Rurash Financial Pvt. Ltd. designs and manages AIF and PMS mandates for high-net-worth families, entrepreneurs and institutions — built on research rigour, disciplined risk management and a long-term view on wealth creation.
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A focused suite of AIF and PMS strategies, complemented by allied wealth services — every mandate structured around your goals, time horizon and risk appetite.
Discretionary and non-discretionary PMS mandates managed by dedicated portfolio managers, with strategies built around fundamental research and active risk control.
Learn more →Access to Category I, II and III AIFs spanning private credit, pre-IPO opportunities and long-short equity strategies, curated for accredited and sophisticated investors.
Learn more →Structured access to select unlisted businesses ahead of public listing, backed by rigorous due diligence and valuation discipline.
Learn more →Risk-calibrated debt and private credit allocations designed to preserve capital while generating stable, predictable returns.
Learn more →Multi-generational wealth structuring, estate and succession planning for families seeking continuity and governance across generations.
Learn more →Dedicated AIF, PMS and portfolio structuring support for non-resident Indians investing back into Indian markets.
Learn more →Our AIF platform gives accredited investors access to private credit, pre-IPO and long-short strategies — each fund underwritten with the same scrutiny an institutional allocator would demand.
Category I, II & III AIF access, SEBI-registered fund managers
Independent due diligence on every fund before onboarding
Regular fund manager updates and portfolio commentary
Two decades of combined market experience, built on transparency, tailored strategy and consistent stewardship.
Every mandate is managed with a fiduciary mindset, putting capital preservation first.
Every fund and portfolio decision is backed by independent fundamental research.
Strategies calibrated to individual goals, liquidity needs and risk tolerance.
Dedicated relationship managers ensuring responsive, transparent communication.
"Highly knowledgeable and committed. With Rurash managing our portfolio, our wealth is in safe, disciplined hands."
"Transparent advice and accurate, timely information at every step of our AIF investment journey."
"A professional team you can truly rely on — our family's wealth management is finally in expert hands."
Speak with our AIF & PMS specialists to build a portfolio strategy designed around your goals.
Discover professionally managed investment solutions designed to help investors grow and preserve wealth. Whether you seek diversified alternative investments through AIF or personalised portfolio management through PMS, our experienced team focuses on research-driven strategies, disciplined risk management, and long-term value creation.
Speak to an Investment ExpertAn AIF pools money from eligible investors and invests in assets such as private equity, venture capital, private credit, infrastructure, and other alternative opportunities — giving investors access to strategies beyond traditional listed markets.
PMS provides a professionally managed portfolio where investments are tailored to an investor's financial goals, risk appetite, and investment horizon — with a dedicated portfolio manager overseeing every decision.
Investment decisions guided by experienced experts.
Access to multiple asset classes beyond public markets.
Every allocation is backed by rigorous, independent research.
Portfolios built around your specific goals and constraints.
Clear, regular reporting on portfolio performance and holdings.
Strategies designed for sustainable growth over time.
Disciplined frameworks to help protect capital across cycles.
Access to curated deals not typically available to retail investors.
| Alternative Investment Fund (AIF) | Portfolio Management Service (PMS) |
|---|---|
| Pooled investment structure | Individually managed portfolio |
| Invests in alternative asset classes | Primarily invests in listed securities |
| Suitable for diversification | Suitable for personalised investing |
| Managed according to fund strategy | Managed according to individual objectives |
| Designed for eligible sophisticated investors | Designed for investors seeking customised portfolio management |
We start by understanding your financial goals in detail.
Your risk appetite and investment horizon are carefully assessed.
We recommend suitable AIF or PMS solutions aligned to your profile.
A diversified investment strategy is built around your objectives.
Your portfolio's performance is continuously monitored.
We review and optimise investments based on market conditions.
An AIF is a professionally managed investment fund that pools capital from eligible investors and invests in alternative assets such as private equity, venture capital, infrastructure, and private credit.
PMS is a customised investment service where professional portfolio managers create and manage an investment portfolio based on your financial objectives.
