# ALTPORT Investor Presentation: AIF & PMS Investment Guide
> Explore professional investment strategies in India, covering AIF, PMS, and wealth creation for family offices and UHNI. Learn about the 3i selection framework.

Tags: investor-presentation, aif, pms, wealth-management, family-office, alternative-investments, investment-strategy, india-finance
## ALTPORT Investor Presentation
- **Overview**: Expert guidance on Alternative Investment Funds (AIF) and Portfolio Management Services (PMS).
- **Definitions**: 
  - **AIF**: Pooled funds for real estate, private equity, hedge funds, and startups.
  - **PMS**: Tailored portfolios of equity and fixed income instruments.

## Market Evolution & Statistics
- **PMS**: Regulated since 1993, with ~250 funds serving HNIs as of March 2023.
- **AIF**: Regulated since 2012, with ~1085 funds serving family offices and institutions as of October 2023.
- **Growth**: AIF commitments in India have grown over 40% annually.

## Investment Philosophy (SOUL)
- **S**: Skilled
- **O**: Outperformance
- **U**: Underperformance avoidance
- **L**: Luck-based investments avoidance

## Performance Highlights
- **AIF Inception Returns**: Strategies like First Water Capital (35.5%) and Abakkus Emerging (32.1%).
- **PMS Inception Returns**: High performance from Green Lantern Alpha (34.82%) and Carnelian Shift (38.12%).

## Strategy Focus Areas
- **Long Only Equity**: High-quality businesses with sustainable moats.
- **Private Credit**: Structured debt with 12-14% pre-tax yield targets.
- **Real Estate AIF**: Early-stage development with Grade A partners.
- **Venture Capital**: Fintech, Consumer Tech, and SaaS disruptors.

## Risk & Governance
- **Risk Factors**: Market volatility, liquidity constraints, and regulatory changes.
- **Governance**: SEBI registered, independent trustees (Axis Trustee), and major custodians (HDFC, Kotak).
- **Taxation**: LTCG at 12.5% (above 1 year) and STCG at 20% (below 1 year).
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