FUND FORMATION

With an evolving regulatory landscape, increased accountability and endless opportunities, more and more businesses are now shifting from traditional ways and looking at investment funds to meet their commercial objectives and rapidly accelerate their growth.

At Burgeon Law, with extensive transactional experience, we navigate our clients in all legal aspects of investment funds lifecycle including assessment of risks and steering them through the complex legal and regulatory framework. Our team has a diverse experience encompassing a broad array of industries gives us an edge by staying abreast in the dynamic investment environment. We advise our clients on all the legal and regulatory aspects associated with fund formation and its life cycle.

Our services with regard to fund formation include:

  • Legal and regulatory advisory in relation to incorporation and operations including statutory and regulatory reporting compliance by various constituents such as the investment funds, portfolio managers, investment advisers, research analysts, FPI, etc.
  • End to end implementation support in drafting the application for registration of investment funds with SEBI and co-ordinating with SEBI for their registration.
  • Assistance in drafting, negotiating and finalizing of fund documents such as the private placement memorandum, contribution agreements, investment management agreement and trust deeds.

Advising in structuring of carried interest and participating in negotiation with investors and other third parties.