AIFs are generally designed for sophisticated investors who meet the applicable regulatory eligibility criteria.
Yes. PMS is commonly used by investors seeking personalised portfolio management with a long-term investment approach.
The right choice depends on your investment goals, risk tolerance, investment horizon, and diversification needs. Consulting an investment expert can help determine the most suitable solution.
Our investment approach combines market research, disciplined portfolio construction, transparent communication, and experienced investment management. We focus on helping investors make informed decisions while aligning investment strategies with long-term financial objectives.
Looking for a professionally managed investment solution? Connect with our investment experts to explore whether AIF or PMS aligns with your financial goals and risk profile.
Schedule a ConsultationPortfolio Management Services (PMS) offer a customised investment approach designed around your financial goals, risk appetite, and investment horizon. Your portfolio is managed by experienced professionals who continuously monitor market opportunities and make informed investment decisions to help you build long-term wealth.
Talk to a PMS ExpertPMS is a professional investment service where a dedicated portfolio manager creates and manages a customised portfolio on your behalf. Unlike pooled investment products, your investments are managed based on your individual financial objectives, risk tolerance, and long-term goals.
PMS provides a personalised investment experience with ongoing portfolio monitoring and strategic decision-making — with securities typically held directly in your own name.
Tailored to your individual goals, not a one-size-fits-all product.
A professional portfolio manager is accountable for your mandate.
Securities are held directly in your own name.
Every position is backed by rigorous, ongoing research.
Timely rebalancing as markets and opportunities shift.
Regular, clear updates on portfolio performance.
Across carefully selected investments and sectors.
Long-term wealth creation with a structured risk approach.
We understand your financial goals and investment objectives in detail.
Your risk profile and investment horizon are carefully assessed.
A customised investment strategy is designed around your profile.
A diversified portfolio is built based on detailed research.
Portfolio performance is continuously monitored and reviewed.
Investments are rebalanced as markets and your goals evolve.
Designed for individual investors, not pooled products.
Professional expertise grounded in in-depth market research.
Adapts to changing market conditions over time.
Transparent, detailed reporting at every step.
PMS is a customised investment service where professional portfolio managers create and manage an investment portfolio based on your financial goals, risk profile, and investment preferences.
PMS is generally suitable for investors seeking a personalised investment approach, professional portfolio management, and long-term wealth creation.
In PMS, investments are managed specifically for you, and the securities are typically held in your name. Mutual funds pool money from many investors into a single portfolio.
Yes. Portfolio managers continuously monitor market conditions and make investment decisions to help keep your portfolio aligned with your investment objectives.
Yes. One of the key advantages of PMS is that the investment strategy is tailored to your individual financial goals and risk appetite.
Take the next step towards achieving your financial goals with a professionally managed portfolio tailored to your investment objectives. Connect with our experts to learn how Portfolio Management Services can support your long-term wealth creation journey.
Schedule a ConsultationAlternative Investment Funds (AIFs) provide access to investment opportunities beyond traditional stocks and mutual funds. Managed by experienced professionals, AIFs focus on alternative asset classes such as private equity, venture capital, private credit, infrastructure, and other specialised investments to help eligible investors diversify their portfolios and pursue long-term wealth creation.
Talk to an AIF ExpertAn AIF is a professionally managed investment vehicle that pools capital from eligible investors and invests in alternative asset classes beyond traditional investments — offering access to specialised strategies and markets.
Depending on the investment strategy, AIFs may invest in private equity, venture capital, infrastructure, private credit, real estate, or other specialised opportunities — designed for investors seeking diversification and unique access.
Opportunities beyond traditional stocks and mutual funds.
Exposure beyond traditional asset classes and markets.
Professionally managed by seasoned investment teams.
Every fund is evaluated through disciplined due diligence.
Access to growth sectors not available in public markets.
Strategies designed with a multi-year investment horizon.
Disciplined frameworks to help manage downside risk.
Clear reporting and communication throughout the investment.
Focuses on investments in sectors that support economic growth, including venture capital, startups, infrastructure, and social enterprises.
