PORTFOLIO MANAGEMENT SERVICE

Welcome aboard! We're excited to help you manage your investments and potentially grow your wealth.

Capital Requirements:

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Portfolio Management:

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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: 10% on realized capital gains and Dividends

- ₹20 Lakhs to ₹40 Lakhs: 9% on realized capital gains and Dividends

- Above ₹40 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: 2.00% of your total investment
- Year 2: 1.50% of your total investment
- Year 3: 1.00% 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.

"Join us now and take the first step towards achieving your financial goals with confidence!"

Frequently Asked Questions

1. How often will my portfolio be reviewed?
Your portfolio will be reviewed once a month to ensure it remains optimized for the best possible returns.

2. What types of investments are included in the subscription?
Besides Indian equities, the subscription includes investments in gold, mutual funds, and US stocks. Additionally, you'll get early insights and recommendations on upcoming IPOs.

3. Are there any specific investment exclusions?
Yes, we do not provide recommendations for intraday, derivatives, or short-term trades. Our focus is on moderate-risk, mid to long-term investments.

Frequently Asked Questions

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