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SIFPrime for wealth partners & distributors

Your expertise.
A stronger practice.

Every tool for your next client conversation. Explore the complete research desk, all 18 calculators, portfolio intelligence and reports in your name.

Product overviewLog in
Your Partner DeskExplore the workflow
Find a fund worth discussing.Screen · Compare · Understand the riskMake the numbers clear.Illustrate · Review assumptions · ExplainPut your name on the insight.Your firm · Your logo · A branded PDF
Client context and research, together.
ResearchCalculatorsIntelligenceClient libraryYour brandingClient workspaceYour practicePartner AI

The complete Partner Desk

Every capability. One clear view.

Scroll through the full offering below. Nothing is tucked behind tabs. Public research opens directly; partner workspaces require sign-in.

01 / RESEARCH

Find the fund. Understand the trade-offs.

Every research destination in the partner platform, from discovery to costs, risk and client education.

Find and follow funds9 tools

  • SIF Fund DirectoryReview the tracked SIF universe, mandates, minimums and current fund details.
  • AMC DirectoryView every tracked fund house and the SIF strategies it offers.
  • Compare SIFsCompare strategy, minimum investment, returns, costs and risk side by side.
  • NFO TrackerCheck open, upcoming and recently closed SIF launch windows.
  • Fund screenerFilter funds by AMC, strategy, fees and liquidity; download your branded research.
  • Fund managersFind managers, fund mandates and published profiles.
  • AMC service contactsVerified fund-house contacts and their original sources.
  • Manager commentaryDated AMC perspectives with source links and clearly stated coverage.
  • My fund watchlistFollow funds privately in your partner account and export your list.

Performance and costs6 tools

  • Live performance & branded PDFCompare dated NAVs and returns, then download with your firm’s name and colors.
  • SIF vs mutual funds · performanceSearch mutual funds and compare like-for-like Growth plans over shared dates.
  • Latest SIF NAVCheck the latest published NAV and recent NAV history for tracked SIFs.
  • Returns ScorecardReview 1-month, 3-month and since-inception returns with launch-date context.
  • TER ComparisonCompare published expense ratios before discussing costs with a client.
  • SIF AUM TrackerReview available fund-size observations and their reporting periods.

Risk and evidence5 tools

  • Rolling returnsCompare consistency over multiple holding periods using observed NAV history.
  • Risk & correlationCompare observed drawdowns, volatility and return correlations with coverage limits.
  • Alpha ShieldReview observed downside behaviour and the evidence available for each fund.
  • September 2026 Performance ReportOpen the latest published category report, rankings and methodology notes.
  • SIF Strategy LibraryExplain how each SIF category works, including its mandate and portfolio approach.

Answer common client questions9 tools

  • Intelligence & portfolio researchRead portfolio changes and research, then download reports with your firm’s branding and ARN.
  • What is a SIF?Explain the SIF structure, flexibility, minimum and important investor considerations.
  • SIF vs MF, PMS and AIFCompare structure, access, ownership, flexibility and investor responsibilities.
  • SIF vs mutual fundCompare the two regulated structures in a focused client-friendly view.
  • Minimum investment rulesReview the current minimum-investment framework before discussing eligibility or fit.
  • Liquidity and redemptionExplain redemption frequency, notice periods, exit load and scheme-specific terms.
  • SIF redemption rulesOpen the detailed redemption guide for a client asking what happens when they exit.
  • How SIFs use derivativesUse a plain-language guide to separate hedging, short exposure and strategy risk.
  • SIF tax guideReview the general tax framework and keep personal tax advice outside the platform.
02 / PLANNING & CALCULATORS

18 calculators. Every one explained.

Work through capital, portfolio, withdrawal and business questions, plus planning tools that use fund data.

Planning with fund data

  • Historical investment calculatorModel lump sums or contributions using actual NAV observations.
  • Redemption calendarIllustrate dealing and settlement dates using AMC rules you verify.
  • MF-to-SIF allocation reviewCompare retaining mutual funds with a SIF allocation, transition costs and an editable scenario.

