AMFI Registered · ARN-264321
What it is

The policy behind every mandate.

We help you draft, review and govern the written investment policy that defines objectives, limits and approval authority — the document that makes a mandate auditable.

Who it’s for

Boards and trustees.

For organisations that need a clear, defensible policy framework for their funds.

What you get

Governance, written down.

Objectives & constraints

Purpose, horizon and risk tolerance defined clearly.

Permitted instruments & limits

What may be held, and the concentration and credit limits.

Approval authority

Who decides what, and the reporting that holds it accountable.

Review process

How and when the policy is revisited and updated.

Our approach

How we work.

From draft to board-approved policy.

01

Mandate & policy

Agree objectives and draft the investment policy with your board or trustees.

02

Map

Map cash-flow needs and segment the corpus by horizon and purpose.

03

Deploy

Deploy within policy limits across approved, suitable instruments.

04

Report & review

Benchmarked, audit-ready reporting and periodic policy review.

FAQ

Questions, answered.

Do we need a written policy? +
For any stewarded fund, yes — it is what turns good intentions into an auditable, repeatable process.
Can you review our existing policy? +
Yes — we can review and strengthen what you already have, not just start from scratch.
Related services

Often paired with

Let’s talk about your situation.

A focused, no-obligation conversation about how this applies to your goals or your organisation.