Waterfield Financial And Investment Advisors Private Limited
S&P BSE 500 TRI
Equity
29/03/2024
1.3 Years
5000000
Upto 1cr - 1% Above 1cr - 0.75%
Upto 1cr - 0.50% + 20% above benchmark performance Above 1cr - 0.35% + 15% above benchmark performance
1st year - 1% subsequently no exit load will be charged.
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 and mid cap stocks selected through a Quantitative Multi Factor Model
Work Exp. NA
Email ID pms@waterfieldadvisors.com
Mobile No NA
Details NA
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