02 — Pitch SIF to clients
SIF vs PMS vs AIF Battle Card
6-slide reference card — side-by-side comparison table (11 dimensions), 7-step decision tree, three situational scripts (PMS-holder, AIF-curious, first-timer), and the pitch in one line. Generic PDF here; partners can generate a co-branded version from the partner dashboard.
Available now
Download SIF vs PMS vs AIF Battle Card
Free for AMFI-registered MFDs and RIAs. No signup required to download — but if you want the Friday Brief and the rest of the toolkit too, grab the full bundle.
Download PDF(453 KB)