PMS /AIF / FOF
Distribution
Portfolio Management Services
Portfolio Management Services (PMS) is a customized and professionally managed investment vehicle that uses different investment strategies to take advantage of market linked opportunities.
PMS is ideal for high-net worth individuals (HNI’s) who are willing to take on risk and gain market exposure, by investing directly into a basket of securities such as equities, fixed income, structured products, etc.
StepStone Asset Services is empaneled with a wide range of reputed third-party PMS providers across India, such as AMC’s and financial institutions which provide their specialized PMS offerings.
PMS is ideal for high-net worth individuals (HNI’s) who are willing to take on risk and gain market exposure, by investing directly into a basket of securities such as equities, fixed income, structured products, etc.
StepStone Asset Services is empaneled with a wide range of reputed third-party PMS providers across India, such as AMC’s and financial institutions which provide their specialized PMS offerings.
Alternate Investment Funds
Alternate Investment Funds (AIFs) usually include real estate, private equity, hedge funds and venture capital funds or investments in stocks and bonds using strategies that go beyond traditional ways of investing, such as long/short or arbitrage strategies. Because alternatives tend to behave differently than typical stock and bond investments, adding them to a portfolio may provide broader diversification, reduce risk, and enhance returns.
StepStone Asset Services is empanelled with exceptional third-party AIF providers so that investors can diversify their portfolio and benefit from their high-return opportunities in the long- run.
Fund of Funds
A Fund of Funds (FoF) is a type of mutual fund that primarily invests in other mutual funds rather than individual securities such as stocks or bonds. It pools money from investors and allocates it to multiple underlying mutual funds across various asset classes, sectors, or investment styles. FoFs are managed by asset management companies (AMCs) and are regulated by the Securities and Exchange Board of India (SEBI).
