Yayati Asset Management provides quantitative portfolio management services to individual retail investors and institutional clients. The firm specializes in rules-based strategies that use options, ETFs, and stocks to generate income and manage downside risk, such as its Consistent Income, Core Growth, Growth Equity, and VOLT strategies. For retail clients, Yayati Asset Management directly manages selected strategies based on client profiles. The firm does not provide comprehensive financial planning or tax advice. Instead, its focus is strictly on managing specific investment portfolios using quantitative models, options overlays, and sometimes margin or leverage to enhance returns or protect against market volatility.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. Institutional clients have separate pricing based on strategy complexity and services utilized.