03 — Analyze the universe
SIF Risk Pointers
11-slide risk framework — the eight risks every distributor must understand (net exposure, liquidity, manager skill, concentration, regulatory, tax surprise, NAV-volatility perception, derivatives). For each: mechanism, when it matters, mitigation, exact client script, monitor and escalation trigger. Plus SEBI disclosure obligations. Generic PDF here; partners can generate a co-branded version from the partner dashboard.
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Download SIF Risk Pointers
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.
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