NISM X Taxmanns Alternative Investment Funds (Category I and II) Distributors Equips Professionals & Aspirants with Uptoda

Alternative Investment Funds (Category I And Ii) Distributors Is Tailored Specifically For Distributors And Placement Agents Dealing With Aifs In India. Developed By The National Institute Of Securities Markets (Nism), This Edition Consolidates The Latest Regulations, Concepts, Processes, And Compliance Essentials, Enabling Readers To Gain A Comprehensive, Practical, And ExaminationOriented Understanding Of The Alternative Investments Landscape. Backed By Subject Matter Experts And Leading Industry Bodies, This Workbook Serves As Both A Study Guide And A Reference Tool For Aspiring And Practising Professionals In The Alternative Investment Space.This Book Is Intended For The Following Audience: Distributors & Placement Agents Individuals Seeking To Qualify As Certified Distributors Or Placement Agents For Category I & Ii Aifs Financial Advisors & Wealth Managers Professionals Advising On Or Distributing Alternative Investment Products Aif Sponsors, Fund Managers, And Compliance Officers Stakeholders Requiring Clarity On Industry Operations, Governance, And Compliance Students & Aspirants Those Targeting A Structured Career Path In Securities Markets And Alternative Assets Legal & Regulatory Professionals For UpToDate Reference On Aif Regulatory, Documentation, And Taxation Frameworks Institutional Investors, Private Equity & Venture Capital Professionals For Understanding Due Diligence, Fund Structuring, And Exit Mechanismsthe Present Publication Is The June 2025 Workbook Version, Developed In Collaboration With The Certification Team Of Nism And Mr Pratap Giri, Mr Archit Lohia, And Mr Biharilal Deora. It Is Published Exclusively By Taxmann, With The Following Noteworthy Features: [ExaminationOriented Content] Fully Aligned With The NismSeriesXixA Syllabus And Examination Structure [Lucid, Structured Learning] Complex Topics Explained In Simple, Logical Steps For Easy Grasp And Retention [Updated As Per Latest Regulations] Incorporates The Most Recent Sebi, Fema, And Taxation Rules Relevant To Aifs [CaseBased Approach] Includes Sample Caselets, Mcqs, Templates, And Worked Examples For HandsOn Practice [Expert Input] Reviewed By Industry Professionals, Fund Managers, And Leading Alternative Asset Experts [Comprehensive Coverage] Spans The Entire Life Cycle Of Category I & Ii AifsFrom Structuring And Due Diligence To Monitoring, Valuation, Exit, And Best Practices [Practical Reference] Ready Reckoner For Distribution Processes, Investor Services, Documentation, And Governance [Practical Orientation] Emphasises Practical Skills Such As Using Excel/Openoffice For Computations And Case Analysis [Official Resource] Endorsed By Nism And Recognised By Sebi, Making It The Trusted Study Material For All Candidates [Contribution By Experts] Developed And Reviewed With Inputs From Leading Practitioners And The Indian Private Equity & Venture Capital Association (Ivca) [Career Enablement] Serves As A Reference For Professionals And Aspirants Building Careers In Alternative Investments And Distributionthe Workbook Comprehensively Covers: Fundamentals Of Alternative Investmentso Introduction To Alternative Asset Classes, Role In Portfolio Management, And The Evolution Of Aifs In India Regulatory Frameworko Detailed Overview Of Sebi (Aif) Regulations 2012, Fema Provisions, And Indian Legal Context Industry Conceptso InDepth Explanations Of The Private Capital Ecosystem, Capital Commitment, Due Diligence, Preferred Returns, CoInvestments, And Esg Aif Structuringo Principles Of Fund Pooling, Structuring Templates, And Anatomy Of Aif Constitutions Risk & Return Analysiso Fund And Investor Perspectives On Risk, Primary Return Metrics, And The J Curve Investment Process & Governanceo From Deal Sourcing And Due Diligence To Investor Protection Rights And Compliance Fund Due Diligenceo Fund Selection, Benchmarking, Evaluating Fund Managers, And Distributor Sales Strategy Legal Documentationo All Essential Agreements, Term Sheets, Investor Charters, And Documentation Templates Monitoring, Reporting & Exito Performance Monitoring, Reporting Standards, Secondary Exits, And WindingUp Procedures Valuationo Methods For Fixed Income And Equity, Business Valuation, Regulatory Approaches, And The Role Of Valuers Taxationo Framework For Aif And Investor Taxation, Domestic And International Aspects, And AntiAvoidance Rules Good Practiceso Distribution Agreements, Preparation Of Pitch, Confidentiality, Conflict Of Interest Management, And Professional Conductthe Workbook Is Organised Into 13 Chapters, Each Aligned To The Nism Exam Weightage And Designed To Build Conceptual Understanding And Operational Expertise Progressively. Introductory Chapters Overview Of Alternative Investments; Alternative Investment Funds In India Core Chapters Industry Concepts; Regulatory Framework; Structuring; Risk & Return; Investment Process & Governance; Fund Due Diligence; Legal Documentation & Negotiation; Fun