In today’s crowded Mutual Fund landscape, this is a rare opportunity to build a differentiated positioning and scale a ₹10,000+ Cr SIF AUM within the next three years.
Why SIF – A Strategic Edge vs Traditional MF Distribution
• Early-Mover Advantage: 2% of MFDs are SIF-certified, next three years penetration is expected to 20%.
• Stronger Downside Management: Long Short strategies are designed to navigate bearish, volatile, and sideways markets more efficiently through active risk management.
How I Added Value – Keyur Shah, CFA, CFP (21+ Years Experience)
1. Capability building for Partners through structured training - Achieved milestone of 700+ SIF certified MFD Partners & Rs 221+ Cr SIF business by March 2026.
2. Business development support - SIF - IAP, Weekly online sessions - Fund Manager & Products, Boardroom meeting and classroom SIF products training initiatives and strategic growth planning.
3. Joint client engagement and high-impact meeting support.