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    NISM Series XIX-BSEBI mandatoryTier B

    AIF (Cat III) DistributorsCertification Guide.

    Covers Category III AIFs hedge fund strategies, long-short, market neutral, event-driven, risk management, and Cat-III-specific taxation.

    Rohit Singh
    Rohit SinghMr. Chartist
    May 7, 2026
    12 min read

    Difficulty

    Intermediate

    Suggested prep: 15-20 days

    Negative marking

    25%

    Avoid blind guessing.

    Validity

    3 years

    Computer-Based Test (CBT)

    Priority

    Rank 17

    Alternative Investments track

    Database-led overview

    What this certification is really testing.

    This template pulls directly from the NISM database so the article stays factual, structured, and easy to scan before you register.

    Ideal for

    Professionals distributing hedge fund products (Cat III AIFs)

    Career paths

    Hedge Fund Distribution

    UHNI Wealth Advisory

    Cat III AIF Sales

    Mandatory for

    Distributors of Category III AIFs (hedge funds)

    Syllabus intelligence

    Study by chapter weightage, not by guesswork.

    The highest scoring chapters carry 80% of the paper. Start there, then use the low-weight chapters for polish.

    0115%Introduction to Category III AIFs0220%Hedge Fund Strategies0315%Long-Short, Market Neutral, Event-Driven0415%Risk Management0515%Regulatory Framework0610%Taxation Cat III0710%Suitability and DistributionCHAPTER WEIGHTAGE MAP

    High-weightage focus

    Hedge Fund Strategies

    20%

    Introduction to Category III AIFs

    15%

    Long-Short, Market Neutral, Event-Driven

    15%

    Risk Management

    15%

    Regulatory Framework

    15%

    Key concepts to remember

    Category III AIFs: Hedge funds, PIPE funds can take leverage and use complex strategies

    Cat III AIFs can invest in listed and unlisted securities including derivatives

    Strategies: Long-Short equity, Market Neutral, Event-Driven, Distressed

    Cat III AIFs are NOT tax pass-through taxed at fund level

    Leverage limit: Cat III AIFs can leverage up to 2 of fund corpus

    10% skin-in-the-game: Fund manager must invest minimum 5% (now 2.5% for Cat III)

    Preparation system

    A clear way to study this module.

    Use the database strategy as the practical order of attack: official workbook first, high-weightage chapters next, then mocks and exam-day control.

    Study strategy

    Focus on Hedge Fund Strategies (Ch 2, 20%) and Long-Short mechanics (Ch 3, 15%)

    Risk Management (Ch 4, 15%) understand leverage and drawdown risks

    Regulatory Framework (Ch 5, 15%) Cat III-specific SEBI provisions

    Tax treatment of Cat III is different from Cat I/II know the differences

    Exam-day tips

    Standard format 100 MCQs, 120 minutes

    Strategy identification questions match strategy name with description

    0.25 negative marking be careful with specific SEBI provisions

    Know the key differences between Cat III and Cat I/II AIFs

    Scoring warning

    The pass mark is simple. The paper is not.

    Because this paper has negative marking, precision matters more than speed. Attempt the sure questions first, then return to calculations and close-call options.

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