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InvestmentAdvisoryServices

Parami is a SEBI-registered corporate investment advisor (RIA) offering financial planning and advisory services across investments – MFs, PMS, AIFs, structured products, direct equity, corporate fixed deposits, primary and secondary market debt instruments, etc. With our experience and research capabilities (quantitative and qualitative tools), we have articulated processes that will help you identify fund houses, fund managers, and themes that are likely to offer superior risk-adjusted returns across cycles. While PARAMI offers execution services through its platform, an investor can choose to execute the transactions on its own, with an existing/another service provider under the Advisory Agreement with PARAMI

Investment Advisory Services

Mutual Funds

Mutual funds are one of the most popular instruments within managed funds. It is very easy to access, simple to invest in, cost-efficient, and one can participate in small amounts.

Investment Advisory Services

Portfolio Management Services (PMS)

Portfolio Management Services (PMS) is an investment portfolio in stocks, fixed income, debt, cash, structured products, etc. managed by a professional money manager that can potentially be tailored to meet specific investment objectives and is a preferred investment option for large investors. While the minimum ticket size stipulated by SEBI is Rs. 5 million, a fund house can choose to have a larger threshold. The investments are held individually on a non-pooled basis.

Investment Advisory Services

Alternative Investment Fund (AIF)

An Alternative Investment Fund (AIF) is a privately pooled investment avenue that collects funds from large investors to invest across asset classes as per the stated objective of the fund. This investment vehicle is ideal for UHNIs and HNIs, institutions, and corporate customers looking to diversify their portfolios and gain superior risk-adjusted returns. These AIFs offer the opportunity to invest in listed and unlisted equities, long-short, start-ups, real estate, and debt securities through various strategies and investment formats. While the minimum ticket size stipulated by SEBI is Rs 10 million, a fund house can choose to have a larger threshold.

Investment Advisory Services

Structured Product

These are products for nuanced investors that are structured with multiple instruments to achieve different objectives. They are mostly hybrid investment instruments, which are used to improve the return on a fixed income or equity instrument while reducing the risk of the product using a derivative instrument.

Investment Advisory Services

Direct Equity Advisory

We offer direct equity services to construct a strategic and tactical equity portfolio for medium to long-term horizons. We help you create Bespoke portfolios with differentiated risks and return potential.

Investment Advisory Services

Fixed Income Advisory

We advise on corporate fixed deposits, sovereign gold bonds, primary and secondary market debt instruments like tax-free bonds, non-convertible debentures (NCD), market-linked debentures (MLD), RBI taxable bonds, etc.