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AIF Documentation | Savlana Init
AIF Setup

AIF Documentation — Complete. Consistent. Regulation-Aligned.

Preparation of fund documentation required for setting up and operating an Alternative Investment Fund.

Contact Us

An Alternative Investment Fund relies on a set of interlinked documents — the trust deed, PPM, investment management agreement, and contribution agreements — that must be consistent with each other.

We prepare and review AIF documentation to ensure terms are aligned across documents and consistent with applicable SEBI regulations.

Our documentation support extends from fund formation through to ongoing regulatory filings during the fund's operation.

Our AIF Documentation Services

Trust Deed Drafting

Drafting the trust deed establishing the fund's legal structure.

PPM Drafting & Review

Preparing and reviewing the private placement memorandum for consistency.

Investment Management Agreement

Drafting the agreement between the trustee and investment manager.

Contribution Agreement

Preparing agreements governing investor commitments and drawdowns.

Board & Trustee Resolutions

Preparing resolutions required to support fund decisions and approvals.

Fee & Expense Documentation

Documenting fee, expense, and carry arrangements consistently across documents.

Compliance Documentation

Preparing documentation required for ongoing regulatory compliance.

Regulatory Filings

Preparing filings required to be submitted to SEBI during fund operation.

Our Process

1

Document Requirement Review

Identifying documents required based on fund structure and stage.

2

Drafting

Drafting the trust deed, PPM, and related fund agreements.

3

Consistency Review

Reviewing documents for consistency in terms across the document set.

4

Execution Support

Supporting execution of documents by relevant parties.

5

Ongoing Filings

Preparing periodic filings required during the fund's operation.

Why It Matters

Consistent terms across all fund documents
Documentation aligned with SEBI AIF regulations
Reduced risk from document inconsistencies
Support from formation through operation
Experience drafting across AIF categories
Clear investor-facing documentation
Support for ongoing regulatory filings
Structured document review process

Frequently Asked Questions

A trust deed is the document that establishes the fund as a trust, setting out its objects, trustee powers, and governance framework.
An Investment Management Agreement sets out the terms under which the investment manager manages the fund's assets on behalf of the trustee.
A contribution agreement records an investor's commitment to the fund, including drawdown terms and conditions for capital contribution.
Inconsistent terms across the PPM, trust deed, and agreements can create regulatory and investor disputes, so consistency is essential.
Yes, documentation such as the PPM may require updates to reflect changes in fund terms, strategy, or regulatory requirements.
AIFs are required to make periodic filings with SEBI covering compliance, reporting, and other operational disclosures.

Need documentation support for your AIF?

We prepare and review fund documents aligned with SEBI AIF regulations.