Strategy

Growth Strategies

Fiducrest’s growth strategy centers on providing alternative investment solutions via both commingled funds and SMAs under Category II AIFs. The firm enables investor access to real estate, private equity, and alternative credit. Leveraging deep sector expertise, robust governance, and innovative partnerships, Fiducrest maximizes investor returns. The dual product suite ensures alignment with diverse client needs. This positions Fiducrest as a dynamic, client-centric manager in India’s alternative investments space.

  1. Commingled Funds: Fiducrest’s flagship Category II AIF structures enable sophisticated investors to pool capital into professionally managed, diversified portfolios targeting private equity, real estate, and alternative credit. This commingling allows economies of scale, reduced costs, and access to curated, deal-flow-driven strategies otherwise unavailable to individual investors.
  2. SMA Option: For larger clients or institutions seeking bespoke outcomes, Fiducrest offers SMAs that provide direct ownership and full transparency over underlying assets—granting customization of sector allocation, risk profile, and reporting, in line with specific mandates.
  1. SMAs for Tailored Portfolios: SMAs allow Fiducrest to build portfolios directly aligned with client preferences, investment policy statements, and tax objectives. Investors benefit from direct asset ownership, customized reporting, and a say in security selection, liquidity management, and risk controls—unlike pooled vehicles which deliver a uniform experience.
  2. Integration with Commingled Vehicles: Completion funds and co-investment tranches can be layered within SMAs for enhanced diversification while maintaining investor-level customization, giving clients the scale and access of pooled funds with the flexibility of personalized accounts.
  1. Blended Participation: Institutional and large family office clients can participate across both commingled funds and SMAs, accessing exclusive direct co-investment opportunities alongside the primary fund. This structure offers tailored exposure to select deals on preferential terms, helping optimize risk-return for each profile.
  1. Institutional Best Practices: All Category II vehicles—commingled or SMA—benefit from the same rigorous governance, transparent quarterly and annual reporting, and valuations by independent auditors. This ensures regulatory compliance, transparency, and investor confidence
Scroll to Top