Khaveen Investments, based in Kuala Lumpur, Malaysia, offers investment management, research, and advisory services. They work with individuals, high-net-worth clients, trusts, businesses, and charitable organizations. Khaveen Investments helps clients with investment management, financial planning, tax planning, insurance review, education funding, retirement planning, and estate planning. They manage investments through a globally diversified portfolio using a combination of macro, fundamental, and quantitative strategies.
Assets Under Management$7.8M
Clients11
AdvisorsN/A
Avg. per Client$710K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Khaveen Investments charges two fees for investment management:
- Management Fee: 1% per year of the assets in your account, calculated quarterly.
- Performance Fee: 20% of the positive returns your account generates each year. This fee is only charged if your portfolio makes money. High Water Marking is applied to each calculation which keeps track of cumulative losses per billing period within the specified look-back period. A loss in any period will be added to the look-back period's cumulative losses. A gain in any period will decrease the cumulative loss recorded to date. Additionally, performance fees and management fees are deducted from the following year’s positive returns before calculating the performance fee of that year, ensuring fees are never double-charged.
Clients with a minimum balance of $1,000,000 may be eligible to have part or all management fees waived.
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