Solutions · Category I / II / III

Private Markets, Professionally Wrapped.

Venture capital, private credit, real estate and hedge-fund-style strategies — access unavailable through public markets, with SEBI oversight.

What it is

Three categories, one regulator

Alternative Investment Funds give sophisticated, long-horizon investors access to asset classes unavailable through public markets — private equity, structured credit, and complex listed-market trading strategies — under SEBI's AIF Regulations.

At a glance
Minimum₹1 crore per investor
Exception₹25 lakh for AIF manager's own employees/directors
Accredited Investor routePotentially lower, negotiated with the manager
Lock-inClose-ended, typically 3+ years
The three categories

Pick the category, not just the ticket

CategoryInvests inLeverageTypical lock-in
Category IStart-ups, SMEs, infrastructure, venture & angel fundsNot permittedClose-ended, min. 3 yrs
Category IIPrivate equity, private credit/debt, real estate, fund-of-fundsNot permitted (ops only)Close-ended, 3–7 yrs
Category IIIComplex/listed strategies — long-short, derivatives, hedge-fund-styleCapped at 2× NAVOpen or close-ended

Cat I & II are “pass-through” — taxed individually on your gains. Cat III is taxed at the fund level. General information, not tax advice.

A genuine differentiator

The Accredited Investor pathway

₹7.5 crore net worth, or ₹2 crore annual income, qualifies you as an Accredited Investor — opening the door to customised terms, including in some cases a ticket below ₹1 crore, negotiated directly with the fund manager. SAAIVISTA can assist eligible clients through the certification process.

SAAIVISTA holds NISM-Series-XIX-A (Alternative Investment Funds — Category I and II Distributors) certification.

Exhausted PMS and mutual funds? Let's talk private markets.