Case Study – Swiss bank accesses Indian market with Amicorp’s turnkey VCC fund solution

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Case Study – Swiss bank accesses Indian market with Amicorp’s turnkey VCC fund solution

A Swiss private bank with a significant client base was looking to diversify its investment offering by providing easy access to the growing Indian stock market. Creating their own fund set-up, while possible, was seen as costly, adding additional burdens of managing operational infrastructure and regulatory requirements (like setting up back-office systems, trade executions, risk management and compliance processes), and, importantly, significantly reducing time to market.

Amicorp solution

Amicorp’s capital markets team proposed using a Variable Capital Company (“VCC”) fund as a vehicle to allow the bank to pool its clients’ funds for onward investment into the Indian equities market.

A sub-fund was created under our established Amicorp (Mauritius) VCC Fund, with our licensed Amicorp Fund Management (Mauritius) Ltd team taking on the role of fund manager, and Amicorp Capital (Mauritius) Limited, another fully regulated and licensed entity, then completing the mix by providing trade execution services for the fund.

With a dedicated team and a market-leading onboarding platform in place the sub-fund was set up and the bank’s investment structure was operational in under eight weeks.

VCCs funds can be structured as a standalone fund or an umbrella entity, under which multiple ring-fenced sub-funds can be set up and maintained by a common service provider with an approved license. They provide a flexible and efficient vehicle for investors looking to build or diversify their investments by streamline management and operational processes that can reduce costs and regulatory requirements.

With VCC fund licenses in place in Mauritius and Singapore, our team can offer end-to-end support to help you set up a tailored investment vehicle to suit your needs, from fund set-up and administration, to ongoing fund management and broker-execution services. Get in touch with the team here to find our more.

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