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Portfolio Valuation – STOCKS CURRENTLY HELD

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Portfolio Advisory Plans (minimum portfolio size Rs. 50 Lacs):

Plan A*

Plan B*

Plan C*

2% Management Fee p.a. Charged at 0.50% on NAV per quarter.

(charged at the end of every quarter).

 

1% Management Fee p.a. Charged at 0.25% on NAV per quarter.

(charged at the end of every quarter).

 

Performance Fee

10% share of Profit on returns over 10%

(charged at the end of each financial year. i.e. first on On 26th March 2019).

Zero Management Fee

 

Performance Fee

20% share of Profit.

(charged at the end of every quarter).

 

* A Set-Up Fee of Rs. 1,00,000 will be charged upfront in Year 1.

Set-Up Fee will be adjusted fully against future charges of Management / Performance Fee.