AIF means any Indian investment vehicle that collects funds from sophisticated investors, whether Indian or foreign, for investing in accordance with a defined investment policy.
Alternate Investment Funds are regulated by the Securities and Exchange Board of India (SEBI). However, AIF Funds are not subject to SEBI’s (Mutual Funds) Regulations, 1996, SEBI’s (Collective Investment Schemes) Regulations, 1999, or any other fund management regulations.
AIF investment strategies are tailored to suit the needs of high-net-worth individuals, family offices, and institutional investors. SEBI AIFs offer a more comprehensive range of investment opportunities and alternative asset management methods. AIF Funds invest in assets that are not typically available through traditional investments, and they can be structured as trusts, limited liability partnerships (LLPs), or companies.
Fund Size
INR4420Cr
Tenure
9 Years
Assurance Return
10% per annum
Welcome to Osan Grows world, Our company envisions an ambitious expansion plan, aiming to establish a significant presence by launching multiple sectors (Supermarket, Pharmacy, Jewellery, Restaurant, Stock Brokerage Service, Giga Fibernet, IT staffing and project services & E-Commerce) across India spanning in various regions and by 2029 to 2030. If you're looking to embark on a rewarding entrepreneurial journey, you've come to the right place.
Sectors
Invested Members
Profit Range
Guaranteed Return
India's Retail Landscape: A Promising Future
India's retail industry is poised for exceptional growth, projected at 9% from US$ 779 billion in 2019 to over US$ 1.8 trillion by 2030. With offline retailers expecting substantial growth and e-commerce set to soar to US$ 120-140 billion by FY26, the landscape presents vast opportunities. The direct selling industry at US$ 2.14 billion by 2021 and projections of 500 million online shoppers by 2030 reflect the expanding digital economy. India's dynamic market, evolving logistics, and remarkable digital transactions reaching US$ 300 billion highlight its promising future.
Pharma Opportunity in India: A Growing Market
India's pharmacy industry is set to reach US$ 130 billion by 2030, being the largest global supplier of generic medications. The domestic market is projected to grow 3x in the next decade, reaching US$ 65 billion by 2024 and an estimated US$ 120-130 billion by 2030. The Ayurveda sector is flourishing, reaching US$ 4.4 billion by 2018 end, with a 16% CAGR expected until 2025. Prime Minister Narendra Modi's initiatives and WHO's Global Centre of Traditional Medicine highlight India's commitment to health and wellness.
India's Thriving Jewellery Market
India's Jewellery Market surged to US$ 37.25 billion in 2022. Predicted growth at 21.35% CAGR till 2029, reaching US$ 144.37 billion. This industry contributes ~7.5% to India's GDP and 14% to export. Expected to employ ~8.23 million by 2022. MMR report states an 18.46% CAGR in the last five years. Consumer preferences shifted towards light-weight and fusion jewellery, reducing the average ticket size by over 19% in 5 years, while the industry's volume nearly doubled. Manufacturers now blend machine-made with handcrafted pieces to cater to evolving consumer preferences.
India's Restaurant Industry: Resilience Opportunities Unveiled
India's foodservice market is on a significant growth trajectory, poised to reach USD 125.06 billion by 2029 from USD 77.54 billion in 2024, reflecting a robust CAGR of 10.03%. Full-service restaurants hold the largest market share by food service type, commanding 42.90% in 2022. Similarly, Independent Outlets dominate by outlet type, capturing a substantial 65.59% share in the same year. Notably, Cloud Kitchen emerges as the fastest-growing segment, with a projected CAGR of 16.67% from 2023 to 2029.
Unlocking Opportunities: India's Evolving Stock Brokerage Landscape
The India stock brokerage market anticipates growth from USD 3.65 billion in 2023 to USD 5.33 billion by 2028 (CAGR 7.89%). Despite a decline in equity derivative registrations, the S&P BSE index showed steady improvement post-COVID.The surge in retail security buyers resulted in a 35% account growth rate. The National Security Deposit Limited reported a 54% growth in Demat account openings, observing a rise in retail investors seeking profits. Corporate actions saw a 12% rise, indicating increased stock purchases and business for securities brokers.
Evolving Giga Fibernet: India's Booming Market for Communication
Join the Lucrative Fiber Optic Market Boom with Osan's . Valued at USD 11.63 billion in 2023 and projected to hit USD 18.10 billion by 2028, this industry shows a robust 9.24% CAGR. In India, the optical fiber market, valued at $461.6 million in 2018, is estimated to soar to $1.66 billion by 2026, indicating a significant 17.2% CAGR. Applications span telecom, utility, military, sensors, lighting, and more. With the Optical Fiber Accessories Market set to grow at a CAGR of 11.7%, it's an opportune moment to invest and grow with us at Osan.
