Jugalkishor Malpani
Jugalkishor Malpani is a registered investment advisor at Chanakya Business Ventures LLC, based in Johns Creek, GA, with 4 years of industry experience. Jugalkishor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 66 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.25% |
Fees are negotiable. Qualified clients pay an annual fee of 1.50% of assets under management along with a 10.00% performance fee based on capital appreciation above the S&P 500.
Fee Estimator
Location
1204 Lakefield Place, Johns Creek, GA, 30097
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Regulatory History
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
Jugalkishor is an IT Project Manager working on full-time or consulting contracts as an independent contractor. He spends about 10-20% of his time on this activity.
Employment History
Current Registrations
Chanakya Business Ventures LLC
State Registrations3 states
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