IndValue Opportunities Fund — Series A

Uplifting communities,
maximising returns.

At IndValue Opportunities Fund, we have an integrated approach when it comes to providing capital to bring a positive change to our nation's future. By merging our investment expertise with a direct development arm, IndValue acts as a cohesive unit which directs funding towards transformative projects.

Register Investment Interest
Long Term Value • Buy Right • Build Right • Exit Right • Disciplined Capital • Emerging Cities •
Proven Track Record

Series A track record —
audited performance.

Institutional performance verified through independent statutory audits. Our past deployment results form the foundation of our disciplined underwriting for Series A and future offerings.

Audited Financials

16.22%

Gross IRR

Across 6 Projects, 2 States

1.44X

Equity Multiple (MOIC)

  • Fund Size: ₹100 Cr
Status: Active Deployment
INVESTMENT OBJECTIVE

Disciplined capital for India's
urban expansion.

IndValue Opportunities Fund — Series A targets the structural demographic shift across India’s emerging Tier 2 and Tier 3 cities. We combine private capital with institutional development oversight to create enduring community value.

Affordable Housing Segment

Targeting essential housing demand through Pradhan Mantri Awas Yojana (PMAY) alignment and structured horizontal plotted developments with lower development complexity.

Focus on Emerging Cities

Strategic deployment in rapidly industrializing corridors where infrastructure growth, expanding connectivity, and rising incomes outpace organized real estate supply.

Low Gestation Period Projects

Prioritizing rapid execution timelines compared to long-gestation vertical towers, ensuring expedited liquidity, risk containment, and predictable capital turnaround.

Lower Capital Requirements

Phased land procurement and optimized infrastructure capital outlays prevent over-leveraged balance sheets and maximize returns per rupee deployed.

Alignment with Government Policies

Harmonized with central housing subsidies, RERA governance benchmarks, and state urban development initiatives for seamless clearances and incentives.

Disciplined capital for India's urban expansion
STRATEGIC FOCUS Tier 2 & Tier 3

Meeting India's real housing need where urban infrastructure meets high demographic momentum.

INVESTMENT OFFERINGS

Stable returns commensurate
with product offering.

Designed around institutional safety, fiscal pass-through efficiency, and transparent distribution waterfalls. Our structural blueprint insulates capital while delivering superior risk-adjusted yields.

Click any tier in the concentric model to explore structural governance & cash flow mechanisms.

Alignment with Government Policies

TIER 1 · STATUTORY PASS-THROUGH

Pass-through entity status under Indian Income Tax regulations.

  • AIF Category II is recognized as a statutory pass-through vehicle under Indian tax law.
  • Investment gains and business profits are taxed directly in the hands of unit holders according to their respective tax brackets.
  • Statutory withholding tax deducted at source with full tax credit pass-through certificates provided.
  • Eliminates double corporate taxation typical of private limited company holding structures.
Structure: SEBI AIF Category II Compliant Direct Distribution to LP Escrow
RISK MITIGATION FRAMEWORK

Mitigating key threats through
institutional discipline.

Every stage of the real estate life cycle contains inherent variables. We implement multi-layered legal, regulatory, and technical guardrails to protect investor principal.

Land Acquisition Risk

PRE-ACQUISITION GATE
  • Mandatory 30-year title search conducted by Tier-1 empaneled law firms.
  • Encumbrance certificates & revenue extracts verified prior to token commitment.
  • Escrow payments released strictly on verified physical milestone clearances.
  • Minimum 15-acre contiguous land chunks per acquisition to ensure master-plan integrity.
Gate 1 of 4 Zero-Defect Protocol

Regulatory & Approvals Risk

STATUTORY CLEARANCE
  • Mandatory 30-year title search conducted by Tier-1 empaneled law firms.
  • Encumbrance certificates & revenue extracts verified prior to token commitment.
  • Escrow payments released strictly on verified physical milestone clearances.
  • Minimum 15-acre contiguous land chunks per acquisition to ensure master-plan integrity.
Gate 1 of 4 Zero-Defect Protocol

