The investment has the potential to deliver superior returns compared to traditional options, maximizing your profit.
Partner in Ahmedabad's Growth Story
Vision
Shivalik has a proud legacy of transforming cityscapes, delivering over 75+
iconic landmarks since 1998. Through our dedication to community upliftment in key
localities such as Shyamal - Prahladnagar, Bopal - Ambli, Bodakdev, Panjrapole -
Ambawadi, Shela, Vaishnodevi, and GIFT City, we have achieved remarkable appreciation
for our projects.
In our effort to create remarkable landmarks and nurture communities, we've recognized
the chance to accelerate growth while prioritizing sustainability. Our aim is to make
real estate investment more accessible, transparent, and rewarding. With this vision in
mind, we're proud to unveil the SEBI Registered Shivalik Investment Fund I.
Transforming real estate investment
A SEBI-Registered CAT II Real Estate AIF, we offer investors a unique opportunity where they can partner with us by investing in the early stages of land development in upcoming, promising areas. With Shivalik AIF, your investment extends beyond just capital; it plays a crucial role in advancing the ongoing development and transformation of communities.
Why invest in AIF?
A 4-step process to build your Wealth
01. Acquire
The first step is to identify and acquire the right land parcel at the right price after thorough evaluation. Our experienced land buying and investment teams collaborate or partner to source the best land. We conduct a rigorous evaluation, including land title verification, zoning analysis, local building code compliance, environmental studies, financial due diligence, and more before acquiring the land.
02. Develop
Once the land is acquired, our focus shifts to creating value through innovative design and functional spaces within our ecosystem. Our experts collaborate closely to meet every development need, prioritizing quality and eco-friendly practices. By integrating advanced design, smart technology, as per government byelaws and sustainable approaches, we aim to create optimal environments for better life.
03. Exit
After development begins, we leverage our expertise to explore opportunities for selling or leasing the properties by using our network. The final phase involves transferring the managed and matured assets to new owners or institutional investors, such as real estate funds or institutional buyers. These entities seek stable, attractive long-term benefits offered by well-managed developments. This step completes the cycle, allowing us to reinvest in new projects and continue our mission of creating exceptional quality spaces.
04. Manage:
After development, we manage thriving communities directly or through asset management agencies as per the need. We maintain facilities, engagement and provide excellent services to ensure a high standard of living. Our goal is to enhance lifestyles and increase asset value over time.
Investment Team
Mr. Chitrak Shah
Founder & MD
Mr. Jigar Shah
CEO
Mr. Pravin Nakrani
CFO
Mr. Dhruvesh Joshi
Sr. Associate
Mrs. Mamta Wadhvani
Associate Vice President
Advisory Board
Mr. Taral Shah
Mr. Sudhin Choksey
Mr. Anuj Shah
Mr. Anup Shah
Our Partners
Knowledge Partner
Legal Advisor
Trustee
Merchant Banker
Technology Partner
EVENT GALLERY
Start your investment journey with our experts' advice
FAQs
What is the minimum ticket size?
The minimum ticket size is INR 1 Cr.
What is the payment drawdown process?
The first drawdown will be 10% of the committed capital. Remaining will be between 6 - 12 months as on call.
What is the experience of the team?
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.
Where will it be invested?
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.
How about returns?
Returns are targeted to achieve an Internal Rate of Return (IRR) ranging from 15 to 24%.
What are the tax implications?
Pass through taxation, and after applying indexation, the remaining LTCG is taxed at a flat rate specified by the Income Tax Act.
What are the fees and charges?
Class of Units | Investor Amount | Establishment cost | Management Fees |
---|---|---|---|
Class A1 | INR 1 - 5 Cr | 1.0% | 1.50% |
Class A2 | INR 5 - 10 Cr | 1.0% | 1.25% |
Class A3 | INR 10 Cr + | 1.0% | 1.00% |
If hurdle rate crossed what will be the performance fees?
Till hurdle rate no performance fees , if it crosses 10% IRR the profit ratio stands at 85% for investors and 15% for Shivalik.
How is this different from traditional investment in terms of risk and returns?
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.
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