Alternate Investments

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What is Alternate Investments?

An alternate investment is a suitable tool for diversification because it provides ample opportunity for an average individual to invest in asset categories that are not easily available.

Why Alternate Investments?

It is a special investment category that differs from conventional investment instruments. It is for investors (mostly HNIs) who aspire to receive high returns with minimal risks.

High rewards

Inflation hedge

Portfolio diversification

Efficient risk management

What is Portfolio Management Service?

PMS or Portfolio Management Service is a professional service.

The curation and management of portfolios are done backed by qualified and experienced portfolio managers.

We strategize & manage portfolios with sustainable risk-adjusted returns.

We carefully weigh your portfolio against the potential risks in the market.

What is Unlisted Equity?

Unlisted Equity is generally those equity shares that are not listed in the stock exchange and hence are not easily tradable. The unlisted equity is generally illiquid. Generally, the unlisted equities are relatively priced at a discount to their listed peers. The discount is the price of illiquidity. Value unlocking happens when these unlisted equities get listed on the stock exchanges. 

What kind of unlisted equity do we generally suggest?

  • Picking an unlisted stock is no different from picking a listed stock. Our focus is on first ascertaining the business model of the company. 
  • We generally pick a company that has a robust business model (i.e. - profit-making companies) and businesses that are scalable with good sound management.
  • The second metric is buying a good company at a great valuation. Our intent is to buy company are available at a good valuation when compared to their listed peers.
  • We prefer a company that has the plan to list itself in renowned stock exchanges in 3 - 5 years' time.

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faq's

Unlisted Equity is generally those equity shares that are not listed in the stock exchange and hence are not easily tradable. The unlisted equity is generally illiquid.

Generally, the unlisted equities are relatively priced at a discount to their listed peers. The discount is the price of illiquidity. Value unlocking happens when these unlisted equities get listed on the stock exchanges.

The general risk of investing in unlisted equity is similar to the normal direct listed stock. Direct stock investing comes with an embedded risk of Business Risk and Price Risk. The unlisted equity comes with an added risk of illiquidity (i.e.- it is not easily tradable). Hence, these are generally available at a discount to their listed peers.

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