Zenflow
Real Assets. Recurring Income. Sovereign-Grade Resilience.
Bridge the gap between physical assets and liquid markets. Zenflow Finance provides institutional-grade access to REITs and InvITs, backed by specialised investment research to secure your inflation-protected yield.
The Zenflow Hybrid Strategy
Infrastructure as Debt-Alternative
REITs and InvITs have emerged as the premier yield-plus instruments for conservative and moderate investors. SEBI mandates these trusts to distribute 90% of net distributable cash flows to unitholders, providing a disciplined income stream. Underlying rental contracts (REITs) and toll/tariff escalations (InvITs) are typically linked to inflation, protecting your purchasing power. Low correlation with traditional equity and debt products makes them a stabiliser for family office advisory portfolios.
Features
Why Invest in InvITs and REITs
Asset-backed Income
Returns backed by real, operational infrastructure and commercial real estate assets.
Mandatory Distributions
SEBI mandates minimum distribution of net cash flows to unitholders, typically quarterly.
Inflation Protection
Revenue from infrastructure assets and rent escalations provide a natural inflation hedge.
Exchange-listed
Listed on NSE/BSE for secondary market liquidity — buy and sell like shares.
Tax-efficient Structure
Distributions may include return of capital, interest, and dividend — each taxed differently.
Portfolio Diversification
Low correlation with equity markets, providing genuine diversification.
How It Works
Invest in InvITs / REITs in 4 Steps
Research Options
Review listed InvITs and REITs, their underlying assets, and distribution history.
Open Demat Account
Ensure you have a Demat and trading account to hold InvIT/REIT units.
Purchase Units
Buy units on NSE/BSE through your trading platform or during IPO/FPO offerings.
Receive Distributions
Collect quarterly distributions directly in your bank account.
Why Zenflow
The Zenflow Advantage for InvITs & REITs
Yield Analysis
Detailed yield breakdown showing interest, dividend, and return-of-capital components.
Asset Quality Review
Analysis of underlying asset quality, occupancy rates, and revenue stability.
Unified Tracking
InvIT/REIT distributions tracked alongside your other income for tax planning.
Real Asset Income
Earn from infrastructure and real estate
Access SEBI-regulated InvITs and REITs for stable, asset-backed yield.
Frequently Asked Questions
Common Questions Answered
REITs are now treated as equity-related instruments for mutual funds, increasing institutional liquidity and making them eligible for major equity indices. InvITs continue to be classified as hybrid instruments, maintaining their role as a high-yield alternative to traditional debt products.
Income is typically distributed as Interest (taxed at slab rate), Dividends (usually exempt unless SPV has opted for concessional tax regime), and Capital Gains (for listed units, LTCG over 12 months taxed at 12.5% on gains above ₹1.25 Lakh).
Asset Maturity — ensure the trust holds revenue-generating assets (SEBI mandates 80% completion). Occupancy/Usage Risk — check WALE for REITs and traffic studies for InvITs. Interest Rate Sensitivity — like bonds, prices can see volatility if RBI changes rates.
Yes. Many treasury solutions for corporates now include liquid, listed REITs/InvITs to capture higher yields than traditional FDs or Liquid Funds, given their 7–9% average distribution profiles.
Expert Advisory
Ready to get started?
Schedule a call with our advisory team to discuss the right strategy for your goals.
InvITs and REITs are regulated by SEBI under the SEBI (InvITs) Regulations, 2014 and SEBI (REITs) Regulations, 2014 respectively.
Investments in REITs and InvITs are subject to market risks, including fluctuations in property values and infrastructure usage rates. Distributions are not guaranteed and are subject to the performance of the underlying SPVs. Capital is not protected. Please read the Offer Document and latest Annual Report carefully. All activities are governed by SEBI (REIT) Regulations, 2014 and SEBI (InvIT) Regulations, 2014.
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