Mutual Fund Registration
Set up a mutual fund in India — sponsor eligibility review, trust and trustee company formation, AMC approval and SEBI registration taken through to the first scheme filing.
Launch a mutual fund
Share your sponsor and track record details. We assess eligibility and structure the trust, trustee and AMC.
Talk to a CS →A complete mutual fund registration package
Sponsor Eligibility
Track record, net worth and profitability of the proposed sponsor tested against the SEBI Mutual Funds Regulations.
Trust & Trustee Setup
Mutual fund trust settled, trust deed registered and the trustee company incorporated with independent trustees.
AMC Incorporation
Asset management company incorporated and capitalised, with directors and key personnel appointed.
SEBI Application
Application in Form A filed with SEBI along with the trust deed, investment management agreement and fees.
Scheme Documents
Scheme Information Document, Statement of Additional Information and Key Information Memorandum drafted and filed.
Compliance Systems
Valuation policy, risk management framework, disclosure calendar and investor servicing set up before launch.
What is needed for mutual fund registration
Sponsor Track Record
The sponsor must have a sound financial track record over the prescribed number of preceding years and a general reputation for fairness in business.
Sponsor Contribution
The sponsor must contribute the prescribed minimum share of the net worth of the asset management company.
AMC Net Worth
The asset management company must maintain the minimum net worth prescribed under the Mutual Funds Regulations at all times.
Separate Trustee
The mutual fund must be constituted as a trust with a trustee company, and the required proportion of trustees must be independent.
Key Personnel
Fund managers, compliance officer and other key personnel must hold prescribed qualifications, certifications and relevant experience.
Fit and Proper
The sponsor, trustees, AMC and its directors must satisfy the fit and proper criteria and have no adverse regulatory record.
Registration and scheme launch are separate approvals. The mutual fund is registered first, and each scheme is then filed with SEBI for observations before it can open for subscription — we run both stages.
Common issues in mutual fund registration
Simple steps, no surprises
Eligibility assessed
Sponsor track record, net worth and structure reviewed against SEBI norms.
Structure created
Trust, trustee company and AMC formed and documented.
SEBI application filed
Form A submitted with all agreements, fees and personnel details.
Scheme launched
Registration granted, scheme documents filed and observations closed for launch.
Other services you may need
Frequently asked questions
A body corporate with a sound financial track record over the preceding years, positive net worth and a clean regulatory record can act as a sponsor, subject to SEBI being satisfied on the fit and proper criteria.
An Indian mutual fund is a three tier structure — a sponsor that establishes the fund, a trust with a trustee company that holds assets for unit holders, and an asset management company that manages the schemes.
Yes. After the mutual fund is registered, every scheme must be filed with SEBI with its Scheme Information Document, and the scheme can open only after SEBI observations are incorporated.
Because the process involves eligibility approval, entity formation and scheme filing, a realistic timeline runs into several months, driven largely by how quickly sponsor and personnel documentation is ready.
Registered funds must follow prescribed investment limits, valuation and expense norms, publish periodic portfolio and NAV disclosures, file returns with SEBI and report to unit holders regularly.
Ready to set up your mutual fund?
We assess sponsor eligibility, build the trust and AMC structure and take the SEBI application to registration.