At R Patel Wealth, our Portfolio Management Services (PMS) are tailored for investors looking for personalized, actively managed investment solutions. PMS offers a curated portfolio of equities, fixed income, and other asset classes—managed by experienced fund managers aligned with your financial goals.
We collaborate with top-rated PMS providers across India to offer a diverse range of strategies, including large-cap, mid-cap, multi-cap, thematic, and sector-focused portfolios.
Alternative Investment Funds (AIFs) provide access to unique, high-potential investment opportunities beyond traditional equity and debt markets. These include private equity, venture capital, real estate, credit strategies, and long-short or hedge fund structures. AIFs are best suited for HNIs and institutional investors aiming for higher returns and broader diversification.
At R Patel Wealth, we curate select AIFs from India’s leading fund houses and alternative asset managers, aligned with your investment goals and risk appetite.