Portfolio Management Services (PMS)
Institutional Discretionary PMS
Siddhartha Capital offers discretionary portfolio management services to the institutional clientele with an aim to provide tailored services to assist their investment activities to achieve their strategic investment objectives. With the investment portfolio of the institutions ever increasing, managing and continuously monitoring these portfolios can be complex and a challenging task with the limited resources and expertise on the capital market.
In order to ensure risk adjusted returns it requires an in-depth research and analysis, market information and expertise hence, SCL Institutional discretionary portfolio management product intends to bridge such gaps by providing tailor made services to render our client’s needs.
| Fee Structure | Service Charge – Negotiable |
|---|
Fee Structure
Service Charge
| Investment Amount (in Rs.) | Annual Service Fees (%) |
|---|---|
| 20 lakhs - 50 lakhs | 1.30% |
| 50 lakhs - 1 crore | 1.25% |
| 1 crores - 5 crores | 1% |
| 5 crores - 10 crores | 0.75% |
| > 10 crores | 0.5% |
Incentive Fee
| Portfolio Return | Incentive Fees |
|---|---|
| < 8% | Nil |
| 9% - 15% | 15% |
| 16% - 25% | 20% |
| > 25% | 25% |