We believe in tailoring investment plans that fit you the best.
After all, personalization is a first step towards perfection!
Who is it for?
Investors who want quality advice for direct equities and portfolio administration while making their own investment decisions.
Minimum Investible Surplus –
R 50 lacs and above.
Suitable for HNI, UHNI & Family offices.
The Premium Advisory Service provides you with:
- Existing Portfolio Review if there is any along with reasons for stock exclusion.
- Portfolio construction based on client risk profile and in line with our 5 in 5 Wealth Creation Strategy.
- Portfolio level health check – using Quality and Risk assessment parameters (Aggregate Volatility, Valuation, M.cap, diversification, etc.)
- Recommendation of stock specific allocation.
- Financial result updates of portfolio companies.
- Portfolio Performance Review Document (sent every quarter). (Comprehensive performance review note along with clear rebalancing strategy sent to the client)
- Event Updates/Corporate Actions
- EXIT Calls
- Change in stock allocation (done in consultation with client)
- Execution of rebalancing strategy (Assistance provided in execution of rebalancing strategy with client approvals)
- After Sales Services
1% per annum Advisory Fee
1% per annum Admin Fee
Total: 2% p.a. of Assets under Advisory (AUA)
Payable - Every calendar quarter, in advance, @ 0.50%. First installment is pro-rated for the quarter, as required.
This annual fee is computed @ 15% of positive Portfolio Returns and charged only when the Portfolio Returns equal & exceed the Hurdle rate of 16%.
Payable - Financial Year End.