300+ registered PMS
IndustryMulti
300+ registered SEBI PMS in India
Source: Altport
500+ AIFs SEBI registered
IndustryMulti
500+ SEBI registered AIFs
Source: PMSAIF
5P people perf phil port price
StrategyLong
5P framework for fund selection
Source: PMSAIF
AIF min ₹1Cr per fund
AIFMulti
AIF min ₹1 crore per investor per fund
Source: Kalviro
APMI association portfolio mgrs
IndustryMulti
APMI Association of Portfolio Managers India
Source: encyclopedia
APMI distributors registered
Indian MarketsMulti
APMI registered PMS distributors
Source: Kalviro
ASK Investment Managers
PMS NamesLong
ASK Investment Managers PMS
Source: encyclopedia
Aavishkaar Capital impact
AIF NamesLong
Aavishkaar Capital impact AIF
Source: encyclopedia
Abakkus Diversified Alpha 14.65%
PMS NamesLong
Abakkus Diversified Alpha Fund 1Y 14.65%
Source: Altport
Abakkus Sunil Singhania
PMS NamesLong
Abakkus Asset Manager Sunil Singhania
Source: Altport
Accredited Investor framework
Indian MarketsMulti
Accredited Investor framework SEBI
Source: Kalviro
Aditya Birla EM IFSC
GIFT City NamesLong
ABSL Global Emerging Market IFSC GIFT Cat II
Source: PMSAIF
Aequitas Investment Consultancy
PMS NamesLong
Aequitas Investment Consultancy
Source: encyclopedia
Algoquant Cat III quant
AIF NamesLong
Algoquant Cat III quant
Source: encyclopedia
Alt alpha AIF prefer
StrategyLong
Alt alpha (private/L-S) prefers AIF
Source: Carnelian
Angel Funds ₹25L min
AIFMulti
Angel Funds (sub Cat I) ₹25 lakh min
Source: Carnelian
Annual Activity Report May 31
Indian MarketsMulti
SEBI Annual Activity Report May 31 deadline
Source: Carnelian
Ascertis Credit GC IV
GIFT City NamesLong
Ascertis Credit GC Fund IV GIFT
Source: Altport
Avendus Absolute Return
AIF NamesLong
Avendus Absolute Return Cat III AIF
Source: encyclopedia
Both deployed in proportion
StrategyLong
Use both PMS+AIF in proportion
Source: Kalviro
Buoyant Capital Multi-Cap
PMS NamesLong
Buoyant Capital multi-cap
Source: encyclopedia
Carnelian Asset Mgmt
PMS NamesLong
Carnelian Asset Management
Source: Carnelian
Cat I AIF unlisted/startups
AIFMulti
Cat I AIF unlisted/startups/SME/infra
Source: PMSBazaar
Cat I/II capital gains exempt
GIFT CityLong
GIFT Cat I/II capital gains exempt subject
Source: PMSBazaar
Cat I/II pass-through tax
AIFLong
Cat I/II AIF pass-through taxation
Source: PMSBazaar
Cat II AIF PE/private debt
AIFMulti
Cat II AIF PE + private debt + structured
Source: PMSBazaar
Cat III AIF hedge L/S
AIFMulti
Cat III AIF hedge fund L/S strategies
Source: PMSBazaar
Cat III leverage allowed
AIFMulti
Cat III AIF leverage allowed regulatory limits
Source: PMSBazaar
Cat III mandatory leverage disclose
AIFMulti
Cat III mandatory leverage + risk disclosure
Source: PMSBazaar
Cat III taxation at fund level
AIFMulti
Cat III AIF taxed at fund level
Source: encyclopedia
ChrysCapital Indian PE
AIF NamesLong
ChrysCapital Indian PE AIF
Source: encyclopedia
Direct ownership PMS prefer
StrategyLong
Direct ownership prefers PMS
Source: Carnelian
Direct stock ownership
PMSLong
PMS direct stock ownership in demat
Source: Altport
Discretionary/Non-disc/Advisory
PMSMulti
PMS discretionary/non-disc/advisory
