Tradeswift Broking PMS

Investment Philosophy: The PMS employs a fundamental-cum-technical research-driven investment approach, focusing on identifying companies with strong fundamentals, sustainable competitive advantages and attractive growth prospects, while also using technical analysis for entry and exit decisions.

The portfolio is constructed with a focus on diversification across market capitalisation, sectors, investment styles and other listed instruments such as debt, bonds, ETFs, InvITs and REITs.

Terms of Investment: - Minimum capital investment: Rs. 50 Lakhs. - High-Water Mark principle followed. - Direct onboarding for PMS without intermediation of distribution services. - Premature exit loads: 2%, 1.5%, 1% of NAV if exited before 12, 24 and 36 months respectively. - Other charges at actuals. - Taxes as applicable.