PMS, AIF & GIFT City Investments — One Curated Platform for Serious Capital

Serious capital. Curated access. One dashboard.

30+ managers. One evaluation standard. Everything else gets filtered out.

At Kalviro Ventures, we do one thing: give investors with serious capital the same quality of PMS, AIF, and GIFT City access that institutional allocators have long takenfor granted. We work with 30+ SEBI-registered managers — from Motilal and Carnelian to Nippon and 360 One — screening each strategy so you don’t have to. If an opportunity doesn’t pass our evaluation, it never reaches your dashboard.

Our filter is simple: “Would we allocate our own capital here?” Every opportunity has passed evaluation across four criteria — manager track record, strategy consistency, fee transparency, and downside discipline. What you see is what survived.

Our Story: The Meaning Behind Kalviro

The name Kalviro is rooted in Kalpavriksha — the wish-fulfilling tree that ancient texts describe as a source of enduring abundance — combined with Viro, the Sanskrit root for strength. It reflects a simple conviction: capital built on strong fundamentals and selective judgment outlasts capital built on market timing.

We believe wealth should grow thoughtfully — guided by discipline, strong fundamentals, and a long-term perspective.

What We Offer: Focused Investment Access

One platform. Six asset classes. Every opportunity evaluated before it reaches you. Whether you are allocating to a SEBI-registered PMS, exploring Category II AIFs, or structuring a GIFT City position as an NRI — your entire alternative investment journey sits in one place, with full transparency at every step.

Our Offerings

Mutual Funds

The structural foundation of a diversified portfolio. For your portfolio, this means: liquid, low-cost exposure across equity, debt, and hybrid strategies — acting as the stabilising layer while your PMS and AIF allocations compound over longer horizons.

Min. investment: ₹500.

Portfolio Management Services (PMS)

High-conviction, concentrated equity managed by SEBI-registered portfolio managers, with direct stock ownership in your demat account. For your portfolio: a bespoke equity sleeve, separate from mass-market mutual funds, with full transparency into every position.

Min. investment: ₹50 Lakhs.

Alternative Investment Funds (AIFs)

Institutional-grade private market strategies, typically unavailable through retail channels.

For your portfolio: access to private equity, private credit, and structured strategies that operate outside listed market volatility — with differentiated return potential over a 3–7 year horizon.

Min. investment: ₹1 Crore.

GIFT City Investments

Designed for NRI investors and globally mobile capital.

GIFT City operates as a special economic zone, enabling USD-denominated investing, 0% capital gains tax on securities transactions, and participation in India’s growth story within a regulated framework.

Min. investment: USD 1,50,000.

Unlisted Shares

Early-stage equity in companies before public listing.

For your portfolio: the ability to acquire a stake at pre-IPO valuations — historically a phase where significant compounding occurs before market pricing catches up. Illiquid, high-conviction positions suited to a 2–4 year horizon.

Min. investment: ₹1 Lakh.

Fixed Income Bonds

Structured debt instruments offering predictable income and capital protection across investment-grade and select high-yield profiles.

For your portfolio: a stable income layer generating 8–12% indicative yields that cushions volatility in your equity and alternatives sleeves.

Min. investment: ₹1 Lakh.

Why Choose Kalviro Ventures

In a market where distributors are incentivized to push volume, we operate on a different logic: present fewer opportunities, evaluate each one more rigorously, and align our interests with yours. Here is what that looks like in practice.

01.

Selective, Not Saturated

We work with 30+ managers across PMS, AIF, and Mutual Funds — but we do not present all of them to all investors. Each recommendation is matched to your capital profile, risk tolerance, and portfolio gaps.

02.

Manager Evaluation Before You See It

Before any strategy reaches our platform, it is reviewed for track record consistency (minimum 3 years), fee structure fairness, drawdown discipline, and manager alignment with investor capital.

03.

Institutional Access, Delivered to You

The strategies on our platform — including Category II AIFs, GIFT City vehicles, and pre-IPO equity — carry minimum investments of ₹50 Lakhs to ₹1 Crore. They are built for investors who are serious about building wealth beyond listed markets.

04.

Full Transparency, On Demand

Your dashboard gives you access to fund factsheets, performance data, portfolio-level attribution, and manager updates — in one place, updated regularly. No chasing relationship managers. No waiting for quarterly calls.

05.

Built for Investors Who Think in Decades

Our platform is designed for investors with a 5–10 year wealth-building horizon, not those looking to time the next market move. If your goal is to build and protect generational capital, this is the context in which we work best.

Explore Opportunities Matched to Your Portfolio

Tell us where you are. We'll show you where you could be.

Looking Ahead: Strengthening What Matters Most

We are expanding GIFT City capabilities for NRI investors seeking USD-denominated private credit and India-focused alternatives. We are deepening AIF coverage in private credit and real assets — two categories that have historically delivered equity-like returns with lower volatility.

A Platform Built for Long-Term Investors

If you are managing serious capital — whether as a resident HNI, a returning NRI, or a family managing multi-generational wealth — this platform was built with your allocation decisions in mind.

You will not find mass-market mutual fund noise here. What you will find: a focused set of high-conviction opportunities across PMS, AIF, and GIFT City structures, with the due diligence already done.

Begin Your Investment Journey

Are You an IFA, RIA, or Family Office? — Bring institutional-grade PMS, AIF, and GIFT City access to your clients without building the infrastructure yourself. We provide due diligence, factsheets, dashboard access, and co-distribution support.

Engage when you’re ready.

Partner with Kalviro Ventures for curated access to PMS, AIF & GIFT opportunities for your clients.