Fund Structuring (AIF) | Savlana Init

AIF Setup

Fund Structuring — Well-Designed. SEBI-Aligned. Investor-Ready.

Structuring support for Alternative Investment Funds, from category selection to investment strategy alignment.

Setting up an Alternative Investment Fund requires selecting the appropriate category, legal structure, and terms that align with the intended investment strategy and investor base.

We support fund sponsors in structuring the fund entity, defining fee and carry arrangements, and preparing the private placement memorandum.

Our approach ensures the fund structure aligns with SEBI's AIF regulations while remaining workable for sponsors and investors.

Our Fund Structuring Services

AIF Category Selection

Advising on the appropriate AIF category based on investment strategy.

Fund Structure Design

Structuring the fund as a trust, LLP, or company as suited to the objective.

PPM Drafting

Drafting the private placement memorandum outlining fund terms.

Investment Strategy Alignment

Aligning fund structure and terms with the intended investment strategy.

Fee & Carry Structuring

Structuring management fee and carried interest arrangements.

Sponsor & Manager Structuring

Advising on the roles and commitments of sponsor and manager entities.

Compliance Structuring

Building compliance requirements into the fund structure from inception.

SEBI Regulation Alignment

Ensuring the structure aligns with applicable SEBI AIF regulations.

Our Process

Strategy Discussion

Understanding the intended investment strategy and target investors.

Category & Structure Selection

Determining the AIF category and legal form for the fund.

Terms & Fee Structuring

Structuring fee, carry, and governance terms for the fund.

PPM & Documentation

Drafting the PPM and constitutional documents for the fund.

Finalisation

Finalising the structure ahead of the SEBI application process.

Why It Matters

✓AIF category selection suited to strategy

✓Legal structure aligned with sponsor objectives

✓Well-drafted PPM covering fund terms

✓Compliant fee and carry structuring

✓Governance structure built in from the start

✓Experience across AIF categories

✓Reduced structuring issues at application stage

✓Structure aligned with SEBI AIF regulations

Frequently Asked Questions

AIFs are classified under SEBI regulations into Category I, Category II, and Category III based on their investment strategy and risk profile.

An AIF can be set up as a trust, a company, or a limited liability partnership, with the trust structure being the most common.

A Private Placement Memorandum, or PPM, is the document outlining the fund's investment strategy, terms, fees, and risk factors for investors.

Yes, the fund structure, category, and terms are typically finalised before proceeding with the SEBI registration application.

Carried interest refers to the share of profits allocated to the fund manager or sponsor above a specified return threshold.

Yes, fund structures are customised based on the specific investment strategy, target investors, and sponsor objectives.

Setting up an Alternative Investment Fund?

We support category selection, structuring, and PPM drafting for AIFs.