Beyond traditional investing
As wealth grows, investment opportunities must evolve. Lohia Investments helps investors access sophisticated wealth solutions through PMS, AIFs and Global Investment Opportunities via GIFT City.
Designed for discerning investors — access professional management, alternative asset classes and global diversification beyond conventional avenues.
Portfolio Management Services
Personalized wealth management
PMS offers professionally managed portfolios tailored to individual goals, risk appetite and wealth objectives. Unlike pooled investments, PMS provides direct ownership of securities while benefiting from professional fund managers.
Key Features
- Customized Portfolio Construction
- Direct Equity Ownership
- Dedicated Fund Management
- Active Portfolio Monitoring
- Transparent Reporting
- Professional Research & Analysis
Who Should Consider PMS?
- High Net Worth Individuals (HNIs)
- Business Owners
- Senior Professionals
- Experienced Investors
- Investors seeking customized equity exposure
Alternative Investment Funds
Access opportunities beyond traditional markets
AIFs are privately pooled investment vehicles that invest in opportunities beyond traditional stocks and bonds — providing exposure to unique themes, alternative asset classes and specialized strategies designed for sophisticated investors.
Investment Categories
Benefits of AIFs
- Portfolio Diversification
- Access to Exclusive Opportunities
- Alternative Return Drivers
- Professional Fund Management
- Exposure Beyond Public Markets
Who should consider AIFs? HNIs, Ultra HNIs, Family Offices, Entrepreneurs and investors seeking diversification beyond traditional assets.
GIFT City Investments
Gateway to global investing
GIFT City (Gujarat International Finance Tec-City) is India's International Financial Services Centre (IFSC) — providing a globally competitive financial ecosystem within India. Eligible investors can access international opportunities, global wealth solutions and institutional-grade products under an internationally aligned regulatory framework.
Historically, global investing often required complex overseas structures. GIFT City has created a simplified pathway for Indian investors to access international opportunities through a world-class ecosystem.
Potential Benefits
- Global Diversification
- Access to International Markets
- Exposure to Global Growth Themes
- Dollar-Denominated Opportunities
- International Wealth Solutions
- Enhanced Portfolio Diversification
Investment Opportunities
- Global Equity Strategies
- International Mutual Funds
- Global Debt Instruments
- Thematic Investment Solutions
- International Wealth Platforms
- Structured Investment Opportunities
Who should consider GIFT City solutions? High Net Worth Individuals, NRIs and professionals with global exposure.
Sophisticated wealth deserves sophisticated solutions.
Talk to our advisors to explore PMS, AIF and GIFT City opportunities curated for your wealth journey.
Still confused? Let's talk.
Book a free 15-minute call with our SEBI-registered advisors — we'll help you choose the right plan.