Proprietary Sourcing
Deal opportunities the fund finds internally — through its own research team, networking, company visits, database screens, industry conferences or conversations with consultants — rather than through a banker's process.
This one is not written up yet
The definition above is the short version. A full explanation — how it works, a worked example and the exam traps — is still being written. In the meantime the chapter below covers it in context.
Written up from the same chapter
- Compliance Test ReportThe annual self-certification an AIF manager prepares in SEBI's prescribed format, testing the fund against the AIF Regulations and routed through the sponsor and trustee for comment.
- SCORESSEBI's centralised web-based system for processing investor complaints, on which the company or intermediary must upload an Action Taken Report and the investor can watch the status online.
Where this is taught
Free preparation for NISM Series XIX-A← All terms