Multi Asset Scheme
The Scheme aims to make investments across multiple asset classes to deliver tax and cost-efficient route to wealth creation
Objective
Investment Framework
Pricing
Objective
Asset Class Focus: Investments will be made in ETFs and MFs across asset classes of Equities, Fixed Income, REITs, Gold, International FoFs
Investment Horizon: 5+ years
Investment Style:
Tax and cost efficient Investments with Active Asset Allocation
Direct route – avoids any conflict of interest
Investment Framework
We at Latent Advisors, look at investing in opportunities which have a long growth runway ahead of them and are run by well run managements. A quick snapshot of our 360 degree methodology is presented below
Interested in knowing more about us? Contact us at support@latentadvisors.com
Pricing
- Fixed Fee: 0.5 – 1%Â
- Performance Fee: Not Applicable
- Exit Load:
- Charged by Latent: Not Applicable
- Charged by AMCs: Dependent on the AMC scheme structure
NOTE:
- Fixed fee is charged on a quarterly basis
