What is Ionic Exclusives?

Ionic Exclusives is a curated marketplace for HNI investors offering access to PMS (Portfolio Management Services), AIF (Alternative Investment Funds), Specialized Investment Funds (SIFs), pre-IPO opportunities, unlisted shares, and bonds — all on a SEBI-registered platform.

What is the minimum investment for Ionic Exclusives?

Minimum investment amounts vary by product: PMS starts at ₹50 lakh, AIF at ₹1 crore, and Specialized Investment Funds (SIFs) are accessible from ₹10 lakh. SEBI-accredited investors can access PMS and AIF at significantly lower ticket sizes starting from ₹1 lakh.

What are Specialized Investment Funds (SIFs)?

Specialized Investment Funds (SIFs) are a new SEBI-regulated investment category designed for sophisticated investors. They offer strategies like long-short equity, inverse ETFs, and dynamic asset allocation, with a minimum investment of ₹10 lakh (₹1 lakh for accredited investors).

How is PMS different from mutual funds on Ionic Exclusives?

Unlike mutual funds, PMS on Ionic Exclusives provides direct ownership of securities, highly personalized portfolio construction, transparency into every holding, and active management by professional fund managers — all tailored to your specific financial goals.

Can I invest in unlisted shares and pre-IPO deals through Ionic Exclusives?

Yes, Ionic Exclusives provides curated access to pre-IPO and unlisted investment opportunities. These are carefully screened deals offering potential for high returns before companies list on public markets, available exclusively to Ionic Wealth clients.

PMS, AIF, SIF & Unlisted Investments for HNIs

CompanyLearn more about Ionic Wealth

Our ApproachUnderstand the framework behind our investment decisions

ExclusivesAccess curated SIFs, PMS, AIFs, bonds, and unlisted equity opportunities

Mutual FundsExplore mutual funds across asset classes

Portfolio StreamlinerFind out how healthy is your portfolio

RSU PlanningDiversify beyond employer stock holdings

Become Accredited InvestorUnlock access to exclusive accredited investments

Know your FIRE NumberCalculate your path to financial independence

Buy vs Rent CalculatorCompare the true cost of buying vs renting

Know your USD ExposureFind what % of your spending is Dollar-linked

Blog

sebi approved new asset class

Specialized
Investment Funds

NowLIVEon Ionic Wealth

Market timing adds stress.
Smart allocation builds wealth.

Let

Allocate handle the shifts — so you don’t have to.

sebi approved new asset class

Specialized
Investment Funds

NowLIVEon Ionic Wealth

Portfolio Management Services (PMS)

Expert managed portfolios for all your financial needs.

Invest in this PMS starting ₹25L ₹50L

ALCHEMY

Smart Alpha 250

Most Bought

Quant-Driven Portfolio using 500+ signals
Optimizing Quality, Growth, and Price

Disciplined Business-first investing
Smart growth. High margin of safety

Systematic data driven approach
ML techniques for optimisation

Invest in this PMS starting ₹10L ₹50L

IONIC

allocate

Auto pilot portfolio basis asset allocation
Equity, Fixed income and Alternates

PMS

Stocks Basket by

Handpicked stocks, bundled into a single basket
with dynamic rebalancing

AOISPL is a SEBI-registered research analyst that operates its research division under the brand name "Ionic Research" with SEBI registration no. INH000020305. For detailed disclaimer, click here

Specialized Investment Funds (SIFs)

Add long-short strategies to your portfolio.Know more

Accredited investors can invest from ₹1 lakh

QSIF Equity Long - Short Fund

By QUANT MUTUAL FUND

New

Flexicap portfolio with strategic 25% shorting
Balances long-term growth with active downside risk mitigation

Min. Investment

₹10L

Accredited investors can invest from ₹1 lakh

Altiva Hybrid Long - Short Fund

By EDELWEISS MUTUAL FUND

For risk averse and absolute return seekers
Captial stability over 2 - 3 year

Min. Investment

₹10L

Accredited investors can invest from ₹1 lakh

Magnus Hybrid Long - Short Fund

By SBI MUTUAL FUND

For multi asset investors with better volatility controls
Mix of equity, fixed income and arbitrage

Min. Investment

₹10L

Accredited investors can invest from ₹1 lakh

Diviniti Equity Long Short Fund

By ITI MUTUAL FUND

For investors aiming for asymmetric return across market cycles
Dynamically manages long and short positions in equities and derivatives (Upto 25% shorts)

Min. Investment

₹10L

Accredited investors can invest from ₹1 lakh

Altiva Equity Ex-Top 100 Long-Short Fund

By EDELWEISS MUTUAL FUND

Concentrated portfolio of 35-45 stocks with a flexicap approach across SMIDs
Aiming for midcap plus returns with up to 25% tactical short derivative exposure

Min. Investment

₹10L

Accredited investors can invest from ₹1 lakh

Sapphire Equity Long-Short SIF

BY FRANKLIN TEMPLETON MUTUAL FUND