Source: encyclopedia
Distressed credit AIF
Indian MarketsMulti
Distressed credit AIF SARFAESI
Source: encyclopedia
Drawdown analysis
StrategyLong
Drawdown analysis during corrections critical
Source: Altport
Edelweiss Stressed Asset
AIF NamesLong
Edelweiss Stressed Asset AIF
Source: encyclopedia
Embassy REIT first 2019
Indian MarketsLong
Embassy REIT first Indian REIT 2019
Source: encyclopedia
Equitree Capital Bharaddia
PMS NamesLong
Equitree Capital Pawan Bharaddia
Source: GulfNews
Estee Advisors Indian quant
PMS NamesLong
Estee Advisors Indian quant fund
Source: encyclopedia
Family offices growing
Indian MarketsLong
Indian family offices growing rapidly
Source: Kalviro
Foreign+Indian investment dual
GIFT CityLong
GIFT can invest in both Indian + global
Source: PMSBazaar
From Belief to Build
IndustryLong
From belief to build consumption to creation
Source: Kalviro
GIFT AIF $26.3B commit Sept 2025
IndustryLong
GIFT AIF $26.3B cumulative commit Sept 2025
Source: GulfNews
GIFT IFSC Gandhinagar Gujarat
GIFT CityMulti
GIFT International Financial Services Centre
Source: PMSBazaar
Globally roaming Indian passport
GIFT CityLong
GIFT funds globally roaming with Indian passport
Source: Altport
Green Portfolio Divam Sharma
PMS NamesLong
Green Portfolio Divam Sharma 5X 5Y
Source: GulfNews
Helios Flexi Cap
PMS NamesLong
Helios Flexi Cap PMS Prabir Banerjee
Source: encyclopedia
High Watermark hurdle
Indian MarketsLong
High watermark + hurdle rates AIF Cat III
Source: encyclopedia
High conviction concentrated
PMSLong
High conviction concentrated PMS strategies
Source: Altport
IFSC vehicles attract globals
IndustryLong
IFSC vehicles attract global allocators
Source: Kalviro
IFSCA Fund Mgmt 2025 reg
GIFT CityMulti
IFSCA Fund Management Regulations 2025
Source: Monarch
IFSCA unified regulator
GIFT CityMulti
IFSCA unified IFSC regulator
Source: PMSBazaar
IIFL Multicap Strategy
PMS NamesLong
IIFL Multicap PMS
Source: encyclopedia
IIFL Special Opp Fund
AIF NamesLong
IIFL Special Opportunities AIF
Source: encyclopedia
IRR thresholds 18-22% PMS
Indian MarketsMulti
Indian PMS top performers 18-22% IRR
Source: encyclopedia
Indian Investment Shift 2026
IndustryLong
Indian Investment Shift 2026 trend
Source: Kalviro
InvIT infra investment trust
Indian MarketsLong
Infrastructure Investment Trust InvIT
Source: encyclopedia
Investcorp India Cat II
AIF NamesMulti
Investcorp India Cat II PE AIF
Source: encyclopedia
Investor-level taxation
PMSMulti
PMS investor-level taxation
Source: encyclopedia
Kedaara Capital
AIF NamesLong
Kedaara Capital growth equity
Source: encyclopedia
Kotak Credit Strategies
AIF NamesLong
Kotak Credit Strategies AIF
Source: encyclopedia
LRS $250K route
GIFT CityMulti
Liberalised Remittance Scheme $250K/yr
Source: PMSBazaar
LTCG 12.5% over ₹1L
PMSMulti
Listed equity LTCG 12.5% over ₹1 lakh exempt
Source: encyclopedia
Lighthouse Funds
AIF NamesLong
Lighthouse Funds Cat II AIF
Source: encyclopedia
Long-term cycle returns
StrategyLong
Look at long-term cycle returns not 3-yr
Source: Altport
Marcellus Consistent Compounders
PMS NamesLong
Marcellus Consistent Compounders Saurabh Mukherjea
