Portfolio Management Services & Alternate Investment Funds (AIFs) services offer bespoke investment strategies tailored to your financial goals and risk appetite. PMS focuses on managing individual portfolios with flexibility, while AIF gives access to alternative asset classes such as private equity, hedge funds, and real estate, helping diversify and enhance potential returns.

Types of PMS & AIF:

Discretionary PMS:

• The portfolio manager has full discretion over investment decisions, aligning them with your investment goals.

Non-Discretionary PMS:

• The portfolio manager provides advice and recommendations, but the final investment decisions are made by the client.

Category I AIF:

• Invests in start-ups, small and medium enterprises (SMEs), and social ventures, promoting early-stage businesses.

Category II AIF:

• Includes private equity funds, debt funds, and other funds that do not fall under Category I or III.

Category III AIF:

• Focuses on strategies that may include complex trading strategies such as hedge funds, aiming for short-term gains.

Features of PMS & AIF:

Customized Portfolio Management:

• Investment strategies are tailored to your specific financial goals, risk tolerance, and preferences.

Expert Management:

• Managed by experienced fund managers with a deep understanding of market trends and investment strategies.

Diverse Investment Options:

• Access to a wide range of asset classes including equities, debt, private equity, real estate, and hedge funds.

Active Portfolio Monitoring:

• Continuous tracking and rebalancing of your portfolio to ensure alignment with market conditions and your goals.

Risk Management:

• Focused strategies to manage and mitigate risks, ensuring a balance between potential returns and risk exposure.

At StepUp Wealth, we offer tailored PMS and AIF solutions that provide you with expert management and diversified investment opportunities. Whether you are seeking customized portfolio management or exploring alternative investment funds, our services are designed to help you achieve your financial goals.