Invest in Managed Direct Mutual Funds
Enable investors build legacy through ResponsibleInvesting
Upto 12% Returns 0% Fee *
| Value of Rs. 50 Lac Investment in 20 yrs @ 12% Returns. | |
| Regular MF 1 | 3.69 Cr |
| Direct MF 2 | 4.51 Cr |
| PriceBridge Managed * Direct MF | 6.72 Cr |
| 1 – Regular MF expense ratio @ 2% 2 – Direct MF expense ratio @ 1% * Assumption of 2% alpha over 12% returns by way of rebalancing. |
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Fact: Approximately 1% of your Regular Mutual Fund Investment goes to your distributor as part of TER (Total Expense Ratio)
Fact3: In 30 years, that’s an opportunity of creating >30% higher corpus – LOST!
| Rate Yourself as per your answers | Yes | No |
| Do you know the cost of your MF? | 1 | 0 |
| Are you paying the performance fee of fixed commissions? | 1 | 0 |
| Have you rotated Sectors in your MFs? | 1 | 0 |
| Has your portfolio generated more returns than Nifty over the past 5 years? | 1 | 0 |
| Have you invested in EFTs / Index Funds / Direct MFs? | 1 | 0 |
If your total score is 3 or less, reconsider your existing approach.
Portfolio Performance
| Period | Portfolio | NIFTY50(TRI) |
| 1 Month | -1.47 % | -2.02% |
| 3 Month | -6.44 % | -8.25% |
| 6 Month | -0.82 % | -1.08% |
| 1 Year | 15.34 % | 10.09% |
| Since inception date 04/05/2022 | 25.69 % | 18.94% |
| Returns over 1 year period are annualized | ||
| Returns are adjusted for inflows/outflows. | ||
Unbeatable pricing
We pioneered the concept of Managed Mutual Funds.
0 % *
No PMS fees upto 12% of annualized returns (Expenses at actuals *)
Fees as per PMS Agreement
Flat fee beyond 12% of annualised returns.
Principled and pioneered on risk adjusted returns with its time cycle based proprietary models.
PriceBridge specialises in sector investing, market cap rotation and dynamic asset allocation
Meet experts with decades of investing experience
R Vaidyanath
B.Com, ICWA, MBA with 35 years of Experience in Exchange Operations Investment Management, Business Consulting, Asset / Wealth Management
Swapnil Kulkarni
BCA (Symbiosis), Pursuing PG Portfolio Management (NISM) – over 17 years of experience in Wealth Management
Swapnila Patil
Bachelors of commerce from mumbai university 13 years experience in Mutual fund back office operations and client servicing across registrars, AMCs and distribution
Meera Sriram
Bachelors in Business Administration from Madras University , ICWA, CFA(ICFAI) with 18 years experience in accounting and finance
PriceBridge MFDirect is SEBI registered portfolio manager. We enable you to invest in customized investment solutions that help you create wealth and achieve your financial goals.
Ayan Analytics Pvt. Ltd. (the holding Company) offers Portfolio Management Services (PMS) which is registered with Securities Exchange Board of India (SEBI) with Registration No. INP000007614
Invest in PriceBridge MFDirect customized mutual funds portfolios using our website. To explore our Portfolio Management Service, please schedule a call with us.
PriceBridge Portfolio Management Service (PMS): Rs. 50 Lakhs