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What is SIF?

A Specialized Investment Fund (SIF) is a new-generation investment option in India, designed to bridge the gap between traditional Mutual Funds and Portfolio Management Services (PMS). It combines the accessibility and diversification of mutual funds with the personalization and flexibility of PMS, making it an innovative solution for investors seeking balanced, goal-oriented investment strategies.

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  • Hybrid Investment Approach – Offers a balance between standard mutual funds and customized PMS solutions.
  • Professional Management – Managed by qualified fund managers with research-driven strategies.
  • Diversification – Exposure across multiple asset classes to optimize returns and manage risks.
  • Moderate Ticket Size – Requires higher investment than mutual funds but lower than PMS, making it more accessible.
  • Goal-Oriented – Designed for investors who seek structured growth aligned with their long-term objectives.
  • Individuals seeking customized and actively managed portfolios.
  • Clients with a high risk appetite looking for a middle ground between MF and PMS.
  • Long-term investors aiming for wealth creation with professional oversight.
  • 20+ years of expertise in financial services.
  • 99% referral-based clientele, ensuring strong trust and relationships.
  • AMFI-registered SIF distributor and trusted by thousands of clients.
  • Thorough due diligence and curated SIF selection.
  • Transparent communication on risks and returns.

Disclaimer

Investments in Specialized Investment Funds are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance may or may not be sustained in the future.

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About Us

A legacy of trust. A future of financial freedom.
Since 2006, I Plus Financial Services LLP has been a professionally managed financial services firm with one mission — to empower every individual and family to achieve financial freedom and security.

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Investment Desk: 
+91 90990 66296

Insurance Desk: 
+91 90990 66412

I Plus Financial Services LLP
Om Decora 9 Square, B – 507/508, Near Marwadi Financial Plaza, Nana Mava Main Road, Rajkot – 360001 Gujarat (India)

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Risk Factors – Investments in mutual funds are subject to market risks. Please read all scheme-related documents carefully before investing. Mutual fund schemes do not assure or guarantee returns, and past performance may or may not be sustained in the future. Achievement of the investment objective of any scheme is not guaranteed. Investors are advised to check exit loads and the total expense ratio applicable before making investments. We deal only in regular plans of mutual fund schemes and earn a trail commission on client investments, which is disclosed at the time of investment. Direct plans of all schemes are available to investors at a lower expense ratio; however, we do not deal in direct plans and are not entitled to any commission on them. I Plus Financial Services LLP is an AMFI-registered mutual fund distributor. We are not advisors and do not provide advisory services.

AMFI Registered Mutual Fund Distributor – ARN-272332 | Date of initial registration – 13/07/2023 | Current validity of ARN – 12/07/2026

Grievance Officer- Mr. Ravi Kalariya | Phone: +91 9825722309 | Email: iplusfinserv@gmail.com

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