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Golden Bird

Capturing India’s Growth Through Intelligent Investing

Unlocking India’s Investment Potential with Our SEBI-Registered AIF Capturing India’s Growth Through Intelligent Investing

A diversified Alternative Investment Fund (Category III) designed for HNIs & Institutional Investors seeking scalable growth in Indian equities.

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About Our Fund/ Unlocking India's Investment Potential with Our AIF

AIF Category III  Alternative Investment Fund (AIF) is strategically crafted to harness the immense growth potential of Indian securities, offering a unique platform for high-net-worth individuals and institutional investors to engage with India’s dynamic financial landscape. By focusing on Indian securities, our fund leverages the country’s robust economic expansion and deepening market depth, providing investors with an opportunity to capitalize on the burgeoning financial sector.

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Harnessing India’s Economic Momentum

India’s economy is surging ahead as one of the fastest growing in the world. With robust fundamentals and ~~ strategic reforms, the opportunities for wealth creation are stronger than ever.

Fastest-Growing Economy

India continues to rank among the top global economies with sustained high growth rates, driven by strong domestic demand and ncresing gobol pacicpation.

Infrastructure & Manufacturing Boom

Massive government investments in infrastructure and rising capacity utilization in manufacturing are

Investment & Reform Momentum

Strategic policy reforms, capital inflows, and foreign exchange reservs have created a resilient financialecosystem — positioning India for longterm prosperity.

Our Investment Philosophy

Disciplined strategies, research-driven insights, and a focus on sustainable long-term growth.

Focus on Scalable Returns

We emphasize investing in businesses that consistently demonstrate the ability to generate scalable returns on incremental capital. Beyond a baseline Return on Equity (RoE) of 15%, we seek companies capable of achieving similar returns on additional capital deployed, showcasing the management’s ability to uncover and execute new growth opportunities.

Prioritizing Margin Expansion

Our strategy favors companies with a clear trajectory of improving operating margins, alongside maintaining a minimum margin threshold of 15%. This indicates operational efficiency, pricing power, and competitive advantages that are essential for sustained profitability and maximizing shareholder value.



Resilience Through Economic Cycles

We invest in businesses that have proven their resilience by successfully navigating at least one economic downturn. A strong balance sheet serves as a cornerstone of this resilience, enabling survival during challenging periods and positioning the business to seize opportunities during economic upswings.


Preference for Financial Stability

We avoid companies burdened by excessive leverage, as high debt levels can restrict adaptability and hinder growth potential. Our focus is on businesses with a Debt-to-Equity ratio below 100%, ensuring financial stability and operational flexibility.




Exclusion of Inefficient Enterprises

While public sector enterprises are integral to the economy, we exclude them from our portfolio due to inherent inefficiencies such as bureaucratic delays and suboptimal resource utilization, which can adversely impact shareholder returns.




About Key Members

Sajal Vats

Sajal Vats is a seasoned professional with a strong background in corporate governance and financial markets. He holds a prestigious qualification as a Company Secretary from the Institute of Company Secretaries of India and is certified in Alternative Investment Fund Management (NISM-Series-XIX-C).

With a proven track record in meticulous analysis and evaluation of both listed and unlisted equities, Mr. Vats provides comprehensive insights that guide strategic investment decisions. His extensive market research spans financial reports, trends, and economic indicators, uncovering valuable information that lead to informed investment strategies.

Mr. Vats’ analytical prowess enables him to identify promising opportunities, assess risks, and deliver actionable recommendations aligned with the firm’s goals and client objectives. He is committed to leveraging his expertise to drive informed investment decisions and foster growth in the dynamic Indian financial landscape.

Bhoomika Kaushik

Bhoomika Kaushik is anaccomplished Company Secretary with over 3 to 4 years of focused experience in the compliance landscape of SEBI-registered Portfolio Management Services (PMS), Research Analyst (RA) compliances, and advisory-related regulatory frameworks in India.

Her professional journey is distinguished by a nuanced understanding of regulatory requirements and an unwavering commitment to fostering robust governance standards.

She is the Compliance Officerof The Golden Bird Investment Trust, a Category-III Open-Ended SEBI-Registered Alternative Investment Fund (AIF).

Bhoomika possesses strong compliance expertise coupled with practical knowledge of fund management regulations. Renowned for her meticulous approach and adeptness at navigating evolving legal frameworks, she ensures consistent adherence to statutory requirements, strengthening operational integrity. Her skills include advising on compliance strategies that harmonize business goals with regulatory mandates, thereby boosting organizational resilience and investor confidence.

Combining legal insight, analytical precision, and strategic vision, Bhoomika plays a key role in maintaining high standards of corporate governance and compliance, significantly contributing to the sustainable growth and regulatory stability of the AIF she supports.

FAQs

What is a Category 3 AIF?
A CAT III AIF is a SEBI-regulated investment fund that invests in listed and unlisted securities with the flexibility to use various strategies. Unlike mutual funds, these are privately pooled and meant only for HNIs and institutional investors, with a minimum investment of ₹1 crore. While many Category III AIFs use long-short or hedged strategies, ours is a long-only fund that invests primarily in listed and unlisted equities with the aim of generating long-term capital growth.
India Infinite AIF looks to invest in both listed and unlisted companies, with around 70% of the portfolio in listed equities and up to 30% in unlisted or pre-IPO opportunities. The idea is simple: we want to put capital behind businesses that truly deserve it. Often, these are private companies with a strong story and solid potential. Being an open-ended fund, we aim to stay flexible and back great ideas—wherever they may be—with a long-term view.
Yes, since India Infinite Fund is a Category III long-only AIF, it is open-ended, meaning they have a perpetual life with no fixed maturity. This open-ended CAT 3 AIF provides flexibility to redeem units anytime after the mandatory 1-year lock-in period, ensuring liquidity when the need arises.
The AIF itself is taxed on the income it generates, at the fund level. This means that the tax paid by the fund is reflected in the NAV of the fund and the investor gets post-tax returns upon redeeming their investments.