Why Alternative Investment Funds (AIFs)?
Alternative Investment Funds open doors to opportunities beyond public equity and debt. They enable participation in sectors such as venture capital, private equity, real estate, private credit, special situations, structured debt and market‑neutral strategies. AIFs are regulated by SEBI and professionally managed. Planet AIF curates AIFs that align with your risk appetite, liquidity needs and long‑term objectives. Key advantages include:
Professional Management & Governance: qualified investment teams manage each fund under stringent SEBI regulations. Their expertise and adherence to governance standards help reduce operational risk.
Access to Private Markets: AIFs give you exposure to early‑stage ventures, private credit, distressed assets and other opportunities unavailable through public markets.
Diversification & Return Potential: because AIFs invest in alternative assets, they can deliver returns that differ from public equity markets, helping balance your portfolio.
Minimum Investment Threshold: AIFs typically require a minimum commitment of ₹1 crore, making them suitable for sophisticated or high‑net‑worth investors.
Who Should
Consider AIFs?
AIFs are ideal for investors who:
Seek Diversification
Those with meaningful portfolios who want to diversify beyond traditional assets.
Have a Longer Time Horizon
Investors comfortable with illiquidity and multi‑year lock‑in periods seeking higher return potential.
Desire Exclusive Deal Flow
entrepreneurs, family offices and HNIs looking for access to private equity, venture capital and credit deals not open to retail mutual funds.
AIF Categories
Planet AIF offers curated AIFs across all three SEBI categories:
Innovation & Growth Capital
Invests in sectors that promote innovation, SME growth and social impact; eligible for government incentives
Private Equity, Credit & Multi‑Strategy
Funds that are neither Category I nor III; they employ illiquid or medium‑term strategies without excessive leverage
Hedge, Long/Short & Quant Strategies
Utilise complex trading and leverage to generate absolute returns
Our AIF Advisory Process
We guide you through every stage of investing in AIFs
Opportunity Mapping & Screening
We identify promising AIF themes and managers through macro analysis and sector research.
Due Diligence & 3I Evaluation
Each fund undergoes rigorous evaluation covering the fund manager’s capability, portfolio diversification, risk controls and performance consistency. Only those meeting our criteria are shortlisted.
Portfolio Fitment
Selected AIFs are matched to your goals, time horizon and risk profile to ensure alignment with your overall allocation.
Onboarding & Compliance Support
We simplify the minimum ₹1 crore investment process by assisting with KYC, SEBI forms, contribution agreements and bank documentation.
Ongoing Monitoring & Reporting
We track fund performance, risk metrics and underlying exposures, providing periodic reports and rebalancing recommendations.