Fund Advisory

Best Virtual CFO Services for Startups in India

Setting up an Investment Fund requires well-thought-through structures, which serve the following purposes:

  • Investor confidence
  • Regulatory compliance
  • Ease of banking transactions
  • Tax efficiency

In today’s evolving investment ecosystem, Fund Managers, Institutional Investors, Family Offices, and Investment Platforms require strategic advisory support that goes beyond traditional compliance.

If any of the objectives is left un-met, the implications can be felt for the whole life cycle of the Fund.

Our Fund Advisory services are designed to provide end-to-end assistance across the complete lifecycle of Investment Funds

  • Structuring and regulatory setup
  • investor onboarding,
  • governance, and
  • operational support

We work closely with

  • Domestic and International Fund sponsors,
  • Asset managers,
  • Venture Capital firms,
  • Private Equity Funds,
  • Real Estate Investment Trusts & Platforms, and
  • Alternative Investment Fund (“AIF”) structures to create efficient, scalable, and compliant fund models aligned with commercial objectives and investor expectations.

Our team combines expertise across

  • Fund structuring,
  • Legal compliances,
  • Cross-border structuring,
  • Transaction Advisory,
  • Finance,
  • Taxation and regulatory compliance,
  • To help in establishing a robust investment framework while navigating complex global regulations.

Our Fund Advisory services include:

  • Fund setup and Structuring Advisory
  • Securities and Exchange Board of India (“SEBI”) and Regulatory compliance support
  • Gujarat International Finance Tec-City (“GIFT City”) / IFSC advisory and setup assistance
  • Tax-efficient domestic and cross-border structuring
  • Transaction support and Investment documentation review
  • Regulatory reporting and governance frameworks
  • Fund operational and compliance process design
  • Financial modelling and investment strategy support
  • Risk management and compliance monitoring assistance

We help and support clients to set up Fund structures, planning of an efficient legal structure from tax and regulatory perspective, and also manage internal finance and compliances.