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Features
- Have a basic understanding of the different investment kinds and the landscape of investments (conventional and alternative asset classes)
- Recognize the ideas behind capital market theory, modern portfolio theory, and informational efficiency.
- Gain a thorough understanding of the following in relation to handling AIFs:
- AIF ecosystem, including the functions of its numerous service providers; -Suitability of AIF products and their role in portfolio diversification
- The role of AIF managers and their senior management group in handling conflict of interest, managing funds, and other fund management responsibilities.
- Fund structure, fee structure, methods and interpretations of performance measuring, significance and function of performance benchmarking
- The different investment techniques used, the procedures for doing due diligence on investments, and the governance structure that investors adhere to in AIFs
- The AIFs' code of conduct, the manager of the AIFs, the key management team, etc.
- The necessity of stakeholder negotiations and the legal documents required in the AIF area.
- The methods of valuation employed, the function of third-party registered valuers, fund supervision, and reporting
- AIFs have a variety of exit possibilities; -The fund and its investors have a variety of taxes features
- Be familiar with the regulatory framework in India where AIFs operate, including the SEBI (AIF) Regulations, FEMA, PMLA, SEBI (PIT) Regulations, SEBI (PFUTP) Regulations, and so on.
Curriculum
- 20 Sections
- 185 Lessons
- 52 Weeks
Expand all sectionsCollapse all sections
- MOST IMPORTANT!2
- Case Studies Explained4
- Chapter 17
- 3.1Introduction to Chapter 1 – Investments Landscape1 Minute
- 3.2Savings vs. Investment | Financial Assets vs. Real Assets | Investment vs. Speculation7 Minutes
- 3.3Investment Objectives Explained2 Minutes
- 3.4Understanding Rate of Return8 Minutes
- 3.5Understanding Investment Risks6 Minutes
- 3.6Understanding Indian Securities Market Participants6 Minutes
- 3.7Quiz on Chapter 116 Minutes16 Questions
- Chapter 2: Types of Investments6
- 4.1Introduction to Chapter 2: Types of Investments1 Minute
- 4.2Traditional Investments vs. Alternative Investments5 Minutes
- 4.3Understanding Traditional Investments7 Minutes
- 4.4Understanding Alternative Investments7 Minutes
- 4.5Understanding Channels for making Investments8 Minutes
- 4.6Quiz on Chapter 225 Minutes25 Questions
- Chapter 3: Concept of Informational Efficiency6
- 5.1Introduction to Chapter 3: Concept of Informational Efficiency1 Minute
- 5.2Understanding Market Efficiency, Market Price and Value5 Minutes
- 5.3Random walk theory & types of market efficiencies4 Minutes
- 5.4Understanding Market Anomalies5 Minutes
- 5.5Market Efficiency and Index Funds4 Minutes
- 5.6Quiz on Chapter 311 Minutes11 Questions
- Chapter 4: Introduction to Modern Portfolio Theory5
- Chapter 5: Introduction to Capital Market Theory4
- Chapter 6: AIFs in India and their suitability8
- 8.1Introduction to Chapter 6: AIFs in India and their suitability1 Minute
- 8.2Evolution of Investment Funds in India5 Minutes
- 8.3Definition of ‘Alternative Investment Fund’ and types of Funds9 Minutes
- 8.4Categories of AIFs and their comparison6 Minutes
- 8.5Suitability of AIFs for Investors8 Minutes
- 8.6Comparing Category III AIFs with traditional investments8 Minutes
- 8.7AIFs as a tool for Portfolio Diversification8 Minutes
- 8.8Quiz on Chapter 625 Minutes24 Questions
- Chapter 7: Alternative Investment Fund Ecosystem11
- 9.1Introduction to Chapter 71 Minute
- 9.2Understanding Investors in the AIF Ecosystem8 Minutes