Source: encyclopedia
Monarch India Growth GIFT
GIFT City NamesLong
Monarch India Growth Fund GIFT IFSCA Cat III
Source: Monarch
Motilal Oswal Value Strategy
PMS NamesLong
Motilal Oswal Value PMS
Source: encyclopedia
Multiples PE
AIF NamesLong
Multiples PE AIF Renuka Ramnath
Source: encyclopedia
No STT on listed securities
GIFT CityLong
No STT on securities listed in GIFT IFSC
Source: PMSBazaar
Old Bridge Capital
AIF NamesLong
Old Bridge Capital AIF
Source: encyclopedia
PMS min ₹50L per SEBI
PMSMulti
PMS min ₹50 lakh per SEBI mandate
Source: Kalviro
PMS+AIF 31% CAGR last decade
IndustryLong
PMS+AIF 31% CAGR India last decade
Source: GulfNews
Performance fee 20% over 8% hurdle
Indian MarketsMulti
Performance fee typically 20% over 8% hurdle
Source: encyclopedia
Performing credit lower vol
Indian MarketsLong
Performing credit AIF lower-vol option
Source: encyclopedia
Pre-IPO market growing
Indian MarketsLong
Pre-IPO market growing in India
Source: Carnelian
Private capital penetration up
IndustryLong
Private capital penetration increasing
Source: Kalviro
QRC quality risk consistency
StrategyLong
5P + QRC analysis framework selection
Source: PMSAIF
Quant Capital small cap
PMS NamesLong
Quant Capital Indian small cap
Source: encyclopedia
Quest Carbon Steel Equity
PMS NamesLong
Quest PMS Carbon multi-strategy
Source: encyclopedia
REIT real estate 4 listed
Indian MarketsLong
REITs 4 listed Embassy/Mindspace/Brookfield/Nexus
Source: encyclopedia
Real estate AIF growth
Indian MarketsLong
Real estate AIF (REITs+InvITs growing)
Source: encyclopedia
SEBI primary regulator
Indian MarketsMulti
SEBI primary Indian markets regulator
Source: encyclopedia
STCG <12mo equity 20%
PMSMulti
Listed equity STCG 20% 2026 Indian
Source: Carnelian
Sage One Investment
PMS NamesLong
Sage One Investments
Source: encyclopedia
Saurabh Mukherjea Little Champs
PMS NamesLong
Marcellus Little Champs SCDV
Source: encyclopedia
Stakeboat GIFT City Fund I
GIFT City NamesLong
Stakeboat GIFT City Fund I
Source: Altport
Stallion Asset multi-cap
PMS NamesLong
Stallion Asset PMS
Source: encyclopedia
Structured credit market expand
IndustryLong
Structured credit market expanding
Source: Kalviro
Tata Capital Healthcare
AIF NamesLong
Tata Capital Healthcare AIF
Source: encyclopedia
True Beacon DSP
AIF NamesLong
True Beacon Cat III hedge fund DSP
Source: encyclopedia
True North PE Cat II
AIF NamesLong
True North PE Cat II AIF
Source: encyclopedia
Trust AIF L/S
AIF NamesLong
Trust AIF L/S quant strategies
Source: encyclopedia
USD denomination
GIFT CityLong
GIFT funds USD/foreign currency
Source: PMSBazaar
ValueQuest SCALE Fund II
AIF NamesLong
ValueQuest SCALE Fund II Cat II AIF
Source: PMSAIF
Venture debt
Indian MarketsLong
Venture debt growing structured credit
Source: encyclopedia
Wallfort Financial Bharadia
PMS NamesLong
Wallfort Financial Vijay Bharadia 5X
Source: GulfNews
White Oak Capital
PMS NamesLong
White Oak Capital Prashant Khemka
Source: encyclopedia
WhiteOak Cat III
AIF NamesLong
WhiteOak Capital Cat III AIF
Source: encyclopedia
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.