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 Insights
- 1.7 Get in Touch with Us
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
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
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.
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.
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.
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.
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.
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.
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.
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.
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Get in Touch with Us
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Bangalore | GIFT City