- 9.3Understanding AIF Sponsors, Trustees, and Investment Managers15 Minutes
- 9.4Understanding Crowdfunding, Corporate Venture Funding and Co-investment6 Minutes
- 9.5Understanding Service Providers in Alternative Investment Funds12 Minutes
- 9.6Understanding Capital Commitment and Drawdown in Investments6 Minutes
- 9.7Management of conflicts of interest in an AIF4 Minutes
- 9.8Understanding ESG and the Stewardship Code3 Minutes
- 9.9First Close, Final Close, Fees and expenses in an AIF11 Minutes
- 9.10Understanding Performance Fees and Distribution Waterfall in AIFs17 Minutes
- 9.11Quiz on Chapter 733 Minutes32 Questions
- Chapter 8: Alternative Investment Fund Structuring6
- 10.1Introduction to Chapter 8: Alternative Investment Fund Structuring1 Minute
- 10.2Understanding Pooling in the AIF Structure7 Minutes
- 10.3Anatomy of AIF Constitution and Structures9 Minutes
- 10.4Understanding the structure of an AIF7 Minutes
- 10.5Understanding Offshore and Onshore Funds and various structures20 Minutes
- 10.6Quiz on Chapter 825 Minutes25 Questions
- Chapter 9: Fee Structure and Fund Performance14
- 11.1Introduction to Chapter 9: Fee structure and fund performance1 Minute
- 11.2Computation of Management Fees and discussion on Fees and Expenses10 Minutes
- 11.3Computation of Hurdle Rate of Return and calculation of Incentive Fee7 Minutes
- 11.4Computation of High Watermark12 Minutes
- 11.5Understanding the impact of Catch Up clause7 Minutes
- 11.6Understanding Gross and Net Return on Investments13 Minutes
- 11.7Understanding the Impact of GST on AIF Returns2 Minutes
- 11.8Risk factors in an AIF12 Minutes
- 11.9Calculation of Mean and Standard Deviation4 Minutes
- 11.10Understanding Normal Distribution,Skewness and Kurtosis in Investments12 Minutes
- 11.11Understanding Gross IRR and Net IRR15 Minutes
- 11.12Understanding Return Metrics: YTM, J Curve and Multiples Method13 Minutes
- 11.13Understanding Investment Metrics9 Minutes
- 11.14Quiz on Chapter 925 Minutes23 Questions
- Chapter 10: Indices and Benchmarking12
- 12.1Introduction to Chapter 10: Indices and Benchmarking1 Minute
- 12.2Purpose of Index and factors differentiating indices4 Minutes
- 12.3Understanding Price Weighted Index and Value Weighted Index5 Minutes
- 12.4Understanding Free Float in the Stock Market2 Minutes
- 12.5Equal weighted index and fundamental weighted index2 Minutes
- 12.6Understanding Stock Market Indices7 Minutes
- 12.7Understanding Bond Market Indices6 Minutes
- 12.8Understanding Performance Benchmarking for AIFs: Part I5 Minutes
- 12.9Understanding Performance Benchmarking for AIFs: Part II5 Minutes
- 12.10Understanding Alpha Evaluation in AIFs4 Minutes
- 12.11Understanding Performance Benchmarking for AIFs: Part III9 Minutes
- 12.12Quiz on Chapter 1023 Minutes22 Questions
- Chapter 11: Investment Strategy, Investment Process & Governance of Funds29
- 13.1Introduction to Chapter 111 Minute
- 13.2Understanding the Stages of Fundraising for young companies6 Minutes
- 13.3Investment Strategies for Category I and II Funds11 Minutes
- 13.4Understanding the Private Equity Deal Pipeline4 Minutes
- 13.5Category III AIFs: Long Only Equity Market Investment Strategy5 Minutes
- 13.6Category III AIFs: Long-Short Equity Strategy3 Minutes
- 13.7Category III AIFs: Market Neutral Equity Strategy7 Minutes
- 13.8Category III AIFs: Equity Market Directional Strategy4 Minutes
- 13.9Category III AIFs: Global Macro Strategy3 Minutes
- 13.10Category III AIFs: Convertible Arbitrage Strategy5 Minutes
- 13.11Category III AIFs: Event-Driven Investment Strategies6 Minutes
- 13.12Category III AIFs: Pre-IPO Strategy2 Minutes
- 13.13Understanding Deal Pipelines for Category III AIFs5 Minutes
- 13.14Understanding Investor Due Diligence4 Minutes
