Professional-Grade Investing with PMS & AIF

Unlock institutional-grade strategies tailored for your unique goals, risk appetite, and long-term aspirations.

What Are PMS & AIF ?

“Powering your wealth with personalized strategies and high-growth opportunities.”

Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) are advanced investment solutions designed for High Net-Worth Individuals (HNIs) and sophisticated investors who seek personalized strategies and professional asset management beyond traditional mutual funds.

PMS offers individually managed accounts, allowing tailor-made portfolios with focused strategies—ranging from concentrated equity picks to thematic and sectoral allocations.
AIF structures (Category I, II & III) include private equity, venture capital, hedge funds, and credit funds providing diversification, unique opportunities, and potentially higher alpha.

These options are ideal for investors seeking customization, transparency, and strategic exposure to niche investment themes.

Customization

Portfolios are tailored to your financial objectives and preferences

Professional Expertise

Managed by experienced fund managers with deep research capabilities

High-Conviction Investing

Concentrated, strategy-driven portfolios with potential to outperform broader markets

Access to Unique Assets

From pre-IPO opportunities to credit strategies unavailable in public markets

Transparency & Reporting

Detailed, regular updates with portfolio breakdowns and rationales

2. Estimate Retirement Corpus Needs

We calculate how much you’ll need and account for inflation, longevity, and lifestyle.

3. Craft an Investment & Withdrawal Plan

We design a mix of investments for growth pre-retirement and stable income post-retirement.

4. Track, Adjust & Stay on Course

We help you review the plan regularly and adjust it as life evolves.

The Helmsman Advantage

Suitability Assessment

We evaluate your investment goals, risk appetite, liquidity needs, and time horizon to recommend the most aligned PMS or AIF strategy.

Due Diligence & Product Curation

With our investment research background and independent evaluation, we analyze fund strategies, historical performance, fee structures, and underlying risks—helping you make informed decisions.

Platform Access & Tie-Ups

We’ve partnered with leading PMS & AIF providers across India—offering you curated access to top-performing and reputed fund houses with a proven track record.

Ongoing Review

We track performance, provide regular updates, and evaluate reallocation needs based on market shifts or evolving life goals.

What We Offer

Equity PMS across multi-cap, large-cap, value, and momentum strategies
AIF Category I (Startups & Venture Capital), Category II (Private Debt, Credit), and Category III (Long-Short, Hedge Funds)
Consolidated view and analysis of your PMS & AIF exposure
Coordination with product providers for onboarding, execution, and documentation
Integration of PMS/AIF into your holistic financial and tax planning

HNIs seeking tailored and high-conviction investment strategies
Investors looking for diversification beyond mutual funds and direct equities
Families with multi-generational wealth goals
Professionals and business owners exploring long-term alpha generation

Independent and Unbiased : We recommend strategies based on fit, not commissions
Access to a Curated Network : Tie-ups with trusted PMS/AIF providers across themes
Research-Driven Approach : Backed by analytical experience and strong due diligence
Integrated Financial Strategy : Alignment of your PMS & AIF with your broader investment and tax plan
Transparent Fee Advisory : We help you decode the cost structures and ensure value-for-fees

"Navigate sophisticated investing with confidence and clarity."

Discover PMS & AIF Solutions

Contact Now

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

AMFI Registered Mutual Fund Distributor – ARN-305923 | Date of initial registration – August 31, 2024 | Current validity of ARN – August 27, 2027

Grievance Officer- Mr. Purnank Chandrakant Patel | info@helmsmanfinserv.com