Treelife Resources

June 2025 Compliance Calendar for Startups, Businesses and Individuals   Sync with Google CalendarSync with Apple Calendar Compliance management is critical for startups and businesses in India to avoid penalties and ensure smooth operations. At Treelife, we understand the challenges companies face in keeping up with multiple statutory deadlines. To help…

Introduction to Family Offices in India What is a Family Office? A family office is a privately controlled advisory and investment entity set up by a high-net-worth individual (HNI) or ultra-high-net-worth individual (UHNIs) to manage their financial and personal wealth. Unlike traditional wealth management services, a family office in India…

Introduction: The High Cost of IPR Disputes for Startups and Investors Intellectual Property Rights (IPR) disputes, especially around trademarks, can impose substantial direct and indirect costs on startups, companies, and investors alike. Beyond legal fees, these disputes often drain management attention, delay market strategies, and impact brand value—sometimes running into…

What is a Virtual CFO? Role and Meaning of a Virtual CFO Definition of Virtual CFO (VCFO) A Virtual CFO (VCFO) is a seasoned financial expert who provides high-level CFO services remotely on a part-time or contract basis. Unlike traditional CFOs who are full-time executives within an organization, Virtual CFOs…

Introduction to Family Offices in India What is a Family Office? A family office is a privately controlled advisory and investment entity set up by a high-net-worth individual (HNI) or ultra-high-net-worth individual (UHNIs) to manage their financial and personal wealth. Unlike traditional wealth management services, a family office in India…

Introduction to FSSAI: Ensuring Food Safety Standards in India The Food Safety and Standards Authority of India (FSSAI) plays a crucial role in regulating food safety standards across the country. Established under the Food Safety and Standards Act, 2006, FSSAI’s primary responsibility is to ensure that all food products are…

Indemnification Clause Meaning  An indemnification clause or indemnity clause serves as a contractual mechanism for mitigating and re-allocating risk between two parties, ensuring compensation for financial losses that may arise due to specific events outlined in an agreement. It acts as a legal safeguard, protecting one party from liabilities or…

READ FULL PDF Introduction: Navigating Early-Stage Funding in India The Indian startup ecosystem is a vibrant and rapidly evolving landscape, recognized globally as the third largest. For entrepreneurs navigating this environment, securing timely and appropriate funding is paramount, yet often challenging. Early-stage ventures, frequently characterized by innovative ideas but limited…

Introduction to Convertible Debentures What Are Convertible Debentures? Convertible debentures are financial instruments issued by companies that start as debt but offer the unique option to convert into equity shares after a specified period or under certain conditions. Essentially, they are hybrid securities combining the features of both debt and…

The Reserve Bank of India (RBI) has released draft directions to regulate investments made by Regulated Entities (REs)—such as banks, NBFCs, and other financial institutions—into Alternative Investment Funds (AIFs). A key proposal is the introduction of exposure caps aimed at limiting interconnected risks within the financial system: A single regulated…

The National Institute of Securities Markets (NISM) has announced a significant change in the certification framework for Alternative Investment Fund (AIF) managers. Effective May 1, 2025, the existing unified NISM Series-XIX-C certification will be split into two distinct exams, tailored to the specific AIF categories: 1) NISM Series-XIX-D: Meant for…

The recent consultation paper by SEBI proposing changes to the co-investment framework for Category I & II intends to allow creation of a Co-Investment Vehicle (CIV), which would allow AIFs to offer co-investment opportunities to accredited investors in unlisted securities via a separate scheme under the AIF structure. Key Takeaways:…

The International Financial Services Centres Authority (IFSCA) has taken a significant step towards consolidating the Ancillary Services Framework (2021) and TechFin Framework (2022) into a single, unified framework. We summarize the key points to note in the draft IFSCA (TechFin and Ancillary Services) Regulations, 2025 below: 1) New Permissible Activities…

SEBI has extended the deadline for compliance with the certification requirement for the key investment team of AIF Managers. This extension now sets a revised deadline of July 31, 2025, providing additional time for AIFs to fulfill the NISM certification requirement, initially due by May 9, 2025. Impact on Existing…