Specialised Investment Funds
Specialised Investment Funds (SIF)
Specialized Investment Funds designed for investors seeking differentiated strategies, higher return potential, and exposure to niche, high-growth opportunities.
Targeting superior risk-adjusted returns through focused and innovative strategies*
*Returns depend on market conditions and fund strategy
Understanding SIF
What Are Specialised Investment Funds?
Specialised Investment Funds are professionally managed investment strategies designed for investors seeking advanced market strategies beyond traditional mutual funds.
Many investors begin their journey with mutual funds. As portfolios grow, some explore Portfolio Management Services (PMS) for more focused strategies. Traditionally, there has been a large gap between the two. SIF are designed to bridge this gap — offering more sophisticated strategies than mutual funds, while requiring lower investment amounts than PMS.
Through HawkSarthi, investors may access SIF strategies offered by regulated investment managers, facilitating a more structured approach to growing wealth beyond conventional mutual fund investing.
Explore SIF Opportunities
Suitability Guide
Who Typically Considers SIF?
SIF may be suitable for investors who have outgrown traditional mutual funds and are seeking more advanced, professionally managed strategies — while not yet meeting the PMS investment threshold.
Investment Portfolio of ₹50 Lakhs or More
Investors with a growing corpus who want exposure to advanced strategies beyond what traditional mutual funds offer.
Advanced Strategies Beyond Mutual Funds
Investors who want more sophisticated investment approaches — equity strategies, debt opportunities, or thematic portfolios managed by professionals.
Prefer Professionally Managed Strategies
Investors who prefer a structured, manager-driven approach rather than self-directed investing or passive index funds.
Comfortable with Moderate to High Market Risk
SIF investments are market-linked. Investors should be comfortable with portfolio fluctuations and have a medium to long-term investment horizon.
Institutions Offering Advanced Strategies
Various asset management companies in India offer specialised investment strategies. Examples include:
Risks to Understand
SIF investments involve higher complexity compared to traditional mutual funds — understanding these risks is essential
Market Risk
Investment values may fluctuate based on market conditions. SIF strategies are market-linked and not guaranteed to generate positive returns in any given period.
Strategy Risk
Certain specialised strategies may perform differently during various market cycles. A strategy that performs well in one environment may underperform in another.
Liquidity Considerations
Some SIF strategies may have longer holding periods or specific exit conditions. Investors should be prepared for a medium to long-term investment horizon.
HAWKSARTHI
Our Role at HawkSarthi
1
Understanding Investor Objectives
We begin by understanding your financial goals, risk appetite, and investment horizon to explore what may be appropriate for you.
2
Exploring Suitable Investment Options
Based on your profile, we help explore appropriate investment platforms and strategies — including SIF, mutual funds, or PMS depending on your situation.
3
Facilitating the Investment Process
We assist with onboarding and access to approved investment platforms, ensuring a smooth and compliant process from start to finish.
Interested in Exploring SIF?
If your investment portfolio is growing and you are exploring more advanced investment strategies, SIF may be worth understanding. A short discussion can help you explore:
- How SIF strategies work
- Whether they fit your investment profile
- What options are currently available
Important Disclosure
SIF investments are subject to market risks. Returns are not guaranteed and may vary based on market conditions and strategy performance. Hawk-I Investment and Insurance Marketing Pvt. Ltd. acts as a distributor for regulated investment platforms under registration APRN-07338. Past performance of any investment strategy is not indicative of future returns. Investors are advised to read all related documents carefully and consult with a SEBI-registered investment adviser before making investment decisions. Minimum investment amounts may vary by strategy and platform.