From mutual funds and PMS to alternate investments and fixed income instruments, every recommendation is part of a larger strategy ensuring your portfolio remains balanced, purposeful, and aligned.
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Mutual Funds
Smarter Investing, Made Simple
Mutual funds are among the most accessible and effective investment tools available today. They allow investors to build a diversified portfolio by pooling money into a professionally managed fund that invests across various securities—equity, debt, or a combination of both—based on your risk profile and financial goals.
Over the years, mutual funds have become a popular choice for both individual investors and corporates due to their simplicity, flexibility, and the potential for long-term wealth creation. They offer the benefit of compounding returns while ensuring that your investments remain aligned with your specific time horizon and objectives.
Equity Mutual Funds
Primarily invest in stocks and are ideal for long-term capital growth.
Debt Mutual Funds
Invest in fixed-income instruments such as bonds, government securities, and corporate debt, offering stability and predictable returns.
Hybrid Mutual Funds
Combine equity and debt in varying proportions, offering a balanced approach for investors seeking both growth and stability.
Multi-Asset Funds
Diversify across three or more asset classes, such as equity, debt, and gold, to manage risk through asset allocation
Index Funds
Passively managed funds that replicate a specific market index, offering broad market exposure at lower cost.
Factor-Oriented Funds
Also known as smart beta funds, these use rule-based strategies to select securities based on factors like value, momentum, or low volatility, aiming to outperform traditional indices.
At Trigon Finserv LLP, we help you navigate these choices and build a mutual fund portfolio tailored to your financial journey whether you’re saving for a goal, generating passive income, or growing long-term wealth.
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Portfolio Management Services
Tailored Strategies for Sophisticated Investors
Portfolio Management Services (PMS) offer highly customized and concentrated investment strategies designed for investors with a higher risk appetite and a preference for specific themes, sectors, or investment philosophies. These portfolios are actively managed to align with the unique financial objectives and ideologies of each investor.
Today, PMS solutions are offered by leading Asset Management Companies such as ICICI and Motilal Oswal, as well as specialized boutique firms focused exclusively on PMS and Alternative Investment Funds (AIFs), such as Buoyant Capital, ASK Investment Managers, and others.
What sets PMS apart is the level of flexibility it offers fund managers in both the selection of securities and the allocation weightage of each holding. This allows for a more focused and dynamic investment approach compared to traditional mutual funds.
Discretionary PMS
Primarily invest in stocks and are ideal for long-term capital growth.
Non-Discretionary PMS
Where the investor retains decision-making authority, with the manager offering advice and execution support.
The minimum investment required to access PMS is ₹50 lakhs, making it a premium solution suited for high-net-worth individuals seeking bespoke wealth management
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Alternate Investment Funds
Alternative Investment Funds (AIFs): Exclusive Opportunities for Sophisticated Investors
Portfolio Management Services (PMS) offer highly customized and concentrated investment strategies designed for investors with a higher risk appetite and a preference for specific themes, sectors, or investment philosophies. These portfolios are actively managed to align with the unique financial objectives and ideologies of each investor.
Today, PMS solutions are offered by leading Asset Management Companies such as ICICI and Motilal Oswal, as well as specialized boutique firms focused exclusively on PMS and Alternative Investment Funds (AIFs), such as Buoyant Capital, ASK Investment Managers, and others.
Alternative Investment Funds (AIFs) are specialized investment vehicles designed for High Net-worth Individuals (HNIs), Ultra High Net-worth Individuals (UHNIs), and corporates seeking access to unique and less conventional investment opportunities not available to the general public.
Category I AIFs
Focus on investments that have a positive spillover effect on the economy, such as startups, early-stage ventures, infrastructure, and social ventures.
Category II AIFs
Include private equity funds, debt funds, and other funds that do not fall under Category I or III, typically with medium- to long-term investment horizons.
Category III AIFs
Engage in complex trading strategies including hedge funds, long-short equity, and derivatives; these may be open-ended or closed-ended based on the fund’s structure.
AIFs typically operate as pooled investment vehicles, similar in structure to mutual funds, but with greater flexibility in asset allocation and strategy. They allow investors to access asset classes like unlisted equities, venture capital, private debt, and more.
The minimum investment required for AIF participation is ₹1 crore, reinforcing their suitability for experienced and well-capitalized investors. A key advantage of AIFs is that taxation is handled at the fund level, meaning investors receive returns post deduction of all applicable taxes and charges—making it a hassle-free and efficient investment route.
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Fixed Deposits & Bonds
Fixed Deposits & Bonds: Stable Income with Defined Maturity
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Estate Planning
Estate Planning: A Vital Yet Overlooked Aspect of Financial Well-Being
We believe that comprehensive financial planning goes beyond wealth creation—it includes protecting and passing on that wealth with clarity and purpose.
Succession planning remains one of the most overlooked aspects of financial planning in India. Unfortunately, the burden of this oversight often falls on loved ones, who may be left navigating complex legal and administrative hurdles during an already difficult time.
Transferring assets without a well-defined estate plan can be as demanding as building those assets. A clear estate plan ensures your legacy is preserved and passed on seamlessly, exactly as you intend.
Contrary to common belief, estate planning is not reserved for the elderly or the ultra-wealthy. If you own any asset—regardless of your age—it is essential to have a succession plan in place.
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Specialized Investment Funds (SIF)
Specialized Investment Funds (SIFs): Opportunities beyond the traditional.
Specialized Investment Funds (SIFs) are a new category of investment products designed for investors seeking more sophisticated investment strategies beyond traditional Mutual Funds. Positioned between Mutual Funds and Portfolio Management Services (PMS), SIFs aim to offer greater flexibility, wider investment opportunities, and advanced portfolio strategies while operating within a regulated framework.
SIFs may invest across multiple asset classes and strategies, including equity, debt, derivatives, and structured opportunities, depending on the investment objective and risk profile of the strategy. These products are generally suited for informed investors who understand market volatility and are looking for differentiated portfolio approaches with the potential for enhanced risk-adjusted returns.
Unlike conventional Mutual Funds that primarily follow standardized investment mandates, SIFs can adopt more specialized and dynamic strategies such as long-short investing, sector-focused allocations, thematic opportunities, tactical asset allocation, and other advanced investment approaches. This flexibility allows fund managers to navigate changing market conditions with a wider set of tools.
Key features of Specialized Investment Funds may include:
SIFs are intended for investors with a relatively higher risk appetite, longer investment horizon, and understanding of complex market-linked products. As with all market-linked investments, returns are not guaranteed and investments are subject to market risks.
At Trigon Finserv LLP, we help investors understand evolving investment opportunities and evaluate products that align with their financial goals, investment horizon, and risk profile.
