Investment Funds
The Practice
Our dedicated investment funds practice comprises professionals with expertise and experience in advising clients from the funds sectors on the relevant legal, regulatory, and tax perspectives.
Execution
The seamless integration of our investment funds practice, with the tax practice, helps us provide a holistic legal, regulatory and tax solution to clients. We help clients with fund formation and structuring. We have worked across asset classes including seed funds, angel funds, venture funds, private equity, infrastructure funds, debt funds, credit funds, special situation funds, real estate funds, hedge funds, fund of funds, secondary funds, REITs, INVITs, mutual funds, UCITs and other alternate asset classes.
The Khaitan Advantage
We advise Indian and global funds in different jurisdictions through various market cycles. Our commitment to research and understanding of global trends enables us to anticipate the future needs of our clients and create innovative fund solutions right from fund formation to eventual winding up and throughout the lifecycle of a fund.
"Clients note the calibre of advice provided, and praise its "legal understanding coupled with the commercial understanding of the team."
Chambers and Partners Asia Pacific, 2018Key Contacts
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Siddharth Shah
Partner
Investment Funds, Private Equity, Corporate and Commercial
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Divaspati Singh
Partner
Investment Funds, Private Equity, Corporate and Commercial
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Bijal Ajinkya
Partner
Direct Tax, Estate Planning, Trusts and Private Client, Investment Funds
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Vivek Mimani
Partner
Investment Funds, Private Equity, Corporate and Commercial
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Shikhar Kacker
Counsel
Investment Funds
Find out how our experts can help solve the challenges you face in your industry.
Contact UsKey Deals
Piramal Enterprises Limited
Advised client, on a joint venture with Bain Capital Credit for the establishment of India Resurgence Fund as a Category II AIF with a target corpus of USD 1 billion.
read more +Piramal Alternative Opportunities Fund
Acted as the Fund Counsel in structuring Piramal Alternative Opportunities Fund, a scheme of Piramal Alternative Opportunities Trust.
read more +IDFC Alternatives Limited
Advised IDFC Alternatives Limited in relation to transfer of the real estate and private equity asset management businesses to Investcorp Asia Services Pte. Ltd by way of a slump sale, on a going concern basis.
read more +Lightbox Ventures III
Acted as the transaction counsel and advised client in relation to setting up of a Fund, organized as a limited liability company with under the laws of Mauritius and holding a Category I Global Business Licence issued by the FSC.
read more +Motilal Oswal ICAV
Acted as the legal advisor from an Indian law perspective in structuring Motilal Oswal ICAV, and also assisted Motilal Oswal Asset Management Company (MOAMC) in its application to the relevant Indian regulators in relation to its 100% subsidiary in India, i.e. Motilal Oswal Capital Limited (MOCL) to act as the investment advisor of Motilal Oswal ICAV Fund.
read more +BPEA Investment Managers Private Limited (Barings Private Equity)
Acted as Fund counsel to Category II AIF set up by client. Also acted as the India counsel in respect of the offshore pooling vehicle set up in Mauritius by the BPEA Group to make investments into the India Fund.
read more +JM Financial India Fund II
Assisted and acted as the ‘Fund Counsel’ in the setting up of Category II Alternative Investment Fund which has a target corpus of INR 750 crores with a Greenshoe Option, exercisable at the discretion of the Investment Manager, of INR 250 crores, thereby totalling to INR 1000 crores.
read more +Franklin India Long Short Equity AIF
Acted as Fund Counsel in the setting up of a Category III open-ended Alternative Investment Fund with the objective to achieve capital appreciation in the medium to long term, from a portfolio that is constituted of equity, equity related securities and derivatives of companies/issuers domiciled in India.
read more +IIFL Wealth Management Limited
Assisted on investor negotiations with a large development financial institution to obtain capital commitment by IIFL.
read more +Insights
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Analysing the impact of budget 2020 on investment funds: is enough as good as a feast?
read more + 06 Feb '20 -
A Sebi order lays the ground rules for AIF manager conduct
read more + 16 Dec '19 -
Foreign Portfolio Investors: SEBI moves a step closer to refurbishing FPI norms
read more + 28 Aug '19 -
Relooking at the harmonisation of investment norms for IFSC AIFS with onshore AIFS
read more + 21 Aug '19 -
Time for fund managers to go the ‘GIFT' way: IFSC AIFs made more attractive
read more + 12 Aug '19