02 — Pitch SIF to clients
Allocation & Tax Playbook
12-page advisor playbook: allocation models for ₹1Cr / ₹3Cr / ₹10Cr portfolios, SIF tax mechanics, the STCG 20% conversation, rebalancing case study, year-end tax-loss harvesting calendar, and the CA hand-off checklist. Generic PDF here; partners can generate a co-branded version with their own contact details from the partner dashboard.
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Download Allocation & Tax Playbook
Add your sender details and we’ll place them in a polished footer strip across the PDF. If you want the Friday Brief and the rest of the toolkit too, grab the full bundle.