Cat III · Managed by Golden Bird
Unlocking India's Investment Potential
Complex or leveraged strategies — long-short, hedge-fund-style and quant funds. Often open-ended, within SEBI leverage limits.
Golden Bird AIF is a SEBI-registered Category III Alternative Investment Fund operating under the Golden Bird Investment Trust. The fund is positioned to capitalize on opportunities within Indian securities, with a focus on both listed and unlisted equities. It targets high-net-worth individuals and institutional investors seeking exposure to India’s rapidly expanding financial markets. The investment approach emphasizes diversification across stages—from early-stage ventures to established companies—aimed at balancing growth potential with portfolio resilience. The fund leverages India’s strong macroeconomic fundamentals, including rising domestic demand, increasing investment activity, and structural reforms, to identify scalable investment opportunities. While positioned as a growth-oriented AIF, the platform reflects a boutique setup with a relatively lean operational structure. Its strategy is built around active research, market analysis, and tactical allocation across sectors aligned with India’s economic expansion trajectory.
Sajal Vats
Fund managerCIO and Fund Manager
Company Secretary (ICSI); NISM-Series-XIX-C certified
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
Compliance Officer
Company Secretary
Bhoomika Kaushik is an accomplished 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 officer of 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.
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Investments in AIFs carry market and credit risk including possible loss of capital. Past performance does not indicate future returns. Information shown is sourced from the issuer's PPM and SEBI filings — confirm against the latest PPM before committing. Wisefolio is an information platform; it is not registered with SEBI as an investment adviser, portfolio manager, or distributor. By using this page you accept our terms and privacy policy, including the self-attestation that you are eligible to view AIF marketing material under SEBI rules.
Surbhi Giri
Compliance and Operations Associate
Surbhi Giri is a Compliance & Operations Associate with experience in the regulatory and operational framework of SEBI-regulated investment structures, with a primary focus on Category III Alternative Investment Funds (AIFs). She is associated with The Golden Bird Investment Trust, a Category III open-ended SEBI-registered AIF, where she supports compliance oversight and fund operations. Her role includes assisting in NAV processes, trade settlement, and maintaining compliance trackers to ensure timely regulatory adherence. She is also involved in regulatory documentation, periodic filings, investor-related processes, and ongoing compliance monitoring in line with SEBI regulations. Additionally, she contributes to operational efficiency through structured data management, reporting, and coordination across stakeholders, while supporting internal policy reviews and governance standards. She adopts a detail-oriented and process-driven approach to uphold operational efficiency, regulatory integrity, and robust governance within the AIF framework.
See every PMS strategy and AIF from Golden Bird.