Gupta Partnership manages individually tailored investment portfolios for individuals and businesses. They invest in securities believed to be undervalued, aiming for long-term growth while minimizing the risk of permanent loss. They use a concentrated portfolio approach, typically holding less than 15 securities, and require clients to have a long-term investment horizon of 5 years or longer.
Fee Structure
Gupta Partnership's standard investment management fee is between 1% and 2% annually, based on the value of your investments. Fees are negotiable and paid quarterly in advance. You can end the agreement with 15 days' notice, and any unearned fees will be refunded. In some cases, clients may pay a lower or no asset-based fee and instead pay a performance-based fee.