Compliance Calendar for 2026: What Serious Investors Must Track

Overview:
Regulatory discipline is compounding in India. A clear 2026 calendar keeps investors and managers aligned with the Securities and Exchange Board of India.

Key Points:

• Half-year investor reports: by 30 September for the period ending 31 March; audited annual financial statements: within six months of financial year end.
• Valuation by independent, Securities and Exchange Board of India–registered valuers: twice each year for Category I and Category II Alternative Investment Funds; quarterly movement disclosure is becoming market practice.
• Quarterly governance reports from independent trustees: rising adoption; 2025 coverage ≈ 90 percent of assets, target ≈ 100 percent by 2026.
• Portfolio Management Service quarterly statements with benchmark comparison and transaction logs: mandatory; audit cycle annually.
• Gujarat International Finance Tec-City International Financial Services Centre filing windows: monthly activity statements; annual compliance certificate by 30 June.
• India vs world: India’s average compliance completion time fell from 80 days (2020) to 46 days (2025); United States peer average ≈ 40–45 days.
• Future: common digital filing rail integrating Securities and Exchange Board of India, International Financial Services Centres Authority and depository data in 2026–2027.

Truvest Capital Insight:
In alternatives, credibility is a calendar. Treat every date as risk control.

Disclaimer:
Educational content only. Not investment advice. Investments in Alternative Investment Funds or Portfolio Management Services are subject to market risks. Please consult your Securities and Exchange Board of India–registered advisor before investing.