- 13.15Understanding Share Subscription and Shareholders Agreements in Investments4 Minutes
- 13.16Understanding Investor Protection Rights: Milestone Valuation2 Minutes
- 13.17Understanding Dividend Rights in AIFs2 Minutes
- 13.18Understanding Anti-Dilution Rights6 Minutes
- 13.19Affirmative Rights and Veto Rights4 Minutes
- 13.20Understanding Liquidation Preference4 Minutes
- 13.21Understanding Exit Rights3 Minutes
- 13.22ESOP Pools, Automatic Conversion Clause and Protective Provisions in Term Sheets6 Minutes
- 13.23Negotiations for a board seat4 Minutes
- 13.24Governance of the AIF5 Minutes
- 13.25Investment Committee and Investor Advisory Committee7 Minutes
- 13.26Role of Board of Directors of the Manager in Fund Governance7 Minutes
- 13.27Investor Grievance Redressal and Online Dispute Resolution7 Minutes
- 13.28Understanding the Code of Conduct9 Minutes
- 13.29Quiz on Chapter 1136 Minutes33 Questions
- Chapter 12: Fund Due Diligence - Investor Perspective10
- 14.1Introduction to Chapter 12: Fund Due Diligence – Investor Perspective1 Minute
- 14.2Introduction to Fund Due Diligence4 Minutes
- 14.3Investment Due Diligence – Part I10 Minutes
- 14.4Investment Due Diligence – Part II7 Minutes
- 14.5Understanding the Evaluation of Fund Managers by Investors4 Minutes
- 14.6Understanding the Selection of Investment Managers by Investors8 Minutes
- 14.7Understanding Key Man Clause in Investment Management4 Minutes
- 14.8Due Diligence of Legal Documents8 Minutes
- 14.9Fund Due Diligence Information and Questionnaire Overview14 Minutes
- 14.10Quiz on Chapter 1215 Minutes14 Questions
- Chapter 13: Legal Documentation and Negotiation13
- 15.1Introduction to Chapter 13: Legal Documentation and Negotiation1 Minute
- 15.2Introduction to Legal Documentation to AIFs3 Minutes
- 15.3Trust Deed, LLP Deed and Memorandum of Association4 Minutes
- 15.4Understanding Investment Management Agreements6 Minutes
- 15.5Understanding Contribution and Subscription Agreements in Fund Investments4 Minutes
- 15.6Understanding Side Letters in AIFs5 Minutes
- 15.7Understanding Private Placement Memorandum for AIFs19 Minutes
- 15.8Additional Disclosures in the PPM11 Minutes
- 15.9Understanding Regulatory Requirements for AIFs5 Minutes
- 15.10Understanding Annual PPM Audit for AIFs4 Minutes
- 15.11Understanding Custodian Agreements in AIFs4 Minutes
- 15.12Understanding Distribution Agreements and Placement Fees in AIFs7 Minutes
- 15.13Quiz on Chapter 1331 Minutes31 Questions
- Chapter 14: Valuation of Investments13
- 16.1Introduction to Chapter 14: Valuation of Investments1 Minute
- 16.2Introduction to DCF and valuation for Fixed Income Instruments7 Minutes
- 16.3Understanding Business Valuation Approaches3 Minutes
- 16.4Enterprise and Equity Value Calculation Explained2 Minutes
- 16.5Understanding Asset Based Valuation9 Minutes
- 16.6Understanding Discounted Cash Flow Valuation12 Minutes
- 16.7Understanding Relative Valuation Methods6 Minutes
- 16.8Valuation Metrics for Startups Explained9 Minutes
- 16.9Understanding Angel Tax in Startups9 Minutes
- 16.10IPEV Valuation Guidelines for AIFs7 Minutes
- 16.11Net Asset Value (NAV) Explained6 Minutes
- 16.12Understanding SEBI Guidelines on Valuation of Investments by an AIF6 Minutes
- 16.13Quiz on Chapter 1425 Minutes20 Questions
- Chapter 15: Fund Monitoring, Reporting & Exit10
- 17.1Introduction to Chapter 15: Fund Monitoring, Reporting, and Exit1 Minute
- 17.2Introduction to Fund Monitoring in AIFs4 Minutes
- 17.3Regulatory Framework and Stewardship Code8 Minutes
- 17.4Understanding Transparency and Disclosure Requirements for AIFs2 Minutes
- 17.5Reporting requirements for AIFs4 Minutes
- 17.6Understanding Compliance Test Reports7 Minutes
