We create and manage your equity portfolio with long term returns using Fundamental
Analysis
Minimum investment: Rs 25 Lakhs
How it Works:
- Bottom up stock selection
- Portfolio selection and management by a dedicated Fund Manager
- Medium to long term vision,
resulting in low portfolio turnover - Blend of Blue chip and growth stocks
Fees:
- 2.5% per annum AMC charged every quarter @ 0.625%
- 0.5% brokerage
- 20% profit sharing after 15% hurdle is crossed-chargeable at the end of the fiscal year.
We identify trading opportunities in the market with Long Short strategies using
Technical Analysis
Minimum investment: Rs 25 Lakhs
How it Works:
- Focus on Absolute Returns
- Long Short Strategies and active management by our dedicated Fund Manager
- Aim for high CAGR using automated model
- Stable returns, irrespective of market conditions
Fees:
- Profit-sharing with no AMC fees at the outset
- 0.05% brokerage
- 20% profit sharing on booked profits on quarterly basis.
For any market condition: Choose from our range of PMS products that are designed to perform in any market based on your investment objectives.
Exclusive Service: Proactive management of your funds by fund manager; backed by a Central Research team of Analysts and serviced by your dedicated Relationship Manager
Performance-Focused: Profit-sharing option with PMS ProTech and not based on churn
Convenient Reporting: Regular up-to-date views of portfolio