APMI

(AUM CR)

PMS Provider Name

Arthya Wealth And Investments Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

23/07/2021

Age

3.3 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

AMC Charge - 2%

Variable Fees Structure

AMC: 1.5% Hurdle: 12% Profit Sharing: 15%

Exit Load

1st Year: 2% 2nd Year: 1% Third Year: 0%

Purpose

To generate sustained compounding with capital preservation and meaningful alpha generation over the index


BHASKAR BUKREDIWALA
Work Exp. NA
Email ID bhaskar@arthyainvestments.com
Mobile No NA
Details NA

1 Month Turnover

0.11

1 Year Turnover

1.84