APMI

(AUM CR)

PMS Provider Name

FORTUNA INVESTMENT ADVISORS LLP

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

04/07/2023

Age

1.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Fee Upto 1.75%

Variable Fees Structure

Hurdle: 10% Fee Sharing: 20%

Exit Load

1st Year: Upto 3% 2nd Year: Upto 2% 3rd Year: Upto 1% After that 0

Purpose

Long Term Wealth Compounding


Gurvinder Singh Juneja
Work Exp. NA
Email ID gurvinder.juneja@fortunaadvisors.in
Mobile No NA
Details NA

1 Month Turnover

0.10

1 Year Turnover

0.97