Alternate Investment Funds & Structured Products
Anything alternate to traditional form of investments (Mutual funds, PMS etc) gets categorized as alternative investments and falls under Alternative investment fund category. The definition of AIFs includes Venture Capital Fund, hedge funds, private equity funds, commodity funds, Debt Funds, infrastructure funds, etc. AIFs offer excellent opportunity for large institutional investors, high net worth individuals and corporates looking for High Risk-High Return investment proposition.
Tata Capital has a collection of AIFs that gives the investor an opportunity to invest beyond the traditional form of investments.
|AIF Name||Category||Prime Highlight of the Fund|
|Indiabulls High Yield Fund||AIF Category II Structured Debt Portfolio||A 4 year fund (extendable by 1 year) with High quality of collateral - mortgage of physical assets (2x of the NCD subscribed by the fund)with a High Group commitment, i.e. Sponsor commitment being 10% of the Fund.|
|Milestone Commercial Advantage Fund||AIF Category II Rental Yield Fund in Commercial Office Space||The only product where the rental yield is incremental year on year, not pegged to any treasury rates hence not affected by falling interest rate, rental yield higher than most of the debt products available for investments and are backed / secured by physical stable property owned directly by the investor.|
Structured Products are specific risk reward instruments created for Ultra HNI customers. The products are pre-packaged investment strategies based on derivatives such as equities, interest rates, currencies, commodities, etc. The value of the products depend on the value of the underlying stocks or indices. Tata Capital has a collection of plans that have been smartly designed to complement traditional investment alternatives.
The various strategies that we have worked on are:
1. Bull Market Strategy - providing higher participation in equity markets
2. Flat market strategy - to generate returns in range bound markets
3. Conservative strategy - targeting higher yield with measured participation in equity markets