Solutions
Investment Solutions, Thoughtfully Curated
Three core investment avenues, supported by ongoing investment advisory. Each is recommended only where it earns a place in your portfolio.
Investment advisory is not a separate product. It runs underneath everything we do — establishing objectives, assessing what you already own, and deciding whether a new investment is genuinely required.
01 — Solutions
Our Investment Solutions
Three investment avenues, each assessed on its own merit and recommended only where it earns a place in your portfolio.
01
Alternative Investment Funds
Access to differentiated investment strategies that sit outside conventional listed portfolios.
Alternative Investment Funds are pooled vehicles registered with SEBI that invest according to a defined strategy, often in areas a traditional portfolio cannot reach. Used well, they can add return drivers that behave differently from a standard equity allocation. Used carelessly, they add complexity, illiquidity and cost.
Depending on the fund, strategies encountered in this space may include:
- Private markets
- Private equity
- Venture capital
- Private credit
- Special situations
- Select public-market strategies
Individual funds pursue their own mandate. No single AIF offers all of the strategies listed above, and the categories a fund may access are defined by its own documentation and SEBI category.
02
Portfolio Management Services
A professionally managed, more customised approach to equity investing.
In a portfolio management service, a SEBI-registered portfolio manager invests on your behalf within an agreed strategy. Securities are held in your own name and demat account, which gives you visibility into exactly what you own and why — a material difference for investors who want to engage with the portfolio rather than simply track a NAV.
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Customised portfolios
Strategies can account for existing holdings, concentration in a family business, and specific exclusions.
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Professional portfolio management
A dedicated manager and research team make the decisions, within a mandate you have agreed in advance.
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Direct ownership of securities
Holdings sit in your name, with transparent reporting of positions, transactions and costs.
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Equity-focused strategies
Most strategies are concentrated equity portfolios, which can mean higher dispersion of outcomes than a diversified fund.
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Long-term wealth creation
PMS suits investors who can commit capital for full market cycles and stay invested through drawdowns.
03
Mutual Funds
An important component of a diversified investment portfolio — when the fund is chosen deliberately.
Mutual funds remain one of the most efficient ways to own a diversified, professionally managed and well-regulated portfolio. The difficulty is not access; it is choice. Thousands of schemes are available, most of them variations on the same underlying exposure.
Invyas Wealth focuses on curated selection rather than offering every fund available. Selection considerations may include:
- Investment philosophy
- Fund manager
- Portfolio quality
- Strategy
- Risk
- Valuation
- Long-term consistency
The objective is a compact set of funds that each do a specific job in the portfolio — not a long list that quietly replicates the index at an active fee.
02 — The Lifecycle
Investment Opportunities Across the Company Lifecycle
How PMS, AIF and Mutual Fund solutions align with a company’s growth journey
Companies move through different stages of growth, and investment opportunities evolve along the way. AIFs, PMS and Mutual Funds can provide investors access to different stages of this journey — from early-stage and private companies to established, listed businesses.
Get in touch
Let’s Talk About Your Investments.
Every investor has different objectives, constraints and aspirations. Let’s start with a conversation.