PMS vs AIFUnderstanding the Difference

In a PMS you own the stocks in your own demat account. In an AIF you own units of the fund.

Comparison

Simple Comparison

PMS compared with AIF, point by point
PMSAIF
Investor directly holds securities
Investor receives units of the fund
Portfolio managed for the client
Money is pooled into a fund
Individual portfolio
Fund structure
PMS strategies
Flyingbee Investment Fund
Direct demat holding
Fund-level investment structure
Explanation

Simple Explanation

PMS

The investor’s portfolio is managed according to the agreed investment mandate.

AIF

Investors contribute to a pooled fund structure that is managed according to the fund’s approved strategy and documents.

For clients

Client Login

Sign in to see your statements and documents. Moneybee sets up each account.

Enquiry

Get Started

Questions about Moneybee, the PMS or the AIF. Choose the topic on the form and the team gets back to you.

Write to us
Product related queries
marketingaif@moneybee.in
Investor grievance
grievanceaif@moneybee.in
Visit us

Moneybee Securities Pvt Ltd
303, Tower A, Peninsula Business Park,
G. K. Marg, Lower Parel (W), Mumbai 400 013

022 4030 2080+91 98672 90143

Mumbai--:-- IST

Portfolio Management Services INP000001959Alternative Investment Fund IN/AIF3/24-25/1709

Investments in securities are subject to market risk, including the loss of principal. Read all related documents carefully before investing. Registration with SEBI does not imply approval or endorsement of the portfolio manager by the Board. Past performance is not indicative of future results.

Returns over 1 year period are calculated using a Time Weighted Rate of Return (TWRR) method, returns are adjusted for inflows/ outflows and are after expenses as of 31 July 2026. Please note that the performance of an individual portfolio may vary from that of other investors and that generated by the Investment Approach across all investors because of timing of inflows and outflows of funds or difference in the portfolio composition because of restrictions and other constraints. Performance-related information provided herein is not verified by the regulator.