George Mitra is a registered investment advisor at Avendus Wealth Management Private Limited, based in Delhi, with 14 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 461 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avendus Wealth Management's annual fees for portfolio management and investment advisory services are based on a percentage of the value of your investments. The fees generally range from 0.5% to 2.5% per year for investment advisory services and up to 6% per year for portfolio management services. These fees are billed quarterly or monthly. A minimum of $61,000 is required to work with Avendus, but this may be negotiable.
Location
Suite 22 A / B, the Aman, Lodhi Road, Delhi
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Avendus Wealth Management Private Limited
State Registrations1 state
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