Navigate AIF logo

    Merchant Banking

    Merchant banking solution

    Accelerate setup of new funds and schemes for AIF Categories I, II, and III. Automated due diligence certificates and streamlined document preparation to meet SEBI requirements with confidence and speed.

    Get started now

    Process

    How it works

    1

    Upload a Private Placement Memorandum

    Begin by uploading your Private Placement Memorandum to our secure platform.

    2

    Click "Generate Certificate"

    Initiate the automated process that reviews your Private Placement Memorandum for regulatory compliance.

    3

    Receive a Due Diligence Certificate

    Instantly obtain the complete due diligence certificate with red-flags in the Private Placement Memorandum, indicating whether your documentation has passed key compliance checks.

    4

    Save, Share, and Stay Compliant

    Download and proceed to a second round of manual review for the certificate, knowing your Private Placement Memorandum is prepared to meet SEBI standards.

    Merchant Banking workflow

    Benefits

    Key benefits

    Standout advantages for your merchant banking workflow.

    Time-Saving

    Reduce processing time by up to 95% compared to doing a manual review only. This will help expedite fund launches by removing manual bottlenecks and automating certificate generation.

    Reliable Compliance

    Leverage robust regulatory intelligence that flags potential issues before they become problems.

    User-Friendly

    Intuitive design means less training, faster adoption, and immediate impact on day-to-day operations.

    Future-Ready

    Regular updates ensure you're always equipped to comply with shifting AIF and SEBI regulations.

    Why us

    Why choose our merchant banking solution?

    • Accelerated Go-to-Market: Launch new funds and schemes efficiently, reducing time-to-approval.
    • Trusted Intelligence: Rely on built-in analytics to catch red flags early and maintain airtight compliance.
    • Scalability: Irrespective of the category and sub-category of the Alternative Investment Fund you are launching, the platform adapts to allow you to conduct a detailed private placement memorandum review and generate a due diligence certificate.
    • Reduce SEBI queries: The built in checks during the Artificial intelligence review of the Private Placement Memorandum will help to address most of the commonly asked SEBI queries and accelerate the approval process.