You've Built the Corpus. Now Invest Like Institutions Do.
Your mutual funds track the index. Your PMS is just concentrated stocks. You've outgrown retail products , but your advisor hasn't noticed. India's ₹5.5 lakh crore AIF market offers private equity, venture capital, and credit funds that generate returns traditional products cannot match.
DealPlexus gives you curated access to Category I, II, and III AIFs , we select managers, structure allocations, and monitor performance.
Why Serious Wealth Requires More Than a Product Platform
DIY platforms sell you mutual funds. Even the best private banks in India push products with embedded commissions that are never fully disclosed. The AIF market is different , it requires a different kind of advisor. Most advisors cannot do this. DealPlexus can.
Sophisticated Investors Are Trapped in Unsophisticated Products
You have built real wealth , ₹1 Crore or more in investable assets. You know the allocation is not optimal. You know there are better opportunities. You just cannot access them through any relationship you currently have. Here is exactly what is broken.
Your bank relationship manager operates within a single institution's product ecosystem.
This naturally limits the range of solutions presented to you. Alternative investments like AIFs require deeper evaluation and are not always part of standard product conversations.
At DealPlexus, we evaluate opportunities across multiple institutions and include AIFs where they genuinely fit your portfolio.
Ensuring you have access to a broader, more relevant set of investment options.
Retail platforms cannot take you here.
DIY platforms have democratised equity investing for retail participants. They are excellent for what they do. But they are not equipped for ₹1 Crore minimum investment products.
The gap between a retail SIP and an AIF allocation is not just a ticket size gap , it is a sophistication and service model gap. Regulatory-grade investor verification, complex documentation, and ongoing advisory are not features these platforms offer.
You have outgrown the platforms designed for the masses.
Mutual funds and PMS are not diversification , they are correlation.
When markets correct, your large-cap mutual fund, your flexi-cap fund, and your PMS all fall together. This is not diversification , it is the same risk dressed in different packaging.
True diversification requires exposure to return streams genuinely uncorrelated with public equity markets: private credit, venture capital, real estate structured credit, and market-neutral hedge strategies.
This is exactly what AIFs provide. And what your current advisor cannot access.
You cannot evaluate AIF managers without specialised knowledge.
Picking a mutual fund is straightforward , SEBI data, returns, expense ratio. Evaluating an AIF manager requires understanding strategy, team track record, drawdown history, exit track record, fee structures, and liquidity waterfalls.
Without this knowledge, you are guessing. And in a market where minimum tickets start at ₹1 Crore, guessing is not a strategy.
DealPlexus has built the research capability to do this systematically so you do not have to.
No advisor you have worked with has done this systematically.
This is what DealPlexus does. We have built the research and advisory capability to evaluate managers across all three AIF categories , and we bring that to you as a managed advisory relationship, not a product sale.
Your AIF Allocation: Three Categories, Distinct Return Profiles, One Advisory Relationship
Each AIF category targets a fundamentally different return stream. The right allocation depends on your risk tolerance, time horizon, and existing portfolio composition , which is exactly what our advisors determine with you.
Risk Level
Return Range
4–10× MOIC
Time Horizon
7–10 Years
Venture Capital, Angel Funds, Infrastructure & Social Ventures
Category I AIFs invest in sectors the government wants to encourage: startups and early-stage ventures, SMEs, infrastructure projects, and social impact initiatives. The Jindagi Live Angel Fund , DealPlexus's proprietary Category I vehicle , falls in this segment.
Risk: High. Early-stage companies have high failure rates; returns are concentrated in the winners.
Returns: Asymmetric. Top-quartile VC funds in India have delivered 4–10× MOIC over 7–10-year horizons.
Liquidity: Low. 5–10-year investment horizons , designed for patient capital.
Suited for: Investors who want exposure to India's startup economy with professional fund management across a diversified portfolio.
Ideal allocation: 5–15% of total portfolio for investors with high risk tolerance and long time horizons.
Risk Level
Return Range
14–25% IRR
Time Horizon
5–7 Years
Private Equity, Private Debt & Real Estate Funds
Category II is the largest and most diverse AIF segment , covering private equity, private credit funds providing structured debt to mid-market companies, and real estate funds. The Nandan Growth Fund , DealPlexus's proprietary SEBI-registered Category II AIF , is available exclusively through DealPlexus.
Risk: Moderate to high. PE funds carry illiquidity and business risk. Private credit funds carry credit risk but with contractual cashflow protection.
Returns: PE: 18–25% IRR over 5–7 years. Private credit: 14–18% annualised yield , significantly above any FD or bond alternative.
Liquidity: Low to moderate. Closed-end structures with defined exit timelines; some credit funds offer limited quarterly liquidity.
Suited for: Investors seeking returns above public markets with contractual cashflow (credit) or long-term capital appreciation (PE).
