Understanding the IRDAI Cyber Security for insurance brokers In an era where digital transformation is rapid, the insurance sector stands at a crucial juncture, balancing innovation with security. Recognizing this dynamic, the Insurance Regulatory and Development Authority of India (IRDAI) introduced the comprehensive Cyber Security Guidelines in 2023, aimed at bolstering the digital infrastructure and resilience of insurance entities. This blog dissects the key facets of these guidelines, outlining their principles, objectives, and the actionable […]

Private Credit in India: Features, Benefits, and Regulatory Challenges Private credit in India has rapidly undergone transformational changes in recent years. Institutional investors now fund private credit, offering a strategic capital infusion avenue for startups and early-stage businesses. The higher interest rates, combined with flexible repayment structures, provide a compelling alternative to traditional lending sources. Unveiling the Potentials Private credit is transforming the Indian financial ecosystem by creating unique opportunities for cash-strapped startup companies. In […]

Understanding Family Investment Funds Family Investment Funds have emerged as a popular and strategic way for high net worth individuals to manage their wealth and grow it in a cohesive manner. In this comprehensive guide, we will explore the specifications and implications of these funds, including its unique features and advantages. What is a Family Investment Fund? A Family Investment Fund is a self-managed fund built from a single family’s contributions. The fund is a […]

Investment Trusts: Clarity and Conciseness Understanding Investment Trusts An Investment Trust is a registered Real Estate Investment Trust (REIT) or Infrastructure Investment Trust (InvIT) under IFSCA (Fund Management) Regulations, 2022. It allows investors to pool funds in real estate or infrastructure projects, ensuring diversification and better returns. Setting Up an Investment Trust in IFSC Establishing an Investment Trust in IFSC is open to individuals or corporations from IFSC, India, or foreign jurisdictions, provided they register […]

Portfolio Management Services Introduction In today’s dynamic financial landscape, it is essential to have expert guidance and effective management of your investment portfolio. That’s where Portfolio Management Services (PMS) come into play. With the advanced version of Chat GPT-4 Pro, we delve into the world of PMS, covering its features, benefits, client eligibility, investment options, the importance of written agreements, disclosures, fee structures, risk management, and more. Eligibility for Portfolio Management Services Non-Resident Indians (NRIs) […]