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Tradejini has launched Specialised Investment Funds (SIFs) on its platform, enabling retail investors to participate in hedge fund-style strategies that were earlier limited to high-net-worth individuals. Introduced after SEBI's move to bridge the gap between mutual funds and portfolio management services (PMS), SIFs allow investors to explore dynamic strategies such as long-short equity, sector rotation, and tactical asset allocation. With a minimum investment of INR 10 lakh, these funds combine the flexibility of PMS with the governance and transparency of mutual funds.
Bengaluru-based brokerage firm Tradejini has introduced Specialised Investment Funds (SIFs) on its platform, allowing retail investors to access investment opportunities that were previously available only to high-net-worth individuals. The introduction follows the Securities and Exchange Board of India's (SEBI) initiative earlier this year to create SIFs as a new category designed to close the structural gap between mutual funds and portfolio management services (PMS). Advertisement
The newly launched SIFs provide retail investors with access to a range of active and diversified investment strategies. These include long-short equity, sector rotation, tactical asset allocation, and multi-asset exposure to equities, fixed income, real estate investment trusts (REITs), infrastructure investment trusts (InvITs), and derivatives. The minimum investment required is INR 10 lakh, making it more accessible to serious investors seeking advanced management approaches without entering the high entry barriers of PMS or alternative investment funds (AIFs).
Trivesh Dinesh, Chief Operating Officer at Tradejini, said the company aims to make institutional-grade investment frameworks available to retail investors through SIFs. He noted that the platform seeks to provide investors with the kind of strategic opportunities earlier restricted to ultra-high-net-worth portfolios.
SIFs combine the accountability, disclosure, and governance standards of mutual funds with the flexibility and active management typically seen in PMS. This structure allows retail investors to benefit from institutional-grade portfolio strategies while maintaining greater transparency and oversight.
Before SEBI introduced this new category, retail investors mainly had two options - mutual funds, which generally focus on long-only equity strategies, or PMS and AIFs, which are actively managed but require higher minimum investments of INR 50 lakh and INR 1 crore respectively. The introduction of SIFs is expected to create a middle ground between these segments by giving smaller investors a more flexible yet professionally managed investment alternative.
Source PTI
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