DISCLAIMER: MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME-RELATED DOCUMENTS CAREFULLY BEFORE INVESTING. INSURANCE IS THE SUBJECT MATTER OF SOLICITATION. DISCLAIMER: MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME-RELATED DOCUMENTS CAREFULLY BEFORE INVESTING. INSURANCE IS THE SUBJECT MATTER OF SOLICITATION.
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PMS · AIF · ADVISORY

Access institutional-grade investment strategies.

Curated portfolio solutions for HNI & sophisticated investors — built and monitored by SEBI-registered partners, accessed through Aaman Finserv as your relationship advisor.

GET PORTFOLIO REVIEW

PORTFOLIO MANAGEMENT SERVICES

PMS — direct, customised equity ownership

Discretionary portfolios built and managed by SEBI-registered Portfolio Managers, with stocks held directly in your demat — full transparency and tax efficiency.

ALTERNATIVE INVESTMENT FUNDS

AIF — beyond traditional asset classes

Privately-pooled vehicles regulated by SEBI, offering exposure to strategies typically unavailable in mutual funds — for sophisticated, long-horizon investors.

WHY THESE VEHICLES

Built for investors who have outgrown the average product shelf.

Market-linked return potential

Professional fund management

True portfolio diversification

Access to exclusive strategies

OUR PARTNERSHIPS

Backed by SEBI-registered managers and global capital partners.

We offer PMS, AIF and advisory services through our association with FundsIndia (a subsidiary of WestBridge Capital, with assets exceeding $7 billion globally), Omniscience Capital Advisors and Wealth India Financial Services — all SEBI registered.

smallcase Portfolios

  • — Strategy-based equity portfolios
  • — Minimum ₹1.5 lakhs
  • — Direct stock ownership
  • — Periodic rebalancing
  • — Theme & sector strategies

FundsIndia Stable Growth 25

  • — Diversified equity and REIT portfolio
  • — Minimum ₹5 lakhs
  • — Long-term stable growth strategy
  • — Research-backed by MSCI selection
  • — Periodic review & rebalancing
  • — Direct stock ownership

OUR PROCESS

From your goals to a structured allocation, in five steps.

01

Goal understanding

02

Risk profiling

03

Strategy selection

04

Execution

05

Monitoring

FREQUENTLY ASKED

Questions investors ask before they begin.

What is the minimum investment?

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Are returns guaranteed?

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How is PMS different from a Mutual Fund or AIF?

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How liquid are these investments?

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SCHEDULE A CONSULTATION

Curated portfolio recommendations, tailored to you.

Share a few details and a senior advisor will reach out with a tailored shortlist of strategies aligned to your investment range and goals.

Phone: +91 97699 90325

PMS Disclaimer

Portfolio Management Services (PMS) are offered and managed by SEBI-registered Portfolio Managers. Aaman Finserv only facilitates access to such services and does not manage client portfolios or provide discretionary/non-discretionary portfolio management services. All investment decisions, portfolio construction, and execution are undertaken by the respective PMS provider. Clients are advised to carefully review the PMS agreement, disclosure documents, and risk factors before investing.

AIF Disclaimer

Alternative Investment Funds (AIFs) are regulated by SEBI and are subject to higher risk, lower liquidity, and longer investment horizons. Aaman Finserv acts only as a distributor/facilitator and does not manage or control any AIF schemes. Investments in AIFs should be made only after carefully reviewing the Private Placement Memorandum (PPM) and understanding the associated risks.

Investment Advisory Disclaimer

Aaman Finserv does not provide investment advisory services as defined under SEBI (Investment Advisers) Regulations, 2013. Where applicable, advisory services and model portfolios are provided by SEBI-registered entities such as Omniscience Capital Advisors Private Limited (SEBI Registration No: INA000007623 – RIA & INH000020077 – RA) and Wealth India Financial Services Pvt Ltd (WIFSPL — INH000015570).