Specialized Investment Fund
More than
one move.
WSIF is The Wealth Company’s Specialized Investment Fund — a SEBI-regulated structure that bridges Mutual Funds and PMS. Advanced equity strategies, including long-short, with institutional rigour. Minimum ₹10 lakh.
What is WSIF?
WSIF fills the gap between Mutual Funds and PMS — offering institutional-grade strategies with the regulatory structure of a mutual fund. Two strategies available: equity long-short, designed to generate returns across market cycles.
- SEBI Regn.
- MF/086/25/12
- Minimum investment
- ₹10 lakh
- Short exposure
- Up to 25% via derivatives
- SEBI circular
- February 27, 2025
Investment strategies
Two strategies. One framework.
Strategy 01
WSIF Equity Ex-Top 100 Long-Short Fund
Equity long-short strategy focused on mid and small cap universe — beyond the top 100 stocks. Designed to capture alpha through active positioning.
Strategy details
Strategy 02
WSIF Equity Long-Short Fund
Broad equity long-short strategy across the full market. Structured to generate returns through both long and limited short positions within the SEBI-defined framework.
Strategy details
Key features
Institutional strategies. Regulated structure.
- 01
Advanced strategies
Equity, debt, hybrid. Long-short exposure through derivatives — beyond traditional long-only mandates.
- 02
Portfolio flexibility
Short exposure up to 25% of net assets via derivatives, beyond hedging and rebalancing.
- 03
Diversified exposure
Equities, debt instruments, equity and debt derivatives, REITs and InvITs.
- 04
₹10 lakh minimum
Accessible to a broader HNI base than traditional AIFs. Measured across all SIF strategies at PAN level.
- 05
SEBI regulated
Under the SEBI (Mutual Funds) Regulations with daily NAV disclosure and trustee, custodian, auditor governance.
- 06
Tax efficient
Nil tax at fund level under Section 10(23D). LTCG at 12.5% for equity after 12 months — same as mutual funds.
Investment approach
The QUBOID Framework.
- Q
Quantitative Validation
Data-driven screening to build a high-quality investible universe.
- U
Underlying Megatrends
Focus on long-term multi-decade growth vectors shaping economic behaviour.
- B
Behavioural & Probabilistic
Prepare for multiple outcomes instead of a single forecast.
- O
Orthogonal Factors
Identify hidden value, catalysts and special situations.
- I
Investment Hypothesis
Clearly defined hypothesis for every portfolio constituent.
- D
Drawdown Control
Risk limits defined before return targets. Portfolio-level volatility & asymmetric upside.
How WSIF compares
SIF vs MF vs PMS vs AIF.
| Category | SIF (WSIF) | Mutual Fund | PMS | AIF |
|---|---|---|---|---|
| Minimum Investment | ₹10 lakh | ₹100 | ₹50 lakh | ₹1 crore |
| Tax at fund level | Nil — Sec 10(23D) | Nil — Sec 10(23D) | Nil | 42.7% MMR |
| Derivatives / Short | Up to 25% short | Hedging only | Hedging only | Leverage up to 200% |
| Equity LTCG (12m+) | 12.5% | 12.5% | Investor level | NIL (Cat III) |
Chief Investment Officer
Meet our officer
Over two decades of experience in Indian equity markets across leading asset management and life insurance institutions — UTI Mutual Fund, Bajaj Allianz Life Insurance, DSP Merrill Lynch, and L&T Mutual Fund.
Deep, hands-on exposure to portfolio management, risk frameworks, and capital allocation at scale. Engineering degree from Government College of Engineering, Pune (1999). PGDM from IIM Lucknow (2004).
Institutional background
- UTI Mutual Fund
- Bajaj Allianz Life Insurance
- DSP Merrill Lynch
- L&T Mutual Fund
Investments in Specialized Investment Fund involve relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision. SEBI Regn. No: MF/086/25/12.
Common questions
SEBI AMC Regn:
MF/086/25/12 · PMS Bazaar top-quartile · Sovereign fund in IIOF