View Contents: Alternative_Investment_Funds_Category_I_and_II_Distributors_Content.pdf

Alternative Investment Funds (Categories I and II) Distributors seek to create a common minimum knowledge benchmark for persons working in the Alternative Investment Fund domain in India as:

• Distributors, or
• Placement Agents

It also aims to enhance sales and distribution quality and enable better investor services.
The Present Publication is the May 2022 workbook version, published exclusively by Taxmann for NISM Certification Examination XIX-A [Alternative Investment Funds (Categories I and II) Distributors], with the following noteworthy features:

• [Know the Basics] of alternative asset class and the Alternative Investment Funds (Categories I and II) markets in India
• [Understand] the following in detail:
• General concepts prevalent in the AIF industry
• Structure, risk-return relationship, investment process, governance aspects, monitoring and exit strategies of AIFs
• Importance of fund due diligence, legal documentation and negotiation skills, along with the assessment of risk & return by the investors
• Valuation process and methodologies followed by the AIFs for its investee companies
• Various taxation aspects for the fund and its investors
• Role and conduct of distributors in servicing the investors
• [Know the Regulatory Environment] in which AIFs (Categories I and II) operate in India

The detailed contents of the book are as follows:

• Overview of Alternative Investments
• Alternative Investment Funds in India
• Concepts in the AIF Industry
• AIF Regulatory Framework
• Alternative Investment Fund Structuring
• Risk and Return – Fund and Investment Perspective
• Investment Process and Governance of Funds
• Fund Due Diligence – Investor Perspective
• Legal Documentation and Negotiation – Investor Perspective
• Fund Monitoring, Reporting and Exit
• Valuation
• Taxation – India Specific
• Good Practices