- Marketing material review/ approvals
- Scheme information document preparations
- Investment limit review/ approvals
- Anti-money laundering review
- Regulatory reports
- Secretarial assistance for board meeting preparation, agenda, minutes and submission of forms under Companies Act
- Legal agreement review
- Creating and Monitoring of investment limits in MILES
- Approval of marketing communication under mutual funds regulations
- Preparation and review of SID/KIM
- Handles the formation and incorporation of companies and matters related therewith Responsible for filing, registering any document including forms, returns and applications by and on behalf of the company
- Coordinate the board/general meetings and follow-up actions thereof
- Manages the Secretarial/Compliance Audit
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