Question 1

What is Alpha AMC?

Accepted Answer

Alpha AMC (Alpha Ventures Private Limited, formerly Planify WealthX Pvt Ltd) is a SEBI-registered Alternative Investment Fund (AIF) management company headquartered in Gurugram, Haryana. It manages VentureX Fund I — a Category I AIF focused on early to growth-stage SME investments across technology, consumer discretionary, chemicals, and manufacturing. SEBI Registration No: IN/AIF1/24-25/1565.

Question 2

Is Alpha AMC registered with SEBI?

Accepted Answer

Yes. Alpha AMC operates VentureX Fund I, a SEBI-registered Category I Alternative Investment Fund with registration number IN/AIF1/24-25/1565. Investors can verify this directly on the SEBI IIAS portal at sebi.gov.in. The investment manager, Planify Venture LLP, holds GSTIN 07ABEPF1917C1ZL and LLP Identification Number ACC-6910.

Question 3

What is VentureX Fund I?

Accepted Answer

VentureX Fund I is Alpha AMC's flagship Category I AIF — a SEBI-regulated investment vehicle that pools capital from HNIs, Ultra-HNIs, and Family Offices to invest in high-growth SMEs, pre-IPO opportunities, and early-stage businesses in India. The fund targets sectors with strong domestic tailwinds including consumer, technology, chemicals, and manufacturing, with a focus on companies on a clear path to public markets.

Question 4

What is the minimum investment amount in VentureX Fund I?

Accepted Answer

The minimum investment in VentureX Fund I is ₹1 Crore, in line with SEBI's regulatory requirement for Category I AIFs. This makes it suitable for High Net Worth Individuals (HNIs), Ultra-HNIs, Family Offices, and sophisticated investors seeking exposure to alternative investments beyond traditional equity and debt products.

Question 5

Who can invest in Alpha AMC's AIF?

Accepted Answer

VentureX Fund I is open to HNIs and Ultra-HNIs with a minimum investment of ₹1 Crore, Family Offices seeking alternative asset allocation, NRI investors looking for regulated exposure to India's private markets, sophisticated investors comfortable with a long-term high-conviction investment horizon, and corporate and institutional investors seeking portfolio diversification through SEBI-regulated alternatives.

Question 6

What is the difference between Alpha AMC's AIF and a Mutual Fund?

Accepted Answer

Unlike mutual funds which invest primarily in listed equity and debt, Alpha AMC's VentureX Fund I invests in unlisted SMEs, pre-IPO companies, and early-stage businesses — asset classes not accessible through mutual funds. AIFs carry a higher minimum investment (₹1 Crore), a longer investment horizon, and offer the potential for significantly higher returns in exchange for lower liquidity.

Question 7

What sectors does Alpha AMC focus on?

Accepted Answer

Alpha AMC focuses on four core sectors: Consumer Discretionary — businesses benefiting from India's rising middle class; Technology — early-stage and growth-stage tech companies with scalable models; Chemicals — a sector with strong import substitution and export growth tailwinds; and Manufacturing — SMEs positioned to benefit from India's industrial expansion and PLI schemes.

Question 8

Who are the fund managers at Alpha AMC?

Accepted Answer

VentureX Fund I is managed by three professionals. Maneesh Nath (Portfolio Manager) has 20+ years of expertise and previously delivered 53% annualized returns at Arcstone Capital vs 13% benchmark from 2012–2017, ranked #1 in his category on Preqin. Ishima Singla (CIO & Fund Manager) is a CFA Level 1 professional with 14+ years at Ernst & Young and 2,500+ SME due diligence evaluations. Rajesh Singla (Fund Manager & Compliance Officer) has 7+ years in capital markets and has facilitated ₹50 Cr+ in primary capital raised.

Question 9

What is a Category I AIF and why does it matter?

Accepted Answer

A Category I AIF under SEBI's AIF Regulations 2012 invests in start-ups, early-stage ventures, SMEs, and infrastructure — sectors considered economically desirable by the government. Category I AIFs benefit from pass-through tax treatment, meaning tax is applied at the investor level rather than the fund level. This is materially more efficient than Category III AIFs taxed at approximately 42.74% at the fund level.

Question 10

What are the tax benefits of investing in a Category I AIF?

Accepted Answer

Category I AIFs like VentureX Fund I enjoy pass-through tax status under Indian tax laws. The fund itself does not pay tax on income — each investor is taxed at their individual applicable tax rate. Long-term capital gains from equity investments held for more than 24 months are taxed at 12.5% above the ₹1.25 lakh threshold. Investors should consult their tax advisor for their specific situation.

Question 11

How does Alpha AMC identify investment opportunities?

Accepted Answer

Alpha AMC follows a research-led, conviction-driven process. Every investment is evaluated across four dimensions: Business Model Evaluation — assessing scalability, moat, and unit economics; Sector Outlook — analyzing macro tailwinds and regulatory environment; Financial Strength — reviewing balance sheet health, cash flow quality, and capital efficiency; and Exit Visibility — identifying clear paths to liquidity through IPO, strategic acquisition, or secondary sale.

