Services

OUR SOLUTIONS

Alternative Investment Funds (AIFs)

Do you want to invest in something that isn’t stocks, bonds, and mutual funds, and gives you good returns? Alternative Investment Funds (AIFs) can work for you!. The AIFs are the alternative investment instruments for you to balance the risky and safe investments, and we are here to help you choose the best!

Diversify your portfolio with three AIF categories: Category I, II, and III. All three categories have different investment instruments. Mehta Wealth Advisors assists you in evaluating the three options and choosing the most profitable one based on your values, goals, risk tolerance, and expected returns.

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OUR PHILOSOPHY

Investment Aligning With Your Vision

Your investment portfolio is unique to your vision and goals. We assist you with our expert, data-backed advice and investment strategies so you can build generational wealth. Let’s explore types of AIF categories.
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Category I AIFs focus on long-term investments and are for investors who prioritize the social impact of their investments. This category includes Venture Capital Funds (VCFs), Angel Funds, SME Funds, and Infrastructure Funds.
Category II AIFs are focused on structured options such as private businesses and debt instruments to diversify the portfolio. Some AIFs in this category are Private Equity Funds, Debt Funds, Real Estate Funds, and FoFs (Fund of Funds).
Category III AIFs include high-risk, high-return investment options for experienced investors with high-risk tolerance. You can invest in open or closed-end Listed & Unlisted Equities.
Income optimization
Current cash flow needs
Customized asset allocation
Necessary insurance protection
Preparing For Your Future

Data-backed insights & decision

Bluffing isn’t an option when it comes to securing your wealth and creating wealth boosting strategies. Therefore, we ensure that you stay updated on industry trends and share them with you so you can make informed decisions.
Our Process

Why choose Mehta Wealth to invest in AIFs?

01

Portfolio Diversification

Diversify your portfolio by allocating your funds in risky and safe investment options, aligning with your goals and market trends. We assist you with a personalized investment strategy.
02

Potential of Higher Returns

AIFs provide trustworthy investment instruments so you can explore and invest in higher-risk options to secure high returns. We identify the best investment options that align with your risk tolerance and desired returns.
03

Professional Management

Our advisors and wealth managers closely monitor your investments and share transparent portfolio reports. We work closely with you to understand your needs and vision and create a custom financial strategy.
04

Consistent Communication

Market trends fluctuate, and so do the returns of your portfolio. We don’t hide it from you. We consistently communicate the performance of your portfolio and provide advice to ensure your funds are secured.
Free Consultation
Testimonials

Our Clients

Trust is gained over time, and in our decades of experience, we have been able to do so with our excellent performance and consistent communication. Don’t blindly trust our words. Check out what our clients have to say about us!

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4.5
Google reviews
“I started my investment with Mehta Wealth in the Starting of April 2022 and handed by funds for PMS in July 2022. I am very happy with kind of services they provide regarding my investments and time to time updates of the portfolio. New market trends and start up investment options are also being briefed time to time. So very happy with Mehta Wealth in managing.”
Karmeshbhai Lavangwala
Owner, Lavangwala Industries

“Through their PMS Service and detailed analysis of diversified investments along with latest technology, they helped me rebuilt my portfolio into an organised one.”

 
Pravinbahi Nanavati
Owner, SHE Jewels

“With detailed investment plans, exploration of wide suitable options and coming to best appropriate selection is what Mehta Wealth does. Investment suggested by them has given us a significant growth.”

 
Piyushbhai Desai
Former MLA, Navsari

“I visit here often, and the youth’s participation and interest make the event more energetic and insightful. This youth makes the investment community stronger.“

 
Atul Suri
CEO, Marathon Trends

“Mehta Wealth is doing amazing work. I love how the Global Investor Conference is offering an open-ended discussion with time for deliberation. The steady flow of participants asking the right questions also makes this event better.“

 
Aashish Sommaiyaa
ED & CEO, Whiteoak Capital AMC

“Mehta Wealth is doing a great job in offering relevant insights based on recent situations, like the US tariffs and on our border. People will get detailed insights on how to create short-term investment strategies.“

 
Ajay Shah
Director, Badshah Masala

“Mehta Wealth is the best place for people in Surat, especially in the industrial area, to gain insights into the market. You can learn when you enter and exit the market and which sectors to invest in.“

 
Ashok Mehta
Owner, Suchi Semicon

“Mehta Wealth provides great insights for investment, especially for long-term investment. They are doing a great job in this sector! “

 
Himanshu Zota
Managing Director, Zota Healthcare

“Mehta Wealth is the right platform to entrust your money to the right people for investment. They are also providing guidance to help the investors invest their money to grow.“

 
Vijay Mevawala
President, SGCCI

“Mehta Wealth has set a benchmark in this industry by taking investment to another level. They have created an ecosystem in the industry. “

 
Nirav Mandlewala
Hon. Secretary, SGCCI

“Mehta Wealth is levelling up every day and improving the quality of the events they organize. It’s great that they are inviting speakers based on the current trends in the market to make the event more insightful for the attendees.“

 
Aasish Gujarati
Past president, SGCCI