Tools for Fund Management Compliance
Practical calculators, planners and checklists to simplify your compliance journey.
Each tool is built on the regulation or circular it cites.
FME Setup NavigatorCategory, net worth, KMPs and a registration checklist.Scheme Launch PlannerThe launch rules for each scheme type.Deadline CalculatorDue dates from event dates, with sources.My compliance calendarRecurring obligations as an .ics download.FME calculatorsKMP, custodian, PPM, concentration, borrowing, tickets, TPFM fees.Contribution and net worthScheme contribution and net worth checks.Policies checklistPolicies and records, with status tracking.Category selectorWhich FME category fits.Accredited investor checkerWho qualifies under the IFSCA criteria, and what the FME must do.Decision toolsStep-through checks for launches and changes.Inspection readinessBooks, records and evidence checklist.Records registerThe records the rules require.Practical scenarios28 worked situations.Compare scheme typesRules side by side.SEBI or IFSC?Which framework fits your fund, and why.Compare frameworksFME categories, AIF categories and the two regimes, side by side.SEBI AIFSEBI AIF compliance calendarRecurring SEBI filings, reports and valuations as an .ics download.SEBI AIFSEBI AIF Setup NavigatorCategory, key numbers and a registration checklist.SEBI AIFSEBI AIF policies checklistPolicies, appointments and records the AIF Regulations expect, with status tracking.SEBI AIFSEBI AIF inspection readinessRecords SEBI can ask to see, regulation by regulation.SEBI AIFSEBI AIF records registerLog the records your AIF keeps, linked to each regulation.SEBI AIFSEBI AIF practical scenarios15 worked situations from the AIF Regulations.SEBI AIFSEBI AIF Scheme Launch PlannerSuggested AIF type and a step-by-step launch roadmap.SEBI AIFSEBI AIF Deadline CalculatorDue dates from event dates, from the SEBI AIF Regulations.SEBI AIFSEBI AIF accredited investor checkerIncome, net worth and the certificate SEBI requires.SEBI AIFSEBI AIF calculatorsCorpus, continuing interest, investment, concentration and borrowing checks.SEBI AIFSEBI AIF decision toolsPick a task; get the provisions, numbers and next step.SEBI AIFAIF key numbersCorpus, tickets, continuing interest, investors and tenure.SEBI AIFAIF Master Circular guideAll 25 chapters, with sections and pages.SEBI PMSSEBI PMS: Minimum investment checkerIs a client's amount enough for PMS or PRIM, and who is exempt?SEBI PMSSEBI PMS: Net worth and liquid assetsDoes a portfolio manager meet the net worth and 10% liquid-asset tests?SEBI PMSSEBI PMS: SEBI fees calculatorApplication, registration and renewal fees over the years you plan for.SEBI PMSSEBI PMS: Deadline calculatorDue dates for grievances, fees, Disclosure Document, audits and reports.SEBI PMSSEBI PMS key numbersEvery threshold and time limit, with its regulation.SEBI PMSSEBI PMS quiz44 questions on the 2026 Regulations.
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Company Secretary & Compliance Officer, Global Horizons Capital Advisors (IFSC) Private Limited · FCS · 13+ years in compliance and governance
A tool points the way. CS Prashant Kumar checks your facts, structure and documents, then gives you a written view and a clear path to registration and compliance.