Capital7 calculators

  • Lump-sum ready reckonerCompare the same capital across three return assumptions, year by year.
  • Inflation cost plannerTranslate a cost in today's rupees into its future equivalent.
  • Lump-sum delay comparisonCompare investing now with keeping capital in reserve before investing later.
  • Lump-sum growthShow how a single investment could grow, including its purchasing power.
  • Capital for a targetWork backwards from a future amount to the capital required today.
  • Annual lump-sum projectionIllustrate occasional annual capital additions alongside an existing investment.
  • Annual capital for a targetFind the annual additions needed after allowing for capital already invested.

Portfolio6 calculators

  • Drawdown recoveryShow why the gain needed to recover a loss is larger than the fall.
  • MF, SIF & cash projectionGive each part of the portfolio its own return assumption and compare the totals.
  • Allocation & rebalanceTranslate a chosen MF, SIF and cash allocation into rupee changes.
  • Investment return reviewMeasure the annualised return on a single investment with no interim cash flows.
  • Property rental yieldCompare property cash income after vacancy and annual operating expenses.
  • Long-term fee impactMake the compounding difference between two annual expense assumptions visible.

Withdrawals3 calculators

  • Monthly withdrawal capacityEstimate a level monthly withdrawal for a period and chosen ending reserve.
  • Capital for monthly withdrawalsEstimate the starting corpus for a monthly cash need and ending reserve.
  • Withdrawal runwaySee whether a corpus lasts, including annual increases in cash needs.

Partner business2 calculators

  • AUM & trail incomePlan your business using AUM, new assets, redemptions and an explicit trail assumption.
  • AUM for an income targetTranslate a monthly gross trail target into an average eligible AUM requirement.

Choose any of these 18 calculators inside the library. Each includes editable inputs, its calculation method, assumptions and a branded printable report. Scenarios are illustrations, not forecasts; withdrawal calculations do not establish a fund's redemption facilities.

Open all 18 calculators
03 / PORTFOLIO INTELLIGENCE

See what sits behind the return.

Read the research, explore portfolios and connect changes to their original disclosures.

  • Research & newsSearch published research and perspectives by fund, AMC, format and topic.
  • Portfolio explorerBrowse the funds and AMCs covered by portfolio disclosures.
  • Portfolio intelligenceRead a fund's portfolio brief alongside its current and previous disclosures.
  • Holdings & asset allocationExplore disclosed holdings and how the portfolio is distributed across assets.
  • Portfolio changesReview changes in allocation across reporting periods, with source documents.
  • Derivatives analysisInspect disclosed derivatives alongside the rest of the portfolio.
  • Portfolio comparisonCompare portfolio briefs, asset allocation and derivatives across funds.
  • Branded intelligence PDFsDownload published research articles with your firm identity, ARN, selected heading color and font.
Explore portfolio intelligence
04 / CLIENT LIBRARY

Have the right explanation ready.

Guides, fund research and published performance material for each stage of a client conversation. Availability follows the reviewed material in your library.

  • SIF EssentialsA client conversation guide covering the structure, minimum investment, risks and common questions.
  • Equity Long-Short Strategy GuideExplain equity participation, long-short positioning and the trade-offs to discuss.
  • Equity Ex-Top 100 Long-Short Strategy GuideExplain the mandate and how its equity exposure differs from broad-market strategies.
  • Sector Rotation Long-Short Strategy GuideExplain active sector views, positioning and the risks of those views lagging.
  • Active Asset Allocator Strategy GuideExplain how a manager can change the mix across asset classes.
  • Hybrid Long-Short Strategy GuideExplain the hybrid mandate, portfolio approach and associated risks.
  • Fund intelligence & individual fund briefsFind reviewed fund-specific research, mandates, terms and supporting evidence.
  • Monthly performance reportsPrepare client reviews with published month-by-month performance material.
  • Fund comparison report builderSelect funds and prepare a comparison with performance, portfolio research and discussion points.
  • Material search & previewsFind the relevant guide, inspect it before sharing and use available branded downloads or share links.
Explore the client library
05 / YOUR BRAND, YOUR REPORTS

The insight is useful. The report is yours.