Invests in private equity, private credit, and other alternative assets without employing complex leverage strategies.
Uses diversified investment and trading strategies, including market-linked approaches, with the objective of generating returns while actively managing risk.
We understand your investment objectives in detail.
High-quality alternative investment opportunities are identified.
Detailed research and due diligence is conducted on every fund.
A diversified investment portfolio is built around your goals.
Investments and market developments are continuously monitored.
Portfolio performance is reviewed and strategies optimised over time.
An AIF is a professionally managed investment fund that pools capital from eligible investors and invests in alternative asset classes such as private equity, venture capital, infrastructure, private credit, and other specialised investments.
AIFs are generally intended for eligible investors who meet the applicable regulatory investment criteria.
AIFs offer portfolio diversification, access to unique investment opportunities, professional management, and the potential for long-term wealth creation.
Yes. Alternative Investment Funds in India are regulated by the Securities and Exchange Board of India (SEBI), ensuring compliance with the applicable regulatory framework.
Unlike mutual funds, AIFs invest in a wider range of alternative asset classes and are designed for eligible investors seeking specialised investment opportunities and greater portfolio diversification.
Diversify your portfolio with professionally managed Alternative Investment Funds designed to provide access to unique investment opportunities beyond traditional markets. Connect with our investment experts to learn how AIFs can support your long-term financial goals.
Schedule a ConsultationUnlisted and Pre-IPO Equity investments provide eligible investors with the opportunity to invest in promising private companies before they are listed on a stock exchange. These investments offer exposure to businesses with strong growth potential, allowing investors to participate in their journey before a public listing while building a diversified long-term portfolio.
Explore Investment OpportunitiesUnlisted Equity refers to shares of companies that are not yet listed on a stock exchange, giving eligible investors access to businesses at an earlier stage of their growth journey.
Pre-IPO Equity involves investing in companies that are preparing for an Initial Public Offering (IPO) — with the potential to benefit from future growth and value creation.
Invest in companies before they are publicly listed.
Be part of a company's growth journey ahead of the market.
Exposure beyond listed equities and traditional markets.
Exposure to fast-growing and innovative companies.
Potential for capital appreciation over a longer horizon.
Opportunities evaluated by experienced investment teams.
Access to select private market investment opportunities.
Every investment is backed by rigorous due diligence.
High-quality private companies with strong growth potential are identified.
Comprehensive financial and business due diligence is conducted.
Industry trends and market opportunities are carefully evaluated.
Opportunities are selected in line with long-term objectives.
Company performance and market developments are monitored.
Investors are supported until liquidity opportunities arise.
Entry into high-potential companies before public listing.
Diversification away from traditional listed investments.
Designed for investors with a longer investment horizon.
Clear, research-backed investment evaluation throughout.
Unlisted Equity consists of shares of companies that are privately held and not traded on a stock exchange.
Pre-IPO Equity refers to investments made in a company before it becomes publicly listed through an Initial Public Offering (IPO).
These investment opportunities are generally suitable for eligible investors seeking long-term growth and exposure to private markets.
Investors gain early access to promising businesses, diversify their portfolios, and participate in potential long-term value creation.
Unlisted and Pre-IPO Equity investments are typically considered long-term investments, as liquidity may be limited until a future listing or other exit opportunity.
Explore professionally curated Unlisted and Pre-IPO Equity opportunities designed to provide access to high-growth private companies before they enter the public markets. Connect with our investment experts to discover opportunities aligned with your long-term investment objectives.
Talk to an Investment ExpertFixed Income and Private Credit investments provide eligible investors with opportunities to earn regular income while diversifying their portfolios. These professionally managed solutions focus on high-quality debt instruments and private lending opportunities, aiming to balance income generation with prudent risk management and long-term financial stability.
Explore Fixed Income SolutionsFixed Income investments include debt instruments that are designed to provide predictable income through regular interest payments and repayment of principal at maturity.
Private Credit involves lending capital directly to businesses outside traditional banking channels, offering investors access to carefully evaluated private debt opportunities.
