Mega Financial Services LLP

Services · Startup & Private Equity

When conviction
outgrows the fund.

An AIF spreads your capital across 25 to 30 companies. Then you watch them grow, and a few stories stand apart. For investors who want a larger share of those stories, there is a structure for that too.

The familiar logic

You already know how this works.

In the listed market

1

You hold a flexi-cap fund.

2

One of its holdings convinces you.

3

You buy more of that stock, directly, in the cash market.

The fund gives you the spread. The direct purchase gives you the depth.

In the unlisted market

1

You hold an AIF, spread across 25 to 30 companies.

2

One of its companies convinces you.

3

You take a direct private equity stake, or fund the startup, outside the fund structure.

Same logic. Unlisted territory. Institutional scrutiny intact.

How it works

From fund weight to full conviction.

01

The fund first

Your AIF capital is spread across 25 to 30 companies. Diversification does its job: no single story decides your outcome.

02

The conviction conversation

Inside that portfolio, a few companies stand apart. We sit with you and identify the ones you believe deserve more than their fund weight.

03

The direct stake

We arrange a private equity acquisition or startup funding in that company, outside the fund structure. Your conviction, sized your way.

04

The same scrutiny

The company has already cleared the AIF's due diligence, Big 4 audit and custodial framework. The diligence is done. The decision is yours.

The name insiders use

In closed circles, this is called syndicate investing.

Investors coming together around institutional diligence to take direct positions in private companies. It has quietly built fortunes in venture hubs for decades. The only thing exclusive about it was the access.

Institutional terms

You enter at terms negotiated by the fund's deal team, not retail markups.

Alongside the fund

Your direct stake sits next to the AIF's own position in the same company.

Access, opened

An arrangement once reserved for insiders, now reachable through our PE and VC network.

Borrowed scrutiny

The diligence is already done. The conviction is yours.

Every company offered for direct investment has already passed through the AIF's full institutional framework. You are not buying a pitch deck; you are deepening a position that survived the scrutiny stack.

SEBI-registered fundInternal research & due diligenceBig 4 auditIndependent custodianRegistrar & transfer agent
See how the AIF scrutiny stack works

Proof, not promise

These came through exactly this structure.

We and our investors have been early participants in companies the country now knows by name, through the network of PE and VC relationships built over decades.

SeekhoMatter ElectricSamosa PartyInc42LawyeredZulu Defence

AIF first

This sits on top of a fund allocation

Direct stakes deepen a diversified AIF position; they do not replace it. The fund is the foundation.

Patient capital

Unlisted timelines apply

Private positions resolve over years, not quarters. Liquidity and horizon come first in every conversation.

Which story deserves more of your capital?

That conversation starts with your portfolio, your liquidity and your conviction. We bring the access and the framework.