Blog Content Overview
- 1 Lifecycle Assistance
- 1.1 We offer comprehensive support to ensure the smooth and efficient management of your fund's operations, compliance, and governance. Our services are designed to streamline processes, ensure regulatory adherence, and implement best practices for long-term fund success.
- 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 FAQs on Lifecycle Assistance Services in India
- 1.6.0.1 What is the role of corporate governance in strategic management?
- 1.6.0.2 What is the importance of payroll management in lifecycle assistance?
- 1.6.0.3 What is dematerialization, and how does Treelife assist with it?
- 1.6.0.4 What is the role of a registrar and transfer agent (RTA)?
- 1.6.0.5 What is fund accounting, and why is it essential for investors?
- 1.6.0.6 What is corporate governance, and why is it important?
- 1.6.0.7 Where does Treelife provide lifecycle assistance services?
- 1.6.0.8 Can Treelife help with performance benchmarking and portfolio valuation?
- 1.6.0.9 How can Treelife help with compliance frameworks, including SEBI and RBI compliance?
- 1.6.0.10 How does Treelife support fund-based accounting?
- 1.6.0.11 Can Treelife help with ITR filing and tax compliance?
- 1.6.0.12 How can Treelife help investors with vendor and fund operations management?
- 1.6.0.13 How does Treelife help with corporate governance and legal support?
- 1.7 Insights
- 1.8 Get in Touch with Us
- 1.9 Speak to Us!
How can we help?
01.
Fund Operations and Vendor Management
We simplify the operational and compliance ecosystem of your fund by acting as a Single Point of Contact (SPOC) with various vendors, including trustees, custodians, brokers, RTAs, fund accountants, bankers, and other essential service providers.
02.
Tax and Regulatory Compliance & Advisory
We provide extensive support to manage ongoing tax and regulatory requirements, ensuring your fund remains fully compliant and up to date with evolving laws and regulations.
03.
Governance and Legal Support
We help establish and enforce high standards of governance and structured processes, ensuring your fund operates efficiently while staying compliant with legal and regulatory frameworks.
We Are Problem Solvers.
And Take Accountability.
Trusted by
Treelife provides us with critical insights into our business, allows us to make fast decisions and ultimately become more dynamic and competitive in the marketplace. To top it all off, the support has been brilliant, quick, helpful and personal. We are super impressed with Treelife. Recommended Treelife to my contacts.
Geetansh Bamania | Founder, Rentomojo


Connect with us
Jitesh Agarwal
Founder
jitesh@treelife.in
Leads the VCFO, finance tax, and regulatory functions at Treelife. Responsible for the firm’s non-operational growth and providing strategic advisory in GIFT City, helping clients navigate complex regulatory landscapes effectively.
Garima Mitra
Co-founder
garima@treelife.in
Spearheads Transactions, Contracts, and Compliance verticals. Combines expertise in business law and a passion for social impact to shape the legal and financial ecosystem for startups.
Priya Kapasi Shah
Associate Partner | Tax & Regulatory
priya.k@treelife.in
Heads Treelife’s Financial Advisory practice, specializing in investment structuring, cross-border transactions, and tax and regulatory advisory. Also leads on AIF setups and advisory services for GIFT IFSC.
Dhairya Chaniyara
Senior Associate | Financial Advisory
dhairya.c@treelife.in
Focuses on direct tax and regulatory services with a specialization in GIFT IFSC. Brings experience from various industries, including manufacturing, FMCG, IT-ITES, and healthcare, to deliver impactful tax solutions.
FAQs on Lifecycle Assistance Services in India
What is the role of corporate governance in strategic management?
Corporate governance ensures that strategic decisions align with the organization’s values and legal requirements. It also establishes accountability structures for management. Treelife helps businesses develop governance mechanisms that support long-term strategic goals and enhance stakeholder confidence.
What is the importance of payroll management in lifecycle assistance?
Payroll management involves processing employee salaries, tax deductions, and compliance with statutory regulations. Treelife offers payroll management systems and support, ensuring timely and accurate payroll processing while adhering to TDS and tax compliance norms.
What is dematerialization, and how does Treelife assist with it?
Dematerialization is the process of converting physical securities into electronic format, making them easier to manage and transfer. Treelife assists businesses with the dematerialization process, liaising with custodians and RTAs to ensure compliance with regulatory requirements.
What is the role of a registrar and transfer agent (RTA)?
An RTA manages investor records, tracks transactions, and handles transfer and dematerialization of securities. Treelife collaborates with RTAs to facilitate smooth fund operations and compliance with SEBI regulations, including managing dematerialization processes.
What is fund accounting, and why is it essential for investors?
Fund accounting is a system that tracks and reports on assets and liabilities specific to investment funds, ensuring clarity and accuracy in NAV calculations, investor reporting, and compliance. Treelife provides fund accounting services to investors, helping maintain transparency and accountability across multiple investment vehicles.
What is corporate governance, and why is it important?
Corporate governance refers to the system by which companies are directed and controlled. It encompasses policies, regulations, and practices that ensure accountability, transparency, and fairness in a company’s relationships with stakeholders. Good governance enhances corporate accountability and mitigates risks, fostering sustainable growth. Treelife provides comprehensive corporate governance support to ensure compliance with legal frameworks and best practices.
Where does Treelife provide lifecycle assistance services?
Treelife provides lifecycle assistance services PAN India through virtual consultations, ensuring that businesses across the country can access expert support. We have dedicated teams in Mumbai, Delhi, Bangalore, and GIFT City, making our services widely accessible.
Can Treelife help with performance benchmarking and portfolio valuation?
Yes, we provide performance benchmarking to evaluate business efficiency against industry standards and offer portfolio valuation services, including NAV calculation and market value assessment. Our expertise helps funds and businesses make data-driven decisions.
How can Treelife help with compliance frameworks, including SEBI and RBI compliance?
We assist businesses in complying with regulatory frameworks set by SEBI, RBI, and other authorities, including SEBI cyber security requirements and RBI compliance for financial entities. Our team develops customized compliance frameworks and ensures adherence to evolving regulatory norms.
How does Treelife support fund-based accounting?
Fund-based accounting involves managing financial transactions according to specific funds or purposes. Treelife assists in setting up accurate accounting frameworks, including private equity fund accounting, ensuring compliance with Indian and international standards.
Can Treelife help with ITR filing and tax compliance?
Yes, Treelife provides comprehensive tax compliance services, including ITR filing, GST compliance, lower TDS deduction certificate applications, and FATCA reporting. Our tax advisors ensure accurate filing and compliance with Indian tax regulations, minimizing potential legal exposure.
How can Treelife help investors with vendor and fund operations management?
Treelife acts as a Single Point of Contact (SPOC) for managing vendor contracts, compliance, and performance monitoring. For fund operations, we streamline interactions with custodians, RTA, accountants, brokers, and other stakeholders to ensure efficient management and compliance.
How does Treelife help with corporate governance and legal support?
We assist businesses in establishing high standards of governance through drafting policies, conducting governance audits, and offering guidance on compliance with Indian corporate laws. Our team helps set up governance structures, monitor compliance, and provide insights into best practices for corporate governance in India.
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Bangalore | GIFT City