Stable Income from Institutional Real Estate

Alt REIT InvIT PMS Strategy (ARIPS) is a portfolio management scheme that invests in units of listed real estate investment trusts (REITs), infrastructure investment trusts (InvITs) and small and medium REITs (SM REITS). ARIPS is a yield strategy that targets 8-10% annual yield for investors plus capital appreciation of c. 5-8% targeting total returns of 13-18% annually. ARIPS is the only such PMS in the market today.

A Portfolio Management Service (PMS) is a customized and professionally managed investment solution offered by SEBI-registered portfolio managers. It provides tailored investment strategies based on the client’s financial objectives and risk profile. Unlike mutual funds, a PMS account is maintained in the client’s individual name, offering greater transparency, control, and personalized asset allocation.

As per SEBI regulations, the minimum investment amount for any PMS is ₹50 lakhs.

Once onboarded, the PMS follows a structured investment process:
Step 1: Client onboarding with PMS agreement and KYC compliance
Step 2: Account setup with custodian and fund transfer
Step 3: Portfolio construction by the investment team, aligned to the strategy
Step 4: Ongoing monitoring, tactical rebalancing, and risk management
Step 5: Regular client reporting (portfolio performance, income distributions, tax documents)

There is no statutory lock-in period under PMS regulations. You may request partial or full liquidation of your portfolio at any time, subject to operational processing timelines and liquidity of underlying securities. However, we recommend a minimum investment horizon of 2–3 years to fully realize the strategy’s benefits.

Yes. We are a SEBI registered PMS license holder. Our license number is INP000006800.

Since PMS portfolios are managed in your individual capacity, taxation is applied on a pass-through basis. You are liable to pay tax on capital gains (short-term or long-term, depending on holding period) and on any interest/dividend income earned through your portfolio. Tax is not deducted at source (TDS) by the PMS. We provide detailed capital gains statements and income breakups for your tax filings. Please consult your tax advisor for personalized tax planning.

You can invest by signing the PMS agreement, completing KYC and onboarding, and transferring funds to your designated PMS account. Our team will guide you through the process and ensure full compliance with SEBI norms.

The following documents are typically required to invest in a PMS:

For Individual Investors:
-PAN card copy
- Aadhaar card copy (linked with mobile number for OTP-based KYC)
- Proof of address (passport, driving license, or utility bill)
- Bank account proof (cancelled cheque or bank statement)
- Demat account details (or consent to open one through PMS custodian)
- Recent passport-sized photograph
- Income proof (as per PMLA guidelines)
- FATCA/CRS declaration form
- PMS account opening form and signed agreement

For Non-Individual Investors (NRI, HUF, Company, Trust, etc.), additional entity-specific documents will be required, including board resolutions, registration certificates, and authorized signatory proofs.

All investments under the PMS are held in the client’s name through a dedicated demat and bank account opened specifically for the PMS relationship. These accounts are maintained with a SEBI-registered custodian and are fully compliant with regulatory norms.

The strategy targets a distribution yield of 8-10% annually, with a total return potential of 14–18% per annum over a full market cycle. Actual returns may vary based on market conditions, asset performance, and interest rate environment.