Beyond stocks and mutual funds.
Access the full universe.
Alternatives provide returns uncorrelated with public markets, real portfolio diversification, and access to deals not available through conventional mutual funds. We give you curated access to the best opportunities across PMS, AIF, unlisted equities, and global funds.
Our Curated Alternatives Shelf
Vetted products across PMS, AIF, SIF, and structured products.
ITI Mutual Fund
ITI Diviniti Equity Long-Short Fund (SIF)
A Specialized Investment Fund using a long-short strategy to generate returns in both rising and falling markets. SEBI's new 2025 category bridges the gap between mutual funds and PMS at just ₹10 lakh minimum.
Min
₹10 Lakh
Return
12-15% p.a.
Horizon
3-5 years
- Long-short strategy — profits in up and down markets
- Net market exposure typically 25-60%
ITI AMC
ITI Long-Short Equity AIF
A Category III AIF using long-short equity strategies. The fund aims to beat NIFTY over complete market cycles while protecting capital during downturns, with net exposure ranging from -15% to 100%.
Min
₹1 Crore
Return
15-18% p.a.
Horizon
3-5 years
- 7+ years of live track record across market cycles
- Absolute return focus, not index-hugging
Philips Capital
Philips Capital PMS
Customised equity portfolios held directly in your demat account. Unlike mutual funds, PMS creates a bespoke portfolio tailored to your risk profile with concentrated high-conviction positions of 15-30 stocks.
Min
₹50 Lakh
Return
Beat market over 3-5 years
Horizon
3-5 years
- Direct stock ownership in your demat account
- Concentrated 15-30 stock portfolio
Ckredence Wealth
Ckredence Wealth PMS
Three distinct strategies — All-Weather, Business Cycle, and ICE Growth (Investment-Consumption-Exports) — that rotate positioning based on which economic pillars are in their growth phase.
Min
₹50 Lakh
Return
Beat market over 3-5 years
Horizon
3-5 years
- Three strategies: All-Weather, Business Cycle, ICE Growth
- Tactical rotation across economic pillars
UTI AMC
UTI Structured Debt Opportunities Fund IV
A Category II AIF that lends directly to mid-sized Indian companies (₹100-500 Cr revenue) with strong fundamentals. Every loan is backed by tangible collateral with 1.3-2.2x security cover.
Min
₹1 Crore
Return
12.75-14.45% p.a.
Horizon
4 years (close-ended)
- Secured lending with 1.3-2.2x collateral cover
- Target yield 12.75-14.45% p.a.
Nuvama Wealth (Edelweiss)
Nuvama / Edelweiss Structured Products
Market-Linked Debentures (MLDs) and structured products linked to NIFTY 50 or Gold. Products include NIFTY AWE (62% absolute return if NIFTY rises 15% in 3 years), NIFTY Beta (145% participation), and All Weather Gold Plus.
Min
₹5 Lakh
Return
Structure-dependent (15-62% absolute over tenor)
Horizon
3-3.5 years
- NIFTY AWE: 62% absolute if NIFTY ≥15% in 3.5 years
- NIFTY Beta: 145% participation on positive returns
Six categories. One curated shelf.
Portfolio Management Services (PMS)
Professionally managed equity portfolios with direct stock ownership and personalised strategies tailored to your risk profile.
27 PMS strategies tracked
Alternative Investment Funds (AIFs)
Category I, II & III AIFs — venture capital, private equity, hedge funds, and real estate funds for qualified investors.
12 Cat III AIFs tracked
Unlisted Equities
Pre-IPO and unlisted shares in high-growth companies before they go public — access deals typically reserved for institutions.
REITs & InvITs
Earn stable income through Real Estate Investment Trusts and Infrastructure Investment Trusts with professional management.
Structured Products
Capital-protected and market-linked structures designed to optimise risk-return for your specific investment horizon.
Global Funds
Gain exposure to international markets through feeder funds and global ETFs, with currency and geo-diversification.
Ckredence Wealth PMS
Formerly Chirag Investment since 1987 — over 35 years of active portfolio management. SEBI Registration No. INP000007164. Access their monthly market landscape reports and invest through Money Lancer Wealth.
Ready to explore alternatives?
We will assess your portfolio and identify which alternatives fit your goals and risk profile.
