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Our Solutions

Alternative Investment Fund

Our team strives to ensure your money is invested in the right place. As we cater to the needs of Ultra HNIs and HNIs, we ensure that instead of the conventional categories of investment like stocks, bonds, and cash we safely park their funds in alternatives like – private equity, commodities, and derivatives to diversify their investments and reap maximum benefits.

Every High Net-Worth Investor wants to have one part of their asset allocation to be an Alternative Investment Fund for it is an asset that is not one of the conventional investment types, which are held by institutional investors or accredited, high-net-worth individuals because of the complex nature and limited regulations of the investments. Alternative investments include private equity, hedge funds, managed futures, real estate, commodities, and derivatives contracts.

Benefits

Why Invest in AIF?

1. Diversification AIFs provide investors with access to a diverse range of alternative assets, such as private equity, hedge funds, real estate, commodities, and other non-traditional investments. This can help investors to diversify their portfolios and reduce overall investment risk.

2. Potential for Higher Returns Alternative assets often have the potential to generate higher returns than traditional investments such as stocks and bonds. By investing in AIFs, investors may be able to achieve higher returns on their investments.

3. Professional Management AIFs are managed by professional fund managers who have extensive experience and expertise in investing in alternative assets. This can help investors to benefit from the fund manager's expertise and potentially achieve better investment results.

4. Customization AIFs can be tailored to meet the specific needs of individual investors or groups of investors. This can include investment strategy, asset allocation, risk management, and other factors.

Traditional Investment Vs AIF

Investment Approach

  • Traditional investments usually follow a long-only investment approach, where investors seek to profit from rising prices in the markets.
  • AIFs, on the other hand, may employ a range of investment strategies such as long-short, event-driven, and other non-traditional approaches.

Risk and Return

  • Traditional investments generally have lower risk and lower potential returns compared to AIFs.
  • Alternative investments often have a higher risk due to their illiquid nature, higher fees, and limited regulatory oversight. However, they also have the potential to generate higher returns than traditional investments.

Investment Size

  • Traditional investments are typically more accessible to retail investors, with lower investment minimums and lower fees.
  • In contrast, AIFs often require higher minimum investments and have higher fees, making them more accessible to institutional investors and high-net-worth individuals.

Liquidity

  • Traditional investments are generally more liquid, meaning that investors can easily buy and sell their investments on the open market.
  • AIFs, on the other hand, may have limited liquidity options, such as restricted redemption periods or limited secondary market trading.

We provide

AIF Categories

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Start-Ups

Mehta Wealth enables you to invest in promising, filtered and innovative start-ups with the help of our associations with thorough research, rigid background checks and scalability potential. We at Mehta Wealth carefully evaluate each investment opportunity and assess the potential risks and rewards before making any decisions.

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Investment Banking

Mehta Wealth offers personalised investment banking solutions that can be an excellent option for high-net-worth individuals and families who are looking for customised financial services that are tailored to meet their unique needs and goals. These services provide access to a wide range of investment opportunities, personalised service and attention, and can help clients achieve their financial objectives over the long term.

WANT TO INVEST IN AN ALTERNATIVE INVESTMENT FUND?