Settlement of trust by execution and registration of Trust Deed

  • Obtaining PAN/TAN and completing other registration formalities (opening of bank accounts, Demat account)
  • Facilitating registration of Trust with SEBI including the appointment of Investment Manager, Valuer, Tax consultants
  • Appointment of banker’s to the issue, book building lead manager, monitoring agent, and other intermediaries in connection with IPO formalities
  • Monitoring of subscription amount and refund of application money
  • Overseeing the activities of the Trust including the appointment of Auditors, attending to investor’s grievance, signing of financials, finalizing IT returns
  • Supervise the functioning of the Investment Manager by seeking Cash Flow report, analyzing it, and reporting deviation, if any, to the investors for guidance; and compliance report as per SEBI regulation