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Invest in a SIF, with a person beside you

Four steps from reading about Specialized Investment Funds to holding one. We explain the documents, costs and risks; you decide.

Trustner Asset Services Pvt. Ltd. · AMFI-registered Mutual Fund & SIF Distributor, ARN-286886

How it works

Check that you are eligible

The minimum is ₹10 lakh per PAN, across all the SIF strategies of one fund house (₹1 lakh for accredited investors). Your KYC must be complete. Interval strategies let you redeem only on set days, so keep money you may need soon elsewhere.

Keep these ready

  • PAN, and KYC that is already verified
  • Bank account in your name, for payment and redemptions
  • Nominee details
  • For NRIs: your NRE or NRO account and overseas address; we will confirm what each fund house needs

Talk to a person

A 20-minute call with Trustner’s SIF onboarding desk, led by CA Ishika Bajaj. We go through the scheme documents, costs, liquidity and risks of the strategies you are considering. Whether a SIF belongs in your portfolio is your decision, made against your own risk profile.

Invest

We place your application through the fund house’s process under ARN-286886, in the Regular plan, and confirm when units are allotted. After that you see the investment in your statements and on the fund’s page here.

Request a call

Leave your details and the onboarding desk will call you within one working day. Prefer to write? WhatsApp +91 60039 03737 or email wecare@trustner.in.

How may we contact you?

We use these details only to help you with your SIF investment, only on the channels you tick, and you can ask us to stop at any time. We never sell your data. See our privacy notice.

Before you decide

Look at the live tracker, compare two strategies and what they actually own, and check the open NFOs. If you are new to SIFs, start here.

Trustner is an AMFI-registered Mutual Fund and SIF Distributor (ARN-286886), not a SEBI-registered Investment Adviser. We distribute Regular plans and receive commission from the fund houses whose schemes you invest in. Nothing on this page is investment advice or a recommendation. Specialized Investment Funds may use derivatives and take short positions; investments are subject to market risks; read all scheme-related documents carefully. Trustner Asset Services Pvt. Ltd., CIN U66301AS2023PTC025505.