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Valsynk Investments Private Limited  ·  ARN 356708  ·  AMFI Registered Mutual Fund Distributor & SIF Distributor
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For larger portfolios

PMS, AIF and global investing, explained before they are offered.

For families whose portfolio has grown beyond mutual funds, we introduce portfolio management services (PMS), alternative investment funds (AIF) and ways to invest outside India. These suit fewer people, and carry risks that need a proper conversation first.

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PMS

A portfolio of stocks managed for you by a SEBI registered portfolio manager, held in your own name. We are an APMI registered PMS distributor.

AIF

Pooled funds run by SEBI registered AIF managers, offered through our partner fund houses, for investors with a larger appetite and horizon.

Global investing

Spreading part of a portfolio beyond India, within the rules that apply.

Questions

Who can invest in a PMS or an AIF?+
Both are for investors who can commit large sums. A PMS has a regulatory minimum of ₹50 lakh and a Category I or II AIF has a minimum of ₹1 crore. They carry risks that ordinary mutual funds do not, including less liquidity and fewer limits on what the manager can hold.
Do you manage the PMS or AIF?+
No. These are run by SEBI registered portfolio managers and fund managers. Valsynk is a distributor and introduces you to them, and may receive a commission from them. AIFs are offered directly through our partner fund houses. We will tell you what it is before you invest.
What does global investing mean here?+
Investing part of your money in assets outside India. The route, the limits and the tax treatment depend on the product and on RBI and tax rules that change, so we explain them on a call before anything else.

Valsynk Investments Private Limited is a PMS distributor. APMI Registered PMS Distributor, APRN09314 (validity 02-11-2025 to 01-11-2028). AIFs are offered by direct distribution through partnerships with the fund houses (AMCs) that manage them; Valsynk does not hold a separate licence for AIF distribution. Investments in PMS and AIF are subject to market risks and may lose value. Past performance is not indicative of future returns. Read the disclosure document or placement memorandum before investing. We may receive commission from the product provider. Valsynk is not a SEBI registered Investment Adviser.

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Mutual fund investments are made in Regular Plans. Commission details · SID, SAI, KIM

Two generations

Family run

Call us any time you have a question.