Give your work a consistent identity, using the details in your verified partner profile.

  • Firm name, logo & ARNYour verified partner identity appears on supported white-label documents.
  • Heading colors & document fontsChoose the available color theme and Geist or Inter on supported research reports.
  • Contact page & disclosureUse your contact information and approved disclosure in supported client documents.
  • Branded research exportsPDF exports from screening, comparison, rolling returns, risk, SIF vs MF, live performance and watchlists.
  • Planning reportsPresent calculator illustrations, allocation reviews and redemption assumptions with your partner identity.
  • Dates, sources & assumptionsKeep the supporting evidence and limitations visible when sharing research.

Try your firm name and a heading color

Try your report identityIllustration
Your firmYour logo · Your ARN

CLIENT RESEARCH BRIEF

A clearer view.
In your name.

Evidence for the conversation.
Your identity on every page.

Fund comparison
Returns & risk
Planning assumptions
Sources & disclosuresYour contact details
Report heading color

Preview only. Nothing is saved. Actual exports use your verified partner profile.

Set up your report branding
06 / CLIENT WORKSPACE

Keep the person behind the portfolio in view.

Bring client context, conversation notes and research into the same working environment.

  • Partner homeAccess daily work, research, client material and your setup status from your desk.
  • Prospect & client directoryAdd and find client records, contact details and their current relationship status.
  • Client profiles & enquiry detailsKeep the client's enquiry and relevant contact context together.
  • Conversation notes & next follow-upRecord what you discussed and the date of the next conversation.
  • Client goals & declared preferencesRecord investable surplus, existing investments, goals and declared risk preferences; these are not a completed suitability assessment.
  • Client report historyReview the reports associated with a client before the next meeting.
Open client workspace

Additional workflowsWhere enabled

These depend on your account and enabled services. They are not included in every partner workspace.

  • Pipeline managementTrack opportunities through their stages when growth operations are enabled.
  • Today & follow-upsReview overdue, due-today and upcoming activities when growth operations are enabled.
  • Client importsUse the import workflow when enabled for your account.
  • ProposalsPrepare proposal workflows when growth operations are enabled.
  • Client onboarding invitationsInvite clients into the onboarding flow only when that service is enabled.
07 / YOUR PRACTICE

A consistent presence, wherever clients find you.

Manage your public partner page, identity and account from one setup workspace.

  • Your partner website & shareable linkGive clients a page for your practice, with your identity, introduction and contact options.
  • Firm identity & brand setupManage your firm name, ARN, logo, tagline, introduction and brand colors.
  • Contact & consultation linksAdd your website, address, WhatsApp, LinkedIn and chosen call to action.
  • Callback enquiriesLet interested visitors request a callback through your partner page.
  • Document previewsCheck the cover, contact page and disclosure before using your branding.
  • Optional profile photo & signatureUpload additional identity assets for supported documents.
  • Account, security & planKeep account details and available plan information in Setup.
Explore partner setup
08 / PARTNER AI

Prepare for the question that comes next.

Get a starting point for your conversation, with output for you to review before using it with a client.

  • SIF questions & explanationsAsk Partner AI for help preparing clear answers to client questions.
  • Meeting preparation & follow-up draftsUse quick-start topics to prepare the next conversation and review the result before sharing.
  • Linked evidence & materialFollow available source links back to the research and client guides.
  • Conversation historyReturn to previous conversations and start a fresh discussion when needed.
  • Voice conversationsSpeak with Partner AI where the voice service and microphone access are available.
Explore Partner AI

From setup to a client-ready conversation.

  1. 1

    Make it yours

    Set up your firm name, logo, ARN and contact details.

  2. 2

    Build your view

    Explore funds, compare evidence and prepare an illustration.

  3. 3

    Bring it to the conversation

    Download a branded PDF and share it with your client.

See where it fits in your practice.

Explore the tools, sign in to your desk, or let us walk you through a client use case.

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Research and illustrations support your professional judgement. They do not replace suitability checks or current scheme documents. Feature access depends on your account and enabled services.