PMS/AIF
Portfolio Management Services (PMS)
Portfolio Management is both an art and a science—one that involves carefully constructing and managing a personalized investment portfolio to match your financial goals, risk tolerance, and market outlook. It’s a service designed for individuals who desire more customization, transparency, and expert-level management than what traditional mutual funds typically provide.
At Mutual Cafe we connect you with SEBI-registered portfolio managers who bring in-depth research, market insight, and disciplined asset allocation strategies to the table. Whether you prefer aggressive growth or conservative preservation, we help structure a portfolio that works for you.
Key Features of PMS
Customized Portfolios
Each portfolio is individually tailored based on your objectives—no “one-size-fits-all” approach.
Direct Ownership
Investments are held in your name, giving you complete transparency and control.
Active Fund Management
Professional fund managers make informed, real-time decisions to optimize returns.
Diversified Asset Allocation
Strategic mix of equity, debt, and other instruments to achieve optimal risk-adjusted returns.
Alternative Investment Funds (AIF)
Alternative Investment Funds (AIFs) offer access to non-traditional asset classes and strategies—such as private equity, venture capital, real estate, structured credit, hedge funds, and more. These funds are highly curated, offering the potential for superior returns in exchange for higher risk and longer investment horizons.
At Mutual Cafe, we provide advisory and onboarding support for Category I, II, and III AIFs, ensuring investors are matched with suitable opportunities based on their investment profile and goals.
Key Features of AIFs
High Return Potential
Access to high-growth, niche sectors or companies not available through public markets.
Debt Funds (Bond or Fixed-Income Funds)
Invest in assets uncorrelated with traditional equity or bond markets.
Equity Funds (Stock Funds)
Includes leverage, long-short positions, and private investments.
Expert Management
Run by experienced fund managers with deep sectoral expertise.
Regulated by SEBI
Ensures structure, governance, and investor protection.