SIFs allow eligible Asset Management Companies to offer specialized investment strategies with greater flexibility across permitted securities, asset classes and derivative positions. Depending on the strategy, portfolios may use long and limited short exposures, dynamic asset allocation or other permitted techniques.
Familyshield Wealth Private Limited is an AMFI Registered Mutual Fund & SIF Distributor. Our role is to help investors understand available SIF offerings, strategy characteristics, risk disclosures, investment thresholds and applicable documentation.
SIFs offer a more specialized investment structure while operating within the regulated fund-management ecosystem.
Strategies may use a broader set of permitted investment techniques and asset allocation approaches compared with conventional mutual fund schemes.
Applicable strategies may take limited short exposure through permitted derivatives, subject to the strategy mandate and regulatory limits.
Depending on the strategy, investments may span equity, debt, derivatives and other permitted asset classes within prescribed limits.
SIFs operate under the applicable SEBI mutual fund framework with prescribed investment, disclosure, valuation and risk requirements.
Investment strategies carry risk-band disclosures to help investors understand the relative risk associated with the strategy.
Investors can review Investment Strategy Information Documents, portfolio disclosures and other scheme-related information before investing.