aarna

IYP · India Credit Token

India Credit Token

Regulated access to India's performing credit market — tokenised as a permissioned digital security at GIFT City.

Connect Wallet

The allocation gap

India's credit market exceeds $400 billion. Category II AIFs managing performing credit portfolios have delivered 12–16% gross INR returns across multiple vintage years.1 Institutional allocators worldwide recognise the opportunity.

Almost none of them can access it.

The barriers are structural: FPI registration complexity, INR settlement friction, AIF minimum commitments sized for domestic institutions, and zero onchain infrastructure connecting global capital to Indian credit. The result is a persistent allocation gap — global portfolios underweight Indian credit not because of risk, but because of access. ICT closes that gap.

What ICT is

ICT is an ERC-3643 permissioned digital security representing beneficial interest in aarna's GIFT City SPV. The SPV subscribes as a single FPI limited partner into SEBI Category II performing credit AIFs — funds with existing, audited, multi-vintage track records in Indian performing credit.

Investors hold ICT tokens in their own wallets. Each token represents a proportional claim on the SPV's net asset value. Distributions flow quarterly in USDC. Redemptions occur through periodic windows aligned with underlying AIF liquidity.

ICT is not a wrapper around a single loan book. It is diversified exposure to India's institutional credit market, delivered through regulated infrastructure, settled onchain.

Three-jurisdictional structure

Global — Investor Layer

Accredited investors worldwide connect wallets via SIWE. KYC through Sumsub. ONCHAINID claims issued onchain. Subscribe in USDC or USD wire. ICT minted to whitelisted wallet.

GIFT City — Regulatory Layer

aarna's GIFT City SPV operates under the IFSCA FinTech Sandbox Framework. FPI registration provides the legal channel for offshore capital into Indian securities. FX conversion through AD1 bank on FETERS.

India Onshore — Asset Layer

SEBI Category II performing credit AIFs manage the underlying portfolios. Obligor-level diversification across mid-market corporates. Quarterly NAV reporting. Independent auditors. Existing multi-vintage track records.

USDC → USD → INR → AIF → Yield → INR → USD → USDC

Terms

Target net yield

8–9% USD annually¹

Underlying gross yield

12–16% INR (SEBI Cat II AIF historical)¹

FX hedge cost

3–5% annually (INR/USD forward curve)

Minimum investment

$25,000 USD equivalent

Token standard

ERC-3643 (T-REX) — permissioned, KYC-gated

Settlement

USDC or USD wire

Distributions

Quarterly, in USDC to holder wallet

Redemption

Periodic windows (quarterly), subject to AIF liquidity

NAV updates

Quarterly, 3-of-5 multisig attestation, IPFS audit hash

Chain

Ethereum mainnet (v1)

Custody

Self-custody or Fireblocks

Investor eligibility

Accredited investors (IFSCA definition)

Underlying assets

ICT does not tokenise individual loans or issue against a single originator. The SPV allocates across multiple SEBI Category II AIFs — each independently audited, SEBI-registered, with established portfolio management teams.

What performing credit AIFs hold

  • Senior secured and mezzanine corporate credit
  • Revenue-based and cash-flow-backed lending to mid-market Indian corporates
  • Supply chain and trade finance receivables
  • Structured credit with defined waterfalls and coverage ratios

Risk management at the AIF level

Each underlying AIF maintains independent credit committees, portfolio concentration limits, and quarterly reporting to SEBI. aarna does not select individual obligors — AIF managers with audited track records make those decisions.

Regulatory position

IFSCA FinTech Sandbox — Phase 2 Approved (April 2026). Full FME application in progress. Phase 2 approval authorises the detailed application stage, including live testing with a controlled investor cohort.

ERC-3643 compliance layer. Every transfer validated against ONCHAINID claims — KYC, AML, accreditation, jurisdiction, sanctions screening. Non-compliant transfers are rejected at the smart contract level.

FPI channel. The GIFT City SPV subscribes into onshore AIFs as a registered Foreign Portfolio Investor, using the established regulatory channel for offshore capital into Indian securities.

No bearer tokens. ICT is a permissioned digital security. Tokens cannot be transferred to non-whitelisted addresses. This is not DeFi-native, open-access yield. It is regulated, gated, and auditable.

How yield reaches your wallet

1

AIF generates credit returns

Performing credit portfolios produce 12–16% gross INR yield across vintages

2

SPV receives INR distributions

Quarterly, per AIF partnership terms

3

FX conversion

INR to USD via AD1 bank; hedge cost deducted

4

Platform and SPV costs deducted

Management fee, admin, audit, custody

5

USDC distributed to holders

Pro-rata to wallet, quarterly

Net result: 8–9% target USD yield, structural and independent of US monetary policy.2

Who ICT is for

Global accredited investors

Seeking USD-denominated yield from a non-US, non-correlated credit market with regulatory infrastructure.

NRI investors

Seeking structured, compliant access to Indian credit with USD settlement and onchain transparency.

Family offices and wealth platforms

Looking for a differentiated allocation in Indian performing credit without FPI registration complexity.

Crypto-native treasuries and protocols

Seeking real-world yield backed by audited assets, accessible via wallet connect and USDC settlement.

Connect Wallet

Accredited investors. $25K minimum. USDC or USD wire.

Connect Wallet

By connecting your wallet, you initiate the accredited investor verification process via Sumsub.

1 Based on published performance data from SEBI Category II performing credit AIFs across 2019–2025 vintages. Individual AIF performance varies. Past performance does not guarantee future results.

2 Target yield is an estimate based on historical AIF performance (12–16% INR gross), current INR/USD forward curve (3–5% hedge cost), and projected platform costs. Actual yield will vary based on AIF performance, FX markets, and operating costs. Not a guarantee.