Unveiling India's E-commerce Evolution: A Billion-Dollar Growth
The Indian online market is set to reach US$ 26.93 billion by 2027, growing at a robust CAGR of 33%. India's digital economy is projected to hit US$ 1 trillion by 2030, thriving on e-commerce and edtech services. The e-commerce sector is on a trajectory to reach US$ 163 billion by 2026, with FY23 GMV at US$ 60 billion, escalating 22% YoY. B2B online marketplace forecasts a US$ 200 billion opportunity by 2030. India's online retail market is anticipated to soar to US$ 325 billion by 2030 from US$ 70 billion in 2022, chiefly driven by e-commerce expansion in tier-2 and tier-3 cities. B2C E-commerce is projected to grow at a steady CAGR of 8.68% during 2023-27, with e-B2B market expected to hit US$ 100 billion by 2030, as per Redseer and Grant Thornton reports.
IT Staffing & Project Services
The India staffing and recruitment market was valued at US$ 18.06 billion in 2022 and is projected to reach US$ 48.53 billion by 2030; it is expected to grow at a CAGR of 13.2% from 2022 to 2030.
Those who want to invest in alternate investments must provide proof of income, PAN card and ID proof. As per Securities and Exchange Board of India (SEBI) regulations, only certain categories of AIF investors can invest in AIFs.
Qualified Institutional Buyers (QIBs)
QIBs are institutional investors deemed to have the expertise and financial resources to invest in AIFs. Examples of QIBs include banks, mutual funds, insurance companies, and foreign portfolio investors.
High Net worth Individuals (HNIs)
HNIs are individuals with a net worth of at least Rs. 2 crores or an annual income of at least Rs. 1 crore. They can invest in AIFs individually or through an investment vehicle such as a family trust.
Family Offices
Family offices are investment vehicles that manage the wealth of high-networth families. They can invest in AIFs on behalf of their clients.
Employees and Directors of the AIF
Employees and directors of the category of AIF and their family members can invest in the fund.
AIF fund's significance in financial markets is essential for creating a portfolio, allowing investors to participate, secure their future, and achieve remarkable financial freedom.
It is a lucrative market that has seen substantial growth in recent years due to evolving regulations. Regulatory changes have made establishing and operating AIFs easier, encouraging more investors to enter the market. Additionally, the growth in AIF is driven by the need to diversify risk across multiple asset classes.
AIF allow investors to diversify their portfolios by pooling funds from various sources and investing in multiple growth sectors.
High-net-worth individuals and institutional investors both benefit from parking their funds in AIFs. Accessibility and liquidity allow investors to investing in multiple growth sectors, which generate income and, in turn, increase their capital.
Parameter |
Alternative Funds |
Traditional Investments |
---|---|---|
Minimum Requirement | High, typically suited for high-networth individuals and institutions | Vries, often accessible to retail investors |
Risk Profile | The risk can be higher due to exposure to alternative asset funds like real estate | Generally lower risk, based on asset classes |
Returns | Highly volatile but provides higher returns | Generally more stable, moderate returns |
Transparency | It may offer limited transparency depending on the AIF | High transparency and easy access to information |
Entry/Exit Restrictions | Often have restrictions on entry and exit | Usually more flexible in terms of entry and exit |
Accessibility | Accessible for accredited investors | Accessible to a broader range of investors |
We have highlighted the potential of AIF investment as it is an attractive investment option. At Osan Grows Ltd, we ensure the portfolio stays robust and optimizes the risk-return ratio. Our goal is to meet the needs of investors of varying risk profiles
Risk Mitigation: A well-thought-out investment strategy safeguards investments to meet investors' long-term financial goals. It is achieved through due diligence, active management, and diversification.
Passive Income: Consistent cash flow can be a valuable source of passive income, helping investors achieve financial goals and success.
Balanced Approach: The core strategy is to ensure growth and offer stability in the long run. The aim is to align the investor's long-term goals and vision for optimal portfolio performance.
Diversification of Portfolio: AIFs invest in various assets, including real estate, private equity, commodities, and distressed assets. Alternative investments can help investors in portfolio diversification and reduce exposure to market volatility.
Potential for High Returns: Alternate Investment Funds India typically invest in high-risk, high-reward opportunities that can generate attractive returns. Some AIFs have the potential to generate higher returns than traditional investments such as stocks and bonds.
Access to Specialized Investment Opportunities: AIFs can provide access to specialized investment opportunities that are unavailable to retail investors. For example, AIFs that invest in start-ups and early-stage companies can provide exposure to innovative ideas and disruptive technologies.
