In conversation with Romit Barat on Cat 1 AIF Startup investment

In this insightful and in-depth conversation, Venkatramana C, Founder of Champion Wealth Creators, sits down with Romit Barat, CWM®, Executive Director at AAFM India (American Academy of Financial Management – India), to decode the evolving world of alternate investments and startup investing.

With over two decades of experience in training and mentoring wealth professionals across mutual funds, PMS, AIFs, GIFT City structures, and startup ecosystems, Romit Barat shares a structured, regulation-first framework for investors looking beyond traditional mutual funds.

🔍 Key themes discussed in this episode:
▪️Why alternate investments are no longer optional but essential in long-term wealth planning
▪️How investor needs evolve from wealth creation → risk management → capital preservation
▪️Understanding startup investing as a regulated, transparent, and structured asset class
▪️SEBI’s Category I Angel Funds and the importance of the 2026 accredited investor deadline
▪️Real-world startup examples across FinTech, EdTech, HealthTech, SpaceTech, EV infrastructure, FMCG, and DeepTech
▪️How private investing complements public markets and enhances portfolio alpha
▪️The realistic gestation period, exit timelines, and liquidity expectations in angel funds
▪️A simple four-point investor checklist: Regulation | Taxation | Risk | Returns
▪️Why private markets may drive the next phase of wealth creation as public markets mature

This conversation is especially valuable for:
➡️HNIs and mature investors exploring alternate assets
➡️Investors curious about startup investing but seeking a regulated framework
➡️Wealth creators aiming to diversify beyond traditional equity and debt
➡️Professionals and distributors looking to deepen their advisory capabilities

📌 Important reminder: Startup and angel investing are best suited for informed, patient investors who understand long-term horizons and portfolio allocation.

For personalized guidance on alternate investments, startup exposure, or portfolio structuring, connect with Champion Wealth Creators.

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