Waterfield Financial And Investment Advisors Private Limited
BSE 500 TRI
Equity
04/05/2026
4 Months
5000000
Upto 100 cr- Upto 1% 101crs to 500 crs upto 0.80% 501crs to 1000crs -Upto 0.50% More than 1000crs-Upto 0.40%
Upto 0.50%/0.40%/0.30%,0.20% for less than equal to 100 cr/101-500cr/501cr-1000cr/ 1000 cr respectively + 20% performance-Linked
1% of the assets redeemed if the redemption is carried out within 1st year from the date of Investment. Subsequently the exit load shall be NIL
The portfolio will predominantly be portfolio of active mutual funds withan objective of growing capital aggressively
Work Exp. NA
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