INVASSET LLP
S&P BSE 500 TRI
Equity
14/02/2025
5 Months
5000000
AMC Charge: 1% p.a to 2.5% p.a of AUM (charged quarterly)
AMC: 1% p.a to 2.5% p.a of AUM (Charged quarterly) Hurdle Rate: 8% p.a to 10% p.a Performance Fee: 0 to 20% p.a of profits
1st Year: 1% to 3% 2nd Year: NIL 3rd Year : NIL
The primary investment objective of the portfolio is to achieve substantial long-term capital appreciation that significantly outperforms the average returns of fully equity-oriented portfolios, while avoiding high leverage and safeguarding capital from permanent risk. The Portfolio Manager will leverage its professional expertise to create a robust structure aimed at both preserving and growing clients' capital, thereby assisting them in achieving their financial aspirations.
Work Exp. 17.00 years
Email ID anirudhgarg@invasset.com
Mobile No 9878000172
Details With more than 17 years of Research experience in the stock market Mr Anirudh Garg is currently a designated partner and Fund Manager of Invasset LLP. He holds a Master's degree in Investment Management from ICMA Centre
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