AIF Foundation Track

Learn About Alternative Investment Funds

Privately pooled vehicles for sophisticated investors — venture capital, private equity, real estate, hedge-style long-short, structured credit. SEBI regulates three categories with a ₹1 crore minimum. AIFs unlock asset classes and strategies unavailable to mutual fund investors.

Regulator: SEBIMin: ₹1 crore per investor Trustner Empanelled

Foundation Track — Available Now

Ultra-HNI investors with ₹1 crore+ ticket sizes seeking exposure to private markets, hedge strategies, or specialised asset classes.

Advanced Track — Available Now

NISM AIF Distributors Examination candidates, family-office and IFA team members handling Cat I/II/III AIFs.

Curriculum

3 modules · 10 sections · 30 MCQs · 34 FAQs

Foundation(1)

Start here. Investor-friendly conceptual grounding.

beginner

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.

4 12 MCQ40 min

Deep Dive(1)

Mechanics, strategy, taxation — for engaged investors and trainee distributors.

intermediate

AIF Categories — Deep Dive

Detailed walk-through of each SEBI AIF category — Cat I (VC, infra, social, SME), Cat II (PE, private credit, real estate, debt), Cat III (hedge, long-short) — covering strategy mechanics, return profiles, vintage diversification, and capital deployment cycles.

3 9 MCQ40 min

Advanced(1)

Practitioner / certification-grade. Sub-broker, NISM, APMI, IRDAI exam prep.

advanced

AIF Advanced — Capital Calls, Waterfall, Vintage & Diligence

Advanced AIF mechanics: capital-call cycle planning, distribution waterfall computation, vintage and manager diversification strategy, and the diligence framework that separates institutional-quality AIFs from retail-pushed offerings.

3 9 MCQ40 min

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Trustner covers the complete Indian wealth-management product spectrum. Every track is written from a third-person investor-education perspective with regulator-aligned content.

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