Alternative Investments PMS, SIF & AIF
Learn what's beyond stocks and mutual funds, and how to use it wisely in your portfolio.
WHY I BUILT THIS COURSE
Most people only know two ways to invest- stocks and mutual funds, or fixed deposits and gold jewellery. In between, there's a whole world- REITs, bonds, P2P lending, AIFs, that hardly anyone understands or even knows exists.
The bigger problem is that when people do hear about these, it's usually from someone selling them, not explaining them. I built this course to fix that- to give you an understanding in simple language of what these options actually are, what they're good for, and where they can go wrong, so you can decide for yourself if they belong in your portfolio.
Is This Course Right For You?
Find out if the SWP Masterclass is what you need right now.
THIS COURSE IS RIGHT FOR YOU IF...
- You only invest in stocks, mutual funds, or FDs and want to diversify further
- You've heard of REITs, AIFs, or P2P lending but don't really understand them
- You want to earn from real estate or infrastructure without buying property
- You want steady, non-market-linked income options for part of your money
- You want to build a well-rounded portfolio and know which alternatives are worth it
THIS COURSE IS NOT FOR YOU IF...
- You're already comfortably invested across REITs, bonds, and AIFs
- You're looking for high-risk, speculative bets promising quick returns
- You’re looking for stock market tips for quick gains.
6 SKILLS YOU WILL WALK AWAY WITH
Understand Alternative Investments
Understand what each alternative investment is, in plain terms.
Earn Real Estate Style Income
Earn real estate style income without buying or managing property.
Filter Useful Alternatives
Tell apart genuinely useful alternatives from risky, hyped-up options.
Allocate Your Capital
Decide how much of your money should go into alternatives.
Evaluate Risk Simply
Evaluate any new investment option using a simple risk checklist.
Build a Diversified Portfolio
Build a diversified portfolio that isn't fully tied to the stock market.
Included with Every Plan
Curriculum
Six comprehensive modules designed to master the world of Alternative Investments.
Understanding Alternative Investments
Get a solid grasp of what alternative investments are and why they are becoming essential for modern portfolios.
- What they are and how they differ from stocks/MFs
- Strategic portfolio allocation
Portfolio Management Services (PMS)
Deep dive into PMS structures and how they offer personalized investment solutions.
- Types: Discretionary, Non-Discretionary & Advisory
- Core Investment Strategies
Alternative Investment Funds (AIF)
Explore the complex world of AIFs, their categories, and the unique tax implications involved.
- AIF vs. Mutual Funds comparison
- Categories I, II, III and Strategies
- Taxation of AIF investments
Specialized Investment Funds (SIF)
Understand the nuances of SIFs and how they differ from traditional mutual funds.
- Mutual Funds vs. SIF comparison
- Popular Investment Strategies in SIF
Case Studies of SIF Investments
Real-world application of SIF strategies through detailed case studies.
- Long Short Fund analysis
- Equity Derivatives in practice
PMS Vs AIFs Vs SIF
The final verdict on which vehicle suits your investment goals and how to include them in your portfolio.
- Comparative analysis and verdict
- Portfolio inclusion strategies
Shubham Gupta
Shubham founded RupeeFlex to make investing simple and accessible for everyday Indian investors. He has helped over 970 investors understand mutual funds, SWP, and systematic investing. His teaching style is practical, jargon-free, and built for real-life financial decisions.
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Choose the Right Plan
One-time payment. One full year of access. Start learning today.
PMS, AIF & SIF
A complete course for investors who want to understand advanced investment vehicles and make informed portfolio decisions.
- 6 Core PMS,AIF &SIFs Modules
- 365-Day Access
- Community Access
RupeeFlex Membership
Full access to every course on the RupeeFlex platform, including all future releases.
- Member's Only Whatsapp Community
- Live Investing Roadmaps
- Access 12+ Investment Roadmaps
- New Courses Added Monthly
- All Calculators and Planner
- Exclusive Community Access
- Live Mutual Fund Market Connect Session
Choose the Right Plan for You
One Membership. Every Course. No Extra Purchases.
Unlock all 11 courses the moment you subscribe, plus every new course the day it launches.
SWP Course
5 modules covering everything about Systematic Withdrawal Plans, from basics to fund selection and tax-efficient withdrawal strategy.
Mutual Fund Masterclass
A complete beginner-to-intermediate guide on how mutual funds work, how to pick them, and how to track them.
Retirement with Mutual Funds
Build a retirement corpus using mutual funds, how much you need, which funds to pick, and how to make the money last.
ETF Investing
Understand exchange-traded funds from scratch, how they work, how they differ from index funds, and how to invest in them simply.
IPO Investing: Listing or Long Term?
Decode IPOs, how to evaluate them, whether to apply for listing gains or hold long term, and when to skip entirely.
Portfolio Management
Deep dive into asset allocation, rebalancing, and managing a multi-asset portfolio for long term wealth creation.
Investing Planners & Digital Tools
Downloadable and interactive planners, SWP planning worksheets, retirement corpus calculators, goal-based investment trackers, and more.
NRI Investing in India
A dedicated course for Non-Resident Indians, how to invest in Indian mutual funds, tax implications, repatriation rules, and NRE/NRO account setup.
Common Questions
Everything you need to know before you enroll.
Are alternative investments risky?
Some are, some aren't, it depends on the type. This course explains the real risk level of each option, not just the return being advertised.
Do I need a lot of money to start?
No. Options like REITs, ETFs, and Sovereign Gold Bonds can be started with small amounts. A few, like PMS and AIFs, do need a higher minimum, which the course clearly explains.
Are these investments regulated and safe?
Regulation varies by product. The course tells you clearly which alternatives are regulated by SEBI or RBI, and which ones carry more risk due to limited oversight.
Will this tell me exactly what to invest in?
No. It gives you a clear understanding of each option so you can decide what fits your goals and risk appetite, instead of following a tip.
I'm not from a finance background. Will I understand this?
Yes. Every concept is explained in simple, everyday language, with real examples, no jargon assumed.
Ready to Understand Alternative Investments?
PMS, AIF and SIF offer alternatives to traditional mutual funds. Before you consider them, understand how they work, what strategies they use, and what risks they carry. Compare your options, then decide if one fits your portfolio.
Understand PMS. Decode AIF. Explore SIF.