Alternative Investment Funds

Alternative Investment Funds (AIF)

Curated access to sophisticated private market assets, structured debt, private equity, and long-short hedge strategies for HNIs, UHNIs, and Family Offices.

PRIVATE MARKETS & ALTERNATIVES

Alternative Investment Fund

Alternative Investment Funds (AIFs) represent privately pooled investment vehicles established in India under SEBI (AIF) Regulations. Designed for sophisticated investors seeking exposure to alternative asset classes, AIFs offer exposure to private equity, venture capital, structured credit, real estate, and hedge fund strategies, subject to the investment mandate of the respective fund.

As an APMI-registered AIF Distributor (Registration No: 09076), Raunak Roongta Financial Services LLP facilitates access to Alternative Investment Funds managed by registered investment managers and assists eligible investors throughout the investment process.

Private Market Access

Invest in unlisted equity, private credit, and venture growth opportunities.

Low Market Correlation

Strategies built to cushion portfolios against broader public market swings.

APMI Registration

Association of Portfolio Managers in India

  • Registration No: 09076
  • Validity Period: 20/06/2025 to 19/06/2028
  • SEBI Minimum Threshold: ₹1 Crore per investor
  • Target Investor Class: HNIs, UHNIs & Family Offices
SEBI CLASSIFICATION

SEBI AIF Categories Facilitated

Under SEBI regulations, Alternative Investment Funds are classified into three distinct categories based on asset focus and operational mandate:

CATEGORY I AIF

Venture & Social Impact

Funds that invest in early-stage startups, social ventures, SME funds, infrastructure projects, and economically beneficial sectors with positive spillover impacts.

  • Venture Capital & Angel Funds
  • Infrastructure & SME Funds
  • Usually close-ended structures
CATEGORY II AIF

Private Equity & Debt

Funds that do not fall under Category I or III and do not undertake leverage. Focuses heavily on growth capital, private credit, structured debt, and real estate.

  • Private Equity (Growth Stage)
  • Structured Credit & Real Estate
  • Close-ended with drawdown cycles
CATEGORY III AIF

Hedge Funds & Long-Short

Funds employing complex trading strategies, including leverage, derivative hedging, PIPE deals, and long-short equity models aimed at absolute returns.

  • Long-Short Equity Strategies
  • Absolute Return Focus
  • Open-ended or Close-ended options
PORTFOLIO COMPONENT

Key Advantages of AIF Allocation

Strategic benefits for high-net-worth investment portfolios.

Exclusive Opportunities

Gain access to deals, unlisted companies, and credit structures not available in retail capital markets.

Downside Hedging

Category III strategies can actively hedge downside exposure during broad equity market downturns.

True Diversification

Complements public equities and fixed-income assets to build resilient multi-asset family office portfolios.

Institutional Discipline

Managed by specialized investment teams with deep sector expertise and active governance rights.

Interested in Alternative Investment Funds?

Connect with our advisory team to review available Category I, II, and III AIF fund offerings, fund manager track records, and drawdown schedules.