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INVESTSAVVY ALPHA

Investsavvy Portfolio Management Llp

100.80 CR AUM

INVESTSAVVY ALPHA

INVESTSAVVY ALPHA

Investsavvy Portfolio Management Llp

100.80 CR AUM

BSE 500 TRI
Benchmark
3yr 7mo
Age
EQUITY
Strategy
1.5%
Fixed Fees
Hurdle 15% Profit Share; 15% to 20%: 15% Sharing(Without Catch up) 20% Plus: 20% Sharing
Variable Fees
1st Year 3% 2nd Year 2% 3rd Year 3%
Exit Load
BSE 500 TRI
Benchmark
3yr 7mo
Age
EQUITY
Strategy
1.5%
Fixed Fees
Hurdle 15% Profit Share; 15% to 20%: 15% Sharing(Without Catch up) 20% Plus: 20% Sharing
Variable Fees
1st Year 3% 2nd Year 2% 3rd Year 3%
Exit Load
Fund manager

ashish goel

Fund Manager
EQUITYStrategies

Ashish has over 25 years of experience in Financial Markets. He was a rank holder at IIM Calcutta (MBA), B. Tech.(EE) IIT Kanpur, class topper at Carnegie Mellon University, MS (Computational Finance). He was MD - Standard Chartered Bank, Bear Stearns, Dresdner Bank, Safron Ltd(Hedge Fund) and ICICI. Has worked in US, UK, India and Singapore.

Ashish has over 25 years of experience in Financial Markets. He was a rank holder at IIM Calcutta (MBA), B. Tech.(EE) IIT Kanpur, class topper at Carnegie Mellon University, MS (Computational Finance). He was MD - Standard Chartered Bank, Bear Stearns, Dresdner Bank, Safron Ltd(Hedge Fund) and ICICI. Has worked in US, UK, India and Singapore.

Purpose

LONG TERM RETURN

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
-6.09%
1M benchmark return
0.96%
Alpha
-7.05%
1M Wealth multiple
0.94x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
-6.09%
1M benchmark return
0.96%
Alpha
-7.05%
1M Wealth multiple
0.94x

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