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ABOUT EZY invest
Your Global Edge
At EZY invest, we believe that institutional-grade investment opportunities should not be 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
Global Access Platform
With Global Access Platform, you can invest in global stocks, ETFs, options, futures, currencies, bonds, and mutual funds from a Single Integrated Account.
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GIFT City Retail Funds
These funds are dollar denominated funds available for Resident Indian Investors and NRIs who intends to invest globally or into Indian markets.
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GIFT City AIF & PMS
Mutual Funds under IFSCA in GIFT City offer resident investors access to professionally managed investment portfolios across global ppportunities.
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GIFT City Insurance
Global Insurance offers NRIs wealth protection ULIP Structures that combines international protection with long-term wealth creation.
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Indian Market Investment
We exist to bridge that gap bringing the same rigor, access, and sophistication that family offices and sovereign funds across India.
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DOLLAR DENOMINATED MUTUAL FUNDS
Available Mutual Funds
| MSCI Emerging Market Total Return Net | $5000 | $500 | Nil | 1% |
For Resident Indians
HDFC International – Developed Markets Equity Fund
RETAIL FUND
| MSCI World Total Return Net | $5000 | $500 | Nil | 1% |
| MSCI ACWI (All Country World Index) | $5000 | $ | Nil | 1.75% |
| Nasdaq 100 Notional Net TRI | $5000 | $500 | Nil | 0.60% |
| SsP 500 Net TRI | $5000 | $500 | Nil | 0.60% |
| Nifty 500 | $500 | $100 | Nil | 2.50% |
| Nifty Midcap 150 TR | $5000 | $1000 | Nil | 1.5 % |
| MSCI Golden Dragon Index | $5000 | $500 | Nil | 1.50% |
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
Ongoing Monitoring & Red-Flag Alerts
Manager Style & Philosophy Review
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
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 to Understand First.
We work with a limited number of clients 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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