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SEBI Regd No. INA000011255

PERPEX – Perpetual Income from Existing Funds

Perpetual Income from Existing Funds (PERPEX)

Service Fee: 1% Per Annum
  • Perpetual Income Source
  • Minimum entry size of Portfolio ₹ 50,00,000
  • Fee is constant irrespective of Portfolio Size.
  • Personalized Approach
  • Comprehensive Reports

PERPEX by Investora is an exclusive way to generate perpetual income from your existing Funds.

An exclusive way to manage existing Fund

  • We ensure a dynamic mix of debt and equity as per Client Profile
  • Plan for a target percentage return every year based on benchmarks and market conditions and same proportion is withdrawn from portfolio.
  • In case of variation against target percentage, a revision is done for the next year.
  • Advantages being that you are able to utilise funds from your corpus without disturbing any other investments.
  • Generates a permanent source of Income.
  • As the years go by the Income proportion also goes up.
  • Designed in such a way that a corpus defined now will generate Income for lifetime.
  • Objectives are achieved with Minimal Transaction cost and minimal tax implications.

Contact us for a no obligation consultation.

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