Hedge against Inflation: Some Alternate Investment Funds invest in assets such as commodities and real estate, which have historically performed well in inflationary environments. Investing in AIF's in India can hedge against inflation and help preserve the value of your investments.
By employing these tactics, AIF funds aim to give investors stable income, capital appreciation, and significant rewards that can help investors realize their portfolio's full potential.
An Alternate Investment Fund (AIF) may raise funds from any sophisticated investor, whether Indian, foreign or non-resident Indians. However, Alternate Investment Fund (AIF) cannot raise unlimited funds from investors. The Securities and Exchange Board of India (SEBI) has prescribed certain rules and regulations regarding the amount of funds an AIF in India can raise from investors.
Therefore, for Category 1 AIF, Category 2 AIF, and Category 3 AIF, the AIF minimum investment, amount for an investor is 1 crore. However, for angel investors, the minimum investment is INR 25 lakhs.
The Category I AIF
Venture Capital Funds: Venture capital funds invest in start-up companies with high growth potential.
SME Funds: These funds invest in small and medium-sized enterprises with a proven profitability and growth track record.
Social Venture Funds: Cat 1 AIFs invest in social enterprises that aim to positively impact on society or the environment while generating financial returns.
Infrastructure Funds: Infrastructure funds invest in infrastructure projects such as airports, highways, and power plants.
The Category II AIF
Real Estate Funds: Real estate funds invest in properties and generate returns through rental income, capital appreciation, or both.
Private Equity Funds: Private equity funds invest in private companies and provide capital to help them grow and expand.
Debt Funds: Debt funds invest in debt securities such as bonds, debentures, and other fixed-income instruments.
The Category III AIF
Hedge Funds: Hedge funds are AIFs that employ various investment strategies, such as short selling and leverage, to generate returns for investors.
Commodity Funds: Commodity funds invest in physical commodities such as gold, silver, and oil, as well as commodity futures and options.
Private Investment in Public Equity (PIPE): In this case, the fund managers buy shares at a discount. PIPE helps small-medium-sized companies to fund their projects with ease.
AIF Funds must comply with the SEBI Regulations (Alternate Investment Funds) rules, 2012. In India, AIFs are subject to regulations from the market regulator on registration, compliance, and ongoing reporting.
AIF Manager Oversight
AIF managers are regulated entities.
Licensing and reporting obligations.
Investor Eligibility
AIFs are typically for professional/sophisticated investors.
Income/net worth thresholds often apply.
Disclosure and Transparency
Regular reporting to investors is required.
Information on performance and portfolio holdings.
Risk Management
AIF Funds managers establish risk controls.
Protecting investor interests through risk mitigation.
Valuation and Pricing
Guidelines for accurate asset valuation.
Preventing conflicts of interest and fraud.
Marketing and Distribution
Regulations on how AIFs can be marketed.
Mandatory disclosure in marketing materials.
Regulatory Reporting
AIF managers’ report to regulatory authorities.
Ensures compliance and allows regulatory oversight.
Risk Mitigation: Compliance reduces the likelihood of losses.
Transparency: Regulatory compliance ensures accurate information.
Investor Protection: Compliance safeguards investor interests.
Reputational Impact: Compliance upholds trust and reputation.
Informed Decisions: Compliance aids in making sound investment choices.
Legal Consequences: Non-compliance can lead to legal actions.
Research about AIF investments and their various categories. Familiarize yourself with the different types of investment and their characteristics.
Determine your investing goals, risk tolerance, and timeline. Aligning your goals with the correct AIF category is crucial because AIF risk and return will vary widely.
SEBI sets qualifying requirements. AIFs usually accept high-net-worth individuals and institutional investors.
Research and choose an AIF that matches your investing goals. Consider the fund's performance, management competence, and portfolio assets.
Examine the fund's performance, fees, and investing approach. Request and study the fund's offering documents, including the PPM.
Complete KYC and send paperwork to the AIF and fund management. This contains ID, address, and financial statements.
Your AIF investment amount must meet the fund's minimal criteria.
Complete the AIF subscription form and send money. This usually entails depositing the money into the fund's bank account.
Review fund manager statements and reports to track your AIF investment. Track the fund's performance and investing plan changes.
Learn about AIF exit possibilities. AIFs have lock-in periods and exit limitations, so expect liquidity issues.
If you have questions regarding AIF investing, talk to a financial advisor or investment expert.
Diversify your risk by investing in many asset classes.
Monitor legislation, market conditions, and AIF investment performance. Review your investing plan often to ensure it meets your financial goals.