PMS & AIFs.
High-Ticket Treasury Alpha.
For corporate balance sheets, promoters, and family holding entities holding surplus capital beyond short-term operational runway. Curated SEBI-registered PMS strategies (₹50L+) and Category II/III Alternative Investment Funds (₹1Cr+).
Corporate PMS Mandates
Discretionary and non-discretionary portfolios crafted around high-conviction ideas, debt yield optimization, and multi-cap alpha. Direct equity and security ownership in your corporate demat account.
Private Credit & Structured AIFs
Access institutional private credit, real estate senior secured debt, structured yield opportunities, and long-short hedging strategies not available in traditional retail debt markets.
Fiduciary Corporate Governance
Designed to satisfy rigorous board resolutions, audit committee mandates, and statutory tax reporting.
All contracts and Demat allocations are held directly in your company or LLP's legal name. Surplo never commingles treasury funds.
Quarterly NAV reports, performance benchmark attribution, capital call tracking, and tax statements (Schedule TDS/STCG/LTCG).
Direct consultation with seasoned wealth and treasury partners in Powai, Mumbai to tailor mandates matching your enterprise cash cycle.
Tailor a treasury mandate for your company
Review PMS and AIF private placement memorandums (PPM) with our institutional leadership team.
Schedule Private Briefing