Banyan Tree Advisors Pvt. Ltd. provides discretionary and non-discretionary portfolio management services and advisory services to resident individuals, non-resident Indians, corporations, trusts, and other entities, alongside managing a private pooled investment vehicle. The firm focuses primarily on purchasing and selling equities listed in India, while opportunistically investing in Indian money markets, bonds, mutual funds, bank deposits, and derivatives used for hedging. Banyan Tree emphasizes a long-term approach centered on capital protection and reasonable capital appreciation. The firm operates with broad investment authority over client accounts and manages relationships through separately managed accounts and fund structures.
Fee Structure
Banyan Tree Advisors charges performance-based fees for managing your investments, calculated and billed annually on the anniversary of your account activation. There are two structures available depending on your investor status:
- Option 1 (Existing investors only) — A performance fee of 20% on investment returns exceeding a 5% annual hurdle rate.
- Option 2 (Default for new investors) — A performance fee of 10% of the return with no hurdle rate, utilizing a high-water mark so fees are only charged after recovering all prior losses.
Additionally, certain accounts may utilize fixed fees in percentage or dollar amounts, with or without performance fees, based on mutually agreed terms. Third-party intermediaries such as custodians may also charge separate administrative, transaction, and brokerage costs.