Portfolio Management Service (PMS)

• Investment Growth:

   

- Our goal is to grow your investment gradually over the years, aiming for significant returns (potentially 100%) by 4th year.

- All buying and selling decisions will be based on our thorough technical and fundamental analysis.

 

• Fee Structure

   

Our fees are based on your investment amount:

- Below ₹20 Lakhs: Refer our  Super Premium Membership  

- ₹20 Lakhs to ₹40 Lakhs: 10% on realized capital gains and Dividends

- ₹40 Lakhs to ₹75 Lakhs : 9% on realized capital gains and Dividends

- Above ₹75 Lakhs: 8% on realized capital gains and Dividends

Please note: The first year will focus on buying and won't generate immediate gains.

 

• Exit Fees:

   

To achieve the best results, we recommend a commitment of at least 3 years. This allows us to implement a long-term investment strategy with the potential for higher returns.

If you choose to terminate the service before 3 years, an exit fee will apply:

- Year 1: 0.75% of your total investment

- Year 2: 0.50% of your total investment

- Year 3: 0.25% of your total investment

 

• Understanding Risk:

   

Equity investments are impacted by market movements and carry inherent risk. This means your investment value could go down during unforeseen events.

 

FunTech cannot guarantee specific returns or protect your investments against losses. However, we will use our best expertise and research to manage your portfolio effectively.

 

Thank you for your trust in FunTech. We look forward to managing your portfolio and helping you achieve your financial goals.