The complete SIF playbook for India’s wealth managers.
Empanelment guides, fund analysis, client pitch decks, branded reports. Everything you need to bring Specialized Investment Funds to your HNI clients. Free for distributors. Forever.
When an HNI asks you about SIF, eight questions follow. We’ve answered them all.
- 01Should I even get empanelled for SIF distribution?
- 02How do I explain SIF to my client in 60 seconds?
- 03Which SIF should I recommend out of the 24 funds tracked?
- 04What if my client loses money — how do I defend the recommendation?
- 05How do I position SIF against my client's existing PMS?
- 06What's the right ticket size and allocation?
- 07How do I handle the 20% STCG conversation?
- 08How do I monitor the fund post-investment?
Twelve modules. All free.
Everything from your first NISM XIII certification to peer-benchmarked fund analysis. Built by an AMFI-registered MFD and former PwC consultant — the resources we wish someone had handed us.
SIF Empanelment Guide
NISM Series XIII → AMFI ARN → AMC empanelment → EUIN. Step-by-step with screenshots.
SIF 101 Master Deck
17-slide investor primer — category, strategies, taxation, suitability and glossary.
Onboarding Checklist
Everything to set up before your first SIF transaction — folio, KYC, documentation, disclosures.
HNI Pitch Deck
15-slide private wealth briefing for the ₹50L–₹5Cr conversation. Co-branded with your firm name, ARN and meeting link.
SIF vs PMS vs AIF Battle Card
Side-by-side comparison, 7-step decision tree, and three situational scripts (PMS-holder, AIF-curious, first-timer).
Allocation & Tax Playbook
Allocation models for ₹1 Cr / ₹3 Cr / ₹10 Cr portfolios. STCG 20% conversation script and CA hand-off checklist.
SIF Selection Framework
Proprietary 8-pointer scoring rubric — manager, strategy, AMC, risk, track record, fees, liquidity, transparency. Three worked examples.
Alpha Shield Scorecard
Methodology + live rankings. How we score crash-period capital protection, with the March 2026 stress-test results.
SIF Risk Pointers
Eight risks every distributor must understand. For each: mechanism, mitigation, exact client script, monitor and escalation trigger.
Monthly Performance Report
Full SIF universe with returns, drawdowns, peer rankings. Distributor edition.
Live NAV Tracker
Daily updated NAVs and inception returns for every SEBI-registered SIF.
NFO Calendar
Upcoming SIF launches, scheme documents, NFO opening windows. Updated weekly.
Become the most informed person in the SIF conversation.
Independent SIF research from the ground up — written for distributors, RIAs, private bankers, and family-office advisors. No AMC sponsorships. No promoted funds.
In March 2026, the Nifty 50 dropped 11.30%. Across the SIF universe, the average fund was down just 2.76%. Five funds posted single-digit drawdowns. One was actually positive.
This week: the Alpha Shield ranking, what the worst performer got wrong, and what the qSIF book looked like through the crash...
When you’re ready to scale, we have more.
Distributors transacting on SIFs regularly can opt into our advanced platform — co-branded report engine, prospect tracker, and lead routing from sifprime.com traffic. No subscription. We earn through transaction-level partnership.
Schedule a partnership callWhat we cover on your partnership call.
15 minutes. No pitch deck. Real questions, tailored answers.
Tailored to your AUM band, client base, and sourcing model. We work it out together — not off a public price list.
Live demo with your logo, photo, brand colours, and ARN. See exactly what your clients will receive.
HNI enquiries from your city, with first-right-of-refusal. We walk through how city-tagging and assignment work.
We review your current empanelment status across the 13 SIF AMCs and map the gaps. You leave the call with a clear action list.
Your first SIF transaction in 30 days or less — we'll show you the path from sub-distributor agreement to first NFO subscription.
Calls are with Kiran Dutta directly. No SDRs. No call centres.
Five fields. No credit card.
Welcome Brief lands in your inbox in 60 seconds with the Empanelment Guide and Selection Framework links.