APMI

(AUM CR)

PMS Provider Name

Zen Wealth Management Services Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

23/07/2024

Age

3 Months

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

AMC: 0.25% to 1% HURDLE RATE: 12% Or 15% FEES SHARING: 20%

Exit Load

1ST YEAR : 0.25%

Purpose

Generate Consistent long-term Wealth

1 Month Turnover

0.30

1 Year Turnover

NA