Invest in PMS & AIF with Zuari

Ideal for investors seeking unique, non-traditional opportunities.
pms

Beyond the Usual: Discover Alternative Investment Avenues

Ideal for investors who want to break away from cookie-cutter portfolios and access niche opportunities.

  • Professionally Managed, Actively Tracked
  • Personalized Investment Themes
  • Access to Alternative Assets & Strategies
  • Higher Transparency, Targeted Alpha

Step into the world of expert-driven, high-conviction investing with Zuari

At Zuari, we simplify access to complex investment structures without compromising on performance or trust.

Tie-ups with Top PMS & AIF Managers

Personalized Service

Dedicated Wealth Manager Support

How to Invest in PMS & AIF with Zuari

Zuari makes the PMS & AIF onboarding process smooth, compliant, and completely guided.

1

Schedule a Consultation with our relationship manager

2

Strategy Matchmaking based on your goals, risk profile, and preferences

3

KYC – mandatory under SEBI guidelines

4

Document Signing & Fund Transfer

Benefits of PMS & AIF Investments

If you’re looking for performance beyond benchmarks or thematic strategies, this is where your wealth can evolve.

  • Customization
  • Higher Alpha Potential
  • Strategic Themes
  • Professional Fund Managers
  • Regulated & Auditable

PMS and AIFs are powerful — but not plug-and-play. Understanding them before diving in is key to long-term satisfaction and success.

Minimum investment for PMS is ₹50 lakh; AIF starts at ₹1 crore

Always read the strategy document, fee structures, and lock-in clauses

Performance can be cyclical—choose strategies you can stick with

Know more with just one step

Share your details below, and our team will connect with you shortly.

Frequently Asked Questions (FAQs)

Zuari gives you access to a wide range — large-cap, value, multi-asset, and thematic strategies — via partnerships with top PMS providers in India.

The minimum investment for Portfolio Management Services (PMS) is ₹50 lakh, while Alternative Investment Funds (AIFs) require a minimum of ₹1 crore.

No. These are market-linked products. While many PMS and AIFs aim to beat benchmarks, performance is not assured.

PMS usually allows flexible exit (subject to exit load), while AIFs may have a lock-in until fund closure. Read the offer documents carefully.

Get in Touch

  • Plot No. 2, Zamrudpur Community Centre,
  • Kailash Colony Extn. New Delhi – 110048
  • zfl@adventz.zuarimoney.com
  • CIN: U45400GA2013PLC007383

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Attention Investors

  • 1.Stock Brokers can accept securities as margin from clients only by way of pledge in the depository system w.e.f. September 1, 2020.
  • 2.Update your mobile number & email Id with your stock broker/depository participant and receive OTP directly from depository on your email id and/or mobile number to create pledge.
  • 3.Pay 20% upfront margin of the transaction value to trade in cash market segment.
  • 4.Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries forrefund as the money remains in investors account.

Prevent Unauthorized Transactions in your demat account --> Update your Mobile Number with your Depository Participant. Receive alerts on your Registered Mobile for all debit and other important transactions in your demat account directly from NSDLon thesame day.....issued in the interest of investors.

KYC is a one-time exercise while dealing in securities markets-once KYC is done through a SEBI registered intermediary (broker, DP, Mutual Fund etc.), you need not undergo the same process again when you approach another intermediary. | (As instructed by SEBI, We hereby declare that we do engage in proprietary trading in all segment across the exchange.)

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