Together, these investment solutions help diversify portfolios while focusing on consistent income and disciplined risk management.
Opportunity to generate regular income from your portfolio.
Diversification beyond traditional equity investments.
Strategies managed by experienced investment teams.
A focus on protecting invested capital over time.
Exposure to carefully evaluated private credit opportunities.
A disciplined approach to managing investment risk.
Suitable for long-term portfolio diversification goals.
Clear investment process and regular reporting.
We understand your investment objectives and income requirements.
High-quality fixed income and private credit opportunities are evaluated.
Detailed credit and risk analysis is performed on every opportunity.
A diversified investment portfolio is built around your goals.
Portfolio performance and market conditions are continuously monitored.
Investments are reviewed and optimised to align with long-term goals.
Income potential through fixed income investments.
Diversification across debt and private credit opportunities.
Professional research and credit evaluation on every opportunity.
Long-term wealth preservation and portfolio stability.
Fixed Income investments are debt-based instruments that typically provide regular interest payments and return the principal amount at maturity.
Private Credit refers to loans provided directly to businesses by private investors or investment funds rather than through traditional banks.
These investments can help diversify a portfolio, provide income potential, and support long-term financial planning through professionally managed strategies.
Fixed Income and Private Credit investments are generally suitable for eligible investors, depending on the specific product, investment objectives, and applicable regulatory requirements.
Fixed Income investments are generally considered less volatile than equities, but all investments involve risk. Private Credit also carries credit and liquidity risks, so investors should assess suitability based on their financial goals.
Discover professionally managed Fixed Income and Private Credit solutions designed to provide portfolio diversification, regular income potential, and disciplined risk management. Speak with our investment experts to explore opportunities aligned with your financial goals.
Schedule a ConsultationFamily Office and Succession Planning services help individuals and families manage, preserve, and transition wealth with confidence. Through a structured and personalised approach, we assist in aligning investments, governance, estate planning, and succession strategies to support your family's long-term financial legacy.
Speak to Our ExpertsA Family Office provides comprehensive wealth management solutions for individuals and families with complex financial needs. It brings together investment management, financial planning, tax coordination, estate planning, and legacy planning under one strategic framework.
Succession Planning focuses on the smooth transfer of wealth, assets, and responsibilities to the next generation while helping preserve family values, financial stability, and long-term objectives.
Wealth management solutions tailored to your family.
Wealth preservation and growth over generations.
Structured succession and legacy planning support.
Coordinated financial and investment strategies.
Support for family governance and decision-making.
Assistance with estate and inheritance planning.
Risk management and asset protection strategies.
Ongoing review and expert guidance over time.
We understand your family's financial goals and values.
Your existing assets and wealth structure are assessed.
A personalised wealth and succession strategy is developed.
Investment, estate, and legacy planning are coordinated.
The plan is reviewed regularly as your family's needs evolve.
A smooth and efficient transfer of wealth across generations is supported.
Centralised management of family wealth in one place.
Professional investment and financial guidance.
Long-term legacy and succession planning.
Better coordination of financial decisions across advisors.
A Family Office is a personalised wealth management service that helps individuals and families manage investments, financial planning, estate planning, and other wealth-related matters through a coordinated approach.
Succession Planning is the process of preparing for the transfer of wealth, assets, and responsibilities to future generations in an organised and efficient manner.
These services are ideal for individuals and families seeking long-term wealth management, legacy planning, and structured succession strategies.
Succession planning helps reduce uncertainty, supports the smooth transfer of assets, and ensures that wealth is managed according to the family's long-term goals.
Yes. Every family has unique financial objectives, and Family Office services are tailored to address specific investment, governance, estate, and succession planning needs.
Protect your family's wealth and prepare future generations with personalised Family Office and Succession Planning solutions. Connect with our experts to create a long-term strategy that supports your financial goals and legacy.
Schedule a ConsultationManaging investments across countries requires the right strategy and expert guidance. Our NRI Wealth Solutions are designed to help Non-Resident Indians (NRIs) grow, manage, and preserve their wealth through personalised investment planning, portfolio management, and financial solutions aligned with their long-term goals.
