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Fund Snapshot

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About Fund Manager

Invasset Core Investment Beliefs

Recency Bias – Human Mind tends to place importance on the events that are recent in the memory leading to forced decisions by Greed & Fear.
Ambiguity of Expectation – Lack of data & knowledge leads to unclear financial expectations & incorrect financial decisions.
Growth Oriented – Invasset is hungry for growth. Invasset long term portfolios have a higher PE ratio as compared to peers.
Quality is the key – Invasset believes Quality is the only way forward. Quality is what seperates Mediocre & Winners.
Interest Rate Cycle – Interest Rate plays a major role in deciding the future performance of the company.
Capital is Sacred – Appreciation of the capital should be consistent & permanent & Depreciation of the capital should be limited & temporary
Optimal Churning – An optimally researched churning process with conservative bias will generate superior returns compared to passive investing.

Why Invest in Invasset PMS?

INVasset follows an objective method of investing;
1. Free from human rationale & biases
2. Tested strategy across numerous market cycles
3. Keep churning at a churn ratio of <0.5
4. Greed & fear are nullified by this method of investing
5. Universe of all listed Indian stocks
6. Shifts your stock to safety as market becomes expensive
7. Discipline & data centric approach for investment
8. Delivering consistent alpha to clients
9. Focused & unbiased active portfolio management

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Fund Overview

How do we construct your Portfolio?
The deep discount sale- Invasset looks for a beaten down industry leader that trade below their fair value in events of market meltdowns
The trend setters- Invasset looks for a company that have recent tailwinds in their favor & should lead for the next 12-18 months
The shining stars- Invasset targets companies that continues delivering growth irrespective of market conditions
The safety shells- Invasset look for protection or hedged portfolio when the market reaches the unsustainable situation
INVasset Edge
INVasset Go- View all Portfolios, Newsletters, Stocks & Sector Reports at the click of the button in INVasset inhouse portal.
INVasset P4P- INVasset do not encourage fixed fees, they have the most genuine & transparent fee structure in the industry.
INVasset Concierge- Joining INVasset Concierge, personalised support is a call away
INVasset AAID- Proprietary in house research model combining algorithms & models based on 30+ years of experience

INVasset Pay 4 Performance (Plan A)
Fixed Fees
NIL
Performance Fees
20% of profits net of expenses
Hurdle Rate
NIL
Fund Requirement
Min 50 Lacs
Exit 1 Year
2% on net amount
Year 2 Exit Load
No Exit Load

INVasset Hybrid (Plan B)
Fixed Fees
1.5% p.a.
Performance Fees
20% of profits net of expenses
Hurdle Rate
10% p.a.
Fund Requirement
Min 50 Lacs
Exit Load
NIL

INVasset Investment Objective
To provide client with the structure that can achieve preservation & growth of its capital. The portfolio manager shall apply its professional expertise to help the client achieve the goal as per the product option chosen by the client.

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