PMS vs AIF vs Mutual Funds – Pooling | Minimum Investment | Lock-in
Category III AIF against PMS and mutual funds on pooling, minimum investment, corpus, lock-in, investor cap and manager commitment.
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NISM XXI-A Certification – Syllabus | Exam Pattern | Weightages
NISM-Series-XXI-A is the Portfolio Management … Continue reading “NISM XXI-A Certification – Syllabus | Exam Pattern | Weightages”
AIF Performance Benchmarking – SEBI Framework | Agencies | Alpha
The SEBI benchmarking mandate for AIFs: who reports, the half-yearly guidelines, the three agencies, category methods and the CAPM alpha computation.
AIF Fund Structures – Onshore | Offshore | Unified | Master-Feeder | Parallel
The six AIF pooling structures used in India, compared on pooling vehicle, applicable regulations, investor type and routing of investment.
AIF Fund Due Diligence – Investor Perspective | Key Man Clause | Document Checklist
How an investor runs due diligence on an AIF: the Manager’s track record, the key man clause, the legal documents, conflicts and a document checklist.
AIF Valuation and NAV – IPEV Guidelines | Independent Valuer | Deviation Triggers
How AIF investments are valued and NAV computed: the three approaches, seven IPEV methods, Regulation 23 frequency, valuer eligibility and deviation triggers.
Private Placement Memorandum (PPM) for AIFs – Disclosures | Audit | Material Changes
What an AIF’s PPM must disclose, how it is filed through a merchant banker, the annual PPM audit scope and exemptions, and material changes.
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