VM
CFA
VM
CFA

Vikash Mathura

5 Years of Experience
Port Louis

Vikash Mathura is a CFA-designated registered investment advisor at Nemo Capital, based in Port Louis, with 5 years of industry experience. Vikash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $1.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$103K average
Assets Under Management
$1.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable. Qualified and accredited clients may pay an annual fee of 1.00% of assets under management along with a 20.00% performance fee based on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Port Louis

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Vikash does consulting work on cryptocurrencies for Tsuru Capital LLC. He is also an investment adviser representative with Financial Services Network Ltd., potentially creating a conflict of interest.

Employment History
Current Registrations
Nemo Capital
March 2021 - Present · 5 yrs 2 mos
State Registrations2 states
TXWY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.