AIF Advisory
An Alternative Investment Fund (AIF) is a privately pooled investment vehicle that collects funds from investors, both domestic and international, to invest according to a defined investment policy. We provide end-to-end consulting for setting up and managing Alternative Investment Funds.
Fund Registration
Cat I, II or III AIF Licensing | Trust, LLP or Company AIF Registration | Offshore Fund structuring
Fund Management
Fund allocation | Asset Management | NAV (Net Asset Value) calculation | Tax & Audit Reporting
Fund Documentation
Private Placement Memorandum (PPM) | Contribution & Subscription Agreements | Trust Deeds
Fund Compliance
Fund Reporting - FATCA | CRS | AML | KYC | SEBI Filings | Ongoing Disclosures & Reporting
Family Offices
Ultra-high-net-worth individuals (UHNWIs) and wealthy families face complex financial, legal, and personal challenges that go far beyond traditional wealth management. A family office provides a centralized, customized, and confidential solution to manage and preserve generational wealth.
Investment Management
Customized Investment Strategies across diverse asset classes (Equities, Real Estate, Start-Ups etc.)
Tax and Legal Advisory
Providing Domestic & International tax planning ensuring compliance across global jurisdictions
Estate & Succession Planning
Guiding Intergenerational wealth transfer through wills, trusts & family constitutions
CSR Initiatives & Impact Investing
Structuring charitable giving strategies, aligning investments with family values and social goals
Investment Vehicles
Fund investment vehicles are structured financial products that pool capital from multiple investors to invest in diversified assets, offering professional management and risk mitigation with each vehicle having its own risk-return profile, liquidity, regulatory framework, and investor eligibility.
Financial Planning
Define Investment Strategy | Legal Structure | Onshore & Offshore Vehicles | Investment Documents
M&A Advisory
Valuation | Due Diligence | Deal Structuring | Regulatory & Legal Support | Post-Merger Support
Portfolio Services
Multiple Investment channels such as REIT's, InvIT's | Co-investments | Parallel Fund | SPV's
Global Jurisdictions
Pure Plug & Play Offshore Fund Structures - Singapore, Mauritius, Australia & GCC Countries
Private Wealth
Private wealth management is a specialized financial advisory service for high-net-worth Individuals (HNI). It offers a comprehensive, personalized, and integrated approach that goes beyond traditional investment advice to help clients manage, preserve, and grow their wealth across generations
Multi-Asset Distribution
Tailored portfolios across equities, debt, real estate, private equity, and alternative investments
Entrepreneurial Wealth Management
Advising first & second generation entrepreneurs on wealth growth initiatives & fund raising
Tax & Legal Advisory Services
Tax Optimization | Regulatory Compliance | Legal Structuring with trusts & holding companies
Global Wealth Services
Cross-Border Investments | Residency & Citizenship Planning | Offshore structuring for tax efficiency
Fund Raising
Fundraising services help investment funds and businesses secure capital from investors such as private equity firms, venture capitalists, family offices, and institutional investors. These services include strategy, documentation, investor outreach, and deal structuring.
Fundraising Strategy & Positioning
Market Readiness Assessment | Investor Targeting - HNI's, Family Offices | Capital Structuring
Investor Outreach & Roadshows
Investor Networking | Investor Meetings | Webinars | Secure Data Room Management
Investment Collateral Preparation
Information Memorandum | Pitch Decks | Teasers | PPM | Financial Modeling | Valuation Reports
Post-Fundraise Support
Investor Relations | Follow On Rounds | Performance Reporting | Exit Strategy Planning
