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1 Lifecycle Assistance

Lifecycle Assistance

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.

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How can we help?

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.

Our services include:

Back Office Operations Support
Maintaining a Repository of Fund Documents
Investor Onboarding Assistance
Coordination with Trustees, Fund Accountants, Merchant Bankers, Auditors, Custodians, and more

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.

Our services include:

Ad-hoc Tax and Regulatory Advisory
Tax and Regulatory Compliance Support, including tax return filing, SEBI filings, and more
Interaction with SEBI and Regulatory Authorities

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.

Our services include:

Setting Up Policies and Processes
Legal Documentation Support for Investments and Divestments
Updating and Maintaining Fund Documentation
Due Diligence on Target Entities

Fund Operations and Vendor Management

Our services include:

Back Office Operations Support
Maintaining a Repository of Fund Documents
Investor Onboarding Assistance
Coordination with Trustees, Fund Accountants, Merchant Bankers, Auditors, Custodians, and more

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.

Our services include:

Ad-hoc Tax and Regulatory Advisory
Tax and Regulatory Compliance Support, including tax return filing, SEBI filings, and more
Interaction with SEBI and Regulatory Authorities

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.

Our services include:

Setting Up Policies and Processes
Legal Documentation Support for Investments and Divestments
Updating and Maintaining Fund Documentation
Due Diligence on Target Entities

We Are Problem Solvers.
And Take Accountability.

TALK TO OUR EXPERTS

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

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Jitesh Agarwal, Founder of Treelife, drives its practices in VCFO, finance, tax and regulatory, and GIFT City advisory. A qualified Chartered Accountant, he has established Treelife as a trusted partner in the startup ecosystem, delivering tailored solutions for emerging businesses.

Garima Mitra

Co-founder

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Garima Mitra, Co-Founder of Treelife and a seasoned lawyer, leads the Transactions, Contracts, and Compliance verticals. 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.

Priya Kapasi Shah

Associate Partner | Tax & Regulatory

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Priya Kapasi Shah, a qualified Chartered Accountant, brings experience from PwC and KPMG and heads Financial Advisory at Treelife. She specializes in investment structuring, cross-border transactions, and tax and regulatory advisory. Priya also leads AIF setups and offers advisory and setup services for GIFT IFSC.