A new fund category, taken to the road.
Specialised Investment Funds are new enough that most people meet them for the first time across a table, not on a screen. SIF Trails is that table — five Tier-2 cities, one curated room of sub-brokers at each stop, and the time to actually be heard. Bring your SIF where it hasn't been yet.
SIF is new. The way it's introduced should be too.
A Specialised Investment Fund sits between a mutual fund and PMS — a genuinely new shape of product. New shapes don't travel well on a factsheet; they travel on conversations. SIF Trails is built around that one idea: take the fund to the people who'll explain it, sit with them long enough to be understood, and let them ask everything.
Each stop is a curated gathering of sub-brokers and intermediaries who already run HNI relationships in that city. A qualified room, not a crowd — people whose word their clients trust.
You present, you walk through your strategy, you take real questions, and you meet people one to one. Enough room to land the point — not a five-minute slot squeezed between others.
Sub-brokers who connect with your fund can empanel the same day. The trail is designed to end in working relationships, not a stack of business cards.
Five cities, each on the route for a reason
Every stop earns its place the same way: money that's ready, a sub-broker community that's already active, and a SIF category that simply hasn't arrived there yet. Dates are being locked now.
Indore
Madhya PradeshMalwa's trading heartland — old business families, a fast new wave of founders, and sub-brokers who already move serious equity volume. Plenty of capital, and not a single SIF on their shelf yet.
Ranchi
JharkhandA quieter market that rewards whoever shows up first. A tight, trusted broker network and an HNI base that has rarely been spoken to about anything past mutual funds. Being early here is remembered.
Chandigarh
Punjab & HaryanaPlanned, prosperous and wired into NRI money. Distributors here write large tickets without blinking — an audience that's ready for a product with more to say than a large-cap fund.
Dehradun
UttarakhandRetirees sitting on real capital, founders from the hills' new tech-and-education economy, and almost no SIF awareness. A small city where the first house in tends to stay top of mind.
Thrissur
KeralaIndia's gold-and-remittance capital, with a famously informed investor base. Conversations here go deep and detailed — exactly the kind of audience a brand-new category wants in the room.
What every stop gives you
Same shape in every city: a qualified room, a real stage, and time to turn a presentation into a partnership before the day is out.
Your own speaking slot
A dedicated speaking slot at every stop — your fund, your strategy, your numbers, with real time to land it. You'll share the day with a handful of other houses, but when it's your turn the floor is yours.
Show how SIF fits
Walk the room through where a SIF sits for their clients and what makes yours different. The explaining is half the job — this is the place to do it.
Sit with every broker
Structured one-to-one time with each attendee. The part of the day that turns a name on a list into someone who'll carry your fund.
Empanel on the day
The format lets interested sub-brokers register as your distribution partners before they leave the room — weeks of back-and-forth, done in an afternoon.
Your name on the trail
Branding across the venue, stage, kits and event comms in every city — and in the pre- and post-event messaging that reaches brokers online.
We run the road
Venue, audience, logistics and follow-up are handled end to end by Goalstox. You bring the fund and the story; we'll get the right people in the room.
Be one of the houses that arrives first
Series I has room for a small group of SIF houses — small on purpose, so every house gets genuine stage time, genuine broker time and genuine visibility across the series. The category is new and these markets are wide open. The houses that turn up early are the ones brokers will still name a year from now.
Covers every city in Series I — cities aren't sold one at a time, the full trail is the proposition. Figure is indicative and subject to final confirmation.
Founding Sponsors keep their branding and Founder credit on every future SIF Trails event — every city, every season, permanently. A presence later sponsors can never buy back.
The timing only happens once
The wealth has moved
A growing share of India's new money is being made outside the metros — by founders, business owners and professionals with the appetite for a product like SIF, and no easy route to one today.
The brokers are ready
Regional sub-brokers already hold the HNI relationships and sense their clients want more than mutual funds. What they're missing is a SIF house that shows up and gives them something to carry.
First impressions compound
In smaller markets, the relationship you build early is hard to unseat. These cities don't switch lightly — the house that earns trust first tends to keep it.
The people running the trail
Goalstox is a technology-led investment distribution company. The founding team carries more than 90 years between them across Citibank, IDFC First Bank, ICICI Bank, IDBI Principal MF and Redington.
Three decades in wealth and investment products, including SVP at Citibank and Senior Director at IDFC First Bank.
manish@goalstox.com →Three decades in technology leadership across Redington, CMA CGM and Bhilwara Ltd. Builds the platform that runs underneath Goalstox.
Three decades across India and the Middle East, including ICICI Bank and IDBI Principal MF. Your direct point of contact for everything SIF Trails.
Let's walk you through it properly
The founding cohort is small and the route is filling in. If SIF Trails fits where you're taking your fund, the easiest first move is a quick conversation — WhatsApp is fastest.