Selection of stocks
Top Down
Sectoral tailwinds for the business that would ensure strong growth for medium term and long term.
Bottom Up
Happenings in/ for a company that can trigger wealth creation, example: change in management/ their strategies that could trigger sharp turnaround in profits/ cash flows; special situations like merger/ demerger/ acquisition etc; step up in business cycle.
Fee Plan
Transparent fee structure designed to align long-term investor and portfolio manager interests.
| Plan Type | Fixed Fee | Performance Fee | Hurdle Rate |
|---|---|---|---|
| Fixed Only | 2.50% | 0% | 0% |
| Hybrid Plan 1 | 1.75% | 20% | 10% |
| Hybrid Plan 2 | 1.25% | 15% | 0% |
# subject to a High Water Mark – charged Annually (No Catch-up)
Exit Load
- Year 1 – 2%
- Year 2 – 1%
- No Exit Load if Redeemed after 2 Years
Indicative Tenure
Direct Onboarding
Clients also have an option to invest in the products / investment approaches directly, without intermediation of persons engaged in distribution services.
In such cases clients can reach us by sending an email on pmsadmin@invesq.in