How Should HNIs Split Their Portfolio Between PMS and AIF?
There’s no right PMS-to-AIF ratio it depends on liquidity needs, time horizon, tax situation, and how much of the corpus can stay locked. PMS gives listed equity exposure in your own name with anytime liquidity. A Category III AIF at GIFT City gives NRI HNIs USD...
What Is a Family Office and When Should You Form One?
A family office is a private entity that manages a wealthy family’s investments, tax, legal, and estate planning under one roof without relying on banks or third-party wealth managers. Single-family offices serve one family exclusively; multi-family offices...
SEBI Registered PMS List: What It Means and Why It Matters
Every portfolio manager operating in India must hold a valid SEBI registration, and SEBI maintains a public list of these entities. Checking a manager’s name against this list confirms they’re legally permitted to manage client portfolios and are bound by...