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Alternative Investment Funds (AIFs)
Real Time Market Data
High Quality Research
Powerful Investing & Financial Education
- Alternative Investment Funds (AIFs) -
Alternate Investment Funds, as the name suggests, offers an alternate to traditional investment avenues such as Direct Equity, Mutual Funds and Bonds to High and Ultra High Net Worth Investors who seek exclusive investment opportunities for better returns.
AIFs are regulated by SEBI (Alternative Investment Funds) Regulations of 2012 and are usually structured as corporations, Limited Liability Partnerships (LLPs), trusts, etc. AIFs combine the operational ease of Mutual Funds with flexibility similar to that of PMS to deliver higher returns through well-defined investment strategies.
AIFs typically target alternative asset classes like Venture Capital, Private Equity, Hedge Funds, Infrastructure Funds etc.
- Categories of Alternative Investment Funds (AIFs) -
- Category-I: Which invests in start-ups or early stage ventures, social ventures, SMEs, Infrastructure or other sectors considered socially or economically important
- Category-II: Which include Private Equity Funds and Debt Funds. Private Equity and Debt offers investment in diversified portfolios managed by experienced fund managers in line with well-defined investment strategies
- Category-III: These include Hedge Funds which are aggressively managed and use several strategies such as leveraged, long, short and derivative positions in both domestic and international markets
- Key types of AIFs -
- Equity & Private Equity AIFs that invest in listed and unlisted equity shares of companies across all growth stages
- Multi Factor AIF that invest in top 20-30 stocks picked through Factor Analysis
- Distressed Asset AIFs that are high return fixed income opportunities through Debt Financing for distressed companies
- Real Estate AIFs that are early stage real-estate investment opportunities with renowned builders
- The JM Financial Services Advantage -
Vast pool of AIFs, across all three categories
Actively managed by experts
Dedicated relationship manager
Over 3 decades of market expertise
- Why invest in Alternative Investment Funds (AIFs) -
- Diversification: Diversification in assets not correlated to traditional investments
- Attractive returns: Can offer higher returns than traditional investments
- Unique opportunities: Unique opportunities in non - traditional investments eg: Real Estate, Hedge Funds & Private Equity
- Inflation hedge: Certain classes like Real Estate and Commodities, can act as a hedge against inflation
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- Our Customers Love Us -
The reputation of JM Financial has been an incredible advantage for our affiliate business. Apart from 24x7 support from the RM, we were also provided with marketing material for our clients. This kind of marketing support, along with the JMFS brand, helped us to face our competitors. Our clients have also benefited from the constant guidance of the Research team.
I am with JMFS since 5 years. Udaybhai from JM was the person who advised me wonderfully in Trading as well Investing aspect. He helped me generate good profits with minimal risk. And I must tell about how good service they provide, every time my queries were solved immediately. Good platform and excellent service.
- Frequently Asked Questions -
Account Opening Terms & Conditions
- The Free Demat & Broking Account ("Welcome Offer") is being offered by JM Financial Services Ltd. ("JMFS") to new clients.
- *Tariff Structure for DP Services will be applicable as per the scheme/plan opted for.
- Execution of trades shall be governed as per the Terms and Conditions and KYC policies and Procedures agreed at the time of account opening and as amended from time to time.
- The Welcome Offer is not available/applicable to any employee of JM Financial Group and Business Affiliates ("Franchisees") of JMFS and the clients who are opening account with JMFS through their Franchisees.
- The Welcome Offer is subject to terms and condition as prescribed by JMFS. Please read the same carefully before opting for the Welcome Offer.
- JMFS reserve the rights to modify/amend the welcome Offer and its terms and conditions or withdraw the Welcome Offer at any time before the completion of the validity period by giving 15 days’ notice and the same shall be binding on the client.
- The brokerage will not exceed the SEBI prescribed limit.
- Demat cum trading account with JMFS will be opened after all the procedures relating to IPV and client due diligence are completed.
- In case of any dispute, the decision of JMFS management shall be final and binding on all the parties concerned.
- The above information is only for consumption by the client and such material should not be redistributed.
Investments in securities Market are subject to market risk, read all the related documents carefully before investing.
Declaration
- I understand that my account would be opened as per name appearing in Income Tax records and the same would be activated after all procedure relating to client due diligence in accordance with regulatory guidelines is completed.
- I authorize JMFS to contact me and send promotional communication via SMS & Whatsapp even though I may be registered under National Do Not Call Registry established under the Telecom Unsolicited Commercial Communications Regulations, 2007 or registered or may be registered under the National Customer Preference Register established under new regulations viz. the Telecom Commercial Communications Customer Preference Regulations, 2010.
- I authorize JMFS to undertake my KYC online through KRA/Aadhaar/Digi locker based on authentication of opening Trading and Demat account with JMFS.