Advanced strategies at a lower ticket than PMS or AIF — used as a satellite to your core, not a replacement for it.
A Specialized Investment Fund brings more sophisticated, actively managed strategies within reach at a lower entry point than PMS or AIF.
It sits between mutual funds and the alternatives — a satellite that can change the shape of a portfolio without asking you to commit a crore.
Every plan begins with a conversation about your goals — never a product. Tell us where you are, and we'll map the way in.
Talk to a specialistWe match the approach to the role it should play in your portfolio, not to a sales pitch.
Used well, a SIF is a measured sleeve around a solid core — we set the size deliberately.
We keep an eye on how the manager actually runs the mandate, and whether it still earns its place.
You want advanced strategies below the PMS/AIF ticket
You already hold a solid core
You want a satellite that adds something different
You value active management with a clear mandate
A SIF is a satellite, not a core.
It works best around a stable core — a measured allocation, not the foundation.
The point of a differentiated strategy is how it behaves when the market doesn’t cooperate.
It brings strategies once reserved for larger portfolios within reach at a lower entry point.
The mandate and the manager’s discipline matter more here than the brochure return.
Lower than PMS and AIF, which is much of the appeal. The exact ticket depends on the fund.
A SIF is lighter and works as a satellite; PMS is a fuller, individually-held mandate. They can complement each other.
Usually not as a starting point — it’s best once a core is already in place.
No obligation. Just clarity about your next step.
Arrange a private consultation