Our Why

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CONTINUOUSLY ADAPT AND FOCUS

It is like playing golf
in an earthquake

Curious about
AIFs?



WHAT IS AIF?


An Alternative Investment Fund (AIF) is a private investment pool that gathers capital from experienced investors to invest according to a specific strategy across diverse asset classes. Designed for sophisticated investors, AIFs in India operate under SEBI (Alternative Investment Funds) Regulations, 2012, offering structured opportunities in varied categories.



WHY SHOULD YOU INVEST IN AN AIF?

AIF empower investors with diversified options beyond traditional stocks and bonds, tapping into high-growth assets like private equity, real estate, and hedge funds. Investing in AIFs not only enhances portfolio resilience but also unlocks unique opportunities for potentially higher returns, managed by expert fund professionals.



HOW CAN YOU INVEST IN AN AIF?

It is easy to invest in mutual funds –
1. We curate AIF options and help you choose the appropriate fund for your goals and risk levels

2. We help you complete an application process with a desired investment amount (AIFs are generally aimed at high-net-worth individuals or institutional investors – an individual investor must commit a minimum of INR 1 crore to invest)

3. While you sit back, we monitor and review your investments progress periodically

Our Approach

  • CLIENT
    ONBOARDING

    CLIENT
    ONBOARDING

    Understanding you – family wealth objectives, priorities, investment horizon, risk profile and liquidity requirements

    Understanding your investments – existing portfolio across FS, Bonds,Debt, Mutual Funds, Direct equity, Alternative Investments, Real estate and others

    Initial portfolio analysis and recommendation

    Setting up individual accounts for each investor or entity

  • PORTFOLIO
    CREATION

    PORTFOLIO
    CREATION

    Conduct a thorough analysis of your investment profile to structure an AIF portfolio aligned with your liquidity needs, risk appetite, and investment horizon. Our team identifies the most suitable AIF categories (Category I, II, or III) based on your financial objectives.

    Facilitate the investment process through strnctured capital calls or phased investments, ensuring a balance between optimal entry points
    and liquidity needs

    Design a detailed plan for ongoing portfolio management, with scheduled reviews for reinvestment opportunities, adjustments, and partial withdrawals as per your evolving financial goals.

  • PORTFOLIO
    REVIEW

    PORTFOLIO
    REVIEW

    Access all mutual fund investments in real time basis on our digital platform

    Quarterly review and regular monitoring of your portfolio by your assigned investment manager

    Portfolio reports, transaction summary and other required documents accessible on our digital platform monitoring

Frequently Asked Questions



IS MONEY INVESTED IN AIF SAFE?

– Investments in AIF are intended for sophisticated investors who understand and accept the risks associated with these funds.
– AIF invest in various asset classes, which can involve high volatility, limited liquidity, and exposure to market and operational risks.
– While SEBI regulates AIFs to ensure compliance and investor protection, it does not guarantee returns or safeguard against losses.
– Investors are advised to carefully evaluate their risk tolerance and consult a financial advisor before committing capital to AIF, as these investments are not risk-free.



WHAT ARE THE CATEGORIES OF AIFs?

– Category I AIF –  It includes: Venture capital funds, SME funds, social venture funds, Infrastructure funds and other Alternative Investment funds as may be specified.


– Category II AIF – It includes: Real estate funds, private equity funds (PE funds), funds for distressed assets and other Alternative Investment funds as may be specified.


– Category III AIF – It includes: Hedge funds, PIPE Funds and other Alternative Investment funds as may be specified.




HOW DOES PARTA CAPITAL SELECT AIFs?

Our framework applies a rigorous approach across:
 – Organizational Attributes: Strength of brand, management pedigree, philosophy and values, and a comprehensive background check on track record and specialization.
 – Investment Attributes: Analysis of quantitative metrics (returns and performance consistency), qualitative aspects (investment philosophy, collaboration), and key factors like deal structure, valuation, risk management, expenses, and transparency.
 – Monitoring Process: Regular interaction to review fund manager views and ensure strategy alignment.

Our Promise

As stewards of your wealth and partners in your journey, we promise to uphold our principles in every decision we make. Together, we will navigate the path to an abundant and fulfilling future, ensuring that the wealth we manage serves not only as a testament to financial success but as a foundation for a life richly lived.

Start your Parta Journey

Got any questions or ideas to share?
Drop us a message below!
Let’s make dreams come true!

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