Resolut PartnersEY Building a better working world

Masterclass on InvITs

(with focus on Budget 2024)

Monday, 29 July, 2024

Agenda

  • Impact of Budget 2024 – Quick Analysis
  • Deep Dive into InvIT Governance – Rights at InvIT vs. Manager
  • InvITs – Annuity vehicle or Growth Vehicle?
  • Unlisted InvITs to Private Listed InvITs to Public InvITs – A Commercial Comparative
  • 25% Public Unitholder Threshold: Commercial and Regulatory Challenges
  • Recently introduced Unit-Based Employee Benefit (UBEB) scheme – Tax aspects to consider
  • InvITs vs. AIF vs. Holdco – What’s tax feasible? Return Profile on
  • InvITs – A Case Study Roll-over of existing investments to an
  • InvIT – regulatory, commercial and tax aspects to consider
  • Governing a listed entity – Disclosures, Conflicts, Insider trading, LODR and Other Challenges

Speakers

Mohitkumar Bagri

Mohitkumar Bagri

Director, International Tax and Transaction Services (ITTS)

EY

Avinash Narvekar

Avinash Narvekar

Partner, International Tax and Transaction Services (ITTS)

EY

Shreyas Bhushan

Shreyas Bhushan

Partner

Resolüt Partners

Ruchir Sinha

Ruchir Sinha

Managing Partner

Resolüt Partners