- 17.7Understanding Exit Options in Alternative Investment Funds7 Minutes
- 17.8Understanding Commercial Exit Options in Investments5 Minutes
- 17.9Understanding the Winding Up of Alternative Investment Funds9 Minutes
- 17.10Quiz on Chapter 1531 Minutes23 Questions
- Chapter 16: Taxation20
- 18.1Introduction to Chapter 16: Taxation1 Minute
- 18.2Taxation of Category I and II AIFs3 Minutes
- 18.3Understanding Taxation: Capital Gains vs. Business Income5 Minutes
- 18.4Understanding Taxation of Income for Resident Investors4 Minutes
- 18.5Understanding Taxation of Different Income Streams in AIFs4 Minutes
- 18.6Understanding Capital Gains Taxation for Resident Investors8 Minutes
- 18.7Understanding Taxation for Non-Resident Investors8 Minutes
- 18.8Certain relevant provisions of the Income Tax Act5 Minutes
- 18.9Bonus Stripping and Dividend Stripping4 Minutes
- 18.10Understanding Minimum Alternate Tax (MAT) and Alternate Minimum Tax (AMT)4 Minutes
- 18.11Understanding Tax Withholding by AIFs and Reporting Requirements4 Minutes
- 18.12Understanding Taxation of Category III AIFs7 Minutes
- 18.13Understanding Tax Applicability for Category III AIFs6 Minutes
- 18.14Understanding Capital Gains Treatment for Category III AIFs3 Minutes
- 18.15Understanding Tax Applicability for Category III AIFs – Apart from Capital Gains5 Minutes
- 18.16Tax Surcharge Rates in India7 Minutes
- 18.17Understanding GAAR, MLI and other applicable taxes6 Minutes
- 18.18Understanding Tax Withholding with an example4 Minutes
- 18.19Understanding Capital Gains treatment with an example5 Minutes
- 18.20Quiz on Chapter 1626 Minutes27 Questions
- Chapter 17: Regulatory Framework22
- 19.1Introduction to Chapter 17: Regulatory Framework1 Minute
- 19.2Understanding SEBI AIF Regulations7 Minutes
- 19.3Understanding SEBI’s In-Principle Approval and Fund Listing4 Minutes
- 19.4Understanding Accredited Investors and Accreditation Agencies15 Minutes
- 19.5Understanding First Close and Final Close in AIFs7 Minutes
- 19.6Understanding the regulatory provisions vis-a-vis Capital Commitments6 Minutes
- 19.7Fundraising Process and Fund Setup Explained4 Minutes
- 19.8General Investment Conditions for AIFs12 Minutes
- 19.9Specific Conditions for Category I AIFs13 Minutes
- 19.10Specific Conditions for Category II AIFs and Excuse & Exclusion5 Minutes
- 19.11Special Situation Funds and Corporate Debt Market Development Fund8 Minutes
- 19.12Specific Conditions for Category 3 AIFs9 Minutes
- 19.13General Obligations and Responsibilities for all AIFs4 Minutes
- 19.14Understanding the Prevention of Anti-Money Laundering Act, 20028 Minutes
- 19.15Introduction to Foreign Investment Regulations in India7 Minutes
- 19.16Investment Framework Under FEMA Explained5 Minutes
- 19.17Foreign Investment Routes in India5 Minutes
- 19.18Understanding Foreign Investment in AIFs11 Minutes
- 19.19Understanding the SEBI Insider Trading Regulations 20154 Minutes
- 19.20Understanding the SEBI PFUTP Regulations and ICDR Regulations9 Minutes
- 19.21Understanding SEBI FPI Regulations 2019 and FATCA & CRS9 Minutes
- 19.22Quiz on Chapter 1733 Minutes33 Questions
- Quiz Section12
- 20.1General Quiz 110 Minutes10 Questions
- 20.2General Quiz 210 Minutes10 Questions
- 20.3Mock Test 150 Minutes50 Questions
- 20.4Mock Test 250 Minutes50 Questions
- 20.5Mock Test 350 Minutes50 Questions
- 20.6Mock Test 450 Minutes50 Questions
- 20.7Mock Test 520 Minutes20 Questions
- 20.8Mock Test 650 Minutes53 Questions
- 20.9Super Mock Quiz 1 from Past Papers60 Minutes50 Questions
- 20.10Super Mock Quiz 2 from Past Papers60 Minutes51 Questions
- 20.11Super Mock Quiz 3 Case studies60 Minutes20 Questions
- 20.12Super Mock Quiz 4180 Minutes120 Questions
