| Mutual Funds | Equity, Debt, Hybrid, Index, ETF, Fixed Maturity Plans, Interval Funds | Strong brand, diverse product range, extensive distribution, digital leadership | Retail and institutional investors (B2C and B2B) | Equity and ETF schemes yield higher margins | 4000 | 70 | Management fees and commissions on assets under management | Fee based on AUM, expense ratio | Increased retail participation, digital adoption, steady SIP flows | Nippon India Growth Fund, Nippon India Flexi Cap Fund, Nippon India Nifty 500 Momentum 50 Index Fund |
| Managed Accounts and Portfolio Management Services (PMS) | Discretionary and Non-discretionary PMS for high net worth individuals | Experienced portfolio managers, strong client relationships | High net worth individuals, family offices (B2C and B2B) | Discretionary PMS with performance fees | 1000 | 15 | Fee-based on AUM and performance fees | Management and performance fees | HNI market growth, customized investment solutions demand | Nippon India PMS Schemes |
| Alternative Investment Funds (AIF) | Private equity, venture capital, real estate, credit funds | Regulatory expertise, niche investment themes | Institutional investors, accredited investors (B2B) | Venture capital and private equity funds | 500 | 8 | Management fees, performance-linked fees | Fixed and success fees | Growing alternative investment demand, regulatory approvals | Nippon India Equity Opportunities AIF, Nippon India Digital Innovation AIF |
| Offshore Advisory and Funds | Globally focused funds domiciled in GIFT City and international advisory mandates | Leverage Nippon Life global network, first mover advantage in GIFT City | Global investors, institutional clients | Feeder funds to Indian mutual funds | 500 | 7 | Management and advisory fees | Fee based on AUM | Cross-border capital flows, GIFT City incentives | Nippon India Large Cap Fund GIFT, Nippon India ETF Nifty 50 BeES GIFT |
