Category AIF
SEBI Registered Category II AIF
Target Strategy Alpha
Up to18.5%IRR
SEBI Registered Alpha Strategy
Min. Ticket₹ 1 Cr
Tenure5 – 7 Years
⚡ 42 AMCs · Multi-Asset Alpha · Quantitative Drawdown Defense
Category I, II & III Private Equity, Venture & Hedge Funds
Participate in private equity, venture debt, distressed assets, pre-IPO opportunities, and market-neutral long-short hedge funds unavailable to public retail markets with institutional due diligence.
₹1 Crore MinimumAccredited & Ultra-HNI Gateway
Private Markets AlphaPre-IPO & Structured Debt Access
Category I, II & IIIDiverse Asset Classes & Tenures
Strict SEBI GovernanceInstitutional Custody & Trustee
Allocation Frontier
The 4-Quadrant Wealth Architecture
We position every mandate along an empirical risk-reward frontier to ensure your portfolio balances capital preservation with compounding speed.
⚡ CORE FOUNDATION · 60% MANDATE
Bluechip Capital Foundation
Consistent cash-flow generative market leaders with low beta (<0.85), resilient dividend yields, and long-term EPS compounding to anchor multi-year wealth creation.
Horizon: 3–5 Years • Risk: Conservative-Moderate • Target Alpha: +250 bps
14.8%5-Year Rolling Benchmark CAGR
Multi-Factor Alpha
Momentum, Quality & Low-Beta Tilts
Active quantitative factor tilts selecting top-decile return-on-capital companies to systematically outperform standard indices.
Horizon: 5+ YearsRisk: Moderate-Aggressive
Alternatives & MLD
Uncorrelated Structural Returns
Market Linked Debentures, Cat-II/III AIFs, and private credit providing equity-like upside with contractual capital downside defense.
Horizon: 3–7 YearsRisk: Calibrated Structural
Global & Pre-IPO
Disruptive Tech & Offshore USD Assets
Direct US mega-caps, GIFT City dollar-denominated assets, and late-stage pre-IPO private equity placements.
Horizon: 5–10 YearsRisk: High Conviction
Strategic Advantage
Why Allocate to Alternative Investment Funds?
Uncorrelated market returns, access to unlisted high-growth unicorns, and exclusive structured yields.
01
Empirical Rolling Alpha
We evaluate consistency across 3, 5, and 10-year rolling return distributions rather than misleading point-to-point marketing trailing returns.
✓ Sharpe Ratio > 1.25 Consistency02
Systematic Drawdown Defense
We prioritize capital preservation during market drawdowns through dynamic rebalancing and disciplined asset allocation triggers.
✓ Dynamic Cash Allocation Triggers03
Zero Distribution Bias
100% research-driven selection without distributor commissions skewing fund recommendations, backed by transparent reporting.
✓ 0% Commission Surcharge MarkupsInvestor Profiles
Who Should Consider Alternative Investment Funds?
Tailored strictly for accredited investors, Ultra-High-Net-Worth Individuals (UHNIs), and family office treasuries.
RETAIL & AFFLUENT INVESTORS
Systematic Wealth Builders & SIP Mandates
Engineered for professionals building generational wealth through disciplined rupee-cost averaging and automated goal mapping.
- Automated Step-Up SIP Mandates (10–15% annual increments)
- Quarterly Portfolio Health & Downside Drawdown Reviews
- Automated Capital Gains Tax-Loss Harvesting
HNIs & FAMILY OFFICES
Private Wealth & Multi-Asset Mandates
Tailored for high-ticket capital requiring bespoke Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and unlisted placements.
- Direct Chief Investment Strategist Dealing Desk Access
- Exclusive Pre-IPO & Sovereign Debt Tranche Allocations
- Private Family Trust & Estate Succession Ring-Fencing
The MFeasy Standard
How MFeasy Curates Institutional AIF Opportunities
Proprietary due diligence on general partners, track record verification, and favorable fee hurdle terms.
Evaluation Metric
Traditional Discount Portals
MFeasy Private Wealth Desk
PPM Due Diligence
Relying on fund sponsor marketing slides without scrutinizing historical clawback terms.
Rigorous legal and operational due diligence analyzing fee leakage, hurdle rates, and GP skin-in-the-game.
Access Universe
Only shows funds paying high distribution markups, regardless of fund manager quality.
Curated access to Tier-1 Category I, II, and III managers with verifiable top-decile vintage track records.
Capital Call Management
Zero administrative support when fund managers issue staggered drawdown notices.
Dedicated concierge managing capital calls, tax statements, and quarterly NAV valuation reports.
Portfolio Fit Analysis
Treats AIF as an isolated transaction without evaluating client balance sheet liquidity.
Holistic cash-flow modeling ensuring capital call schedules do not strain client working capital.
Empirical Strategies
Active Alternative Investment Funds (AIF) Mandates
Explore verified offerings with indicative yields, institutional terms, and direct digital application portals.
Category AIF
SEBI Registered Category I AIF
Target Strategy Alpha
Up to18.5%IRR
SEBI Registered Alpha Strategy
Min. Ticket₹ 1 Cr
Tenure5 – 7 Years
Wealth Intelligence
Calculators & Institutional Research
Analyze rolling return distributions, step-up SIP compounding power, and manager fact sheets.
Compounding Engine⚡ Interactive Model
Step-Up SIP & Compounding Tool
Simulate wealth creation curves with inflation adjustment, annual increment multipliers, and long-term equity compounding.
Research Factsheets📄 Official PDF
AMC Factsheets & Portfolio Disclosures
Monthly portfolio composition, standard deviation, Sharpe ratios, top-10 stock holdings, and sector allocations.
Regulatory Safety🔒 SEBI Verified
AMFI & SEBI Statutory Verification
Verify distributor credentials (ARN-307640), investor charter, and SCORES grievance portal.
Clarity & Governance
Frequently Asked Questions
Clear, straightforward answers regarding process, safety, tax treatment, and liquidity.
What is the minimum investment required for an AIF in India?
Under SEBI (Alternative Investment Funds) Regulations, the statutory minimum commitment required from an individual investor is ₹1 Crore (or ₹25 Lakhs for employees/directors of the AIF manager).
How do capital calls work in an AIF?
Unlike mutual funds where your entire investment is paid upfront, Category I and II AIFs typically operate on a capital commitment model. You commit a sum (e.g. ₹1 Crore), and the fund manager draws down capital in tranches (capital calls) over 2 to 3 years as viable investments are identified.
How are returns from Category I, II, and III AIFs taxed?
Category I and II AIFs enjoy tax pass-through status under the Income Tax Act. The fund does not pay tax; income and capital gains are passed directly to the investor and taxed as if made directly by the investor. Category III AIFs are generally taxed at the investment fund level at maximum marginal rates, making post-tax distributions tax-free to investors.
What is the typical tenure of an AIF?
Category I and II AIFs are close-ended funds typically having a tenure of 5 to 7 years (with potential 1 to 2-year extensions subject to investor approval). Category III AIFs can be open-ended or close-ended with shorter liquidity cycles.
Regulatory Disclosure & Risk Notice: Alternative Investment Funds (AIF) are high-risk, illiquid investment vehicles governed by SEBI (Alternative Investment Funds) Regulations, 2012. Investments in AIFs involve substantial capital commitment, long lock-in periods, and potential loss of principal. KS Finoleg Services Pvt Ltd (MFeasy) acts as an authorized distributor to accredited investors only.