Where Your Investing Maturity Meets Strategy.

Sophisticated strategies, structured access — so your wealth can work harder as your goals get bigger. Designed for investors who've outgrown the ordinary, but aren't quite ready for the world of PMS.

What are SIFs?

A Specialized Investment Fund is a new SEBI-regulated asset class, introduced effective April 1, 2025, to bridge the gap between mutual funds and portfolio management services (PMS) in terms of portfolio flexibility. With a minimum investment of ₹10 lakh, SIFs allow AMCs to offer sophisticated strategies like long-short equity, sector rotation, and dynamic asset allocation — within the trusted framework of mutual fund regulation. Payal Edge helps you access SIF strategies across leading AMCs, suited to investors ready for a more advanced approach to wealth.

Why SIFs?

Advanced Strategies

Long-short equity, sector rotation, and dynamic allocation — tools previously available only to PMS and AIF investors.

Regulated Framework

Operates under SEBI's Mutual Fund Regulations, with mandated risk labels, disclosure norms, and trustee oversight.

Accessible Threshold

A ₹10 lakh minimum opens up sophisticated strategies that previously needed ₹50 lakh for PMS or ₹1 crore for AIFs.

Diversification Beyond Traditional Funds

Access to non-correlated strategies that don't simply move in lockstep with the broader market.

Professional Management

Managed by experienced fund managers operating under structured mandates, with daily NAV disclosure and audited reporting.

Structured Flexibility

Available in open-ended, close-ended, or interval-based structures, with subscription and redemption terms clearly defined upfront.

Specialised Investment Fund Categories

SEBI-Defined SIF Categories

Equity-Oriented

Hybrid

Debt-Oriented

Equity Long-Short Fund

Active Asset Allocator

Long-Short Fund

Debt Long-Short

Fund

Equity Ex-Top 100

Long-Short Fund

Hybrid Long-Short

Fund

Sectoral Debt

Long-Short Fund

Sector Rotation

Long-Short Fund

Our Approach
How we help you invest

Personalised consultation
We understand your financial goals, investment experience, liquidity needs, and risk profile to help you explore Specialized Investment Fund (SIF) solutions that match your objectives.
Suitability-led shortlist
We curate SIF strategies aligned to your investment objective — whether that's hedged equity exposure, tactical allocation, or differentiated diversification.
Seamless onboarding
Paperless investment setup, KYC support, and threshold compliance — including ongoing monitoring of the ₹10 lakh minimum holding requirement — handled end-to-end by our team.
Ongoing review & optimisation
Regular portfolio reviews to rebalance, switch strategies, or top up as market conditions evolve and your wealth grows.

Trusted by Many, Tailored for Each

HNWI'S
First Time Investors
Families
Goal-oriented Savers

Ready to start your
Financial Journey with us?

Every financial goal deserves a clear plan.

We bring the expertise to turn your aspirations into actionable investment strategies.

AMFI Registered

Mutual Fund Distributor and

SIF Distributor | ARN - 284923 |

EUIN - E536733, E695278

Track and Manage your investments with ease

Disclaimer+

AMFI Registered

Mutual Fund Distributor and SIF Distributor

ARN - 284923

EUIN - E536733, E695278

Track and Manage your investments with ease

Disclaimer+

Where Your Investing Maturity Meets Strategy.

Sophisticated strategies, structured access — so your wealth can work harder as your goals get bigger. Designed for investors who've outgrown the ordinary, but aren't quite ready for the world of PMS.

What are SIFs?

A Specialized Investment Fund is a new SEBI-regulated asset class, introduced effective April 1, 2025, to bridge the gap between mutual funds and portfolio management services (PMS) in terms of portfolio flexibility. With a minimum investment of ₹10 lakh, SIFs allow AMCs to offer sophisticated strategies like long-short equity, sector rotation, and dynamic asset allocation — within the trusted framework of mutual fund regulation. Payal Edge helps you access SIF strategies across leading AMCs, suited to investors ready for a more advanced approach to wealth.

Why SIFs?

Advanced Strategies

Long-short equity, sector rotation, and dynamic allocation — tools previously available only to PMS and AIF investors.

Regulated Framework

Operates under SEBI's Mutual Fund Regulations, with mandated risk labels, disclosure norms, and trustee oversight.

Accessible Threshold

A ₹10 lakh minimum opens up sophisticated strategies that previously needed ₹50 lakh for PMS or ₹1 crore for AIFs.

Professional Management

Managed by experienced fund managers operating under structured mandates, with daily NAV disclosure and audited reporting.

Structured Flexibility

Available in open-ended, close-ended, or interval-based structures, with subscription and redemption terms clearly defined upfront.

Diversification Beyond Traditional Funds

Access to non-correlated strategies that don't simply move in lockstep with the broader market.

Our Approach
How we help you invest

Personalised consultation
We understand your financial situation, existing portfolio, risk appetite, and sophistication level before considering whether SIFs are right for you.
Suitability-led shortlist
We curate SIF strategies aligned to your investment objective — whether that's hedged equity exposure, tactical allocation, or differentiated diversification.
Seamless onboarding
Paperless investment setup, KYC support, and threshold compliance — including ongoing monitoring of the ₹10 lakh minimum holding requirement — handled end-to-end by our team.
Ongoing Guidance & Review
Regular reviews to monitor your global portfolio, track regulatory updates, and realign your GIFT City investments as your financial goals and global ambitions evolve.

Ready to start your Financial Journey with us?

Every financial goal deserves a clear plan. We bring the expertise to turn your aspirations into actionable investment strategies.

Trusted by Many
Tailored for Each

HNWI'S
First Time Investors
Families
Goal-oriented Savers

Alternative Investment Fund Categories

SEBI-Defined AIF Categories

Equity-Oriented

Hybrid

Debt-

Oriented

Equity Long-Short Fund

Active Asset Allocator Long-Short Fund

Debt Long-Short Fund

Equity Ex-Top 100 Long-Short Fund

Hybrid Long-Short Fund

Sectoral Debt Long-Short Fund

Sector Rotation Long-Short Fund

AMFI Registered Mutual Fund Distributor

and SIF Distributor | ARN - 284923 | EUIN - E536733, E695278

Track and Manage

your investments

with ease

Disclaimer+