Alternative Investment Funds
Unlocking new horizons in wealth creation.
AIFs are designed for sophisticated investors seeking diversified, innovative strategies beyond traditional equity and debt — aligned with long-term wealth creation goals. Here's what to expect once AIF access opens on ShreeVaah.
Why Choose AIFs
- Diversified Strategies: Exposure to private equity, venture capital, hedge funds, real estate, and structured products.
- Professional Management: Managed by specialized fund managers with deep expertise in niche asset classes.
- Innovation & Growth: Participate in high-growth sectors and alternative themes not available in conventional markets.
- Regulatory Oversight: Governed by SEBI regulations, ensuring transparency and investor protection.
How AIF Benefits You
| Feature | AIF Advantage |
|---|---|
| Minimum Investment | ₹1 crore (as per SEBI guidelines) |
| Investment Categories | Category I (startups, SMEs, social ventures), Category II (PE, debt, real estate), Category III (hedge funds, complex strategies) |
| Portfolio Diversification | Access to non-traditional assets for enhanced risk-adjusted returns |
| Reporting & Disclosure | SEBI-compliant reporting, periodic updates, and audited financials |
| Tax Treatment | Pass-through status for certain categories; taxation as per investor profile |
Our Role, Once Live
ShreeVaah will act as a facilitator and distributor of SEBI-registered AIFs, working directly with Asset Management Companies rather than through an intermediary partner. Our planned services will include:
- Direct relationships with leading AMCs offering AIF schemes
- Coordinating onboarding, documentation, and KYC
- Ensuring regulatory disclosures and investor education
- Providing post-investment support and reporting access
ShreeVaah will not manage AIF portfolios directly. We will operate strictly within the SEBI-defined distribution framework as a certified AIF distributor.
Eligibility & Documentation
The following will apply once SIF access is live:
Eligibility
- Indian resident individuals, HUFs, NRIs, corporates, and trusts
- Minimum investment: ₹1 crore
Documents Required
- PAN, Aadhaar, Passport/Voter ID (Proof of Identity & Address)
- Income proof (ITR/Form 16)
- Bank details and cancelled cheque
- Demat account details
- FATCA declaration and KYC forms
Regulatory & Risk Disclosures
AIF investments are subject to market, liquidity, and strategy-specific risks. Past performance is not indicative of future returns. Investors will be required to read the Private Placement Memorandum (PPM), Contribution Agreement, and SEBI guidelines before investing. Tre Sessanta Financial Services Private Limited does not currently distribute AIF products and is not a SEBI-registered Alternative Investment Fund Manager. We are working directly with SEBI-registered AMCs to bring AIF access to ShreeVaah clients, pending completion of the SEBI-mandated all the regulatory compliances. Once certified, ShreeVaah will act solely as a distributor and will not offer investment advice or portfolio management.
The Company reserves the right, at its sole discretion, to add, modify, suspend, or discontinue any of the services described herein without any prior notice, subject to applicable laws, regulations, and directives issued by the relevant statutory or competent authorities.
Want early access when AIFs open on ShreeVaah? Register your interest and our team will reach out as soon as we're ready.
