Advanced SEBI-regulated investment strategies beyond mutual funds — for investors ready to grow wealth with greater sophistication.
Specialised Investment Fund (SIF) is a new SEBI-regulated investment category launched in April 2025. It is designed to bridge the gap between traditional Mutual Funds and Portfolio Management Services (PMS).
SIF allows fund managers to use advanced strategies such as long-short positions, sector rotation, and tactical asset allocation — strategies not available in regular mutual funds — while still being regulated and transparent.
Traditional | Fixed strategies
Advanced | Flexible strategies
Customised | High minimum
Understand exactly where SIF fits and why it may be right for you.
| Feature | Mutual Fund | SIF ★ | PMS |
|---|---|---|---|
| Minimum Investment | ₹500 (SIP) | ₹10 Lakh | ₹50 Lakh |
| SEBI Regulated | ✓ Yes | ✓ Yes | ✓ Yes |
| Short Selling / Derivatives | ✗ Limited | ✓ Up to 25% | ✓ Yes |
| Advanced Strategy Access | ✗ No | ✓ Yes | ✓ Yes |
| SIP / SWP / STP | ✓ Yes | ✓ Yes (if ≥₹10L) | ✗ No |
| Transparency | High | High | Medium |
| Suitable For | All investors | HNI / Experienced | Ultra HNI |
| Strategy Types | Standard only | Long-Short, Sector, Hybrid | Fully customised |
SEBI permits SIF to operate across equity, debt, and hybrid strategies — giving you access to diverse portfolio approaches.
Advanced equity strategies including long-short positions and sector rotation that allow profit from both rising and falling markets.
Sophisticated fixed income strategies that go beyond traditional debt funds, including sectoral debt and long-short debt positioning.
Dynamic allocation across equity and debt with tactical positioning, including active asset allocation and hybrid long-short strategies.
Confirm ₹10L+ investable surplus and suitability for advanced strategies
Deep assessment of risk appetite, investment horizon, and financial goals
Recommend the right SIF strategy — equity, debt, or hybrid based on your profile
Complete documentation, KYC, and fund allocation with full guidance
Periodic portfolio reviews and rebalancing to stay aligned with your goals
SIF is designed for investors who want more than traditional mutual funds can offer.
Investors with surplus capital looking for sophisticated, high-return strategies beyond regular mutual funds.
Those already invested in mutual funds who want to graduate to more advanced portfolio strategies.
Professionals and families building serious wealth for retirement, children's education, or business goals.
Investors who want PMS-like strategies but don't yet have the ₹50 lakh minimum — SIF fills this gap perfectly.
SIF advisory and distribution at Wealth By Rule is offered through Archit B Shah and Associates, an AMFI registered Mutual Fund Distributor with a valid SIF distribution code. Your investments are handled by a fully compliant, SEBI-recognized distributor.
SEBI & AMFI
Registered
SIF Distributor
ARN-335846
Book a free 30-minute consultation. We'll assess your eligibility, explain strategies, and help you decide if SIF is right for your portfolio.
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Important Disclaimer:
Mutual Fund and SIF investments are subject to market risks. Please read all scheme-related documents,
including the Investment Strategy Information Document (ISID), carefully before investing.
Past performance is not indicative of future returns. SIF investments require a minimum of ₹10,00,000
per investor at PAN level. This page is for information purposes only and does not constitute investment advice.
SIF distribution services are offered by Archit B Shah and Associates |
AMFI Registration No. ARN-335846 | EUIN: E637898 |
SIF Code valid till 07-Dec-2028 | Registered Mutual Fund Distributor under AMFI, India.