Connect with an NRI Wealth ExpertNRI Wealth Solutions provide specialised financial and investment services for Non-Resident Indians (NRIs). These solutions help manage investments in India, plan for long-term financial goals, and diversify portfolios.
Our team helps you navigate investment opportunities while considering applicable regulatory requirements, so your cross-border wealth strategy stays compliant and well-informed.
Wealth management strategies tailored to your goals.
Investment planning and portfolio management by experts.
Access to diversified investment opportunities in India.
Long-term wealth creation and preservation focus.
A dedicated relationship manager for your account.
Transparent investment reporting at every stage.
A research-driven approach to every recommendation.
Solutions aligned with applicable regulatory guidelines.
We understand your financial goals and investment preferences.
Your current portfolio and risk profile are assessed.
Suitable investment solutions are recommended.
A diversified investment strategy is built.
Portfolio performance is monitored regularly.
The investment plan is reviewed and refined as goals evolve.
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Strategies for lasting diversification.
These services are designed for Non-Resident Indians (NRIs) who wish to manage, grow, and preserve their investments in India through professional wealth management.
Yes. NRIs can invest in various financial products in India, subject to applicable laws, regulations, and eligibility requirements.
We provide personalised investment strategies, portfolio monitoring, research-driven recommendations, and ongoing support to help investors work toward their long-term financial goals.
Yes. Depending on your objectives and eligibility, you may explore diversified investment solutions such as AIFs, PMS, Fixed Income, Private Credit, and Unlisted Equity.
Professional wealth management provides expert guidance, disciplined investment strategies, regular portfolio reviews, and a structured approach to long-term wealth creation.
Whether you're building wealth, investing in India, or planning for the future, our NRI Wealth Solutions are designed to support your financial journey with personalised guidance and professionally managed investment strategies.
Schedule a ConsultationGain a clearer understanding of your investments with a professional portfolio review. Our experts evaluate your current portfolio, identify strengths and potential gaps, assess your risk profile, and provide insights to help align your investments with your long-term financial goals.
Schedule Your Portfolio ReviewA portfolio review is a comprehensive assessment of your current investments. It helps determine whether your portfolio aligns with your financial goals, risk tolerance, and investment horizon.
Our experts analyse your asset allocation, diversification, and overall investment strategy to identify opportunities for improvement across your holdings.
Evaluate your current investment performance.
Check if your portfolio matches your financial goals.
Identify opportunities for better diversification.
Assess your portfolio's risk exposure.
Review asset allocation across investments.
Receive professional investment insights.
Stay aligned with changing market conditions.
Make informed investment decisions with confidence.
We understand your financial goals and investment objectives.
Your existing portfolio and asset allocation are reviewed.
Your risk profile and investment horizon are assessed.
Strengths, gaps, and diversification opportunities are identified.
Personalised recommendations and strategic insights are shared.
We help you plan the next steps toward your financial goals.
Comprehensive portfolio assessment across all holdings.
Detailed asset allocation analysis.
An in-depth risk and diversification review.
Investment strategy recommendations tailored to you.
Professional market insights from our experts.
Guidance based on your specific financial objectives.
Anyone who wants to evaluate their investments, improve portfolio performance, or ensure their investments remain aligned with their financial goals can benefit from a portfolio review.
Many investors review their portfolios annually or whenever there are significant life events, changes in financial goals, or major market movements.
Yes. Our experts provide recommendations based on your investment objectives, risk tolerance, and current portfolio.
Not necessarily. The review identifies opportunities for improvement, but any investment decisions remain entirely yours.
You can share details of your existing investments, such as mutual funds, stocks, PMS, AIFs, fixed income products, or other financial assets, to help us provide a more comprehensive assessment.
A well-structured portfolio is key to achieving long-term financial success. Schedule a professional portfolio review today and receive expert insights to help optimise your investment strategy and keep your financial goals on track.
Book Your Portfolio Review