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Plan for a target percentage return every year based on benchmarks and market conditions and same proportion is withdrawn from portfolio.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.