Access Advanced
Investment Strategies
Explore Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) with expert guidance and end-to-end support.
For serious investors. Curated, not pushed.
Expert Guidance. Not Product Pushing.
Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) offer sophisticated investment strategies — but choosing the right one requires careful evaluation.
At Speedy Finvest, we work with multiple reputed investment firms to help you identify the right opportunity based on your goals, risk profile and investment horizon.
Understanding PMS & AIF
Two powerful vehicles for sophisticated, high-value investing — each with distinct structures, strategies, and entry points.
Portfolio Management Services
Professionally Managed, Individually Owned
A dedicated fund manager builds a customized portfolio tailored to your preferences, held directly in your Demat account with full transparency.
Alternative Investment Funds
Strategy-Driven, Pooled Investments
Capital is pooled with other investors and deployed by a fund manager into a predefined strategy — from startups to private equity to hedge approaches.
How PMS works
A professional fund manager builds and manages a portfolio in your name. Investments are held directly in your Demat account, giving you full visibility into every stock and transaction. Decisions are actively managed based on market conditions and your agreed strategy.
PMS strategies are categorized into discretionary (manager takes decisions), non-discretionary (you approve decisions), and advisory (recommendations only). Most investors opt for discretionary PMS for convenience and expertise.
How AIF works
AIFs pool money from multiple investors and invest based on a predefined theme or strategy. The fund manager deploys capital across opportunities like startups, private companies, or special situations — investors hold units instead of direct assets.
AIFs are divided into three SEBI-defined categories: Category I — startups & early-stage businesses; Category II — private equity and debt funds; Category III — hedge fund-like strategies with complex trading. Each carries different risk levels, lock-ins, and return potential.
Our PMS & AIF Process
Understand your financial goals and risk appetite
Evaluate suitable PMS/AIF options across partners
Present curated recommendations
Connect you with the selected provider
Assist with onboarding and documentation
Monitor and review your investments regularly
Who Should Consider PMS & AIF
Advanced strategies designed for discerning investors with larger portfolios
High Net-Worth Individuals
Looking for advanced and customized investment strategies
Experienced Investors
Seeking diversification beyond mutual funds
Long-Term Investors
Comfortable with higher risk for potential higher returns
Portfolio Diversification
Adding alternative strategies to existing investments
Things to Keep in Mind
PMS and AIF are powerful tools — but they come with considerations you must understand
Why Work With Us
Your partner — not a product distributor
No In-House Bias
Your suitability – Not our preferability
Multi-Partner Access
Compare across top PMS and AIF providers
Research-Driven Selection
Recommendations backed by analysis
Continuous Support
We stay involved beyond the initial investment
Guidance You Can Trust
Our goal is not to sell investment products but to help you make informed decisions. We act as your wealth advisor — ensuring that every recommendation aligns with your financial goals.
Frequently Asked Questions
No. We work with multiple reputed providers and help you choose the right option. Our role is purely advisory — we do not manufacture or promote our own investment products.
₹50 lakhs for PMS and ₹1 crore.
We monitor performance, review portfolios and assist with decisions over time. Our support does not end at the point of investment — we stay actively engaged with your portfolio journey.
They involve market risks and are suited for investors with higher risk tolerance. However, proper selection, diversification, and ongoing monitoring can significantly improve outcomes.
More questions? Talk to our team
Explore Advanced Investment Opportunities
PMS and AIF can play a powerful role in your portfolio — when chosen and managed correctly.
Free consultation. No obligation. Advisory-first approach.