Access our regulatory documents, fee structure, and portfolio information
Aligned incentives ensure we only succeed when you succeed
Before Warren Buffett took control of Berkshire Hathaway, he ran his own partnership that employed a 0/6/25 fee structure. (No annual fee, a 6% hurdle rate, and 25% of the profits above the hurdle rate)
"If stock picks are poor, we wouldn't get paid anything at all. In addition to that, our personal capital invested in the fund would depreciate in value."
A management fee-based firm will attract highly paid sales people because raising capital will deliver significant bonuses. Similarly, compensation based solely on long-term performance will attract those who deliver superior long-term investment results.
The economics are simple: we don't earn a penny until if our partners do not earn a return on their invested amount. Further, keeping the best interests of our clients in mind and in order to maximize their long-term net returns, we have kept our fee structure based on this investment philosophy.
Our fee models are the same for all our clients of all sizes
Representative investments across diverse sectors
Godrej
Welspun ONE
ICF
Nokia Siemens
ARC Finance
Download our compliance and regulatory documents
Excel format - Investment fee calculation tool
PDF format - SEBI mandated investor rights document
Word document - SEBI regulatory framework
PDF format - Statistical information
This document prepared by CREST Capital, is meant for the sole use of the recipient and not for public circulation. This document should not be reported or copied or made available to others, either in part or full. The information contained herein is obtained based on internal data and publicly available information and other sources believed to be reliable. CREST Capital does not claim or warrant the accuracy, correctness or completeness of the data mentioned herein. As such, this document should not be relied upon for any purpose including investment in any security. This document is for personal information and educational purposes only and does not constitute an offer, invitation, or inducement to invest in any security whatsoever. CREST Capital or any of its employees are under no obligation to update the information contained in this document. CREST Capital and its founder(s) and employees, including persons involved in preparation of this document may, from time to time have a long or short position, or buy or sell, any of the securities of any company mentioned herein or otherwise, or (b) be engaged in any other transaction involving such securities. Performance related information provided in this document is not verified by SEBI. Past performance is not a guide for future performance. Investment in equities involves substantial risk including permanent loss of capital (in whole or in part) and hence may not be suitable for all investors. The statements contained herein may include statements of future expectations and other forward looking statements that are based on our current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance, or events to differ materially from those expressed or implied in such statements. Readers shall be fully responsible/ liable for any decision taken based on this presentation. Readers should make their own investigation and take appropriate professional advice. Investment in Securities are subject to market and other risks and there is no assurance or guarantee that the objectives of any of the strategies of the fund will be achieved. Clients under the fund are not being offered any guaranteed/assured returns. The distribution of this document in certain jurisdictions may be restricted by law, and persons in whose possession this document comes, should inform themselves about and observe any such restrictions.
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As with any investment in securities, the value of the portfolio under management may go up or down depending on the various factors and forces affecting the capital market. Investing in equities carry financial risk. Please be cognizant of all financial risks before investing into any fund(s).