The mutual fund is a trust. The trustees hold its assets for unit holders, and an asset management company manages the schemes. Each needs its own constitution, governance and documents.
What this usually involves
- Trust deed and trustee arrangements
- AMC incorporation, capital and management
- Independence and oversight between trustees and the AMC
How we help
We prepare the structure and documents for all three parts together.
Frequently asked questions
How long does it take to set up Trust, trustees and AMC?
The timeline depends on the product, how ready your documents and information are, and the regulator’s review. We give a realistic estimate in the proposal and update it as the work progresses.
Do you guarantee regulatory approval?
No adviser can. Approval rests with the regulator. What we do is prepare your structure, documents and filings to the standard the process demands and manage the process closely.
Can we engage you for only one stage of the work?
Both are possible. Most clients engage us across structuring, documentation, regulatory execution and launch readiness, but you can engage us for a specific stage.
Do you support us after launch?
Yes. Our Launch Readiness workstream and post-incorporation support help you onboard investors and meet your ongoing obligations.
How do I get started?
Share a short brief about your fund or offering. We will revert to discuss scope and next steps.
Related Mutual Funds options
- Schemes Mutual Fund schemes Schemes launched under the registered fund, each with its own objective.
- Schemes MF Lite (passive schemes) A lighter regulatory route for passive schemes.
- Setting up a fund Sponsor eligibility The criteria the sponsor must meet.
- Setting up a fund Trust, trustees and AMC The three-part structure of an Indian mutual fund.
- Setting up a fund Approvals and ongoing advisory Regulatory approvals and support after launch.
- Specialised Investment Fund (SIF) Sits between Mutual Funds and PMS.
Speak to Finleaf
Planning a fund, a PMS or a listing? Let’s structure it properly from the start.