AIF Foundation
Alternative Investment Funds (AIF) are SEBI-regulated privately pooled vehicles that unlock asset classes and strategies unavailable in the public-securities universe — venture capital, private equity, private credit, real estate, and hedge-style long-short strategies. This foundation track covers the three SEBI categories, who AIFs suit, tax treatment, and how Trustner positions AIF allocation within an Ultra-HNI plan.
What is an Alternative Investment Fund (AIF)?
An Alternative Investment Fund (AIF) is a SEBI-regulated privately pooled investment vehicle that collects funds from sophisticated investors — Indian...
The Three SEBI AIF Categories — Cat I, Cat II, Cat III
SEBI classifies AIFs into three categories based on the underlying investment strategy and the economic role the AIF plays. Cat I AIFs invest in start...
AIF Tax Treatment & Liquidity Considerations
AIF tax treatment varies materially by category. Cat I and Cat II AIFs receive pass-through tax treatment — the AIF itself is not taxed, and investors...
Who Should Invest in an AIF
An AIF is suitable for investors who comfortably exceed the ₹1 crore minimum, have a total liquid wealth of approximately ₹5 crore or more (so the AIF...
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Begin with the first topic and work through all 4 topics at your own pace.