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Trustner
All Learning Tracks
SIF Foundation Track

Learn About Specialized Investment Funds

A new SEBI category bridging mutual funds and PMS. SIFs allow long-short strategies and limited derivatives use, with a ₹10 lakh minimum — designed for upper-mass-affluent investors seeking sophisticated strategies without the ₹50 lakh PMS threshold.

Regulator: SEBI / AMFIMin: ₹10 lakh per investor Trustner Empanelled

Foundation Track — Available Now

Affluent investors with ₹10 lakh+ ticket sizes seeking strategies beyond plain mutual funds.

Advanced Track — Available Now

NISM XXI-A SIF Distributor candidates and sub-brokers handling HNI portfolios.

Curriculum

4 modules · 17 sections · 51 MCQs · 68 FAQs

Foundation(1)

Start here. Investor-friendly conceptual grounding.

beginner

SIF Foundation

Specialized Investment Funds (SIF) are SEBI's newest investment vehicle category — engineered to bridge the gap between retail mutual funds and HNI-only PMS. This foundation track covers what SIFs are, the strategies they enable, who they suit, and how Trustner positions SIF allocation within a balanced wealth plan.

5 15 MCQ40 min

Deep Dive(2)

Mechanics, strategy, taxation — for engaged investors and trainee distributors.

intermediate

SIF Strategies — Deep Dive

A working-level walk-through of the three SEBI-permitted SIF strategy archetypes — Equity Long-Short, Debt Long-Short, Hybrid Long-Short — with portfolio construction mechanics, expected drawdown profiles, fee structures and the typical investor decision tree for each.

4 12 MCQ40 min
intermediate

SIF Operations, Tax & Compliance

The operational lifecycle of a SIF investment — from subscription and KYC, through ongoing reporting, periodic redemption, tax computation under post-FY24 rules, and the distributor compliance framework that governs every transaction.

4 12 MCQ35 min

Advanced(1)

Practitioner / certification-grade. Sub-broker, NISM, APMI, IRDAI exam prep.

advanced

SIF Advanced Topics — Manager Selection & Due Diligence

Advanced material covering manager evaluation, due-diligence frameworks, performance attribution, peer comparison methodology, allocation sizing decisions, and red-flag detection in SIF distribution. Aimed at sophisticated investors and Trustner sub-broker team members preparing for higher-stakes client conversations.

4 12 MCQ45 min

Explore Other Learning Tracks

Trustner covers the complete Indian wealth-management product spectrum. Every track is written from a third-person investor-education perspective with regulator-aligned content.

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Specialized Investment Funds (SIF) — Investor Foundation | Trustner Learn