Money n Wealth helps Pune investors evaluate and invest in SEBI's new Specialised Investment Funds (SIFs) — long-short equity, debt and hybrid strategies with a ₹10 lakh minimum. Meet us at our Thergaon office near Wakad and Hinjewadi, or onboard 100% online.
Pune has a large base of senior IT professionals, founders and business owners whose portfolios have outgrown plain-vanilla mutual funds, but who find the ₹50 lakh PMS minimum too high or too concentrated. SIFs sit between the two: they are pooled and regulated under the mutual fund framework, yet can use long-short techniques that regular funds cannot.
For an investor with ₹25 lakh–₹2 crore in equity mutual funds, a SIF allocation can add a strategy that behaves differently in falling or sideways markets. It should complement, not replace, a diversified core portfolio.
Distribution of SIFs requires SEBI-mandated certification, and AMCs verify it before a distributor can sell their SIF. Beyond that, a good distributor should:
Step 1 is a 30-minute discovery call, in person at Thergaon or on video. Step 2 is a written comparison of two or three suitable SIF strategies with your current portfolio. Step 3 is paperless onboarding — KYC is usually already in place if you invest in mutual funds. Step 4 is ongoing review alongside the rest of your investments.
Money n Wealth, Greens, Thergaon, Pune 411033 · Mon–Fri 9 AM–6 PM, Sat 10 AM–2 PM · Video meetings available across India.
Areas we regularly serve
Yes. Money n Wealth's office is in Greens, Thergaon (Pune 411033), a short drive from Wakad, Hinjewadi, Pimple Saudagar and Ravet. You can also complete the entire process online.
No, unless you are an accredited investor. The ₹10 lakh minimum is counted across all strategies of the same SIF at your PAN level.
Not necessarily. Short positions can reduce some downside, but derivative strategies can also amplify losses. SIFs carry their own risk band and suit experienced investors.
No advisory fee. As a distributor we receive commission from the fund house, which is disclosed. You pay the SIF's expense ratio as per its offer document.
Money n Wealth is a brand of Predics Fintech Services Pvt Ltd — AMFI-registered Mutual Fund Distributor (ARN-121995) and APMI-registered PMS Distributor (APRN-07444). We are not a SEBI-registered Investment Adviser. Investments are subject to market risks; read all scheme and offer documents carefully before investing.