Investors

  • Foundations and Endowements
  • Insurance Companies and Pension Funds
  • Sovereign Wealth Funds
  • Family offices and High Net worth Individuals
  • Fund of Funds
  • Accredited Investors

Sponsors

Sponsors forms and register AIF with SEBI, includes promoters in case of company and designated partner incase of Limited Liability Partnership. After registration sponsor invests in the capital of the company or LLP. If AIF is registered as Trust then sponsor would contribute to the capital of the

investment management company. Sponsor also contributes to the initial as well as subsiquesnt corpuses from time to time. Sponsor can also be the manager of the AIF.

Custodian

The Sponsor or Manager of a Category III AIF shall compulsorily appoint a custodian, registered with SEBI, for safekeeping of securities and shall keep custody of securities and goods received in delivery against physical settlement of commodity derivatives.

Trustees

A Trustee or Trustee Company is appointed when the Category III AIF is constituted as a Trust.

The trustee should be a person of ability, integrity and not be guilty of moral turpitude, any economic offence or violation of any securities law. The trustee cannot be the manager, director (including independent director), officer, employee of an investment management company.

Investment Managers

Investment Manager is the person or entity that is appointed by the Sponsor of the Category III AIF, to manage its investments and may also be same as the sponsor of the Fund. The Investment Manager should have the necessary skill and expertise to identify favourable investment opportunities and have a minimum 5 years of work experience in financial services, investment

planning, portfolio management and investment management.