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Who we are
About EZY Invest
Your Global Edge
At EZY Invest, we believe that institutional-grade investment opportunities should not be a privilege reserved for the ultra-wealthy alone.
We exist to bridge that gap bringing the same rigor, access, and sophistication that family offices and sovereign funds enjoy to discerning high-net-worth individuals across India and beyond...
TRUSTED PARTNERS & FUND HOUSES
What we do
Our Core Services
Access institutional-grade investment products previously available only to ultra-wealthy investors and family offices.
Alternative Investment Funds
Access private credit, venture capital, and hedge fund strategies through SEBI-regulated AIF structures.
- Private Credit & Structured Debt
- Early-Stage Venture Capital
- Long-Short Hedge Strategies
Portfolio Management Services
Personalized, directly-held equity portfolios crafted by top-tier fund managers with proven track records.
- Private Credit & Structured Debt
- Early-Stage Venture Capital
- Long-Short Hedge Strategies
Global & GIFT City Funds
Dollar-denominated, tax-efficient fund structures accessible from GIFT City—India's global financial hub.
- Private Credit & Structured Debt
- Early-Stage Venture Capital
- Long-Short Hedge Strategies
Our Differentiator
The EZY Invest
Selection Framework
We don't distribute every fund in the market. Every product on our shelf goes through a rigorous 3-step due-diligence process.
Key Evaluation Pillars
- Manager tenure and AUM concentration
- Underlying asset quality and liquidity assessment
- Historical risk management in volatile markets
- Fee structure transparency and alignment of interest
Quantitative Screening
We analyze risk-adjusted returns, ratios, maximum drawdowns, and consistency of any fund that enters our review pipeline.
Ongoing Monitoring & Red-Flag Alerts
Post-inclusion, funds are continuously monitored. Any deviation triggers a client alert and potential removal from our shelf.
Manager Style & Philosophy Review
Deep interviews with fund managers to validate that stated investment philosophy matches actual portfolio behavior.
Fee Structure Transparency
One team. One point of contact. Complete project accountability. Fee structure transparency
Comparison of Funds
AIF vs PMS vs Mutual Funds
Understand how each investment vehicle compares before making an informed decision.
| Criteria | AIF | PMS | Mutual Funds |
|---|---|---|---|
| Minimum Investment | ₹1 Crore | ₹50 Lakhs | ₹500 |
| Asset Ownership | Pooled Fund | Direct (Demat) | Pooled Units |
| Customisation | Moderate | High | None |
| Lock-in Period | 3-5 Years | None (Flexible) | Varies (ELSS: 3yr) |
| Fee Structure | Mgmt + Performance | Mgmt + Performance | Expense Ratio Only |
| Tax Efficiency | High | High | Moderate |
| Regulatory Body | SEBI (Cat I/II/III) | SEBI Registered | SEBI / AMFI |
| Ideal For | UHNIs, Family Offices | HNIs, Corporates | Retail Investors |
* Minimum investment figures are regulatory requirements as prescribed by SEBI. Actual fund minimums may be higher.
Testimonials
What Our Investors Say
We believe in delivering results. Access institutional-grade investment products previously available only to ultra-wealthy investors and family offices.
Their selection process is exactly as described—no fluff. When a PMS strategy they had recommended underperformed, they proactively reached out with alternatives. That kind of accountability is rare.
Vikram Patel CXO – Ahmedabad
I was skeptical about alternative funds, but EZY Invest's educational approach and clear explanations of fee structures and lock-ins built my confidence. Three years in, I'm a converted believer in AIFs.
Kavitha Reddy – Hyderabad
We moved our family trust portfolio to EZY Invest two years ago. The bespoke AIF selection and ongoing monitoring has delivered exceptional risk-adjusted returns while the reporting quality is truly institutional grade.
Suresh Bansal – Delhi NCR
Their PMS comparison framework helped me make a decision I'm extremely satisfied with. Unlike distributors who push high-commission products, EZY Invest aligned recommendations with my actual financial goals and risk tolerance.
Anand Krishnamurthy – Bengaluru
As an NRI, accessing Indian alternative investments used to be a nightmare. EZY Invest's GIFT City fund solutions made it seamless. Transparent reporting, timely updates, and a team that actually understands cross-border tax implications.
Priya Nair – Dubai, UAE
EZY Invest's AIF recommendations have outperformed benchmarks consistently. Their due-diligence process is genuinely rigorous—not just sales talk. The team's unbiased approach has been a breath of fresh air in a crowded advisory space.
Rajiv Mehta – Mumbai
Not Sure How to Start?
Let Us Help You Understand First.
We work with a limited number of new clients each quarter to ensure every engagement gets the attention it deserves. If you have investable capital and want unbiased, curated access to AIFs, PMS, or global funds, this is where it begins.
Write us
info@ezyinvest.co.in
Call us
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Disclaimer: Investments in securities are subject to market risks. Please read all scheme-related documents carefully before investing into any plans. Past performance is not indicative of future results, they are just for reference. Know More