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Helios AIF is a premium investment vehicle designed for sophisticated investors seeking to diversify beyond traditional equity and debt markets.

Managed by Helios AMC, a trusted name in the Indian financial services sector, this fund caters to High Net-Worth Individuals (HNIs) and institutional investors.

The Helios Alternative Investment Fund aims to deliver superior risk-adjusted returns by investing in non-traditional assets such as private equity, pre-IPO companies, high-yield debt, and structured products.

This investment strategy leverages deep research capabilities, sector expertise, and long-term value-driven approach.

In summary, Helios Alternative Investment products are ideal for investors looking to enhance portfolio diversification, access exclusive deals, and potentially generate higher returns with professional risk management.

Helios AIF - Business Summary

Total AUM

Rs.3506.94 Cr.

Avg. 1 Year Return

3.38%

Active Clients

849

No. of Strategies

2

Minimum Investment

Rs.1 Crore

Experience

6 Years

Compounded Annual Returns of Helios Alternative Investment Fund

1 Year

3.38%

Nifty 50 - 1 Year

9.02%

3 Year

NA

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

Helios AIF Charges or Fees

Fixed Fees

1.75% of Fund Value

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Helios AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Helios India Long Short Fund AIF Strategy
Not Disclosed
1.73%
Helios India Rising Fund Ii AIF Strategy
Not Disclosed
5.02%

Top Fund Managers of Helios Alternative Investment

#1

Mr. Dharmendra Grover

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Investment Solutions offered by Helios Investment Manager

Custom Strategy

Allowed

Strategy Switch

Not Allowed

Switch Charges

No Charges

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Helios Alternative Investment

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Helios AIF Dashboard or Backoffice Platform

Web Platform


Helios Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Helios AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Helios Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000005722

Contact Person

Atul Suri

Email ID

suriatul@hotmail.com

Telephone No.

022-6455-1999

Address

2/2 Hill View No 1,, 241 Hill Road, Bandra West, MUMBAI, MAHARASHTRA, 400050

Starting Date

Jul 07, 2017

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