Quantum Advisors is an investment advisor registered with the SEC, specializing in discretionary investment advisory services. They cater to individual Indian clients (resident and non-resident) and foreign institutional clients, focusing on Indian equity and fixed income markets. Quantum Advisors manages private accounts and proprietary accounts, employing a value investing philosophy with both qualitative and quantitative analysis.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.80% |
| $100.0M - $250.0M | 0.65% |
| $250M+ | 0.60% |
This fee schedule is for the Q India Value Equity Strategy. Other strategies have different fee schedules. Q India Responsible Returns Strategy and Q India Ethical Returns Strategy have fixed and variable fee structures including performance-based fees. Q India Sovereign Focus Bond Strategy has a tiered fee structure with lower rates.