Alternative Investments

What are Alternative Investments?

Alternative investments are financial assets that don’t fall into conventional investment categories like stocks, bonds, and cash. These investments offer diversification benefits, potentially higher returns, and often have different risk-return profiles compared to traditional investments. They typically have lower correlation with standard asset classes, making them valuable for portfolio diversification.

Key Benefits of Alternative Investments

  • Portfolio diversification and reduced overall risk
  • Potential for higher returns than traditional investments
  • Protection against inflation and market volatility
  • Access to unique investment opportunities
  • Lower correlation with public markets

How A.H.Financial Helps with Alternative Investments

  • Assessment of suitability based on your overall financial situation and goals
  • Detailed analysis and due diligence on alternative investment opportunities.
  • Access to quality AIFs with established track records
  • Portfolio integration that optimizes the role of alternatives within your investment mix
  • Ongoing monitoring and performance evaluation
  • Education on the unique characteristics and risks of alternative investments

Types of Alternative Investments

Real Estate

Private Equity

Hedge Funds

Alternative Investment Funds (AIFs) in India

Alternative Investment Funds (AIFs) in India are regulated by the Securities and Exchange Board of India (SEBI). They are private investment vehicles that pool funds from sophisticated investors to invest in accordance with a defined investment policy.

Category I AIFs

Category II AIFs

Category III AIFs