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Premium Access AIF Category II

Eterna Investments II

Distributed through AltPort Experts. Comprehensive fund documentation can be accessed through our research team.
Category AIF Category II
Company Eterna Wealth Advisors
Fund Managers Rajesh Vardhan
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About Company

Eterna Wealth Advisors

Eterna Wealth Advisors is an institutional-grade asset management and multi-family office advisory firm specializing in advanced public market strategies and alternative investment frameworks. Managing extensive capital for prominent corporate houses, family offices, and tech founders, the firm prides itself on its robust quantitative research desk and institutional compliance infrastructure. Eterna Wealth Advisors focuses on delivering steady, compounded wealth preservation by building sophisticated investment portfolios tailored to survive complex global macroeconomic shifts.

Fund Snapshot

Attribute Details
Regulatory Status Registered with SEBI as a Category II AIF
SEBI Registration No. IN/AIF2/25-26/2052
Fund Size / Target Corpus ₹1,000 Crore (with a green-shoe option of ₹500 Crore)
Target Deal Stages Mid-Market Growth Capital and Pre-IPO Blocks
Minimum Investment ₹1 Crore (Statutory Minimum for Indian AIFs)
Primary Focus Sectors Consumer Internet, Specialized Engineering, FinTech, and SaaS

Fund Purpose

The Eterna Prima - Scheme II is a meticulously designed Category II Alternative Investment Fund engineered to back resilient, revenue-generating Indian enterprises. Focusing primarily on mid-to-late-stage growth capital, the fund targets market-leading businesses that require expansion financing to institutionalize operations and scale across geographies. The fund bridges the private-to-public transition, positioning itself as a reliable anchor to unlock exponential shareholder value and generate alpha for ultra-high-net-worth portfolios and family offices.

Fund Philosophy

1. Capital Preservation Through Moat Evaluation

We seek out mid-market organizations with proven revenue engines, high customer retention metrics, and defensible competitive advantages. Our framework avoids speculative cash-burn economics, channeling resources strictly toward asset-light, capital-efficient business layouts.

2. Flexible Equity Structuring

We reject rigid corporate capital templates. The investment team customizes each deal architecture to match the unique operational cycles of partner companies, utilizing structured equity, convertible instruments, and clear milestone alignment to secure sustainable growth paths.

3. Active Scale Governance

Our partnership extends far beyond financial backing. We integrate seasoned operational executives to strengthen the boards of our portfolio assets, optimizing internal compliance systems, fine-tuning go-to-market strategies, and preparing founder-led teams for public listing protocols.

4. Valuation Rigor and Market Discipline

We practice extreme entry discipline, isolating our investors from overvalued market spikes. By conducting exhaustive quantitative audits and prioritizing rational exit multiples, we ensure that every deployed rupee maximizes returns while maintaining downside resilience.

5. Multi-Channel Liquidity Underwriting

We construct explicit, multi-layered exit strategies from the inception of every transaction. Our investment horizons are precisely linked to domestic public listings (IPOs), secondary blocks to multinational Private Equity funds, or strategic mergers within a 4-to-6-year roadmap.

Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Rajesh Vardhan

Rajesh Vardhan serves as the Chief Investment Officer at Eterna Wealth Advisors, steering the firm's Category III strategies with over 19 years of institutional asset management and proprietary trading desk experience. Prior to anchoring this trust structure, he spent a decade managing absolute return mandates and thematic public equity funds at top-tier global investment firms. Rajesh holds an advanced degree in Financial Engineering and is widely recognized across Indian capital markets for his expertise in quantitative derivatives pricing, macroeconomic trend modeling, and systematic risk management.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

What is the specific regulatory status of Eterna Investments II? +

The trust is fully registered with the Securities and Exchange Board of India (SEBI) as a Category II Alternative Investment Fund (AIF) under the official registration code IN/AIF2/25-26/2052.

Who are the primary target profiles for investors in this scheme? +

This private vehicle is curated for domestic Indian nationals, corporate treasuries, Non-Resident Indians (NRIs), and global institutional entities capable of fulfilling the SEBI-mandated entry ticket size of ₹1 Crore.

How are the capital contributions managed after registration? +

The fund operates under a modern, capital-efficient drawdown model where commitments are called progressively over a 3-year allocation runway to match active deal execution rather than pulling capital upfront.

Does this Category II fund feature open-ended liquid redemptions? +

No, this is a closed-ended institutional fund with a fixed life tenure of 5 to 7 years, designed specifically to capture deep private market value without the disruptions of daily retail liquidity spikes.

What form of operational transparency do investors receive? +

Registered portfolio participants receive audit reports, certified semi-annual Net Asset Value (NAV) reporting, clear tracking summaries from independent trustees, and comprehensive sector concentration assessments.

Section: Contact Us
Get In Touch

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