Asset management

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The asset management industry plays a pivotal role in India's financial services and overall economy. It fuels the growth of fintech, enhances investment opportunities, and broadens digital financial services, fostering innovation and economic expansion.

Notwithstanding its remarkable growth, the industry grapples with operational challenges, such as limited market penetration, a constrained investor base, distribution channel complexities, heightened regulatory oversight, increased compliance expenses, and a deficit of investor commitment and trust, among other issues.

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Union Budget 2026 webinar

A detailed discussion on Union Budget 2026 announcements and their relevance for businesses and India’s economic landscape.

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Customised growth strategies

We offer customised approaches to enhance your assets under management (AUM) and accelerate client acquisition, promoting long-term customised growth strategies and sustainable growth.

Data-driven market insights

Our analytical market insights based on data enable businesses to capitalise on emerging trends and swiftly seize competitive opportunities.

Specialised team of experts

Our team comprises seasoned experts and leaders with a wealth of knowledge of regulatory affairs, processes, technology, and industry-specific matters.

Our solutions

Governance services

Our comprehensive governance solutions cover a wide range of services, including internal audits, process reviews, ICOFR/IFC development and assessments, SOX audits, SOP development, as well as specialised risk management reviews focused on ERM and model validation.

Risk management

We excel in delivering both quantitative and qualitative risk management solutions, along with governance solutions such as ERM and model validation reviews. Our customised solutions, coupled with unwavering professional support, are designed to enhance your success.

Regulatory compliance

Leveraging our expertise, strong relationships with regulatory bodies, and extensive experience in regulatory frameworks and guidelines, we assist your organisation in fostering a culture of compliance. Our services include compliance assessments, compliance testing, regulatory reporting reviews, compliance dashboarding, and regulatory remediation reviews.

Tax and regulatory advisory and compliance

Throughout the fund lifecycle, from conceptualisation to winding up, we provide a wide array of services to fund managers and funds, covering regulatory approvals, valuations, due diligence, and compliance.

Fund accounting and investor reporting

Our accounting experts assist funds in financial statement preparation, investor reports, audit support, capital call and distribution notices, partner's capital account statements, management fee calculations, NAV, incentive, and waterfall workings.

Corporate intelligence

In an increasingly regulated environment, our corporate intelligence (CI) / integrity due diligence (IDD) evaluates the integrity, market reputation, and performance track record of individuals, management groups, or corporate entities.

Technology transformation

Providing enterprise applications advisory solutions and technology strategy advisory services.

Cyber security and IT risk

Our expert team offers services including Security Audit Posture, IS Audit based on SEBI circulars and ISO 27001 Audit, Vulnerability Assessment, Penetration Testing, and SOC 2 Compliance.

Prevention/investigation of front running and market abuse

Conducting a forensic review of equity, derivative, and debt trades on 15+ fraud parameters, we identify potential cases of front running and insider trading within the investment function. For flagged cases, enhanced investigations are carried out.

Case study

How can automation transform tax processes for AIFs?

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Problem statement

Our client’s tax processes were previously managed manually by a third-party professional. The manual intervention resulted in various observed errors, such as incorrect FIFO calculations and oversight of bonus shares.

Our solution

Through our automation tool, we significantly reduced manual intervention in tax processes, eliminating inadvertent errors. The automation tool generated reports efficiently, including computation of advance tax liability.

The results

Our automation tool not only minimised manual errors but also ensured quick report generation with a single click.

Case study

Automating tax processes

Problem statement

Our client's tax processes were previously managed manually by a third-party professional. The manual intervention resulted in various observed errors, such as incorrect FIFO calculations and oversight of bonus shares.

Our solution

Impact

Our automation tool not only minimised manual errors but also ensured quick report generation with a single click.

Case study

Resolving treaty benefit claims for infrastructure fund

Problem statement

Our client, a closed-ended fund specialising in infrastructure investments, faced scrutiny in tax assessment due to a substantial refund claimed in the income return.

Our solution

We assisted the client in drafting and filing comprehensive responses to the tax officer's inquiries, analysing the case's intricacies with the tax officer, aligning submissions with Indian tax regulations and the relevant tax treaty.

Impact

Our efforts resulted in a favourable outcome, earning the client's utmost satisfaction and the highest ratings.

Our insights

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Our resources

RBI Master Directions on fraud risk management

The Board of Directors’ overall roles and responsibilities in fraud risk management, enhance internal control frameworks, and ensure compliance with principles of natural justice.

ECL AssessPro

ECL Model Maturity Assessment Tool from Grant Thornton Bharat

Asset management