We offer flexible fee structures to align with your preferences: 1) Fixed Fee Structure - with a management fee of 2% per annum, 2) Performance-Based Structure - with 0% management fee and 20% performance fee above the hurdle rate, and 3) Hybrid Structure - combining both fixed and performance fees. Each structure is designed to align our interests with yours.

As per SEBI regulations, the minimum investment amount for PMS is ₹50 lakhs. This threshold ensures that we can build a well-diversified portfolio and execute our investment strategies effectively while maintaining optimal position sizes across securities.

The performance fee is calculated on a high-water mark basis, which means we only charge performance fees on new profits above the previous highest portfolio value. This ensures you only pay for actual value creation. The fee is typically charged at 20% of returns above a predetermined hurdle rate.

We provide comprehensive reporting including monthly portfolio statements, quarterly performance reports, and detailed analysis of portfolio holdings. You'll also receive regular market insights, investment rationale for portfolio changes, and access to our research team's reports. Our client portal offers real-time portfolio tracking.

Your PMS investment offers good liquidity with the ability to withdraw funds partially or fully with proper notice. However, we recommend a minimum investment horizon of 3-5 years to fully benefit from our investment strategy. Redemption requests are typically processed within 7-15 working days.

Our investment philosophy focuses on long-term wealth creation through a disciplined, research-driven approach. We employ a combination of top-down and bottom-up analysis to identify quality companies with strong growth potential, good management, and sustainable competitive advantages. Our strategy emphasizes capital preservation while seeking attractive risk-adjusted returns.

Each portfolio is tailored to your specific requirements considering factors like investment objectives, risk tolerance, time horizon, and any specific restrictions you may have. Your dedicated portfolio manager works with you to create and maintain a strategy that aligns with your financial goals.

In PMS, each transaction is made in your name, providing complete transparency in tax treatment. Capital gains are calculated on individual security sales, allowing for tax-efficient investing strategies. We provide comprehensive tax reports and can work with your tax advisor to optimize tax outcomes.

Risk management is integral to our investment process. We employ various measures including portfolio diversification, position sizing limits, regular monitoring of risk metrics, and strict buy/sell disciplines. Our risk management framework ensures adherence to both client-specific and regulatory risk parameters.