Access professionally managed Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Specialized Investment Funds (SIF) designed to help preserve, grow, and diversify your wealth through personalized strategies aligned with your long-term financial objectives.
Exclusive Investment Solutions for HNIs & UHNIs
SGFinance offers access to sophisticated investment opportunities tailored for experienced investors seeking portfolio diversification, professional management, and long-term capital appreciation. Our advisory approach focuses on understanding your financial objectives, risk tolerance, and legacy planning requirements before recommending suitable investment strategies.
Our Premium Investment Solutions
- Portfolio Management Services (PMS)
- Alternative Investment Funds (AIF)
- Specialized Investment Funds (SIF)
- Equity-Oriented Strategies
- Fixed Income Strategies
- Multi-Asset Allocation
- Structured Investment Solutions
- Private Market Opportunities (where suitable)
- Goal-Based Wealth Planning
- Family Wealth Advisory
Portfolio Management Services (PMS)
Portfolio Management Services provide professionally managed investment portfolios tailored to individual investor objectives. Experienced portfolio managers actively manage investments using research-driven strategies to pursue long-term wealth creation while monitoring market opportunities and portfolio risks.
Alternative Investment Funds (AIF)
Alternative Investment Funds offer access to investment opportunities beyond traditional equity and debt markets. Depending on the fund strategy and investor eligibility, AIFs may focus on private equity, venture capital, private credit, real assets, or other alternative asset classes. These investments are generally suitable for sophisticated investors who understand their risks and liquidity characteristics.
Specialized Investment Funds (SIF)
Specialized Investment Funds are professionally managed investment solutions designed around specific themes, strategies, or asset classes. They may complement a diversified portfolio for eligible investors seeking targeted exposure while aligning with their overall financial objectives.
Why Choose SGFinance?
- Personalized Wealth Advisory
- Client-First Investment Approach
- Access to Leading Asset Managers
- Research-Driven Investment Selection
- Portfolio Monitoring & Reviews
- Goal-Based Wealth Planning
- Transparent Communication
- Dedicated Relationship Support
- Long-Term Wealth Preservation
- Estate & Legacy Planning Guidance
Who Can Benefit?
- High Net Worth Individuals (HNIs)
- Ultra High Net Worth Individuals (UHNIs) Business Owners
- Entrepreneurs
- Senior Corporate Executives
- Family Offices
- Professionals Seeking Portfolio Diversification
Our Advisory Process
- Initial Wealth Consultation
- Understanding Financial Goals
- Risk Assessment
- Portfolio Strategy Design
- Product Evaluation
- Investment Execution
- Regular Portfolio Reviews
- Ongoing Relationship Management
Frequently Asked Questions
What is PMS?
Portfolio Management Services provide professionally managed portfolios tailored to an investor’s financial objectives and risk profile.
What is an AIF?
Alternative Investment Funds invest in alternative asset classes and strategies that differ from traditional mutual funds. Eligibility criteria and minimum investment requirements apply.
What is an SIF?
Specialized Investment Funds are investment vehicles that focus on specific strategies or asset classes and may be suitable for investors seeking targeted portfolio exposure.
Who should consider these products?
These solutions are generally intended for eligible investors, including HNIs and UHNIs, after evaluating their financial goals, investment horizon, and risk tolerance.
Schedule a Private Wealth Consultation
Connect with our wealth advisors to explore exclusive investment opportunities and build a personalized investment strategy designed around your financial aspirations.
- Portfolio Management Services (PMS), AIF & SIF for HNIs | SGFinance
- Portfolio Management Services
- Explore Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Specialized Investment Funds (SIF) with SGFinance. Personalized wealth solutions for HNIs and UHNIs.
Frequently asked questions.
Yes. SG Finance operates under AMFI guidelines and functions under the regulatory oversight of SEBI.
This varies by instrument and strategy — our advisors will guide you based on your goals during your consultation.
Yes, every engagement begins with understanding your financial goals and risk profile before any recommendation.
Use the "Book Consultation" button on this page, or contact us directly by phone or email.