High touch digital onboarding for
Individual and Non-Individual AIF AND PMS Investors

Effortless intuitive workflows that transform the onboarding experience
of your domestic and GIFT City Investors and Distributors

What it does

Our industry leading digital onboarding workflow is built with inputs from AIF Managers and Distributors focused on servicing HNIs, Family Offices, Institutional Investors and Global Investors. Real time integrations and validations in the workflow ensure swift frictionless onboarding. API enabled KYC validation from CKYC and KRA agencies, AML check by Trackwizz and esign by Leegality offer a seamless experience in the onboarding process. Our inbuilt Power of Attorney workflow brings immense value and credibility to Distributors holding POA for AIF Investors.

How It works

Unique Individual and Non Individual workflows ensure seamless onboarding of Investors

Quick Customisation

White labelling of Application Form, enabling AMC and Distributor access including SRMs and RMs and configuring Contribution Agreement & Fee structure for swift processing

Individual Onboarding

Unique workflow with customisable documents for each type of Individual Investor – Resident, NRI, Joint Holder, Minor, Foreign Individual

Non Individual Onboarding

Unique workflow with customisable documents for each type of Non Individual Investor – LLP, Trust, Company, HUF, BOI, AOP, FI, FII etc

Inbuilt Compliance

Consent approval from Investors, Real time API integration for KYC validated data fetch and dynamic application generation bring immense efficiency

Application Approval

Checker enabled KYC check, Penny drop, AML check and esign or wet ink signatures initiation

Onboarding Dashboards

Analytics for AMC and Distributors with excel exports. Client Master List in excel or API for AMCs. Seamless integration with AIFMetrics LP Management Module

Success stories

Frequently asked questions

  • Private Alternative Structures - Venture Capital, Private Equity, Venture Debt, Private Credit, Pre IPO, Distressed, Special Situation, Real Estate Funds, ESG Funds, Angel Funds
  • Public Alternative Structures –Long Only AIFs, Hedge AIFs, Hybrid AIFs, PMS, ETFs and Mutual Funds (Debt, Equity, Liquid, Hybrid, Bond Funds etc.)
  • All other Alternate Structures not available in the public domain

  • Complete the SIGN IN Page
  • Verify your account on your business email id
  • Sign into the AIFMetrics Platform with your business email id and set your password
  • Dashboard will guide you on onboarding your Funds

Contact Us to set up your premium White-labelled private URL https://amcname.aifmetrics.com on the AIFMetrics Platform. This private URL enables you with Prospective Investor Marketing, Digital Reporting, Analytics Tools, Multimedia Marketing Dashboard and much more.

Yes. AIFMetrics platform helps white label and market your funds privately with Fund Manager videos, digital portfolio, notifications etc. to new prospective investors, with its Prospective Investor Functionality. Click statistics are provided on a regular basis for faster conversion.

Yes. Only authorised Users are allowed selective fund access by Fund Managers. Investors have to be authorised by the Fund Manager to view digital fund metrics, digital statements and multimedia fund communication.

Yes. Fund Managers can authorise existing Advisors and give access to their Funds on the AIFMetrics platform. Fund Managers can also evaluate new Distributors/ Advisors curated by AIFMetrics and share selective data.

Yes. Fund Managers can add sales, operations, investor relations, legal teams etc. and give multi device access to updated Digital Fund metrics; helping teams sell and service clients better.

Fund Managers can connect with several large Advisors and Independent Financial Advisors on the platform. These Advisors are curated by AIFMetrics and have marquee HNI clients; seeking alternative investments to diversify their portfolios.