Alternative Investment Fund in Kota
Some investors eventually look beyond traditional market-linked products. AIFs are one such route.
- Investments from ₹1 crore
- Category I, II and III funds
- For HNI and UHNI investors
Three Categories. Three Different Approaches.
An AIF investment in Kota gives eligible investors access to privately pooled funds. SEBI classifies them into three broad categories based on their investment approach. The risk and liquidity profiles below are general; every fund has its own terms.
Category I
Capital for new and developing businesses
Invests mainly in areas such as venture capital, SMEs, infrastructure and other specified sectors or activities.
Invests in
- Venture capital
- Angel funds
- SME funds
- Infrastructure funds
- Social impact funds
Typical risk
HighTypical liquidity
LowSuits: Patient investors seeking exposure to early-stage and growing businesses.
Category II
Private markets, from equity to credit
Includes private equity, private credit, real estate-related funds, distressed assets and other strategies permitted under this category.
Invests in
- Private equity
- Private credit
- Real estate funds
- Distressed assets
- Funds of funds
Typical risk
Moderate to highTypical liquidity
LowSuits: Investors who want private-market exposure with a long-term horizon.
Category III
Active strategies in listed markets
Uses complex market strategies that may include derivatives, long-short positions, arbitrage and permitted leverage.
Invests in
- Long-short equity
- Derivatives
- Arbitrage
- Permitted leverage
Typical risk
HighTypical liquidity
Varies by fundSuits: Investors comfortable with sophisticated strategies and higher volatility.
₹1 Crore Is Only the Starting Point
AIFs require a minimum investment of ₹1 crore per investor. But the investment amount tells only part of the story. Before considering an AIF scheme in Kota, investors should understand:
- Investment tenure
- Liquidity conditions
- Fund strategy
- Capital-call structure
- Management and performance fees
- Valuation method
- Exit provisions
- Key risk factors
Why HNIs & UHNIs Choose Us
Our alternative investment fund service in Kota walks you through what you are actually getting into before you commit capital.
Strategy Before the Label
Understand what the fund actually invests in rather than relying only on its AIF category.
Capital-Call Clarity
Know how committed capital may be requested and what the fund expects during its tenure.
Fee Structure Explained
Get clarity on management fees, performance fees, carried interest and other applicable fund expenses.
Liquidity Terms Made Clear
Understand lock-ins, tenure, exit provisions and extension terms before committing capital.
Risk Information Upfront
Review concentration, valuation, manager, liquidity and strategy-related risks mentioned in the fund documents.
Documentation & Onboarding Support
Get assistance with eligibility checks, documentation, application requirements and the AIF investment process.
Looking Beyond Traditional Investments?
AIFs can be complex. Saksham Investments helps you understand the strategy, tenure, fees, risks and liquidity terms before investing.
Alternative investment funds are complex, high-risk and generally illiquid, and are meant for sophisticated investors. Investments in the securities market are subject to market risks; read the fund's offer documents carefully before investing. Past performance does not indicate future returns.