Investment Fund

The minimum ticket size is INR 1 Cr.

The first drawdown will be 10% of the committed capital. Remaining will be between 6 – 12 months as on call.

With 25 years of client-focused experience, Shivalik has consistently provided positive results for our investors. By wisely leveraging incremental increases in land value across different areas, we've generated profitable returns. Our skill in recognizing and seizing emerging opportunities further enhances our investment success.

50 to 60% of funds for land acquisition.

20 to 30% of funds for real estate development.

10 to 20% of funds for incidental and allied sectors.

Returns are targeted to achieve an Internal Rate of Return (IRR) ranging from 15 to 24%.

Pass through taxation, and after applying indexation, the remaining LTCG is taxed at a flat rate specified by the Income Tax Act.

Till hurdle rate no performance fees , if it crosses 10% IRR the profit ratio stands at 85% for investors and 15% for Shivalik.

Alternative investments, such as AIF funds, offer investors opportunities beyond traditional avenues, allowing for potential higher returns. AIF funds, in particular, enable investors to access unique asset classes and investment strategies, fostering innovation and potentially superior performance in their portfolios.