Our Investment Funds

Edge PMS offers specialized investment funds designed to meet diverse investor needs — from stable fixed-income returns through our Debt Fund to real estate exposure with capital appreciation potential through our Real Estate Fund.

Edge Debt Fund

Our Debt Fund strategy provides investors with a low-risk avenue for steady income generation through carefully selected fixed-income securities. We focus on high-quality corporate bonds, government securities, and money market instruments to deliver predictable returns while prioritizing capital safety.

Target Return

9-11% CAGR

Risk Profile

Low to Moderate

Minimum Investment

₹25 Lakh

Lock-in Period

1 Year

Key Features

Diversified portfolio of corporate bonds and government securities

Focus on high credit-rated instruments (AA+ and above)

Active duration management based on interest rate outlook

Regular income distribution with monthly interest payouts

Minimal volatility with capital protection focus

Liquidity management for redemption requests

Investor Fit

Ideal for conservative investors seeking stable returns with minimal risk, suitable for parking surplus funds or creating a steady income stream.

Key Highlights

Average portfolio credit rating: AA+ or higher

Typical portfolio yield: 9-11% annually

Lower volatility compared to equity markets

Transparent portfolio disclosure and regular updates

Investment Approach

We employ a disciplined credit research process to identify high-quality debt instruments while actively managing duration and yield curve positioning. Our approach balances safety with returns, ensuring your capital works efficiently in the debt market.

Risk Mitigation

Strict credit quality parameters with independent credit analysis

Diversification across issuers, sectors, and maturities

Continuous monitoring of portfolio holdings and credit ratings

Interest rate risk management through active duration positioning

Regulatory compliance with SEBI PMS guidelines

Edge Real Estate Fund

Our Real Estate Fund provides exposure to India's dynamic real estate sector through a diversified portfolio of commercial properties, Real Estate Investment Trusts (REITs), and carefully vetted development projects. We target assets with strong rental yields and capital appreciation potential in prime locations.

Target Return

14-18% CAGR

Risk Profile

Moderate to High

Minimum Investment

₹50 Lakh

Lock-in Period

3 Years

Key Features

Diversified exposure to commercial real estate and REITs

Focus on Grade A office spaces and retail properties in Tier-1 cities

Strategic investments in pre-leased income-generating assets

Participation in select residential and mixed-use development projects

Professional property management and regular valuations

Quarterly rental income distribution where applicable

Investor Fit

Suitable for investors with a medium to long-term investment horizon seeking real estate exposure without the hassle of direct property ownership.

Key Highlights

Target locations: Mumbai, Delhi-NCR, Bangalore, Pune, Hyderabad

Average rental yield: 6-8% on commercial properties

REIT holdings provide liquidity and regulatory transparency

Professional due diligence on all real estate investments

Investment Approach

We combine direct property investments with listed REITs to balance illiquidity with growth potential. Our investment committee conducts thorough due diligence on location, developer reputation, legal clearances, and market demand before committing capital.

Risk Mitigation

Geographic and property-type diversification

Thorough legal and title verification for all properties

Focus on established developers with proven track records

Regular independent property valuations

Exit strategy planning for each investment

Compliance with Real Estate Regulatory Authority (RERA) norms

Need Help Choosing the Right Strategy?

Our investment advisors can help you select the strategy that best aligns with your financial goals, risk tolerance, and investment horizon.