Have You Outgrown Mutual Funds? Try This!

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SIF vs PMS vs AIF explained! If you've maxed out mutual funds and have surplus capital to invest, these 3 SEBI-regulated investment products in India can take your portfolio to the next level. In this video, we break down Specialized Investment Funds (SIF) with a ₹10 lakh minimum investment, Portfolio Management Services (PMS) starting at ₹50 lakh, and Alternative Investment Funds (AIF) with a ₹1 crore minimum ticket size.

Learn how each product works, SIF long-short strategies and derivatives, PMS discretionary vs non-discretionary models, AIF Category 1, 2 and 3 differences, expected returns (7-25%), liquidity, lock-in periods, and complete taxation rules including capital gains tax, pass-through structure, and maximum marginal rate.

Perfect for HNI investors, NRIs, and anyone looking beyond mutual funds for wealth creation in India.

For investment related queries, reach out to me at:
Kishan Jakhotia: 9967432226
Email: kishan@reliabullwealth.com

0:00 – Beyond Mutual Funds: 3 Investment Products for HNIs
0:54 – Who This Video Is For (Surplus Capital Investors)
1:10 – What is SIF? Specialized Investment Fund Explained
1:46 – What is PMS? Portfolio Management Service Explained
2:24 – What is AIF? Alternative Investment Fund Explained
3:04 – How SIFs Work: Equity, Debt & Hybrid Strategies
3:36 – How PMS Works: Discretionary vs Non-Discretionary vs Advisory
4:18 – How AIFs Work: Category 1, 2 & 3 Breakdown
5:19 – AIF Drawdown Commitment Explained
5:43 – Who Should Invest in SIF? (₹10 Lakh Minimum)
6:24 – Who Should Invest in PMS? (₹50 Lakh Minimum)
7:01 – Who Should Invest in AIF? (₹1 Crore Minimum)
7:43 – SIF vs PMS vs AIF Taxation: Capital Gains & Tax Rules
8:35 – Free Portfolio Review Offer
9:39 – Final Thoughts & Subscribe

DISCLAIMER: The information provided in the video is not intended as, and shall not be understood or construed as, financial advice. I make no representations as to accuracy, completeness, suitability or validity of any information. I will not be liable for any losses arising out of any investment. Pls discuss with your investment advisor before making any investment. The information in this video are based on my personal opinion and experience gained over a period of time. Through this video I am describing my approach to investing and it is only for educational purpose.

Видео Have You Outgrown Mutual Funds? Try This! канала Kishan Jakhotia