Question 12

What is the investment horizon for VentureX Fund I?

Accepted Answer

VentureX Fund I is structured as a long-term investment vehicle with a 5 to 7 year investment horizon, standard for Category I AIF structures investing in SMEs and pre-IPO opportunities. This duration allows portfolio companies sufficient time to scale, achieve profitability, and reach exit-ready milestones such as SME IPO or mainboard listing.

Question 13

How can I invest in Alpha AMC's VentureX Fund I?

Accepted Answer

To invest in VentureX Fund I, contact the team at help@alphaamc.com or call +91-93-1137-8001, visit the Contact Us page on alphaamc.com to schedule a consultation, or download the Alpha AIF mobile app on the App Store or Google Play. The process involves KYC verification, review of the Private Placement Memorandum (PPM), and execution of the subscription agreement.

Question 14

Where is Alpha AMC headquartered?

Accepted Answer

Alpha AMC's operational office is at MiQB, Plot 23, Sector 18, Maruti Industrial Development Area, Gurugram, Haryana 122015. The registered office of Alpha Ventures Private Limited is at 1001, Block G1B, Pocket-1, Phase-2, Samriddhi Apartments, Dwarka Sector-18B, New Delhi 110078.

Question 15

Is Alpha AMC suitable for NRI investors?

Accepted Answer

Yes. VentureX Fund I is designed to be NRI and HNI friendly. NRI investors can invest in SEBI-registered Category I AIFs subject to FEMA regulations and RBI guidelines applicable to their residency status. Alpha AMC's team has experience structuring NRI investments and can guide overseas investors through the compliance and remittance process. Contact help@alphaamc.com for NRI-specific onboarding guidance.

Question 16

What documents are needed to invest in VentureX Fund I?

Accepted Answer

To invest in VentureX Fund I, investors typically need: PAN Card, Aadhaar Card or valid address proof, bank account details (cancelled cheque or bank statement), Demat account details, income or net worth proof establishing HNI eligibility, and for NRIs: passport, overseas address proof, and NRE/NRO bank account details. The full list is available in the Private Placement Memorandum (PPM) at alphaamc.com.

Question 17

Does Alpha AMC publish fund performance data?

Accepted Answer

Yes. Alpha AMC publishes the monthly Factsheet, Financials FY 2024-25, and Valuation Report FY 2024-25 for VentureX Fund I — all publicly accessible from alphaamc.com. Investors can also track fund NAV and portfolio updates through the Alpha AIF mobile app available on the App Store and Google Play.

Question 18

What is Alpha AMC's current AUM?

Accepted Answer

Alpha AMC currently manages ₹250 Crore+ in Assets Under Management through VentureX Fund I. The investment committee has 100+ years of cumulative research analyst experience, maintains relationships with 200+ HNIs and Ultra-HNIs, and serves 50+ Family Offices. These figures are updated periodically on the alphaamc.com homepage.

Question 19

How do I raise a grievance or complaint with Alpha AMC?

Accepted Answer

Alpha AMC has a formal Grievance Redressal Mechanism at alphaamc.com/grievance-redressal/. Investors can also raise complaints through SEBI's SCORES portal at scores.sebi.gov.in or use the SMARTODR platform at smartodr.in for online dispute resolution. The investor relations team is reachable at help@alphaamc.com or +91-93-1137-8001.

Question 20

What makes Alpha AMC different from other AIF managers in India?

Accepted Answer

Alpha AMC differentiates on three dimensions. First, verifiable pre-AIF track record: Maneesh Nath delivered 53% annualized returns at Arcstone Capital and Ishima Singla completed 2,500+ SME due diligence evaluations at Ernst & Young. Second, focus on under-explored SME and pre-IPO opportunities that larger funds cannot access due to ticket size. Third, public transparency: Alpha AMC publishes financials, valuation reports, and factsheets openly — rare among Category I AIF managers in India.

About Us

Our Vision

Our Mission

We Stand Out For

Exclusive Category I Focus

We're not generalists — we’re specialists. Alpha AMC is dedicated solely to Category I AIFs, giving you unmatched expertise and curated opportunities in this high-potential space.

Curated Investment Opportunities

Only the best make it through. Every fund listed on Alpha AMC undergoes rigorous due diligence for performance, compliance, and long-term value creation.

Investor-First Approach

Transparency, not fine print. From onboarding to reporting, we prioritize clarity, ethics, and investor support every step of the way.

Simplified Digital Experience

Complexity turned simple. Track, manage, and analyze your AIF investments anytime through our seamless, intuitive app.

Impact with Returns

Grow your wealth while driving change. Your money powers sectors that matter — startups, infrastructure, and socially beneficial projects — without compromising on returns.

Meet our Team

Mr. Rajesh Singla

Ishima Singla

Maneesh Nath

Navneet Bagga

Nilesh Pandit Gawle

Sheetal Goel

Our Department

Life at Alpha AMC

Want to Join Us?

Let’s Connect & Invest in
the Future

Frequently Asked Questions