GIFT City
GIFT City (Gujarat International Finance Tec-City) products on Wealthy — global-exposure funds, partner rates, and minimum investment thresholds.
Overview
GIFT City is India’s first International Financial Services Centre (IFSC) located at GIFT City, Gandhinagar. Funds domiciled here offer Indian investors regulated access to global markets and specialised long-short strategies, with foreign-exchange and tax treatment specific to the IFSC regime.
Wealthy offers a curated set of GIFT City funds across Retail and Non-Retail structures, with both Inbound (invests in Indian markets) and Outbound (invests in global markets) directions.
Minimum Investment
| Structure | Minimum |
|---|---|
| Non-Retail (AIF structure) | USD 1,50,000 |
| Retail | As per AMC discretion |
Partner Rates (Mar 2026)
Source: official rate card from Wealthy AMC partnerships team. Fresh cases only, fixed-management-fee unit class. Subject to change without prior intimation. ARN partners of WealthyIN Customer Services Pvt Ltd only.
| AMC | Category | Direction | Trail | Upfront |
|---|---|---|---|---|
| Aditya Birla | Non-Retail | Outbound | 0.78% | — |
| Carnelian | Non-Retail | Inbound | 0.60% | — |
| DSP | Retail | Outbound | 0.61% | — |
| HDFC | Non-Retail | Inbound | 0.80% | — |
| Mirae Asset | Non-Retail | Inbound | 0.96% | — |
| Mirae Asset | Non-Retail | Outbound | 0.96% | — |
| Motilal Oswal | Non-Retail | Inbound | 1.20% (4th year onwards) | 3.60% |
| Nippon | Non-Retail | Inbound | 1.12% | — |
| Nippon Long Short | Non-Retail | Inbound | 0.92% | — |
| PPFAS | Retail | Outbound | 0.225% | — |
| PPFAS PMS | Non-Retail | Outbound | 0.80% | — |
| The Wealth Company | Non-Retail | Inbound | 1.04% | — |
| TATA | Retail | Inbound | 0.93% | — |
| White Oak Capital | Non-Retail | Outbound | 0.88% | — |
Highlights
- Highest payout overall: Motilal Oswal Non-Retail Inbound — 3.60% upfront + 1.20% trail from Year 4
- Highest Non-Retail trail: Nippon (1.12%), The Wealth Company (1.04%)
- Global / Outbound options: Mirae Asset, White Oak Capital, PPFAS, Aditya Birla
- Retail entry-point: TATA (0.93%) and DSP (0.61%) for clients below the USD 1.5 lakh non-retail minimum
Key Selling Points
- Regulated global exposure without the operational overhead of LRS/foreign brokerage accounts
- Mix of Inbound and Outbound — clients can pick India-focused IFSC strategies or global diversification under one structure
- HNI alternative to direct international investing — cleaner tax & compliance footprint than LRS-based portfolios