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Alternative Investment Funds
Rurash Financials is keen to broaden the investment avenues for you. Alternate Investment Funds are the ideal diversification products for high net worth individuals, institutional and corporate customers.
We welcome you to take this insightful experience of alternative investment funds. Our carefully picked options in multiple asset classes offers an extensive range of products such as Private Equity, Residential & Commercial Real Estate services, Real Estate Funds, Hedge Funds etc, that open a new world of high yield investments for those who are keen on wealth creation for legacy building.
Say yes to carefully curated,risk-assessed opportunities designed for by the experts exclusively for the people who believe in our motto, invest wealth, build a legacy.
Portfolio Management Services
Portfolio Management Service is a professionally managed service in which certified and experienced portfolio managers on behalf of the investor manage the stock portfolio of thecustomer which could be a discretionary PMS or Non-discretionary PMS service.
The portfolio manager is supported by his in-house research team which carries out in-depth research on each industry, sector, and company as well as closely monitoring macro & micro economic outlook & global events which helps in the selection of stocks. They provide regular updates and performance reports to their clients and aim to achieve superior returns on their client’s investments while managing risk effectively.
Leading AIF/PMS Funds in India
Enter the world of AIF’s that are classified into three broad categories:
Category I: Funds that mostly invest in start-ups or early stage ventures, social ventures, SMEs, infrastructure or other sectors that are considered socially or economically viable.
Category II: Funds that invest in Private Equity (PE) funds typically with an investment horizon of 4 to 7 years or Debt funds of both listed and unlisted companies or Fund of funds i.e. a combination of various AIFs.
Category III: Funds which aim at short term capital appreciation fall under this category. This includes Hedge Funds and Private Investment in Public Equity Funds (PIPE). Hedge funds are popular amongst high net worth individuals because they are aggressively managed and invests in both domestic as well as international markets to generate high returns.
Alternative Investment Funds
Features
Investment Horizon
Category I and II AIF are close-ended funds with a minimum tenure of three years and Category III is open-ended fund.
Number of Investors
Each AIF scheme cap on the number of investors each scheme can have. Most schemes cannot have more than 1000 investors.
Skin in the Game
For Category I and II, an AIF sponsor must contribute at least 2.5% of the fund corpus or Rs. 5 crore (whichever is lower) towards initial capital investment. In the case of Category III, the contribution increases to 5% of the corpus or Rs. 10 crore.
Why Rurash Financials?
The AIF experts in our team will make your investment decisions easy. We will bring to you the opportunities to explore, assess and invest across multiple asset classes in your choice of domain.
We work exclusively on:
Investor-first, transparency-focused portfolios
High Performance, Long term philosophies
Secured deals which undergo thorough and detailed internal risk frameworks
Minimal set-up fee
Flexible Tenures and Goal specific investments
Risk-reward spectrum that best caters to wealth creation for legacy building
Benefits of Investing in Alternative Investment Fund
Portfolio Diversification
It offers unique asset allocation and diversification of portfolio. The number of asset classes available for investment is more than most of the other investment vehicles, and their performance is uncorrelated to the stock market. Thus, there is more flexibility for fund managers while building a portfolio.
Hedge Against Volatility
The investments undertaken in an AIF are unrelated or less related to the stock market. Thus, their returns do not fluctuate owing to the ups and downs in the broader market. Furthermore, as AIFs do not allocate funds to investments that trade publicly, unit-holders do not have to tolerate share price fluctuations. So, if you are looking to stabilize your portfolio, AIFs are one of the best investment opportunities
Reasonable Returns
As AIFs tap into a broader investment universe, they can offer high returns. Due to their investment strategy, these funds are a better source of passive income compared to many traditional instruments like debentures or bonds. Furthermore, due to minimal dependency on the stock market, the chances of return fluctuations are also less.
Benefits of Investing in Portfolio Management Services
- Customized portfolio tailor-made for various investors to suit the investment objective of investors based on their risk appetite and investment horizon.
- Investor directly holds stocks in his demat account. Everyday transactions are intimate to investors.
- PMS portfolios are focused portfolios constructed with well-researched 15 to 20 stocks.
- Unlike mutual funds, the PMS portfolio manager has the flexibility to allocate any weightage to a single stock.
- The minimum investment in PMS is Rs.50 lacs by way of cash or stock or a combination of both.
Client Testimonials
I am loving the investments and yields on alternative investment products recommended by Rurash Financials. Something which was earlier a thing for the ultra-rich, is now accessible to passionate investors like me.” Thank you Ranjit Jha, for opening this world of new opportunities.
M. Shah, Nairobi - Kenya
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Their suggestions were high on risk-return balance. Love the fact that team Rurash will help and coach the investors to take informed investment decisions backed through analytics and easy to comprehend documentation. Kudos to the straightforward, simple and clear process of investing.
Nayantara Hari, Mumbai
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Key Advantages of AIF
One of the key advantages of AIFs in India is their potential for high yields, with returns ranging from 12% to 18% per annum, as reported by Rurash Financials. This makes AIFs an attractive option for investors who are looking to diversify their portfolios and generate above-average returns.
In recent years, AIFs have become more accessible to retail investors, with the SEBI introducing a framework for ‘small’ AIFs with a minimum investment of INR 1 crore in 2019. Additionally, AIFs have been an attractive option for foreign investors looking to invest in the Indian market, with around 60% of the AUM in AIFs managed by foreign investment managers.
According to a recent report, the Indian AIF industry has seen remarkable growth over the last decade, with the assets under management (AUM) growing from INR 10,000 crores in 2012 to INR 1.4 lakh crore in September 2021. Besides, this trend is expected to continue, with the AIFs industry in India projected to grow at a compound annual growth rate of 18.5% from 2020 to 2025.
This growth is attributed to the advantages of AIFs, which includes:
Their ability to invest in a wide range of assets, from real estate and infrastructure to private equity and distressed assets. This diversification can help investors to mitigate risks and achieve potentially higher returns.
Additionally, AIFs can offer unique investment opportunities that are not available in traditional markets, such as start-up companies and alternative energy projects.
Another key advantage of AIFs is their transferability. Unlike traditional investments, AIFs can be transferred from one investor to another, providing greater liquidity for investors. This can be particularly useful for investors who want to exit their investments before the end of the fund's term.
In 2012, the Securities and Exchange Board of India (SEBI) introduced regulations governing AIFs, which helped to create a more transparent and accountable industry. Additionally, the introduction of the Alternative Investment Fund Managers Regulations in 2012 has provided greater clarity and accountability for AIFs in India.
AIFs also offer immense flexibility in terms of structure and investment strategies. Unlike traditional investment vehicles, AIFs can be structured as trusts, limited liability partnerships, or companies, and can adopt a wide range of investment strategies such as long-only, long-short, event-driven, and more. This adaptability allows AIFs to cater to the specific needs and risk appetite of investors, making them highly customizable investment options.
AIFs are subject to fewer regulatory restrictions compared to traditional investment vehicles, which gives fund managers more leeway to pursue potentially profitable opportunities. As AIFs are not constrained by the limitations of publicly traded securities, they offer the potential for higher returns, making them an attractive investment avenue for investors looking to diversify their portfolios. Furthermore, AIFs are required to disclose their investment strategy, fees, and other relevant information to investors, ensuring that investors have complete information about their investments.
To know more about Alternate Investment Funds (AIFs) make an appointment at Rurash Financials or write to aif@rurashfin.com
