Lower entry point
At a minimum of ₹10 lakhs, SIF opens the door to alternative strategies for investors who are not yet at the ₹50 lakh PMS or ₹1 crore AIF threshold.
For investors seeking opportunities beyond mutual funds and direct equities, we provide access to Specialized Investment Funds (SIFs), Portfolio Management Services (PMS) & Alternative Investment Funds (AIFs). These solutions are designed for larger investments, longer investment horizons, and differentiated risk-return opportunities tailored to sophisticated investors.
Introduced by SEBI in 2025, the Specialised Investment Fund is designed for investors who want access to sophisticated strategies but are not yet at the ticket size required for PMS or AIF. With a minimum of ₹10 lakhs, it is the most accessible starting point in the alternatives space.
At a minimum of ₹10 lakhs, SIF opens the door to alternative strategies for investors who are not yet at the ₹50 lakh PMS or ₹1 crore AIF threshold.
SIFs can run long-short equity, derivatives-based and sector-concentrated strategies not permitted under the standard mutual fund framework.
SIFs are registered and regulated by SEBI, giving investors a formal grievance and oversight framework unlike unregulated structured products.
Unlike a mutual fund where you own units of a pooled vehicle, a PMS holds securities directly in your own demat account — every buy and sell decision made for your specific portfolio.
The portfolio manager makes all investment decisions independently within the agreed strategy. Suitable for investors who want professional management without being involved in day-to-day calls.
The manager recommends; you approve each transaction. Keeps you in the loop without the burden of originating ideas yourself.
Strategies range from large-cap concentrated to multi-cap, dividend yield and special situations — matched to your risk appetite and time horizon.
AIFs are privately pooled investment vehicles registered with SEBI, giving eligible investors access to strategies unavailable in the mutual fund universe — private equity, hedge strategies and structured credit.
Venture capital, SME and infrastructure funds that back early-stage and growth businesses with a long horizon.
Private equity and debt funds that invest in unlisted companies — the most widely accessed AIF category for HNI investors.
Hedge funds and long-short strategies employing complex trading techniques for risk-adjusted returns independent of market direction.
SIF, PMS & AIF are not one-click decisions. Call us and we will walk through the right fit for your portfolio size and goals.
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