Understanding PMS, AIF & Curated Real Estate Investments

As investors accumulate wealth, portfolios often move beyond traditional mutual funds and fixed income. Portfolio Management Services (PMS), Alternative Investment Funds (AIFs), and curated real estate are designed for larger, more sophisticated portfolios.

Affluense helps affluent, HNI, and UHNI investors understand these investment products clearly, objectively, and with access to deeper research where relevant.

What you will find on Affluense

Simple explanations of PMS, AIFs, and curated real estate structures
Context on where these investments fit within long-term portfolios
Research-oriented insights designed for serious capital
Access to PMS strategies, managers, and performance data

Portfolio Management Services (PMS)

Portfolio Management Services (PMS) is a professional investment service where a SEBI-registered portfolio manager manages an investor’s portfolio directly. Unlike mutual funds, PMS portfolios are not pooled, and investors retain ownership of securities in their own demat accounts.

PMS strategies often involve active decision-making and concentrated portfolios, allowing managers to act on conviction. As a result, PMS outcomes can vary across market cycles and should be evaluated with a long-term perspective.

Affluense enables investors to explore existing PMS strategies, understand manager philosophies, and review historical performance in a structured manner.

View PMS strategies & performance →

Alternative Investment Funds (AIF)

Alternative Investment Funds (AIFs) invest in asset classes such as private equity, venture capital, structured credit, and real estate. These funds offer exposure beyond public equity and debt markets.

Detailed AIF research and fund-level insights coming soon on Affluense.

Curated Real Estate Investments

Curated real estate investments focus on carefully selected residential and commercial properties, often structured to generate income, capital appreciation, or both.

Research-driven insights into curated real estate opportunities coming soon on Affluense.