India's Most Trusted Platform for PMS & AIF Investments
Expert guidance, transparent insights, and a seamless investment experience tailored for you.
Combined PMS + AIF (Q1 FY 2025) Industry AUM
Client Loyalty
Client Growth
Strategies
India's Leading Portfolio Management
Services & Alternative InvestmentFund PlatformAt Bharat Alternates, we specialize in providing high-net-worth individuals and ultra-high networth individuals and qualified investors with access to India's top-performing Portfolio Management Services (PMS) and Alternative Investment Funds (AIF). Our comprehensive investment platform offers expert wealth management solutions, data-driven market insights, and a seamless digital investment experience tailored to your specific financial objectives.
With a proven track record in wealth creation and capital appreciation, our team of SEBI-registered distributors guides you through the diverse landscape of alternative investments in India, helping you make strategic investment decisions aligned with your risk tolerance, tax planning needs, and long-term financial goals.
Strategic Wealth
ManagementOur Systematic Investment Approach
A research-backed, disciplined approach to sustainable wealth creation through strategic asset allocation, portfolio diversification, and professional investment management
Personalized Financial Assessment
Comprehensive evaluation of your investment goals, risk profile, and time horizon
Strategic Asset Allocation
Data-driven portfolio construction across equity, debt, and alternative investments
Expert Fund Selection
Rigorous analysis and selection of top-performing PMS schemes and AIF categories
Continuous Portfolio Monitoring
Regular performance tracking and market-responsive rebalancing
Tax-Efficient Wealth Optimization
Strategies to maximize returns while minimizing tax implications
Long-term Wealth Creation
Focus on sustainable growth and capital appreciation through market cycles
Research & Analysis
Comprehensive market research and analysis of investment opportunities
Risk Assessment
Thorough evaluation of risk factors and market conditions
Strategy Formulation
Development of tailored investment strategies based on client goals
Portfolio Construction
Building diversified portfolios with optimal asset allocation
Implementation
Executing investment decisions with precision and timing
Performance Monitoring
Continuous tracking and analysis of portfolio performance
Regular Review & Optimization
Periodic assessment and refinement of investment strategies
Why Choose Bharat Alternates
We combine deep market expertise with personalized strategies to deliver exceptional value to our clients.
Our strategies have consistently outperformed market benchmarks with 18-22% CAGR over the long term.
Sophisticated risk management techniques to protect and grow your wealth in all market conditions.
Seasoned investment professionals with decades of combined experience across various market cycles.
Tailored investment strategies aligned with your financial goals, risk appetite, and time horizon.
Comprehensive performance reports with complete transparency on fees and investment decisions.
In-depth research and analysis driving our investment decisions for optimal portfolio construction.
High Performance Investment Strategies
Explore our range of premium investment solutions designed to meet diverse financial goals and maximize returns
Investment Strategy Comparison
| Equity Growth Strategy | 18-22% | High | ₹50 Lakhs |
| Balanced Portfolio | 12-16% | Moderate | ₹50 Lakhs |
| Debt Plus Strategy | 8-11% | Low | ₹50 Lakhs |
| Multi-Asset Allocation | 10-14% | Moderate-Low | ₹1 Crore |
| Special Situations Fund | 22-30% | Very High | ₹1 Crore |
Strategy Highlights
- •Equity Growth: Focused on capital appreciation through carefully selected high-growth potential stocks
- •Balanced Portfolio: Optimal mix of equity and debt instruments for moderate growth with reduced volatility
- •Special Situations: Targets unique investment opportunities like mergers, acquisitions, and restructuring
Performance Comparison (2021-2024)
Historical Performance Trend
Strategy Comparison (2024)
Elite Portfolio Managers In India
Partnering with India's premier SEBI-registered portfolio managers and alternative investment funds to deliver exceptional investment opportunities and wealth creation strategies.
Motilal Oswal
IIFL
Alchemy PMS
ASK
2Point2
Prabhudas Lilladher
Motilal Oswal
IIFL
Alchemy PMS
ASK
2Point2
Prabhudas Lilladher
SBI Funds
Joindre Portfolio
IIFL Investment
CARE Portfolio
Nippon India
Alchemy Capital
Kotak Asset
Marcellus
Motilal Oswal
IIFL
Alchemy PMS
ASK
2Point2
Prabhudas Lilladher
SBI Funds
Joindre Portfolio
IIFL Investment
CARE Portfolio
Nippon India
Alchemy Capital
Kotak Asset
Marcellus
Frequently Asked Questions
Find answers to common questions about our investment services
The minimum investment required for Portfolio Management Services (PMS) in India is ₹50 lakhs as per SEBI regulations. This threshold ensures that PMS services are tailored for high-net-worth individuals who can afford the associated risks and management fees.
Unlike mutual funds where your money is pooled with other investors, PMS offers personalized portfolio management tailored to your specific financial goals and risk appetite. PMS provides greater transparency, customization, and direct ownership of securities, while mutual funds offer standardized products with lower minimum investments.
Alternative Investment Funds (AIFs) in India require a minimum investment of ₹1 crore as per SEBI regulations. This higher threshold reflects the sophisticated nature of these investment vehicles and their target audience of ultra-high-net-worth individuals and institutional investors.
PMS returns are typically calculated on a time-weighted basis, which measures the compound rate of growth over a specific period. This method eliminates the distorting effects of cash flows into or out of the portfolio, providing a more accurate representation of the portfolio manager's performance.
How Bharat Alternates Is Transforming India's Wealth Management Landscape?
Our platform brings together India's most comprehensive network of portfolio managers, investment schemes, and asset management companies.
Portfolio manager's in India
Portfolio management schemes in India
Alternative Investment funds in India
Mutual fund schemes in India
Asset management companies in India
Ready to Start Your Investment Journey?
Schedule a consultation with our investment experts to discuss how our solutions can help you achieve your financial goals.