Curriculum
- 20 Sections
- 185 Lessons
- 52 Weeks
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- 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
Definition of ‘Alternative Investment Fund’ and types of Funds
In this video, I explain the definition of Alternative Investment Funds (AIF) in India as per the SEBI AIF Regulations 2012. I cover key aspects such as the privately pooled nature of AIFs, the types of investors involved, and the necessity of a defined investment policy. I also explain the various types of investment funds, including venture capital funds, private equity funds, debt funds, infrastructure funds, angel funds, SME funds, hedge funds, social impact funds, and corporate debt market development funds. I detail the characteristics and investment strategies of each fund type.
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