Fund Operations and Vendor Management Services

We simplify the operational and compliance ecosystem of your fund by acting as a Single Point of Contact (SPOC) for various stakeholders. From trustees to auditors, we ensure seamless coordination with service providers, enabling you to focus on core strategies while we manage back-end operations efficiently.

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Services Offered

Back Office Operations Support: Comprehensive support to streamline day-to-day operational activities, ensuring efficiency and accuracy.
Maintaining a Repository of Fund Documents: Systematic storage and management of critical fund-related documents to enable easy access and compliance readiness.
Investor Onboarding Assistance: Seamless onboarding of investors with careful management of documentation and regulatory requirements.
Coordination with Trustees, Fund Accountants, Merchant Bankers, Auditors, Custodians, and more: Acting as a bridge between stakeholders to facilitate smooth fund operations and timely compliance.

We Are Problem Solvers. And Take Accountability.

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Insights

CBDT released Draft Income-Tax Rules, 2026 – Details & Insights

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Fund Operations and Vendor Management - Treelife

Tiger Global Ruling: Supreme Court on TRCs, Treaty Protection and Offshore Structures

Over the last couple of days, many of you would have seen headlines around the Supreme Court’s decision in the…

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Taxation & Regulatory Framework for Derivatives and Equity Investments in India

This research note provides a comprehensive analysis of the taxation and regulatory framework governing investments in derivatives (futures and options)…