and borrowing are either restricted or closely monitored.
AIFs help you diversify beyond stocks and bonds to balance your portfolio's risk and return ratio.
These funds allow you to invest in private equity, startups, infrastructure, and niche strategies not available in mutual funds.
Your investment is managed by seasoned professionals specializing in alternative assets and advanced strategies.
Through disciplined research and calculated risk, AIF investments aim to generate returns in line with the risk taken.
Category I and II AIFs offer pass-through taxation, meaning income and capital gains are taxed in your hands, which often reduces the overall tax burden.
You can select from Category I, II, or III AIF funds to match your specific goals, timeline, and risk appetite.
All AIF funds are governed by SEBI and IFSCA, providing transparency and compliance, which offers confidence to investors, especially NRIs.
Reach out to our team to begin your AIF investment journey.
Understand AIF categories, strategies, and investment opportunities.
Gain clear insights into fund types, risk profiles, and investment horizons.
Receive help with documentation, KYC, and fund transfer.
With guidance received, choose an AIF that aligns with your goals and risk appetite.
Track your AIF investment performance with regular updates.
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If you have any query regarding financial services please feel free to call us. Our team will be glad to serve you.
The lock-in periods for AIFs vary by category. For instance;
Among the common documents required for AIFs are:
Investment application form
In AIF-focused AMCs (Asset Management Companies), fund managers are responsible for several tasks, such as;
At R9 Wealth, the doorway element reflects a refined design that is both well-crafted and balanced. From humble beginnings, it has grown to embody character and strength over time.
01-041, First Floor MGF Metropolis Mall MG Road, Sector 28 Gurugram – 122002 India
+91 99712 95533 | +91 99712 98899
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info@r9wealth.com
01-041, First Floor, MGF Metropolis Mall, MG Road, Sector-28, Gurugram, India, 122002
Contact No: +91 9971295533
Email: info@r9wealth.com
Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. Past performance is not an indicator of future returns. R9 Wealth is an AMFI registered Mutual Fund distributor with ARN – 334421 (ARN Validity Period: 18-July-2025 to 17-July-2028). R9 Wealth and its brand assets are trademarks of R9 Wealth Financial Services.
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