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GREEN PORTFOLIO

Alternative Investment Funds (AIF) in India A simple, investor-friendly guide to understanding AIFs and how Green Portfolio brings this opportunity to you.

SEBI-Regulated • Category III AIF • For Sophisti cated Investors


THE BASICS

What is an AIF? In Simple Words

SEBI Regulated Registered & governed by SEBI norms

An Alternative Investment Fund (AIF) is a privately pooled fund. It collects money from investors and invests it in assets beyond regular stocks, bonds and mutual funds.

Privately Pooled Not open to the general public

In India, AIFs are regulated by SEBI and are meant for investors who want access to unique, professionally managed opportunities.

For Sophisticated Investors HNIs & institutions, not retail-first

AIF = a regulated route to invest beyond traditional markets.

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STRUCTURE

Types of AIFs

Category I

Category II

Category III

Invests in start-ups, SMEs, social ventures

Includes private equity and debt funds.

Uses diverse and flexible strategies across

and infrastructure — segments SEBI sees

Cannot use leverage, except for routine,

listed and unlisted securities to pursue

as good for the economy.

day-to-day needs.

long-term growth.

Venture Capital · Infrastructure · SME Funds

Private Equity · Debt Funds

Listed + Unlisted Equity Strategies

Green Portfolio's AIF operates under Category III.

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A CLOSER LOOK

Category III AIF Key Features Meaning A Category III AIF invests in both listed and unlisted securities, using flexible strategies to pursue long-term capital growth.

Strategy

Flexible structure Open-ended or close-ended, as per the fund

Min. investment ₹1 crore As mandated by SEBI for AIF investors

Fund-level taxation

Funds may be long-only or long-short, and open-ended or close-

Tax is applied at the fund, not per investor

ended. Some employ leverage; a long-only approach avoids this, focusing purely on ownership.

Listed + unlisted mix Blends public markets with private opportunities

Green Portfolio's India Infinite Fund is an open-ended, long-only Category III AIF.

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THE OPPORTUNITY

Why Invest in AIFs?

Diversification

Private Opportunities

Professional Management

Go beyond stocks, bonds and mutual funds into new asset types.

Access pre-IPO deals and unlisted companies not open to everyone.

Backed by dedicated research and an experienced fund manager.

Niche, High-Growth Sectors

Built for Sophisticated Investors

Long-Term Orientation

Exposure to focused themes chosen with a long-term lens.

Strategies designed for investors seeking more than the ordinary.

Focused on where a business is headed, not daily price noise.

AIF returns are market-linked and not guaranteed.

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ELIGIBILITY

Who Can Invest? Who Typically Invests

Where AIF Sits on the Investment Ladder

High Net-worth Individuals (HNIs) ₹100.0L

Family offices & institutional investors Accredited investors, per SEBI norms ₹50.0L

Investors who complete KYC & onboarding

₹1 Crore+

Minimum investment required for a Category III AIF, as per SEBI norms.

₹0.1L

Smallcases

Figures reflect typical entry points across Green Portfolio's offerings, not AIF returns.

PMS

AIF

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REA D B E FOR E YO U IN VEST

Risks & Things to Consider

Market Risk

Liquidity Risk

Fees & Charges

Due Diligence

Value of investments can go up or down with market conditions.

Units are usually locked in for a minimum period before redemption.

Management and performance fees apply, and vary by fund.

Review the fund manager, strategy and documents carefully.

AIFs do not guarantee returns. Investments are subject to market risk — please read all fund documents carefully before investing.

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OUR OFFERING

Green Portfolio AIF — India Infinite Fund A Category III, open-ended AIF that extends Green Portfolio's equity research beyond listed markets into high-conviction private opportunities. Portfolio Mix

The Infinite Filter — Our Selection Process Qualitative Excellence Promoter integrity, strong audits, clear succession planning.

Manufacturing-oriented, sector agnostic — aligned to India's growth story.

30%

Quantitative Rigor High promoter holding, low debt, strong margins & returns.

70%

Listed Equities

Unlisted / Pre-IPO

1-year lock-in, then redeem anytime — open-ended structure.

Future Potential Clear earnings growth visibility and defensible business moats.

Approx. allocation focus, as per fund strategy

Backed by 6+ years of listed-equity research experience.

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K E Y TA K E A W AY

AIFs open the door to opportunities beyond public markets. For investors who want more than the ordinary, Green Portfolio's Category III AIF combines researchdriven selection with access to India's private growth stories.

Explore AIF Opportunities with Green Portfolio

greenportfolio.co/aif

+91 80458 88843

SEBI Registration No. IN/AIF3/25-26/1774. Registration by SEBI does not guarantee performance or assure returns.

info@greenportfolio.co


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