Lifecycle Assistance

Maintain smooth operations and strong investor relations with our lifecycle assistance services, including vendor liaisoning and continuous investor support.

TALK TO OUR EXPERTS

How can we help?

Fund Operations Management

Once funds are setup, there are a lot of ongoing finance, tax and regulatory matters that require time and attention. We can assist you here by becoming a SPOC with the various vendors like trustee, custodian, brokers, RTAs, merchant banker, fund accountant, bankers, etc.

Contact UsLearn More

Our services here include: –

  • Back office operations support
  • Maintaining repository of fund documents
  • Investor onboarding
  • Ad-hoc tax and regulatory adivsory
  • Tax and Regulatory compliance support for the fund
  • Legal documentation support
Left Arrow
Right Arrow

Fund Operations Management

Once funds are setup, there are a lot of ongoing finance, tax and regulatory matters that require time and attention. We can assist you here by becoming a SPOC with the various vendors like trustee, custodian, brokers, RTAs, merchant banker, fund accountant, bankers, etc.

Our services here include: –

  • Back office operations support
  • Maintaining repository of fund documents
  • Investor onboarding
  • Ad-hoc tax and regulatory adivsory
  • Tax and Regulatory compliance support for the fund
  • Legal documentation support
Contact UsLearn More

We Are Problem Solvers.
And Take Accountability.

Trusted by

Lifecycle Assistance

Treelife's expertise in compliance ensured our business stayed ahead of regulations

Geetansh Bamania | Founder, Rentomojo
testimonial-sign
Lifecycle Assistance
Lifecycle Assistance
Lifecycle Assistance
Lifecycle Assistance

Connect with us

jiteshagarwal-1
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.

garimamitra-1
Garima Mitra
Co-founder
[email protected]

Garima Mitra, the Co-Founder of Treelife, leads the Transactions, Contracts, and Compliance verticals at the firm. She plays a pivotal role at Treelife and clients. Her expertise in business law, coupled with her passion for social impact, positions her as a key figure in the legal and financial landscape for startups.

yaminiupadhyay-1
Yamini Upadhyay
Senior Associate | Legal
[email protected]

Yamini Upadhyay is a Senior Associate at Treelife, bringing a wealth of experience in corporate governance, foreign investment, and company law. Her expertise in navigating the regulatory landscape and advising on high-stakes legal matters ensures that Treelife’s clients receive top-notch guidance in all aspects of corporate law.

gauravshetty-1
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.

Left Arrow
Right Arrow
jiteshagarwal-1
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.

garimamitra-1
Garima Mitra
Co-founder
[email protected]

Garima Mitra, the Co-Founder of Treelife, leads the Transactions, Contracts, and Compliance verticals at the firm. She plays a pivotal role at Treelife and clients. Her expertise in business law, coupled with her passion for social impact, positions her as a key figure in the legal and financial landscape for startups.

yaminiupadhyay-1
Yamini Upadhyay
Senior Associate | Legal
[email protected]

Yamini Upadhyay is a Senior Associate at Treelife, bringing a wealth of experience in corporate governance, foreign investment, and company law. Her expertise in navigating the regulatory landscape and advising on high-stakes legal matters ensures that Treelife’s clients receive top-notch guidance in all aspects of corporate law.

gauravshetty-1
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.

Insights

Lifecycle Assistance
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 Learn More
Lifecycle Assistance
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 Learn More
Lifecycle Assistance
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 Learn More

Get in Touch with Us

Contact Us

Mumbai | Delhi |
Bangalore | GIFT City