Ideal allocation: 15–30% of investable assets for HNIs building a diversified alternatives portfolio.
Risk Level
Return Range
12–20% p.a.
Time Horizon
Quarterly+
Hedge Funds, Long-Short Strategies & Derivatives-Based Funds
Category III AIFs employ complex trading strategies , long-short equity, market-neutral positions, derivatives overlays, and quantitative strategies , to generate absolute returns regardless of market direction. These are the strategies that endowments and family offices have used for decades.
Risk: Variable. Well-designed long-short strategies reduce market beta. Manager selection is everything.
Returns: 12–20% annualised with lower drawdown than pure equity , the combination that makes these attractive as portfolio diversifiers.
Liquidity: Moderate. Many Category III funds offer quarterly or annual redemption windows , more liquid than Category I/II.
Suited for: Investors who want equity-like returns without full equity market exposure; effective hedge against market downturns.
Ideal allocation: 10–20% of investable assets, particularly for investors approaching wealth preservation phase.
Your Next Step: A Portfolio Review Built Around Your Specific Allocation
A portfolio review is not a sales call. It is a 45-minute structured conversation where our AIF advisory team:
Reviews your current investment allocation and identifies the specific gaps that AIFs can address
Maps your risk profile, liquidity requirements, and return objectives to the appropriate AIF categories
Presents 2–3 specific fund recommendations , with manager due diligence summaries and projected return profiles , that match your situation
Answers every question you have about structure, liquidity, tax, and regulatory protection
You leave with a clear, specific recommendation , not a brochure and a follow-up call.
If after the review you decide AIFs are not right for your current situation, you will have a significantly clearer picture of your portfolio and what it needs. That alone is worth the 45 minutes.
If you decide to proceed, onboarding is straightforward: KYC verification, investor eligibility confirmation (SEBI requires accredited investor status for AIF participation), subscription documentation, and fund transfer. Our team manages every step.
The Data Behind the Urgency
India AIF AUM has grown from ₹1.2T to ₹5.5–6T in five years.
SEBI data shows consistent 30%+ annual growth in AIF commitments. This is not speculative demand , it is institutional and HNI capital migrating away from traditional instruments at scale. The best fund managers are raising larger vintages with harder-to-access terms. Waiting means higher minimums, tighter co-investment terms, and fewer slots at top-performing managers.
Private credit is outperforming FDs by 8–10 percentage points , with equivalent or better security.
When your FD renews at 7%, a SEBI-regulated private credit AIF targeting 15–17% , secured against business assets, with covenant protection , is a mathematically superior instrument for the same risk category. The reason most HNIs do not have it is distribution: banks do not sell private credit AIFs because the margins are lower than FD cross-sells.
Equity market correlation is rising, not falling.
As more retail capital enters Indian public equity through SIPs and ETFs, the correlation across equity instruments increases. Portfolio diversification through correlated equity positions is no longer effective diversification. Alternative return streams , private equity, private credit, hedge strategies , provide the genuine diversification that multi-cap and flexi-cap funds cannot.
Top-quartile PE funds in India have delivered 3–5x MOIC over 7-year horizons.
India's domestic consumption story, digital infrastructure buildout, and formalisation of the mid-market economy provide structural tailwinds that have supported PE outperformance for over a decade. The managers who have captured this are raising their next vintages now.
The DealPlexus advisory advantage
Our ... professional network gives us proprietary deal intelligence that informs manager selection. When our CA network reports that a specific sector is seeing elevated deal activity , business credit demand, M&A consolidation, infrastructure tendering , we know which Category II or III funds are positioned to capture it. This is not information available from Morningstar or SEBI filings.
Alternative Investment Funds
Access India's ₹5.5T Alternative Investment Universe
Category I · Category II · Category III , Curated, advisory-led access to SEBI-regulated AIFs. One relationship. Complete allocation advisory.
Min. Investment
₹1 Crore
Angel Fund Min.
₹25 Lakh
Regulated by
SEBI
Request a Portfolio Review
Our advisors will assess your current allocation, identify AIF opportunities suited to your risk profile, and give you a specific recommendation , not a brochure.
SEBI KYC & accredited investor verification required. Category I minimum ₹25 Lakhs, Category II minimum ₹1 Crore.
DealPlexus , India's Financial Supermarket | Gurgaon HQ: 443, 4th Floor, Tower A2, Spaze iTech Park, Sohna Road, Gurgaon 122001 | support@dealplexus.com | +91 7428100654
Investments in AIFs involve significant risk including illiquidity and potential loss of capital. All AIFs are regulated under SEBI (AIF) Regulations, 2012. Past performance of any fund is not indicative of future returns. Please read the Private Placement Memorandum carefully and consult your financial and tax advisor before investing.