Platform Funds For India

Innovative Platform Funds can provide a valuable gateway for funds business between Jersey and India, facilitating both inward-bound and outward-bound investments connected to India.

The idea of commoditising funds is attractive but not new. For a long time Umbrella Funds have been established with a single investment manager providing services to a number of separate funds formed under one holding vehicle. Umbrella Funds may use largely standard form documents and the same service providers to achieve cost efficiencies for all funds on the same platform.

Going one step further, facilitating different investment managers on the same platform presents a new set of challenges. Ideally, it requires the regulation of each fund, as opposed to the Umbrella Fund structure as a whole. This demands a special legal structure that can further protect the portfolio of each fund from the potentially diverse or even opposing investment strategies of different investment fund