Execution & Construction Risk

OPERATIONAL RIGOR
  • Mandatory 30-year title search conducted by Tier-1 empaneled law firms.
  • Encumbrance certificates & revenue extracts verified prior to token commitment.
  • Escrow payments released strictly on verified physical milestone clearances.
  • Minimum 15-acre contiguous land chunks per acquisition to ensure master-plan integrity.
Gate 1 of 4 Zero-Defect Protocol

Sales & Market Absorption Risk

COMMERCIAL SECURITY
  • Mandatory 30-year title search conducted by Tier-1 empaneled law firms.
  • Encumbrance certificates & revenue extracts verified prior to token commitment.
  • Escrow payments released strictly on verified physical milestone clearances.
  • Minimum 15-acre contiguous land chunks per acquisition to ensure master-plan integrity.
Gate 1 of 4 Zero-Defect Protocol
“Our risk framework is reviewed quarterly by the Investment Committee and independently audited by technical and legal consultants.”
GOVERNANCE COMMITTEE Empaneled Tier-1 Legal Counsel

Fund I Project Portfolio

VERIFIED EXECUTION MILESTONES

PMAY Affordable Projects

Uttarakhand

4 projects • 3,600 residential units

Residential Plotted Township

Bengaluru North

22 Acres integrated plotted layout

Mid-Income Apartments

Bengaluru East

3 Lakh sq. ft. residential development

Integrated Trunk Infrastructure

PAN India

Complete blacktop roads, underground utilities & amenity parks

PMAY Project Delivery Schedule

Target: 2026

Scheduled for handover by 2026 year-end (strictly on track)

Key Learnings Shaping Future Schemes

STRATEGIC OPTIMIZATION

Plotted › Vertical Apartments

Substantially higher sales velocity, lower upfront civil construction burden, and superior gross cash flow margin per sq. ft. in Tier 2 and Tier 3 micro-markets.

Integrated Developer Model

Pairing fund management with an in-house development arm ensures direct execution oversight, eliminating contractor margin leakage and project delays.

RERA Escrow Discipline

100% strict adherence to separate escrow accounts and ring-fenced project sweeps builds institutional LP confidence for successive fund raises.

Capital-Efficient JDA Strategy

Zero upfront land equity acquisition unlocks 2.5x Gross Development Value (GDV) per rupee of invested capital.

Pre-Sales Velocity Prior to Build

Achieving 30%+ pre-sales prior to deep civil construction eliminates reliance on expensive NBFC debt and provides self-sustaining construction cash flows.

INVESTMENT PROCESS

Disciplined execution from
sourcing to exit.

A 5-stage institutional investment governance framework ensuring complete alignment, fiduciary rigor, and seamless capital recycling across the fund life cycle.

Sourcing

PAN-India Deal Flow
01

Experienced in-house acquisition team with a combined work experience of 50+ years of PAN-India real estate operations, identifying prime growth corridors before micro-market saturation.

Pre-Investment

Background & Viability
02

Before committing funds, we conduct thorough due diligence including a developer background check, assessment of financial and operational performance, review of business plans, and on-site visits.

Underwriting & DD

Technical, Legal & ESG
03

Rigorous evaluation encompassing 30-year legal title searches, independent valuations, financial scenario stress-testing, and compliance with Environmental, Social, and Governance (ESG) guidelines.

IC Approval

Investment Committee Sanction
04

All potential investments undergo rigorous scrutiny and unanimous sanction by our independent Investment Committee, followed by comprehensive formal documentation and escrow structuring.

Monitoring & Exit

Escrow Oversight & Realization
05

Post-investment, our Project Management Consultants (PMCs) and in-house engineers diligently oversee project expenses and the RERA escrow account. We prioritise repayment through topline sharing, ensuring a smooth exit strategy.

REGISTER INTEREST

Thank you for your interest in
IndValue Opportunities Fund.

Connect directly with our Investor Relations and Portfolio Management desk. We provide qualified investors with the Private Placement Memorandum (PPM), audited track records, and schedule confidential briefings.

Institutional Fiduciary Standards

SEBI Registered AIF Category II platform with dual-tier independent audit compliance.

Direct IR Desk: invest@indvalueamc.com

Telephone: +91 22 4987 6543 / +91 987 654 3210

INVESTOR TYPE
₹50,000
1 Lac 1 Cr
PREFERRED INVESTMENT HORIZON Standard project lifecycle: 2–4 Years
3 years