How we help \ AIF for Single Family Office

AIF for Single
Family Office

AIF for Single Family Office

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

Tailored to Each Family

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

Institutional Discipline

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

Integrated Advisory + Administration

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

NextGen & Succession-Focused

Structured NextGen participation that supports continuity and responsible stewardship.

Schedule a call

AIF for Single Family Office