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Act as a representative of debenture holders with the issuer
Ensure adherence to the terms and conditions of the debenture issuance
Monitor compliance with financial covenants, asset cover, and other obligations
Address & resolve grievances of debenture holders efficiently
Convene meetings of Debenture Holders upon request by the requisite majority
Safeguard the rights and interests of debenture holders
Follow up on timely payment of interest and redemption of principal
Ensuring timely security creation and charge registration with relevant statutory authorities
Enforce security at the behest of the Debenture Holders
Share experience to ensure smooth debenture issuance process within regulatory framework
Maintain accurate reporting and documentation for Debenture Holders
Ensure transparency and adherence to all statutory requirement
Ensure secure custody and digitalization of all relevant documents

Hold and manage the security, as trustee, on behalf of the Lenders
Coordinate with the lenders & their counsels on drafting, finalizing, and executing security documents in consortium and syndication arrangements
Assist borrowers and lenders to enable smooth financial closure of the project
Act as the single point of contact for all communication with multiple or consortium Lenders
Ensure timely documentation of security interests
Ensure accurate and diligent compliance with sanction terms & executed agreements
Maintain safe custody & digitalization of executed documents
Monitor collateral and security value
Maintain effective communication between borrowers and lenders
Share insights on legal aspects of security creation and enforcement based on our experience
Safeguard and enforce security interests in the event of default
Facilitate distribution of recovery proceeds to lenders when represented as Trustee

Act as a neutral third-party custodian, holding and managing funds or assets in escrow until the agreed-upon conditions are fulfilled
Ensure the disbursement of funds or assets according to agreed terms
Safeguard and securely store documents and assets placed in escrow throughout the transaction process
Monitor the fulfillment of all conditions outlined in the escrow agreement
Release funds/ assets upon satisfaction of conditions laid down in the escrow agreement
Manage escrow trust accounts and ensure timely reporting to all parties
Administer and monitor payout for variety of escrow agreements as per respective terms

Hold pledged shares as security for credit facilities, ensuring they are safeguarded & managed
Oversee compliance with terms & conditions outlined in share pledge agreement
Safeguard the interests of lenders by securing the pledged shares till release terms are met
Facilitate the transfer of pledged shares to the designated party as per the laid down terms, in the event of default
Monitor the maintenance and value of pledged shares consistent with requirements of the agreement
Release the pledged shares upon satisfaction of conditions laid down in the agreement
Coordinate with legal and financial advisors to ensure compliance with legal requirements.
Manage the pledge registration process to ensure enforceability
Maintain up-to-date records of all pledge-related documents, transactions, and correspondence

Fire resistant custody facility available supported by 24-hour CCTV surveillance
Safeguard and protect important documents, assets, and records
Provide secure storage and access to valuable items like bonds, certificates and contracts
Manage inventory and ensure confidentiality of stored materials
Facilitate the retrieval and distribution of stored assets
Monitor access to safekeeping facilities with stringent security protocols
Offer physical or digital safekeeping solutions as per client needs
Maintain detailed records and registers of safe items
Ensure the security of both physical and electronic assets

Act as an intermediary between lenders and borrowers in syndicated loans
Manage communication between all parties involved in the facility agreement
Monitor compliance with loan covenants and reporting requirements
Facilitate disbursement and repayments with the terms outlined in the facility agreement
Coordinate the management, maintenance and release of collateral in line with the terms of the facility agreement
Ensure timely notifications of any reportable incidents (be it financial or compliance)
Handle the restructuring or refinancing of facilities when needed
Organize meetings and discussions among syndicate members

Ensure AIF compliance with regulatory frameworks
Oversee the management of fund assets and investments ensuring alignment to mandate
Ensure compliance with the terms and conditions outlined in the fund agreements, including investor rights, fund objectives, and operational guidelines
Maintain independent oversight over the fund's operations as fiduciary responsibility
Ensure that fees, expenses, and charges are aligned with terms outlined
Monitor process of liquidation or exit and ensuring compliance as per fund strategy
Safeguard the interests of investors by overseeing transparency of fund operations and adherence to investment strategy, governing documents and applicable regulations
Share our experience on regulatory compliances relating to the fund

Act as custodian of the ESOP trust, holding and managing shares for employees
Ensure compliance with legal and regulatory standards for employee stock plans
Oversee the distribution of shares and ensure that option exercises are carried out in accordance with the terms of the ESOP plan
Provide annual reports on ESOP Holdings and transactions along with plan status
Assist in resolving any issues or conflicts between the company, employees and shareholders
Share experience in the design and implementation of ESOP structures

Ensure timely creation of security, including necessary follow-up and coordination with relevant parties
Assist in obtaining title documents, title searches, facilitating securities valuation, payment of stamp duties, vetting legal documents and perfecting security in favor of the lenders
Maintain secure custody of all security documents and title deeds ensuring safe-keeping and accessibility
Act in accordance with instructions and directives received from the lenders
Monitor the status of the security and oversee periodic review of borrower’s financial position as per agreement terms
Maintain accurate and up-to-date records and provide necessary reports to parties as per agreement terms
Ensure full compliance with obligations and responsibilities set-forth in the agreement