SIF Eligibility & Understanding Check

Question 1 of 8

What is the approximate value of your liquid investments?

Liquid here means equity, mutual funds, FDs, debt funds, PMS and AIF, excluding real estate and ULIPs.

Question 2 of 8

Do you hold an accredited investor certificate?

Accreditation is conferred by a SEBI-recognised Accreditation Agency after document verification. It is a formal certificate, not a self-assessment.

Question 3 of 8

What is your annual income (or HUF income)?

Some gains, such as those on debt-oriented strategies, are taxed at your income-tax slab rate.

Question 4 of 8

How long do you expect to stay invested?

Your holding period affects how gains are taxed. It does not remove the risk of loss.

Question 5 of 8

How would you feel about a temporary fall in the value of your investment?

A drawdown is a fall from a previous peak. SIF values move with markets and can fall.

Question 6 of 8

What is your main reason for looking at SIFs?

This decides which comparisons and reading your summary includes.

Question 7 of 8

Do you currently hold PMS or AIF Category III investments?

SIFs, PMS and AIF Category III are different vehicles, with different rules, costs and tax treatment.

Question 8 of 8

Might you need to withdraw this money at short notice?

Redemption terms vary by SIF strategy. Not every strategy allows redemption on every business day.

Your SIF eligibility & understanding summary

These points relate to your answers. They are general information about SIF rules, features and risks, not a view on whether a SIF is appropriate for you.

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📌 Important

This summary is general information, not investment advice and not a recommendation. It does not assess whether any SIF is appropriate for you. Suitability is assessed one to one, in a documented process that uses your risk profile. Trustner Asset Services is an AMFI-registered Mutual Fund and SIF Distributor (ARN-286886), not a SEBI-registered investment adviser.

Next steps

Talk to our team. Ask questions about SIFs, or ask for a one-to-one suitability review, which is documented and uses your risk profile. Contact us
Read the scheme documents. Each AMC publishes an ISID and KIM for its SIF strategies, setting out the strategy, risk band, redemption terms and costs. Browse SIF strategies
For personal investment advice, consult a SEBI-registered investment adviser.

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