Waterfield Financial And Investment Advisors Private Limited
Nifty 50 TRI
Equity
29/03/2024
1.4 Years
5000000
Upto 1cr - 1% Above 1cr - 0.75%
Upto 1cr - 0.50% + 20% above benchmark performance Above 1cr - 0.35% + 15% above bechmark performance
1st Year - 1% Subsequently Exit load shall be NIL
Market leaders Portfolio will be concentrated all-equity portfolio with an objective of growing capital over long term. The portfolio will be rebalanced twice a year.The investment objective of the portfolio is to invest in basket of large cap stocks selected through a Quantitative Single Factor Model
Work Exp. NA
Email ID pms@waterfieldadvisors.com
Mobile No NA
Details NA
0.20
3.17