Plus Wealth AIF Logo

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

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

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

Plus Wealth AIF - Business Summary

Total AUM

Not Disclosed

Avg. 1 Year Return

5.33%

Active Clients

Not Disclosed

No. of Strategies

1

Minimum Investment

Rs.1 Crore

Experience

4 Months

Compounded Annual Returns of Plus Wealth Alternative Investment Fund

1 Year

5.33%

Nifty 50 - 1 Year

9.02%

3 Year

16.05%

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

Plus Wealth AIF Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

49% (Performance fee above 6%)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Plus Wealth AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Plus Wealth Assets Llp AIF Strategy
Not Disclosed
5.33%

Top Fund Managers of Plus Wealth Alternative Investment

#1

Not Disclosed

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Investment Solutions offered by Plus Wealth Investment Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

0.75% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Plus Wealth 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 7 Working days

Plus Wealth AIF Dashboard or Backoffice Platform

Web Platform


Plus Wealth Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Plus Wealth AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Plus Wealth Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000003419

Contact Person

Hemant Bhaskar Patel

Email ID

info@aldercapital.in

Telephone No.

022-4012-7009

Address

503 Morya Blue Moon, New Link Road, , Andheri West, MUMBAI, MAHARASHTRA, 400053

Starting Date

Aug 25, 2015

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