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AIF for Single
Family Office 

AIF for Single Family Office

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Empowering Families to Steward Their Own Legacy

Our Alternative Investment Funds (AIFs) have emerged as the preferred solution for families who are seeking institutional-grade vehicles that offer governance, professional management, and long-term continuity.

AIFs provide a regulated, tax-efficient and flexible structure for families who want to pool capital, professionalize investment decisions, and create a legacy-ready investment platform aligned with their philosophy and long-term objectives.  

We work with forward-thinking families to conceptualize, structure and administer AIFs designed around their values, governance needs and multi-generational wealth aspirations. 

Our Offerings

Structuring &
Regulatory Setup

  • Selection of AIF Category (I, II or III) aligned with family investment objectives - Category I (early-stage/impact), Category II (PE/real assets), Category III (active or leverage-based strategies) 
  • Entity structuring: Trust / LLP / Company formats 
  • Preparation of Fund Documents & Private Placement Memorandum (PPM) 
  • SEBI filings and establishment of compliance infrastructure 
  • Governance framework design and investor agreement finalization  

Fund Administration
& Operations 

  • Investor onboarding and subscription management 
  • NAV computation and unit-holder reporting 
  • Tax compliance and regulatory submissions 
  • Investment accounting, performance tracking and audit coordination 
  • Consolidated reporting with institutional-grade systems  

Governance &
Strategic Advisory

  • Investment committee coordination and decision support 
  • Portfolio monitoring, analytics and valuation methodologies 
  • Concentration risk monitoring and rebalancing guidance 
  • NextGen involvement frameworks and succession-aligned governance 
  • Tax-efficient investment structuring (within regulatory guidelines) 

Ongoing Compliance & Reporting 

  • Quarterly and annual investor reporting 
  • SEBI regulatory compliance and deadline tracking 
  • Technology-enabled reporting infrastructure 
  • Documentation, amendments, and governance updates 

Approach

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Tailored to Each Family 

Tailored to Each Family 
Customized AIF structures that ensure fairness, clarity, and continuity across family branches. 

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Institutional Discipline 

Strong governance, independent valuations, and clear decision-making frameworks. 

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Integrated Advisory + Administration 

End-to-end support from administration to capital allocation, risk limits, and tax alignment. 

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NextGen & Succession-Focused 

Structured NextGen participation that supports continuity and responsible stewardship. 

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