Samir Kumar, Author at ALTPORT

HNI asset allocation in India across equity, debt, PMS, AIF, real estate, gold and global investments

HNI Asset Allocation India: A Complete Portfolio Framework

Building substantial wealth requires more than identifying attractive investments. High-net-worth individuals (HNIs) must decide how to distribute capital...

Read More →

AIF and PMS glossary explaining investment terms, fees, risks, returns, liquidity and taxation in India

AIF and PMS Glossary: Key Terms for Alternative Investors

Alternative investments are becoming an important part of portfolio diversification for investors seeking exposure beyond traditional mutual funds,...

Read More →

Comparison of discretionary, non-discretionary and advisory PMS in India

Discretionary vs Non-Discretionary vs Advisory PMS: Which Type of PMS Should You Choose?

Discretionary, non-discretionary and advisory Portfolio Management Services (PMS) differ in who makes investment decisions and who executes transactions....

Read More →

Category III AIF taxation for NRIs, covering DTAA, TDS and repatriation

Category III AIFs for NRIs: Tax, DTAA, and Repatriation Guide

India’s alternative investment industry offers Non-Resident Indians (NRIs) access to investment strategies beyond conventional mutual funds and direct...

Read More →

SIF lock-in period and redemption rules in India, including withdrawal conditions, notice periods and exit loads

SIF Lock-in Period and Redemption Rules: A Complete Guide for Investors

Specialized Investment Funds (SIFs) are a relatively new investment category in India, designed to offer investors access to...

Read More →

SIF risks including leverage, derivatives, concentration and liquidity risks for investors.

SIF Risks: Key Risks to Understand Before Investing

Specialized Investment Funds (SIFs) were introduced by SEBI to bridge the gap between traditional mutual funds and more...

Read More →

PMS and AIF fee stacking across a multi-manager investment portfolio

PMS and AIF Fee Stacking: How to Calculate Total Portfolio Costs

Alternative investments can add diversification and access to specialist managers. But combining several Portfolio Management Services (PMS) strategies,...

Read More →

GIFT City AIF vs domestic AIF comparison of regulation, currency, tax and minimum investment

GIFT City AIF vs Domestic AIF: Which Route Fits Your Allocation?

For Indian investors, the choice between a conventional domestic AIF and an IFSC-based structure is no longer simply...

Read More →

HNI vs UHNI comparison of wealth level, portfolio structure and governance needs

What Is an HNI? Meaning, Wealth Thresholds and Types in India

The term HNI appears frequently in private banking, wealth management, PMS, AIFs and alternative investments. But HNI meaning is...

Read More →

Family Office Investment Committee Framework: Roles, Decision Rights and Reporting

As Indian family wealth becomes more diversified, investment decisions are becoming harder to manage informally. A family may...

Read More →

Family office portfolio construction for HNI and UHNI investors in India

Family Office Portfolio Construction in India: Asset Allocation, Liquidity and Alternatives

For a wealthy business family, investing is rarely just about choosing the next asset that could perform well....

Read More →

PMS and AIF portfolio overlap analysis for HNI investors

PMS and AIF Portfolio Overlap: How HNIs Can Avoid Duplicate Exposure

For High Net-Worth Individuals (HNIs), investing across multiple Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) can...

Read More →

Author: Samir Kumar

HNI Asset Allocation India: A Complete Portfolio Framework

AIF and PMS Glossary: Key Terms for Alternative Investors

Discretionary vs Non-Discretionary vs Advisory PMS: Which Type of PMS Should You Choose?

Category III AIFs for NRIs: Tax, DTAA, and Repatriation Guide

SIF Lock-in Period and Redemption Rules: A Complete Guide for Investors

SIF Risks: Key Risks to Understand Before Investing

PMS and AIF Fee Stacking: How to Calculate Total Portfolio Costs

GIFT City AIF vs Domestic AIF: Which Route Fits Your Allocation?

What Is an HNI? Meaning, Wealth Thresholds and Types in India

Family Office Investment Committee Framework: Roles, Decision Rights and Reporting

Family Office Portfolio Construction in India: Asset Allocation, Liquidity and Alternatives

PMS and AIF Portfolio Overlap: How HNIs Can Avoid Duplicate Exposure

Subscribe to the ALTPORT newsletter

You're on the list