PMS/AIF

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.

Disha Finance & Investments is empanelled 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 (AIF’s)

Alternate Investment Funds (AIF’s) 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.

Oaktree 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.