The minimum investment is ₹1 Cr, but accredited investors get a special pass—your entry drops to ₹25L. You will be guided through the accreditation process. It’s your chance to tap into high-growth opportunities.
Note: PAN and Demat is mandatory
You'll get access to a dedicated dashboard where you can easily track your fund investments—see how much you've invested, the units you hold, portfolio updates and any changes to your investment value. Regular investor updates keep you informed on performance across all your holdings.
To get accredited in India, you need an annual income of ₹2 crore or a net worth of ₹7.5 crore, or a mix of ₹1 crore income and ₹5 crore net worth. For body corporates, the net worth should be over ₹50 crore. Institutions qualify based on assets.. Once your paperwork’s in order, submit it digitally via the platform, and you’re good to go!
Of course. The process is seamless, fully digital, and managed by our team, with integration from CDSL. Once accredited, you'll complete a quick Risk Profiling Check and KYC, and you're all set.
Think of this Category II AIF as a carefully curated pool of pre-identified companies, where the Investment Manager has already done institutional-grade due diligence and strategically selected investments across various sectors. This provides a broader, diversified portfolio while maintaining a clear direction for your capital. In contrast, Category I Angel Funds offer more control, focusing on specific investments that are already on the table.
Review the fund details above and indicate your interest in the specific funds that align with your investment goals. Our team will reach out to you with comprehensive information about the fund terms, investment process, and next steps. We'll guide you through the entire onboarding process, from initial documentation to final investment execution.
Fund fees typically include three components: setup fees (one-time), management fees (annual), and performance fees (carry). Some funds charge carry with hurdle rates and catch-up provisions, while others don't. Fee structures vary significantly between fund types and investment amounts—larger investments generally get better fee terms. Check out individual fund details for specific fee schedules, as each fund has its own structure.
Under the (Indian) Income-tax Act, 1961, CAT II AIFs have been accorded tax pass-through status in respect of all incomes (except business income), i.e., investors are subject to tax in the same nature and same proportion as if they had directly invested in the portfolio companies.
Accordingly, no tax is withheld on the income received by the Fund from the portfolio companies.
There is a 10% withholding tax at the time of the Fund making payments to resident investors and at ‘rates in force’ for non-resident investors, which the investors can claim credit for while filing their tax returns.
Notably, the Union Budget 2024 has reduced the tax rate on fund investments from 20% to 12.5%, making startup investments even more rewarding.