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When Should You Move From Mutual Funds to AIF & PMS? | The Right Time to Consider Alternatives

About This Video

When does it actually make sense to move a part of your mutual fund portfolio into alternatives like AIF and PMS?

For many investors, the answer isn't simply about returns. Portfolio size, investment horizon, risk appetite, liquidity requirements, diversification, customization and costs can all influence whether AIF or PMS is appropriate.

In this video, Vikas Agrawal, Founder & CEO – ALTPORT, explains the key factors investors should evaluate before considering a move from mutual funds to alternative investment strategies.

Watch till the end to understand:
• When mutual funds may continue to make sense
• When PMS can offer greater portfolio customization
• Where AIFs may fit into an investor's portfolio
• The importance of risk, liquidity and investment horizon
• What investors should evaluate before making the

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