AIFs can provide access to opportunities that may not normally be available through conventional retail investment products. Their structure, liquidity, investment horizon and risk profile can vary significantly depending on the category, strategy, manager and underlying assets.
Familyshield Wealth Private Limited facilitates access to selected AIF offerings through applicable distribution arrangements. Our role is to help investors understand the broad category, strategy, investment threshold, tenure, risk factors, fees and relevant offer documentation before proceeding.
Understand Category I, II and III AIFs and their distinct investment approaches.
I
Invests in areas such as start-ups, early-stage ventures, SMEs, infrastructure and other sectors considered socially or economically desirable. This category includes permitted sub-categories such as venture capital and infrastructure-oriented funds.
II
Covers funds that do not fall under Category I or III and generally do not undertake leverage other than as permitted for operational requirements. Private equity and many debt-oriented funds commonly fall within this category.
III
Employs diverse or complex trading strategies and may use leverage, including through permitted derivatives. Strategies may include hedge-fund-like, long-short and other actively traded approaches.
Familyshield Wealth Private Limited is a professionally managed Mutual Fund Distribution, PMS, AIF, Family Office, Gift City, Loans and Estate Planning focused firm with a clear emphasis on disciplined investing, long-term wealth creation, retirement solutions and legacy-oriented financial structuring.
F 11, Krishna Complex, Raiya Telephone Exchange Circle, 150 Feet Ring Road, Rajkot-360007 Gujarat India
