Does SoHo Wealth recommend one product for every investor?

No. Product selection should follow goals, liquidity, risk capacity, existing exposure and eligibility. A product can be well managed and still be unsuitable for a particular portfolio.

Can mutual funds, SIF, PMS and AIF be used together?

They can, but only when each allocation has a distinct portfolio role. Combining products without checking underlying exposure can create duplication, hidden concentration and unnecessary complexity.

Are the minimum investment amounts the amount SoHo recommends investing?

No. Regulatory or product minimums only determine access. A suitable position size depends on your total liquid wealth, goals, risk capacity and the product’s liquidity and concentration.

Does SoHo Wealth provide tax or legal advice on these products?

No. SoHo Wealth provides investment distribution and portfolio coordination within its disclosed scope. Tax, legal and accounting decisions remain with the appropriate licensed professionals.

What can I invest in?

Investment products should have a job—not merely a place in your portfolio.

Compare mutual funds, PMS, SIF, AIF, pre-IPO and global investing by the role they can play, the capital they require and the risks they introduce.

Review My Current Portfolio Compare the Product Roles

Six different portfolio jobs

Start with the purpose. Then evaluate the product.

Access thresholds do not establish suitability. The right comparison begins with portfolio role, liquidity, time horizon, concentration and what you already own.

Scheme-dependent

Mutual Funds

Core, diversified building blocks for long-term goals, liquidity and disciplined investing.

Often considered by: Investors building or simplifying the core of a portfolio.
Review carefully: Category overlap, portfolio duplication, cost and allocation drift.

Explore Mutual Funds

₹50 lakh minimum

Portfolio Management Services

Concentrated, professionally managed securities held directly in the investor’s name.

Often considered by: Eligible investors who can tolerate manager and concentration risk.
Review carefully: Strategy fit, drawdowns, fees, churn, benchmark choice and manager consistency.

Explore Portfolio Management Services

₹10 lakh minimum

Specialized Investment Funds

Flexible regulated strategies positioned between conventional mutual funds and PMS.

Often considered by: Experienced investors seeking a measured satellite allocation.
Review carefully: Strategy complexity, derivatives exposure, risk limits and portfolio overlap.

Explore Specialized Investment Funds

₹1 crore minimum

Alternative Investment Funds

Private-market, credit, venture, real-asset or sophisticated public-market strategies.

Often considered by: Eligible investors with long horizons and sufficient liquid wealth elsewhere.
Review carefully: Illiquidity, capital calls, valuation, fees, manager access and vintage risk.

Explore Alternative Investment Funds

Deal-specific

Pre-IPO Opportunities

Selective exposure to private companies before a potential public listing or liquidity event.

Often considered by: Qualified investors who can accept uncertain timelines and limited liquidity.
Review carefully: Issuer quality, valuation, transfer restrictions, exit uncertainty and position size.

Explore Pre-IPO Opportunities

Route-dependent

Global Investing

Geographic and currency diversification through permitted international investment routes.

Often considered by: Indian residents and families with a clear reason for overseas exposure.
Review carefully: LRS, product domicile, currency risk, foreign-asset reporting and tax coordination.

Explore Global Investing

The decision order

Product comparison comes after portfolio diagnosis.

We first map the balance sheet, goals, liquidity and current exposure. Only then does it become useful to compare managers, strategies or product structures.

Portfolio role

Growth, stability, liquidity or diversification.

Risk capacity

The loss and illiquidity the plan can actually absorb.

Position size

A minimum ticket is not a recommended allocation.

Implementation fit

Access, cost, documentation and ongoing review.

Bring the portfolio you already have.

We will help you identify duplication, concentration and the decisions that deserve priority before adding another product.

Book a Portfolio Review

Investment Product FAQs