Emerging AIF Investment Managers Cohort

We are excited to announce our inaugural Emerging AIF Investment Managers Cohort - a first-of-its-kind initiative, designed to provide an opportunity to the budding fund managers to receive guidance from the best AIF service providers and industry experts on how to structure an AIF; dos and don'ts of setting an AIF; regulations, compliance and all other key issues that need to be considered while setting an AIF.

This program will bring together the best industry experts and advisors on one platform to help all budding fund managers and institutions who are planning to set up an AIF.

The program will be spread over 2 weeks and will include online tutorial sessions and one-on-one meetings between applicants and cohort partners.

Through this program, we aspire to leverage our corporate members’ expertise and hand-hold the next generation of AIF Investment Managers in fostering a stronger AIF industry.

Cohort Applicants

Seasoned investment managers/ financial institutions who are planning to set up an AIF and are looking for the right guidance & access to best service providers.

Cohort Partners

Custodian Partner

Professional Services Partner

RTA Partner

Trustee Partner

Product Platform Partner

Merchant Banking Partner

Fund Accounting Partners

Technology Partners

Plan your AIF with Equalifi’s AIF Investment Managers Cohort

How it Works

Build your AIF using a structure and key tips provided by Cohort Partners and mutual support from peer Investment Managers.

The program will serve as an academic and experiential learning program that provides participants the technical, regulatory, tax, legal, compliance and business skills necessary to participate and succeed in the AIF industry.

Cohort Highlights

Financial and Industry Expertise

Participate in customized 1-on-1 and sector-specific sessions with specialists across Law, Trust, Compliance, fund administration, RTA, Technology, Tax, and Research & Systems.

Influential Networks

Engage with Equalifi’s Corporate and Charter Members including leading investors, fund managers and wealth professionals.

AIF Resources

Meet with industry-leading AIF Investment Managers and Thought Leaders for customized advice on various aspects of AIF set-up.

Engagement with Key Stakeholders

Opportunity to showcase your ideas and network with key stakeholders of the AIF ecosystem including investors.

Business Development

Explore opportunities to expand your company’s business through Equalifi’s mega initiatives.

Customized Content

Virtual, customized program designed to accelerate growth while allowing fund managers to maintain focus on what they do best – investing.


The objective of this program is to provide right guidance and access to best-in-class service providers to institutions and individuals who are planning to set up an AIF.
No ! There is no cost for applicants.
The Entire program will be conducted online. This will be followed by one-to-one meetings between applicants and the cohort partners as per applicant's preference.
No! It's not compulsory.
Our partners are here to guide the applicants about the right structure and processes for their planned AIF. Our partners will be happy to ofer the applicants the best terms and pricing for a professional engagement. However it will entirely be an applicant's decision whether to work with Cohort Partners or not.
Any institution or senior professional/s (with relevant experience) who are keen on setting up an AIF.
Equalifi reserves the right to select or reject applicants.
May 11: Registrations Open
June 10: Registrations Close
June 16-30: Cohort Sessions
July 1 onward: One-on-one meetings with Cohort Partners

In-Person Event


If you are running an AIF or planning to set-up one and would like to be a part of this Cohort, we invite you to join us for the AIF Cohort Meetup. Hereunder are the details:

Date: August 23, 2022

Time: 10 am to 5 pm.

Venue: Hotel Sofitel BKC, Mumbai

Registrations Closed

Please Note- The complimentary pass for this meet is only available for professionals currently running an Alternative Investment Fund (AIF) or those who are in an active stage of setting up an AIF. Complimentary pass will be issued only once the registration is vetted and approved by Equalifi.


August 2022

Role of Custodian in Structuring an AIF

Udit Surekha
EVP, Head of Products, Edelweiss Asset Services

August 2022

Role of Professional Services Partner (Tax & Legal) in Structuring an AIF

Rajesh Gandhi
Partner - Global Business Tax, Deloitte Haskins & Sells LLP

August 2022

Role of Registrar & Transfer Agent in Structuring an AIF

Girish Sankar
Business Head-Alternative Services, Computer Age Management Services Ltd.

August 2022

Role of Trustee in Structuring an AIF

Tariq Aboobaker
Managing Director, Amicorp Trustees India

August 2022

Role of Merchant Banker in Structuring an AIF

CA Anurag Goyal
Executive Director - Investment Banking | AIFs, Keynote Financial Service Ltd

August 2022

Role of Fund Accounting Firm in Structuring an AIF

G .Senthil, Chief Business Development Officer, KFin Technologies Ltd

August 2022

Role of Fund Accounting Firm in Structuring an AIF

Jayesh Khaitan
Managing Director- India, Ascent

August 2022

Role of Product Development Platform in Structuring an AIF

Aloke Sasmal
India Head-Sales, FinIQ Consulting

August 2022

Role of Technology Provider in Structuring an AIF

Abel Correa
Senior Manager–Business Development, Centelon

August 2022

Role of Technology Provider in Structuring an AIF

Vishwanath Krishnan
Director and Chief Marketing Officer, Basiz

August 2022


Cohort Partner

If you’re interested in learning more about the Cohort or would like to join in as a Cohort Partner, please reach out to us on partnerships@equalifi.org.

Our Mentors

Aloke Sasmal

Aloke Sasmal

India Head - Sales

FinIQ Consulting

Category: Product Platform


Anand Lalla

Head - Domestic Institutional Clients Group

Edelweiss Asset Services

Category: Custodian

Anurag Goyal

CA Anurag Goyal

Executive Director - Investment Banking | AIFs

Keynote Financial Service Ltd

Category: Merchant Bank

Anurag Goyal

Calvin Tan

Regional Head of Operations - APAC



G .Senthil

Chief Business Development Officer

KFin Technologies Ltd

Category: Fund Accounting


Girish Sankar

Business Head – Alternative Services

Computer Age Management Services Ltd.

Category: Registrar & Transfer Agent


Jayesh Khaitan

Head of Sales INDIA- AIF



Kishore Sadhale

Vice President INDIA Fund Accounting AIF



Rajesh Gandhi

Partner - Global Business Tax

Deloitte Haskins & Sells LLP

Category: Professional Services

Tariq Abobaker

Tariq Aboobaker

Managing Director

Amicorp Trustees India

Category: Trustee


Udit Surekha

EVP, Head of Products

Edelweiss Asset Services

Category: Custodian


Vishwanath Krishnan

Director and Chief Marketing Officer


Category: Technology