PMS & AIF
Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) on Wealthy — commission structure and key details.
Overview
PMS and AIF are high-ticket products for HNI clients. They provide significant trail commissions and are part of Wealthy’s complete product ecosystem.
Commission Structure
| Product | Commission | Type |
|---|---|---|
| PMS | 1% to 1.3% | Trail (monthly recurring) |
| AIF | 1% to 1.3% | Trail (monthly recurring) |
PMS (Portfolio Management Services)
- Professional portfolio management for HNI clients
- Minimum investment thresholds apply (typically ₹50 lakhs+)
- All major PMS providers available
- Curated for quality — full list available from your RM on onboarding
AIF (Alternative Investment Funds)
- Alternative investment strategies for sophisticated investors
- Minimum investment typically ₹1 Crore+
- Access to top AIF managers
- Full list available from your RM
GIFT City Products
Wealthy also offers GIFT City (Gujarat International Finance Tec-City) products:
- Alchemy India Long Term Fund
- Mirae Asset India Equity Allocation Fund IFSC
- HDFC Flexi Cap Fund
- WhiteOak Capital / Ashoka Whiteoak Global Emerging Markets Ex India Gift Fund
- HDFC Mid Cap Fund, BAF, Small Cap Fund
- Motilal Oswal Alternative Investment (IFSC) Trust — Founder’s Strategy
Note: Minimum investment for GIFT City products is USD 1,50,000.
Platform Fee Refund — PMS & AIF Criteria
PMS and AIF investments count toward the platform fee refund. Meeting any one of these qualifies:
- PMS — ₹50,00,000
- AIF — ₹1,00,00,000
Key Selling Points
- Trail income on high-ticket investments — 1%+ on large AUM = significant recurring revenue
- Complete client solution — Serve HNI clients without sending them elsewhere
- Research support — Wealthy’s research team helps with product selection
- All on one platform — Manage MFs, PMS, AIF, insurance from a single dashboard