SIFPrime / Institutional capabilities
AI, fund intelligence and analytical tools for teams that need to understand the evidence behind an investment.
Research teams · Product desks · Investment committeesFund context, historical NAV calculations and research explanations, in the conversation. Follow the figures back to their sources.
Experience Ask AIAvailable now · Access and usage limits apply“If I invested ₹10 lakh in a fund, what did I earn between two dates?”
From a question to a reviewable answer
Published history is required. Missing dates or ambiguous funds are clarified; future prices are not estimated.
Explore mandates, plan differences, published returns and historical fund information where covered.
Review historical NAV-based investment results directly in chat, with the source evidence alongside.
Ask follow-up questions and use supported multilingual responses for your team's conversations.
Follow cited material and check dates and coverage before including an answer in a research decision.
02 / Fund research
Give product and research teams a consistent view of the SIF universe, from mandate to dealing terms.
Filter strategies by AMC, mandate, fund size, costs and liquidity. Inspect available fields and their disclosure dates.
Review fund mandates, plan options, manager information and official fund-house contacts.
Track launch windows and offer information alongside the existing fund universe.
Keep the funds your team member follows close to their research. Each user's watchlist stays attached to their account.
03 / Performance & risk
Move from a headline number to the period, plan and evidence behind it. Review comparable windows before drawing conclusions.
Fund details, returns, rolling-return analysis and risk correlation in one comparison workflow.
Review the latest published NAVs, period returns and archived monthly research. Latest published data is distinct from intraday pricing.
Search mutual funds and compare Growth plans across shared dates with coverage limitations visible.
Review available risk statistics and return relationships, with the observation window and history limits in view.
04 / Portfolio intelligence
Connect the fund narrative to published portfolio disclosures, and keep the original evidence within reach.
Explore disclosed holdings, asset-class composition and portfolio context across the covered funds.
Review current and prior disclosures to understand how the portfolio has changed.
Inspect disclosed derivatives alongside the rest of the portfolio rather than treating the return as the whole story.
Read fund and AMC research with dated supporting material. Coverage follows the disclosures available for each fund.
05 / Analytical tools
Historical analysis and planning illustrations for research, advisory enablement and investment reviews.
Calculate an investment's illustrated value and return using available historical NAV observations.
Inspect outcomes across available holding windows to understand consistency beyond a single start date.
Illustrate notice, dealing and settlement dates using scheme rules that must be verified for the relevant transaction.
Bring disclosed TER, fund size and liquidity information into the same evaluation as performance.
06 / Research outputs
Carry the source dates, plan details and assumptions into the discussion, with a clear distinction between public outputs and configured delivery.
Export supported screening, comparison, performance and analytical views as PDFs.
Use published month-by-month reports to support recurring research and performance reviews.
Firm identity, logo, heading colors and document fonts are available in the partner reporting workflow. Institutional branding and delivery are scoped in your demo.
Use strategy explainers and Academy resources to build shared SIF understanding across research and distribution teams.
Institutional implementation
The tools above form the existing research foundation. Your organisation's access model, integrations, branding, data delivery and review controls are agreed separately. We will demonstrate the available workflow and identify what needs configuration or development.