GoldStandard Wealth Private Limited is an investment advisory firm based in Mumbai, India, that provides portfolio management services to clients worldwide. The firm offers discretionary, non-discretionary, and advisory-only Separately Managed Accounts, investing across global equities, debt securities, mutual funds, exchange-traded funds, and commodities. GoldStandard Wealth emphasizes growth-oriented strategies tailored to individual client goals, risk tolerance, and cash needs. The firm utilizes a combination of fundamental, quantitative, and macroeconomic analysis to construct and rebalance portfolios. In addition to standard asset-based management fees, GoldStandard Wealth may enter into performance-based fee arrangements for certain strategies. The firm is independently owned and works with unaffiliated qualified custodians and broker-dealers to execute and safeguard client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annualized asset-based fee of 2.5% of assets under management. The firm may also enter into performance-based fee arrangements of up to 30% of capital appreciation and apply direct exit loads of up to 3% for early withdrawals within the first year.