Latest news with #SpecializedInvestmentFund
Business Standard
30-06-2025
- Business
- Business Standard
The Wealth Company Rolls-Out World-Class Wealth Management and SIF Training from Moody's and PGP Academy
PNN Mumbai (Maharashtra) [India], June 30: In an industry-first effort and a major step towards empowering mutual fund distributors across India, The Wealth Company has launched three specialized intensive training programs--two with Moody's and PGP Academy, and a third exclusively developed by The Wealth Company. These training programs are fully sponsored and designed to prepare distributors for the future of wealth management, investor behavior, and new-age investment products. This initiative aims to empower 5,000+ distributors on a first-come, first-served basis, helping them build deeper knowledge, confidence, and expertise in the evolving industry landscape. The training programs are slated to begin from 15th July 2025. PGP Academy: Preparatory Training for Specialized Investment Fund (SIF) Participants will get access to 15 (15 weeks) online SIF training sessions, which include recordings aligned with NISM Series XIII: Common Derivatives Certification Examination. On completion, they'll receive a joint certificate from PGP Academy and The Wealth Company--at no cost. Moody's & PGP: Award in International Wealth Management (AIWM) A total of 20 live intensive sessions (20 weeks) will be undertaken to empower both established and emerging wealth professionals with specialized knowledge to address clients' evolving needs in a global context. This foundational program equips participants with expertise to navigate complex wealth management challenges, enhancing their ability to deliver tailored solutions in an increasingly interconnected world. The Wealth Company: The Psychology of Wealth Conversations: This program, developed by The Wealth Company, builds on the everyday experience of distributors and introduces a structured way to enhance client engagement. Drawing on behavioral finance and years of practical insight, it helps refine how distributors navigate investor behavior, strengthen trust, and hold more meaningful, well-informed conversations. Reshaping the new-age mutual fund landscape with a distributor-first approach, Managing Director of The Wealth Company, Ms. Madhu Lunawat, said, "Distributors are the backbone of India's mutual fund industry. This initiative is our way of investing in their future. These training programs are designed to give them the tools, confidence, and knowledge needed to serve tomorrow's investors." Adding to it, Mr. Debasish Mohanty, Chief Strategy Officer at The Wealth Company, said, "We firmly believe that every hour invested in learning today by MFDs compounds into lifelong client trust tomorrow. These courses reflect our belief in a distributor-first approach--with no conditions, no fine print--just meaningful, practical support." With these training programs, The Wealth Company reaffirms its commitment to nurturing a knowledgeable, future-ready distributor ecosystem. By investing in education and offering global-quality certifications at no cost, The Wealth Company is not only bridging the skill gap but also redefining how it engages with its most crucial partners--the distributors. This initiative is more than just training--it's a movement to empower, elevate, and equip India's distributor network for the next wave of investment growth.
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Business Standard
02-05-2025
- Business
- Business Standard
India's first SIFs: What's special about the funds, who should invest
India's market regulator has received the first two applications for Specialized Investment Fund (SIF) and is likely to approve them in 10 days. This will introduce India's first SIFs under a mutual??'fund framework, offering investors a new way to pursue sophisticated strategies. 'SIFs offer sophisticated investors the freedom to pursue strategies across equities, debt, derivatives, and even private assets, all within a regulated fund structure,' says Swapnil Aggarwal, director, VSRK Capital. What is a SIF? Flexible asset universe 'They can invest in private equity, real estate and derivatives — capabilities beyond traditional mutual funds,' says Aggarwal. 'Long??'short equity, leverage, hedging and sector rotation are all on the table,' notes Nandini Pathak, partner, Bombay Law Chambers. Regulatory framework 'SIFs must publish an Investment Strategy Information Document (ISID), detailing their strategy, risk limits and concentration norms under SEBI's mutual??'fund rules,' says Kunal Sharma, partner at Singhania & Co. Who should invest in SIFs Aggarwal, Pathak and Sharma say SIFs cater to well??'capitalised, experienced investors: High??'net??'worth & accredited investors 'They can meet the capital threshold and withstand higher volatility,' says Aggarwal. Sophisticated retail via intermediaries 'Once feeder or fund??'of??'fund structures launch, retail investors gain indirect access,' says Pathak. Institutions & Family Offices 'These groups will use SIFs for tailored mandates and diversified streams,' adds Sharma. Key considerations for investors Risk??'return profile 'SIFs aim to generate alpha in both rising and falling markets, but leverage and derivatives amplify both gains and losses,' warns Aggarwal. Fee structure As Sharma outlines, expect a 1-2 per cent annual management fee plus a 10-20 per cent performance fee — higher than most mutual funds but aligned with PMS and AIF costs. Transparency & disclosures 'Review the ISID carefully for details on holdings, concentration caps and liquidity terms,' advises Pathak. Access Routes Track AMC announcements for feeder??'fund or fund??'of??'fund launches to participate indirectly. With approvals imminent, SIFs herald a new chapter in India's investment landscape. Investors should now study product structures, weigh costs against expected returns, and plan how these sophisticated strategies can complement their existing portfolios
