Here’s a quick comparison of SIF (Specialized Investment Fund), Mutual Funds, PMS (Portfolio Management Services), and AIF (Alternative Investment Funds) — helping you understand which investment option best suits your financial goals.
Pyxis Wealth Private Limited is founded by Financial Services Veteran, Mr. Prashant Shejwal. Pyxis clients have benefited from two decades of rich experience in the Financial Services Industry across market and life cycles. Backed up by coveted International Certification's Prashant has gained expertise in offering clients end-to-end financial services.
Diversify your investments with professional fund management and tailored strategies for growth.
Exclusive investment opportunities designed for sophisticated and high-net-worth investors.
Access global investment opportunities through India’s International Financial Services Centre (IFSC) at GIFT City.
Secure your legacy with structured plans for wealth transfer and succession planning.
Protect your family’s financial future with flexible and comprehensive life cover plans.
Comprehensive medical coverage ensuring quality healthcare without financial stress.
Here’s a quick comparison of SIF (Specialized Investment Fund), Mutual Funds, PMS (Portfolio Management Services), and AIF (Alternative Investment Funds) — helping you understand which investment option best suits your financial goals.
| Feature | SIF (Specialized Investment Fund) | Mutual Fund (MF) | Portfolio Management Services (PMS) | Alternative Investment Fund (AIF) |
|---|---|---|---|---|
| Minimum Investment | ₹10 Lakh | ₹100 | ₹50 Lakh | ₹1 Crore |
| Investor Type | HNI | Retail / HNI | HNI | HNI / Ultra HNI |
| STCG (< 12m) | Equity: 20% Debt: Slab rate |
Equity: 20% Debt: Slab rate |
Taxed at each transaction | Category dependent |
| LTCG (> 12m) | Equity: 12.5% Debt: Slab rate |
Equity: 12.5% Debt: Slab rate |
Taxed at each transaction | Category dependent |
| Leverage | Not allowed | Not allowed | Not allowed | Allowed (up to 2x) |
| Derivatives | Up to 25% naked shorts + hedging | Only hedging | Only hedging | Allowed |
| Strategy Flexibility | High (long-short, sector rotation) | Limited (mostly long-only diversified) | Customised portfolio | Wide range (private equity, credit, hedge, etc.) |
| Liquidity | Moderate (close-ended features) | High (daily redemption) | Low (lock-in, redemption restrictions) | Low (close-ended, 5–10 years) |
We craft equity, debt, and hybrid strategies to balance growth, stability, and long-term wealth creation.
• Minimum 80% allocation in equities.
• Up to 25% short exposure using derivatives.
Invests in stocks while also profiting from downturns.
• At least 65% in companies outside the Top 100.
• Up to 25% short exposure.
Targets mid and small-cap stocks with hedging flexibility.
• Minimum 80% across max 4 sectors.
• Up to 25% short exposure.
Focused sector bets with flexibility to short weak ones.
• Mix of debt instruments.
• Can short via debt derivatives.
Helps manage interest rate risks and capture opportunities.
• Invests in debt from at least 2 sectors.
• Max 75% in any sector.
• Up to 25% short exposure.
Diversifies while managing sector risks.
• Flexible mix of equity, debt, REITs/InvITs, and
commodities.
• Dynamic allocation across asset classes.
Balances growth and risk management.
• At least 25% in equity and 25% in debt.
• Up to 25% short exposure.
Blends equity and debt with hedging flexibility.
We combine deep financial expertise with innovative technology to deliver personalized strategies, secure investments, and measurable outcomes for individuals and businesses alike.
By integrating advanced technology with financial expertise we provide a comprehensive suite of services that cater to both individuals and businesses
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