Blog Content Overview
- 1 AIF Setup
- 1.1 Efficiently establish your Alternative Investment Fund with our comprehensive setup services. We handle fund setup, PPM, tax structuring, and SEBI applications, ensuring a seamless start.
- 1.2 How can we help?
- 1.3 We Are Problem Solvers. And Take Accountability.
- 1.4 Trusted by
- 1.5 Connect with us
- 1.6 Insights
- 1.7 Get in Touch with Us
How can we help?
Fund Structuring
We can help you set up the right structures to effectively set up funds for raising capital for investments. Our expertise ensures that your fund is aligned with your strategic goals and is in compliance with changing tax and regulatory environments.
Our services include structuring for funds such as: –
- Angel Funds
- Catgegory I / II / III AIFs
- GIFT IFSC Funds
- FPIs/PMS/RIA
Documentation
We provide comprehensive support in drafting and finalising all necessary documentation for a fund.
Our comprehensive solutions include: –
- Private Placement Memorandums
- Contribution Agreements (Investor agreements)
- Investment Management Agreements
- Trust deeds
- Policies required to be adopted by funds and investment managers
Application Process
We help you with navigating the application process to the relevant regulator like SEBI or IFSCA.
Our services include: –
- Drafting application forms
- Assistance in obtaining necessary documents for the application
- Assistance in filing application and regular follow ups
Fund Structuring
We can help you set up the right structures to effectively set up funds for raising capital for investments. Our expertise ensures that your fund is aligned with your strategic goals and is in compliance with changing tax and regulatory environments.
Our services include structuring for funds such as: –
- Angel Funds
- Catgegory I / II / III AIFs
- GIFT IFSC Funds
- FPIs/PMS/RIA
Documentation
We provide comprehensive support in drafting and finalising all necessary documentation for a fund.
Our comprehensive solutions include: –
- Private Placement Memorandums
- Contribution Agreements (Investor agreements)
- Investment Management Agreements
- Trust deeds
- Policies required to be adopted by funds and investment managers
Application Process
We help you with navigating the application process to the relevant regulator like SEBI or IFSCA.
Our services include: –
- Drafting application forms
- Assistance in obtaining necessary documents for the application
- Assistance in filing application and regular follow ups
We Are Problem Solvers.
And Take Accountability.
Trusted by
Treelife's expertise in compliance ensured our business stayed ahead of regulations
Geetansh Bamania | Founder, Rentomojo
Connect with us
Jitesh Agarwal
Founder
[email protected]
Jitesh Agarwal is the driving force behind Treelife, where he leads with a strong foundation in finance, overseeing key practices like VCFO, Finance, Tax & Regulatory, and GIFT City. Jitesh has successfully positioned Treelife as a trusted service provider in the startup ecosystem.
Priya Kapasi Shah
Associate Partner | Tax & Regulatory
[email protected]
Priya Kapasi Shah, a Chartered Accountant with 12+ years of experience including tenure at PwC and KPMG. Priya heads Financial Advisory, leads GIFT IFSC setups, leveraging expertise in tax, regulatory compliance, and investment structuring.
Gaurav Shetty
Senior Associate | Tax & Regulatory
[email protected]
Gaurav, a Chartered Accountant and Lawyer, specializes in tax, financial structuring, and startup consulting. He plays a key role in setting up Fund Management Entities and AIFs at GIFT IFSC, providing strategic advice and regulatory compliance support.
Darshana Chauhan
Senior Associate | Compliance
[email protected]
Darshana Chauhan, brings over 5 years of experience in Corporate Secretarial services. At Treelife, she plays a crucial role in managing regulatory compliance under the Companies Act and FEMA, with a strong focus on fundraising activities and due diligence. Darshana has been instrumental in handling key compliance processes during acquisitions and fundraising activities.
Jitesh Agarwal
Founder
[email protected]
Jitesh Agarwal is the driving force behind Treelife, where he leads with a strong foundation in finance, overseeing key practices like VCFO, Finance, Tax & Regulatory, and GIFT City. Jitesh has successfully positioned Treelife as a trusted service provider in the startup ecosystem.
Priya Kapasi Shah
Associate Partner | Tax & Regulatory
[email protected]
Priya Kapasi Shah, a Chartered Accountant with 12+ years of experience including tenure at PwC and KPMG. Priya heads Financial Advisory, leads GIFT IFSC setups, leveraging expertise in tax, regulatory compliance, and investment structuring.
Gaurav Shetty
Senior Associate | Tax & Regulatory
[email protected]
Gaurav, a Chartered Accountant and Lawyer, specializes in tax, financial structuring, and startup consulting. He plays a key role in setting up Fund Management Entities and AIFs at GIFT IFSC, providing strategic advice and regulatory compliance support.
Darshana Chauhan
Senior Associate | Compliance
[email protected]
Darshana Chauhan, brings over 5 years of experience in Corporate Secretarial services. At Treelife, she plays a crucial role in managing regulatory compliance under the Companies Act and FEMA, with a strong focus on fundraising activities and due diligence. Darshana has been instrumental in handling key compliance processes during acquisitions and fundraising activities.
Insights
Refund of Application Monies: A Critical Aspect of Corporate Governance
DOWNLOAD FULL PDF The Companies Act, 2013 (the “Act”), has introduced significant changes to the rules governing application monies received by companies through private placement and preferential allotment of shares, aiming at enhanced transparency, protection of investor interests, and ensuring timely utilization of funds. This article outlines the key provisions and implications of non-compliance regarding […]
Read More
Update in Master Directions on Foreign Investment in India
DOWNLOAD FULL PDF The Reserve Bank of India has updated its Master Directions on Foreign Investment in India (FED Master Direction No.11/2017-18) as of August 08, 2024, introducing key definitions and clarifying various provisions. Among these updates, the validity of the Valuation Certificate is particularly noteworthy. Related posts: Top 14 Due Diligence mistakes made by […]
Read More
Key Regulations to help Companies manage Loan requirements
Related posts: Compliance with the Indian Digital Personal Data Protection Act, 2023 Liaison office in India Resolutions in a Board Meeting and General Meeting Special Purpose Acquisition Companies (SPACs)
Read More
Get in Touch with Us
Contact Us
Mumbai | Delhi |
Bangalore | GIFT City