Understanding
Private Markets
Category I, II, and III Alternative Investment Funds (AIFs) are SEBI-regulated private market structures, built for UHNIs and Family Offices looking beyond traditional public markets.
Minimum Investment: ₹1 Crore
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Three Pillars of Alternative Investments
Choose the right capital structure based on your liquidity needs and risk appetite.
Category I AIF
Venture capital, infrastructure funds, and angel funds investing in early-stage businesses. Ideal for investors aligned with India's long-term growth and development story.
Category II AIF
Private equity, structured debt, and real estate funds. No specific leverage restrictions. Built for investors seeking private market exposure and yield.
Category III AIF
Hedge funds, long-short strategies, and derivative-intensive funds, built for experienced investors who can hold through volatile market conditions.
Our AIF Selection Framework
How Fortune Investment Services evaluates private market opportunities.
Promoter-Driven Moats
We seek businesses with strong promoter alignment and durable competitive advantages.
Stringent Due Diligence
Rigorous forensic analysis of fund managers, track records, and underlying asset quality.
Uncorrelated Returns
Selecting strategies that provide true diversification away from traditional equity market volatility.
Tax Optimization
Evaluating pass-through structures to ensure maximum post-tax yield for our clients.
Pre-IPO & Unlisted Access
Securing allocations in highly sought-after late-stage private companies before they list.
Structural Risk Management
Assessing leverage, liquidity terms, and drawdown history before any capital commitment.
The AIF Investment Process
Discovery
Deep-dive assessment of your UHNI portfolio and liquidity constraints.
Fund Selection
Shortlisting SEBI-registered AIF managers on track record, drawdown history, and fund structure.
Execution
Remote onboarding, documentation, and capital drawdown.
Monitoring
Ongoing NAV tracking, performance attribution, and exit strategy planning.
Understand Alternative Investment Funds
Connect with our Relationship Managers and start building a personalised financial strategy tailored to your exact goals and liquidity requirements.
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